October 2026
07Oct

The DC Future Book 2026

By Pensions Policy Institute This report is the twelfth edition of the Pensions Policy Institute’s (PPI) The DC Future Book, setting out available data and analysis on the Defined Contribution (DC) landscape. Demographic and policy changes indicate that, compared to previous generations of pensioners, current and future retirees can expect to: Live longer on average, Receive their State Pension later, Be more likely to reach retirement with DC savings forming an important part of their pension provision, and with less DB...

October 7, 2026
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07Oct

The Pensions Brief: October 2026

By Andrew Block & Katherine Carter The Pensions Regulator (TPR) has published a market oversight report on investment by UK pension schemes in private markets, particularly UK private markets. Key findings include: Trustees are open to UK private market investments if the investments offered meet the scheme’s investment needs and characteristics. DC schemes and master trusts with the necessary scale and capacity have made significant progress, but appetite is limited among DB schemes to invest in private markets beyond private credit...

October 7, 2026
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07Oct

Proyecciones del costo fiscal del envejecimiento en Chile

Por Sebastián Izquierdo, Gabriel Ugarte, Jorge Rodríguez & Andrés Araya El envejecimiento poblacional se perfila como una de las principales fuentes de presión fiscal estructural en Chile en las próximas décadas, en un contexto de holgura fiscal cada vez más acotada. El estudio cuantifica la presión fiscal adicional atribuible al envejecimiento entre 2025 y 2050, concentrándose en los dos componentes del gasto público donde la presión demográfica se manifiesta con mayor claridad: pensiones y salud. La estrategia metodológica se basa en el...

October 7, 2026
Envejecimiento, Envejecimiento, Libros, Libros, Reportes, , , ,
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07Oct

El peso de las pensiones en el Paquete Económico 2026: entre lo social y lo fiscal

Por Dr. y P.C.CAG. Nicolás Domínguez García El artículo examina el peso del gasto en pensiones dentro del Paquete Económico 2026 y sus efectos en las finanzas públicas mexicanas. Se analiza su crecimiento estructural, la rigidez presupuestaria que genera y la presión que ejerce sobre la sostenibilidad fiscal. Asimismo, se abordan sus implicaciones en la reducción del margen de maniobra del Estado y el posible desplazamiento del gasto productivo, destacando la necesidad de fortalecer el financiamiento y replantear la estructura...

October 7, 2026
Artículos, Sostenibilidad del Sistema, Sostenibilidad del Sistema, , ,
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07Oct

Pensiones, edad de retiro y desigualdad de género

Por Alejandra Macías Sánchez La OCDE señala que la tasa de reemplazo de los pensionados con menores ingresos es 132%; la edad de retiro legal es 65 años y no se prevén cambios relacionados con el envejecimiento y la longevidad de la población; y la brecha de género aumentó de 28 % a 35 % porque no se vislumbran cambios estructurales en el mercado de trabajo, ni en las tareas de cuidado que realizan principalmente las mujeres. La principal implicación...

October 7, 2026
Artículos, Mercado Laboral, Mercado Laboral, , , , ,
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02Oct

México. 2° Foro de Inclusión Financiera Para Todas las Edades: el envejecimiento poblacional redefine el panorama económico

Por Omar Nieto (Editor PPI) El pasado 1.º de octubre se celebró en la Ciudad de México el 2.º Foro Nacional de Inclusión Financiera para Todas las Edades, organizado por la Secretaría de Economía, AVU IAP y Grupo Financiero Banamex. El encuentro abordó el envejecimiento poblacional en México y América Latina, sus efectos en el mercado laboral, la provisión de seguridad social y el conjunto de la economía, así como las adaptaciones que la industria financiera ya comienza a discutir...

October 2, 2026
Noticias, Noticias, , , , ,
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02Oct

The Underpensioned: Updating the Gender Pension Gap

By Pensions Policy Institute The Gender Pension Gap (GPG) is a measure of difference, or inequality, in pension outcomes for men and women. This can be considered in terms of either the disparity in the pension wealth accumulated or by the income they receive in retirement as a result of that pension wealth. It has been suggested that the GPG should be subject to statutory reporting requirements, in the same way as the Gender Pay Gap.8 While the GPG is widely...

October 2, 2026
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02Oct

Workforce Turnover and Retention in the Public Sector: Insights from Public Pension Plans

By Barbara Butrica & Dan Doonan Workforce turnover has implications for employees and employers. On the employee side, turnover can involve lost wages and benefits. On the employer side, turnover can involve the loss of experienced employees as well as the investments made in training them. It also generates additional costs associated with recruiting and training replacement workers. Understanding the timing of turnover and how retention evolves over employees’ careers is important for economic security, workforce planning, public service delivery,...

October 2, 2026
Books, Books, Labor Market, Reports, , ,
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02Oct

Redistribution with Unequal Life Expectancy

By Sebastian Köhne I study life-expectancy inequality in a Mirrleesian life-cycle framework with pension-linked fiscal externalities and private retirement saving. Heterogeneous longevity affects optimal redistribution by changing both the expected fiscal cost of pension benefits and the mapping from disposable income into social marginal welfare. I derive an ABCD optimal tax formula that incorporates these efficiency and equity effects. Calibrated to the U.S. economy, the model implies that accounting for heterogeneous longevity lowers optimal marginal tax rates, particularly at the...

October 2, 2026
Articles, Savings, , , ,
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02Oct

Can Voluntary Health Insurance Ease the Burden on Public Healthcare? Theory and Evidence from Europe

By Clara Andresciani, Debora Di Gioacchino & Laura Sabani This paper revisits the “decongestion effect” argument, according to which greater reliance on privately financed healthcare relieves pressure on public services. We develop a probabilistic voting model in which individuals, who differ in income, may purchase tax-deductible private health insurance, thereby gaining access to private care and reducing their demand for public healthcare. The model predicts that, as more individuals opt for private care, both political support and fiscal resources for...

October 2, 2026
Articles, System Sustainability, , ,
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