Pension provision in Ukraine: current problems and the experience of some EU States

Autores/as

DOI:

https://doi.org/10.34069/AI/2023.67.07.28

Palabras clave:

pension provision, pension system, solidarity system, accumulation system, pension reform.

Resumen

The purpose of the article is to identify the problems faced by the pension system of Ukraine and to study the European experience to overcome them. Research results. The levels of pension provision in Ukraine were determined. The analysis of the current state of pension provision was carried out, and the primary problems affecting it were identified. Draft laws on the introduction of accumulative pension provision were considered, which should solve the issue of the deficit of the Pension Fund budget. Practical meaning. The positive experience of the implementation of pension reforms in some European countries, their stages and features were studied. Value/originality. The ways to overcome certain problems related to the introduction of accumulative pension provision in our country were proposed.

Descargas

Los datos de descargas todavía no están disponibles.

Biografía del autor/a

Olena Sokurenko, Volodymyr Vynnychenko Central Ukrainian State Pedagogical University, Ukraine.

PhD in Law, Associate Professor, Associate Professor of the Department of Law and Law Enforcement of Volodymyr Vynnychenko Central Ukrainian State Pedagogical University, Ukraine.

Maryna Bulkat, Open International University of Human Development "Ukraine", Ukraine.

Doctor of Law, Associate Professor, Head of the Claims and Case Sector of the Analytical and Legal Department of the Supreme Court, Professor of the Department of Branch Law and General Law Disciplines of the Institute of Law and Public Relations of the Open International University of Human Development "Ukraine", Ukraine.

Oksana Rakul, National Academy of Internal Affairs, Kyiv, Ukraine.

Doctor of Legal Sciences, Professor of the Department of Civil Law Disciplines of the National Academy of Internal Affairs, Kyiv, Ukraine.

Oleksandra Strunevych, Scientific Institute of Public Law, Ukraine.

Doctor of Law Sciences, Leading Researcher at the Scientific Institute of Public Law, Ukraine.

Serhii Petrov, National Academy of Internal Affairs, Ukraine.

Doctor of Law, Honored Lawyer of Ukraine, Associate Professor of the Department of Criminology and Forensic Medicine of the National Academy of Internal Affairs, Ukraine.

Citas

Bonoli, G. (2003). Two Worlds of Pension Reform in Western Europe. Comparative Politics, 35(4), 399-416. https://doi.org/10.2307/4150187

Buriachenko, O.Ye. (2017). Pension system in Ukraine: history of establishment and theoretical basis of development at the present stage of national state creation. (PhD Dissertation). Odesa Regional Institute of Public Administration. Odesa, Ukraine. http://www.oridu.odessa.ua/8/4/doc/dis_BUR.pdf

Danyliuk, O.I. (2012). Theoretical essence of the concept of pension and pension provision. In: Scientific Bulletin of National Technical University of Ukraine, 22, 256–261. https://acortar.link/FqTFVW

Didkovska, T. O. (2012). “The concept and essence of pension provision in Ukraine: modern realities and development prospects”. Law Forum, 1, 253–257. https://acortar.link/vkMwMO

Draft Law No. 9212. On accumulative pension provision. Official Web site of the Verkhovna Rada of Ukraine, April 17, 2023. Available online. http://w1.c1.rada.gov.ua/pls/zweb2/webproc4_1?pf3511=75968

Draft Law of Ukraine No. 2683. On mandatory accumulative pension provision. Official Web site of the Verkhovna Rada of Ukraine, December 27, 2019. Available online. https://w1.c1.rada.gov.ua/pls/zweb2/webproc4_1?pf3511=67794

Expat info (2023). Pensions & Retirement age in Germany. https://acortar.link/TneAU4

Hromliuk, I. (2021). I am 27 and I want a pension like in Europe. What are the chances? BBC News Ukraine. https://www.bbc.com/ukrainian/features-59035143

Kravchenko, M. (2015). “European approaches and mechanisms of pension reform”. Public administration: improvement and development, 5. http://www.dy.nayka.com.ua/?op=1&z=849

Law of Ukraine No. 1058-IV. On mandatory state pension insurance. Official Web site of the Verkhovna Rada of Ukraine, July 09, 2003. Available online. https://zakon.rada.gov.ua/laws/show/1058-15#n764

Legislation (2007) Pensions Act 2007. https://www.legislation.gov.uk/ukpga/2007/22/contents

Lopakov, V. S. (2011). “The history of the development of pension provision in Ukraine”. Intelligence and Power, Series: History, 22, 132-138. http://dspace.opu.ua/jspui/bitstream/123456789/1681/1/132-138.pdf

Myles, J., & Quadagno, J. (2000). Envisioning a Third Way: The Welfare State in the Twenty-First Century. Contemporary Sociology, 29(1), 156-167. https://doi.org/10.2307/2654940

Ministry of Finance of Ukraine (2023). Expert opinion of the Ministry of Finance of Ukraine on the draft law in accordance with Article 27 of the Budget Code of Ukraine. https://acortar.link/GGynvJ

OECD (2015). Pensions at a Glance 2015. OECD and G20 Indicators. OECD Publishing. http://dx.doi.org/10.1787/pension_glance-2015-en

OECD (2019). Pensions at a Glance 2019. Poland. https://acortar.link/KqvP16

OECD (2021). Pensions at a Glance 2021. United Kingdom. https://acortar.link/29J6mx

Ovcharenko, H. (2018). Pension reform in EU countries: useful and harmful tips for Ukraine. European Truth. https://acortar.link/v8lGzK

Ovcharenko, H. (2022). Cumulated pension system: there is no point in waiting for better times. Ukrainian Truth. https://acortar.link/HXimrR

Pension Fund of Ukraine (2023). Proposals of the Pension Fund of Ukraine to the Draft Law of Ukraine "On accumulative pension provision", introduced by People's Deputies of Ukraine D. H. Arakhamia and others. https://acortar.link/hQuZDd

Pezier, J., & Schneller, J. (2011). Optimal investment strategies and performance sharing rules for pension schemes with minimum guarantee. Journal of Pension Economics & Finance, 10(1), 119-145. Doi: 10.1017/S1474747210000077

Sokolova, Yu. (2023). What will happen to pensions in Ukraine after the war and what options does the government offer. Fakty. https://acortar.link/ikHTsk

Stalebrink, O. (2014). Public Pension Funds and Assumed Rates of Return: An Empirical Examination of Public Sector Defined Benefit Pension Plans. The American Review of Public Administration, 44. Doi: 10.1177/0275074012458826

State Tax Service of Ukraine (2023). Proposals of the State Tax Service of Ukraine to the Draft Law of Ukraine "On accumulative pension provision". https://acortar.link/1cpvuR

Swedish Pensions Agency (2023). The Swedish pension system. https://acortar.link/jCOQ5H

USAID (2021). Financial literacy, financial inclusion and financial well-being in Ukraine in 2021. https://acortar.link/ORC1Fe

Zhyrii, K. (2023). Another attempt at pension reform: will Ukrainians manage to save for a dignified old age. Unian.Net. https://acortar.link/lL7CDp

Descargas

Publicado

2023-08-30

Cómo citar

Sokurenko, O., Bulkat, M., Rakul, O., Strunevych, O., & Petrov, S. (2023). Pension provision in Ukraine: current problems and the experience of some EU States. Amazonia Investiga, 12(67), 317–326. https://doi.org/10.34069/AI/2023.67.07.28

Número

Vol. 12 Núm. 67 (2023)

Sección

Articles