What pension policy lessons could Colombia draw from New Zealand?

The article addresses the feasibility that a less developed country, such as, Colombia might adopt a universal policy scheme, such as, the one that functions successfully in a developed nation, specifically, the one in New Zealand. Starting in the 19th century, the pension schemes in Colombia, and i...

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Fecha de publicación:
2020
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Corporación Universitaria Americana
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Repositorio Corporación Universitaria Americana
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eng
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oai:repositorio.americana.edu.co:001/285
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https://doi.org/10.21803/pensam.13.25.391
https://repositorio.americana.edu.co/
https://repositorio.americana.edu.co/handle/001/285
Palabra clave:
Política pensional
Innovación política
Primer pilar pensional
Envejecimiento de la población
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openAccess
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id Americana2_4b309c12ec6888eb94715342b18edac1
oai_identifier_str oai:repositorio.americana.edu.co:001/285
network_acronym_str Americana2
network_name_str Repositorio Corporación Universitaria Americana
repository_id_str
dc.title.none.fl_str_mv What pension policy lessons could Colombia draw from New Zealand?
¿Qué lecciones de políticas de pensión podría Colombia sacar de Nueva Zelanda?
Que lições de política de pensões a Colômbia pode adotar da Nova Zelândia?
title What pension policy lessons could Colombia draw from New Zealand?
spellingShingle What pension policy lessons could Colombia draw from New Zealand?
Política pensional
Innovación política
Primer pilar pensional
Envejecimiento de la población
title_short What pension policy lessons could Colombia draw from New Zealand?
title_full What pension policy lessons could Colombia draw from New Zealand?
title_fullStr What pension policy lessons could Colombia draw from New Zealand?
title_full_unstemmed What pension policy lessons could Colombia draw from New Zealand?
title_sort What pension policy lessons could Colombia draw from New Zealand?
dc.contributor.none.fl_str_mv Sello editorial Coruniamericana
dc.subject.none.fl_str_mv Política pensional
Innovación política
Primer pilar pensional
Envejecimiento de la población
topic Política pensional
Innovación política
Primer pilar pensional
Envejecimiento de la población
description The article addresses the feasibility that a less developed country, such as, Colombia might adopt a universal policy scheme, such as, the one that functions successfully in a developed nation, specifically, the one in New Zealand. Starting in the 19th century, the pension schemes in Colombia, and in New Zealand, were designed differently, and have resulted in different outcomes. I conclude that there are several factors, such as, geographic proximity pattern, ageing population, financial sustainability, and superannuation pillar design that would enable Colombia to adopt the first pension pillar successfully. Even so, there are also some challenges, such as, policy legacy, simplicity, pensionable age, institutional weakness, population size, and homeland security that Colombia will need to address to ensure its success – specifically how to decrease poverty among the elderly population without affecting the long-term sustainability of the retirement system.
