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New Policy Proposals
The OECD has undertaken further study of the reform of social security, including the option of increased reliance on private pensions. An important aspect of pension reform is the implications for intergenerational equity: current programmes imply a transfer of income from the current young to the current old. And even with funded systems, material goods and services have to be transferred in this way. There is much merit in this approach in addressing the anti-poverty objectives of pensions. It is more problematic in earnings-related pensions where, in some countries, high benefits and other design features encourage early retirement and living standards among the retired are reaching those of the population as a whole and are exceeding those of young families with children. It would make more sense to use collective resources for areas that have higher priority and to allow individuals more choice on when to retire and on the kind of income they want in retirement. More reliance on private pensions and savings can be a step in this direction. The consequences of ageing on capital-markets have also been explored. Ageing will change saving and investment patterns nationally, not least through the build-up and subsequent unwinding of private pension assets.

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Differences in ageing patterns across countries particularly between the OECD and the non-OECD regions will give rise to shifts in patterns of saving, investment and international capital flows. All these movements will be mediated through national and international capital markets, and their improved functioning will contribute to higher output growth and higher returns on pension funds by efficient allocation of savings.

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So that capital markets can fulfil this enlarged role, the legal and regulatory infrastructure for securities markets will have to be strengthened. Rules governing insider trading and take-overs should enhance the capability of the capital markets to provide discipline over corporate entities. Measures should be introduced to protect the rights of minority investors, including those that enable investors to exercise corporate governance. Accounting and disclosure rules should promote transparency and accountability. The regulatory and supervisory framework for pension schemes should be modernised, with the use of the latest techniques of risk-management encouraged. At the very least, measures inhibiting the development of innovative financial instruments should be reviewed carefully although governments may also wish to consider giving some support to the development of instruments that are useful in providing retirement income (index-linked instruments, for example).

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In addition to putting a premium on raising productivity growth, policy development should address the lifelong requirements of the voters and taxpayers in the OECD countries. These initiatives involve measures to encourage the employment of older workers; reforms to the provision of long-term health care and of retirement income; reforms to education and changes to the provision of social services.

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The OECD analysis of the determinants of health, learning, productivity and the economic and social well-being of the old has been developed in the context of the life-course perspective of decisions on education, work and retirement. For example, young people's educational experiences are a central determinant in work decisions, productivity and well-being later in life. It also emphasises the importance of co-ordinating policies across traditional departmental responsibilities in government. Finally, it makes clear that the time-frame for policy analysis and decision-making must be considerably lengthened. The agenda that emerges policies that can deliver higher growth, increase the emphasis on individuals' life-courses and enhance the role of capital markets allocating long-term savings efficiently, as well as reforms to pension and other transfer programmes may seem a tall order.

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But if action is taken now first to develop and then put in place the right package of policies, the social and economic stresses that will inevitably accompany such an historic demographic shift can be mitigated. The OECD will continue to assist its member governments in designing and implementing the requisite action in both economic and social disciplines, with due regard to political dimensions, in both OECD and non-OECD countries.

OECD BIBLIOGRAPHY:

Maintaining Prosperity in an Ageing Society, forthcoming 1998

Ageing in OECD Countries: A Critical Policy Challenge, 1997

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