publishDate 2020
dc.date.none.fl_str_mv 2020-06-01
2022-10-06T19:42:05Z
2022-10-06T19:42:05Z
dc.type.none.fl_str_mv Artículo de revista
http://purl.org/coar/resource_type/c_6501
http://purl.org/coar/version/c_970fb48d4fbd8a85
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info:eu-repo/semantics/article
info:eu-repo/semantics/publishedVersion
dc.type.coar.fl_str_mv http://purl.org/coar/resource_type/c_2df8fbb1
status_str publishedVersion
dc.identifier.none.fl_str_mv Ruiz Marin, W. (2020). What pension policy lessons could Colombia draw from New Zealand?. Pensamiento Americano, 13(25), 76–89. https://doi.org/10.21803/pensam.13.25.391
https://doi.org/10.21803/pensam.13.25.391
2745-1402
Corporación Universitaria Américana
2027-2448
RIA - Repositorio Institucional Américana
https://repositorio.americana.edu.co/
https://repositorio.americana.edu.co/handle/001/285
identifier_str_mv Ruiz Marin, W. (2020). What pension policy lessons could Colombia draw from New Zealand?. Pensamiento Americano, 13(25), 76–89. https://doi.org/10.21803/pensam.13.25.391
2745-1402
Corporación Universitaria Américana
2027-2448
RIA - Repositorio Institucional Américana
url https://doi.org/10.21803/pensam.13.25.391
https://repositorio.americana.edu.co/
https://repositorio.americana.edu.co/handle/001/285
dc.language.none.fl_str_mv eng
language eng
dc.relation.none.fl_str_mv 89
25
76
13
Pensamiento Americano
Ayala, U. (1995, December). ¿Qué se ha aprendido de las reformas pensionales en Argentina, Colombia, Chile y Perú? Paper presented at the 2nd Conferencia Hemisférica sobre Seguridad Social, Reformas Pensionales y Desarrollo de Mercados de Capitales, Washington D.C., United States. Retrieved from https://publications.iadb.org/es/publicacion/13679/que-se-ha-aprendido-del-sistema-de-pensiones-en-argentina-colombia-chile-y-peru
Ayala, U. (1997, October). La regulación de los fondos de pensiones en América Latina: reseña y lecciones de la experiencia. Paper presented at the Conferencia Lacea, Bogotá D.C., Colombia. Retrieved from https://www.repository.fedesarrollo.org.co/handle/11445/2156
Baddeley, M. (2010). Herding, social influence, and economic decision-making: Socio-Psychological and neuroscientific analyses. Philosophical, Transactions: Biological Sciences, 365(1538), 281-290. Retrieved from https://www.jstor.org/stable/40538198
Bennett, C. J. (1991). What is policy convergence and causes it? British Journal of Political Science, 21(2), 215-233. Retrieved from https://www.jstor.org/stable/193876
Blake, D. & Mayhew, L. (2006). On the Sustainability of the UK State Pension System in the Light of Population Ageing and Declining Fertility. The Economic Journal, 111, 286-305. Retrieved from https://doi-org.ezproxy.auckland.ac.nz/10.1111/j.1468-0297.2006.01100.x
Contraloría General de la República. CGR. (2018). Grandes Hallazgos septiembre 2014 – agosto 2018 Report. Retrieved from https://www.contraloria.gov.co/documents/20181/472298/ Libro_granes+hallazgos+CGR.pdf/6b2543f3-4faa-40c8-900d-5f47d08180ff
Dolowitz, D. P & Marsh, D. (1996). Who learns what from whom: A review of the policy transfer literature. Political Studies, 44, 343-357.
Dolowitz, D. P & Marsh, D. (2000). Learning from abroad: the role of policy transfer in contemporary policy-making. Governance: An International Journal of Policy and Administration, 13(1), 5-24. Retrieved from https://onlinelibrary-wiley-com.ezproxy.auckland.ac.nz/doi/epdf/10.11 11/0952-1895.00121
Fadgen, T. P. (2013). Mental health policy transfer and localisation in Samoa and Tonga: International organizations, professionals and Indigenous cultures. (Doctoral dissertation). The University of Auckland. Retrieved from https://researchspace.auckland.ac.nz/handle/2292/20609
García, A.G. (2016). Muslim proposal towards a common base of interreligious dialogue. Advocatus. Recuperado de http://www.unilibrebaq.edu.co/ojsinvestigacion/index.php/advocatus/article/view/824
Hughes, G. (2008). Lessons from New Zealand for Ireland´s green paper on pensions (Research Discussion Paper RDP 2008-01). Retrieved from The University of Auckland Business School: http://docs.business.auckland.ac.nz/Doc/WP-1-08-PensionDiscussion-Lessons-from-New-Zealand-for-Ireland's-green-paper-on-pensions.pdf
Institute for Economics and Peace. (2018). Global peace index. Retrieved from http://visionofhumanity.org/app/uploads/2018/06/Global-Peace-Index-2018-2.pdf
Kleinjans, K. (2003). The Colombian pension system after the reform of 1994: An evaluation. International Social Security Review, 56(1), 31-52. Retrieved from https://doi-org.ezproxy.auckland.ac.nz/10.1111/1468-246X.00148
Littlewood, M. (1998). How to create a competitive market in pensions. London, England: St Edmundsbury Press.
McDonald, K. & Guest, R. (2019). KiwiSaver: A jewel in the crown of New Zealand’s retirement income framework? In J. Luetjens, M. Mintrom & P. Hart (Eds.), Successful public policies (477-504). Retrieved from https://scholar.google.co.nz /scholar?hl=es&as_sdt=0%2C5&q=KiwiSaver%3A+A+jewel+in+the+crown+of+New+Zealand%E2%80%99s+retirement+income+framework%3F&btnG=
Mesa-Lago, C. (1999). Política y reforma de la seguridad social en América Latina. Nueva Sociedad, 160, 133-150. Retrieved from http://nuso.org/media/articles/downloads/2757_1.pdf
National Administrative Department of Statistics. DANE. (2019). Unemployment rate. Retrieved from www.dane.gov.co
Neugschwender, J. (2016). Pension systems and income inequality among the elderly in Europe. (Doctoral dissertation). Universität Mannheim. Retrieved from https://madoc.bib.uni-mannheim.de/41262/1/Neugschwender%20Dissertation%202016-09-16.pdf
OECD. (2011). Pensions at a glance 2011: Retirement-income systems in OECD and G20 countries. Retrieved from https://www.oecd-ilibrary.org/finance-and-investment/pensions-at-a-glance-2011_pension_glance-2011-en
Pension Act 1913 (NZ). Available from http://nzlii.org/nz/legis/hist_act/pa 19134gv1913n10196/
Pension Act 1993 (CO). Available from https://www.alcaldiabogota.gov.co/ sisjurMantenimiento/normas/Norma1.jsp?i=5248
Pension Act 2003 (CO). Available from http://www.secretariasenado.gov.co/ senado/basedoc/ley_0797_2003.html
Pirsoul, N. (2018). The Theory of recognition and multicultural policies in Colombia and New Zealand. (Doctoral dissertation). The University of Auckland. Retrieved from https://researchspace.auckland.ac.nz/bitst ream/handle/2292/37758/whole.pdf?sequence=2
Rose, R. (2005). Learning from comparative public policy: a practical guide. Abingdon, OX: Routledge.
Sakuyama, T. (2006). Direct payments for environmental services from mountain agriculture in Japan: Evaluating its effectiveness and drawing lessons fro developing countries. e-Journal of Agricultural and Development Economics, 3(1), 27-57. Retrieved from http:////purl.umn.edu/110128
Salazar-Guatibonza, E. (2011). Cobertura y acceso a la garantía de pension mínima en el sistema de pensiones colombiano. Cuadernos de Contabilidad, 12(31), 491-520. Retrieved from http:/ /search-proquest-com.ezproxy.auckland.ac.nz/docview/1771597086?accountid=8424&rfr _id=info%3Axri%2Fsid%3Aprimo
St John, S. (2015). Improving the affordability of New Zealand Superannuation. Psychosociological Issues in Human Resource Management, 3(1), 81-100. Retrieved from http://go.galegroup.com.ezproxy.auckland.ac.nz/ps/i.do?ty=as&v=2.1&u=learn&it=DIourl&s=RELEVANCE&p=AONE&qt=SN~2332-99X~~TI~%22IMPROVING+THE+AFFOR DABILITY+OF%22~~VO~3~~SP~81~~IU~1&lm=DA~120150000&sw=w
Stone, D. (1999). Learning lessons and transferring policy across time, space, and disciplines. Politics, 19(1), 51-59. doi10.1111/1467-9256.00086
The World Bank (2017). Life expectancy at birth. Retrieved from https://data.worldbank.or g/indicator/SP.DYN.LE00.IN
Villar, L.; Becerra, A. & Forero, D. (2017). Propuesta y estimación de los costos económicos de extender la cobertura del sistema pensional colombiano. Informe final. Bogotá, Colombia: Fedesarrollo, p.200.
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dc.format.none.fl_str_mv 13 p.
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dc.publisher.none.fl_str_mv Pensamiento Americano
Barranquilla, Colombia
publisher.none.fl_str_mv Pensamiento Americano
Barranquilla, Colombia
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institution Corporación Universitaria Americana
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spelling What pension policy lessons could Colombia draw from New Zealand?¿Qué lecciones de políticas de pensión podría Colombia sacar de Nueva Zelanda?Que lições de política de pensões a Colômbia pode adotar da Nova Zelândia?Política pensionalInnovación políticaPrimer pilar pensionalEnvejecimiento de la poblaciónThe article addresses the feasibility that a less developed country, such as, Colombia might adopt a universal policy scheme, such as, the one that functions successfully in a developed nation, specifically, the one in New Zealand. Starting in the 19th century, the pension schemes in Colombia, and in New Zealand, were designed differently, and have resulted in different outcomes. I conclude that there are several factors, such as, geographic proximity pattern, ageing population, financial sustainability, and superannuation pillar design that would enable Colombia to adopt the first pension pillar successfully. Even so, there are also some challenges, such as, policy legacy, simplicity, pensionable age, institutional weakness, population size, and homeland security that Colombia will need to address to ensure its success – specifically how to decrease poverty among the elderly population without affecting the long-term sustainability of the retirement system.El artículo aborda la posibilidad de que un país menos desarrollado, como Colombia, pueda adoptar un esquema de política de retiro universal, como el que funciona con éxito en una nación desarrollada como Nueva Zelanda. A partir del siglo XIX, los planes de pensiones en Colombia y en Nueva Zelanda se diseñaron de manera diferente y tuvieron resultados diferentes. Concluyo que hay una serie de factores, como el patrón de proximidad geográfica, el envejecimiento de la población, la sostenibilidad financiera y el diseño del pilar de jubilación que probablemente permitirían a Colombia adoptar con éxito el primer pilar pensional. Aunque existen algunos desafíos, como el legado de políticas, la simplicidad, la edad de jubilación, la debilidad institucional, el tamaño de la población y la seguridad nacional que Colombia deberá superar para garantizar su éxito, específicamente cómo reducir la pobreza entre la población de edad avanzada sin afectar la sostenibilidad a largo plazo del sistema de jubilación.O artigo aborda a viabilidade de que um país menos desenvolvido, como a Colômbia, adote um esquema de política universal, como aquele que funciona com sucesso em um país desenvolvido, especificamente, o da Nova Zelândia. A partir do século 19, os esquemas de pensão na Colômbia e na Nova Zelândia foram concebidos de maneira diferente e resultaram em resultados diferentes. Concluo que há uma série de fatores, como padrão de proximidade geográfica, envelhecimento da população, sustentabilidade financeira e desenho do pilar da aposentadoria que permitiria à Colômbia adotar o primeiro pilar da previdência com sucesso. Mesmo assim, existem também alguns desafios. Como legado de políticas, simplicidade, idade de aposentadoria, fraqueza institucional, tamanho da população e segurança interna que a Colômbia precisará enfrentar para garantir seu sucesso – especificamente como diminuir a pobreza entre a população idosa sem afetar a sustentabilidade a longo prazo do sistema de aposentadoria.Pensamiento AmericanoBarranquilla, ColombiaSello editorial CoruniamericanaRuíz Marín, Willis2022-10-06T19:42:05Z2022-10-06T19:42:05Z2020-06-01Artículo de revistahttp://purl.org/coar/resource_type/c_6501http://purl.org/coar/version/c_970fb48d4fbd8a85Textinfo:eu-repo/semantics/articleinfo:eu-repo/semantics/publishedVersionhttp://purl.org/coar/resource_type/c_2df8fbb113 p.application/pdfapplication/pdfRuiz Marin, W. (2020). What pension policy lessons could Colombia draw from New Zealand?. Pensamiento Americano, 13(25), 76–89. https://doi.org/10.21803/pensam.13.25.391https://doi.org/10.21803/pensam.13.25.3912745-1402Corporación Universitaria Américana2027-2448RIA - Repositorio Institucional Américanahttps://repositorio.americana.edu.co/https://repositorio.americana.edu.co/handle/001/285https://publicaciones.americana.edu.co/index.php/pensamientoamericano/article/view/391eng89257613Pensamiento AmericanoAyala, U. (1995, December). ¿Qué se ha aprendido de las reformas pensionales en Argentina, Colombia, Chile y Perú? Paper presented at the 2nd Conferencia Hemisférica sobre Seguridad Social, Reformas Pensionales y Desarrollo de Mercados de Capitales, Washington D.C., United States. Retrieved from https://publications.iadb.org/es/publicacion/13679/que-se-ha-aprendido-del-sistema-de-pensiones-en-argentina-colombia-chile-y-peruAyala, U. (1997, October). La regulación de los fondos de pensiones en América Latina: reseña y lecciones de la experiencia. Paper presented at the Conferencia Lacea, Bogotá D.C., Colombia. Retrieved from https://www.repository.fedesarrollo.org.co/handle/11445/2156Baddeley, M. (2010). Herding, social influence, and economic decision-making: Socio-Psychological and neuroscientific analyses. Philosophical, Transactions: Biological Sciences, 365(1538), 281-290. Retrieved from https://www.jstor.org/stable/40538198Bennett, C. J. (1991). What is policy convergence and causes it? British Journal of Political Science, 21(2), 215-233. Retrieved from https://www.jstor.org/stable/193876Blake, D. & Mayhew, L. (2006). On the Sustainability of the UK State Pension System in the Light of Population Ageing and Declining Fertility. The Economic Journal, 111, 286-305. Retrieved from https://doi-org.ezproxy.auckland.ac.nz/10.1111/j.1468-0297.2006.01100.xContraloría General de la República. CGR. (2018). Grandes Hallazgos septiembre 2014 – agosto 2018 Report. Retrieved from https://www.contraloria.gov.co/documents/20181/472298/ Libro_granes+hallazgos+CGR.pdf/6b2543f3-4faa-40c8-900d-5f47d08180ffDolowitz, D. P & Marsh, D. (1996). Who learns what from whom: A review of the policy transfer literature. Political Studies, 44, 343-357.Dolowitz, D. P & Marsh, D. (2000). Learning from abroad: the role of policy transfer in contemporary policy-making. Governance: An International Journal of Policy and Administration, 13(1), 5-24. Retrieved from https://onlinelibrary-wiley-com.ezproxy.auckland.ac.nz/doi/epdf/10.11 11/0952-1895.00121Fadgen, T. P. (2013). Mental health policy transfer and localisation in Samoa and Tonga: International organizations, professionals and Indigenous cultures. (Doctoral dissertation). The University of Auckland. Retrieved from https://researchspace.auckland.ac.nz/handle/2292/20609García, A.G. (2016). Muslim proposal towards a common base of interreligious dialogue. Advocatus. Recuperado de http://www.unilibrebaq.edu.co/ojsinvestigacion/index.php/advocatus/article/view/824Hughes, G. (2008). Lessons from New Zealand for Ireland´s green paper on pensions (Research Discussion Paper RDP 2008-01). Retrieved from The University of Auckland Business School: http://docs.business.auckland.ac.nz/Doc/WP-1-08-PensionDiscussion-Lessons-from-New-Zealand-for-Ireland's-green-paper-on-pensions.pdfInstitute for Economics and Peace. (2018). Global peace index. Retrieved from http://visionofhumanity.org/app/uploads/2018/06/Global-Peace-Index-2018-2.pdfKleinjans, K. (2003). The Colombian pension system after the reform of 1994: An evaluation. International Social Security Review, 56(1), 31-52. Retrieved from https://doi-org.ezproxy.auckland.ac.nz/10.1111/1468-246X.00148Littlewood, M. (1998). How to create a competitive market in pensions. London, England: St Edmundsbury Press.McDonald, K. & Guest, R. (2019). KiwiSaver: A jewel in the crown of New Zealand’s retirement income framework? In J. Luetjens, M. Mintrom & P. Hart (Eds.), Successful public policies (477-504). Retrieved from https://scholar.google.co.nz /scholar?hl=es&as_sdt=0%2C5&q=KiwiSaver%3A+A+jewel+in+the+crown+of+New+Zealand%E2%80%99s+retirement+income+framework%3F&btnG=Mesa-Lago, C. (1999). Política y reforma de la seguridad social en América Latina. Nueva Sociedad, 160, 133-150. Retrieved from http://nuso.org/media/articles/downloads/2757_1.pdfNational Administrative Department of Statistics. DANE. (2019). Unemployment rate. Retrieved from www.dane.gov.coNeugschwender, J. (2016). Pension systems and income inequality among the elderly in Europe. (Doctoral dissertation). Universität Mannheim. Retrieved from https://madoc.bib.uni-mannheim.de/41262/1/Neugschwender%20Dissertation%202016-09-16.pdfOECD. (2011). Pensions at a glance 2011: Retirement-income systems in OECD and G20 countries. Retrieved from https://www.oecd-ilibrary.org/finance-and-investment/pensions-at-a-glance-2011_pension_glance-2011-enPension Act 1913 (NZ). Available from http://nzlii.org/nz/legis/hist_act/pa 19134gv1913n10196/Pension Act 1993 (CO). Available from https://www.alcaldiabogota.gov.co/ sisjurMantenimiento/normas/Norma1.jsp?i=5248Pension Act 2003 (CO). Available from http://www.secretariasenado.gov.co/ senado/basedoc/ley_0797_2003.htmlPirsoul, N. (2018). The Theory of recognition and multicultural policies in Colombia and New Zealand. (Doctoral dissertation). The University of Auckland. Retrieved from https://researchspace.auckland.ac.nz/bitst ream/handle/2292/37758/whole.pdf?sequence=2Rose, R. (2005). Learning from comparative public policy: a practical guide. Abingdon, OX: Routledge.Sakuyama, T. (2006). Direct payments for environmental services from mountain agriculture in Japan: Evaluating its effectiveness and drawing lessons fro developing countries. e-Journal of Agricultural and Development Economics, 3(1), 27-57. Retrieved from http:////purl.umn.edu/110128Salazar-Guatibonza, E. (2011). Cobertura y acceso a la garantía de pension mínima en el sistema de pensiones colombiano. Cuadernos de Contabilidad, 12(31), 491-520. Retrieved from http:/ /search-proquest-com.ezproxy.auckland.ac.nz/docview/1771597086?accountid=8424&rfr _id=info%3Axri%2Fsid%3AprimoSt John, S. (2015). Improving the affordability of New Zealand Superannuation. Psychosociological Issues in Human Resource Management, 3(1), 81-100. Retrieved from http://go.galegroup.com.ezproxy.auckland.ac.nz/ps/i.do?ty=as&v=2.1&u=learn&it=DIourl&s=RELEVANCE&p=AONE&qt=SN~2332-99X~~TI~%22IMPROVING+THE+AFFOR DABILITY+OF%22~~VO~3~~SP~81~~IU~1&lm=DA~120150000&sw=wStone, D. (1999). Learning lessons and transferring policy across time, space, and disciplines. Politics, 19(1), 51-59. doi10.1111/1467-9256.00086The World Bank (2017). Life expectancy at birth. Retrieved from https://data.worldbank.or g/indicator/SP.DYN.LE00.INVillar, L.; Becerra, A. & Forero, D. (2017). Propuesta y estimación de los costos económicos de extender la cobertura del sistema pensional colombiano. Informe final. Bogotá, Colombia: Fedesarrollo, p.200.info:eu-repo/semantics/openAccesshttp://purl.org/coar/access_right/c_abf2Atribución-NoComercial-SinDerivadas 4.0 Internacional (CC BY-NC-ND 4.0)https://creativecommons.org/licenses/by-nc-nd/4.0/oai:repositorio.americana.edu.co:001/2852023-03-08T15:07:41Z

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