COURSE STATUS: Optional course
ECTS: 4
Length of course: 30 hours
Time and venue:
- Lectures are held in the winter semester on Tuesday, from 15:00 to 16:30 in Gunduliceva 10, lecture room no._______.
Teaching methods:
- Lectures
Student obligations and assesment:
- Regular class attendance, reading materials before each class and oral exam.
- Students should also write an essay regarding their country’s pension system as a form of learning assignment. The paper should progress throughout the course; that is, every new segment in student paper should correspond to every new lesson in the course.
- Student essays are expected to be 10-15 pages long. Every paper should have an introduction (initial theses, explanation of the sections of the paper), content and a conclusion. Students are encouraged to express their opinion on the subject matter. Please refer or quote correctly the legal sources and reading materials you have used. Reference to these materials should be formed in footnotes, indicating also the exact page or paragraph being referred to or quoted. At the end of the paper, a complete bibliography list must be given in alphabetical order. Please always indicate:
- for books: author, the title of book, publisher, year of publication;
- for article or chapter in an edited book: author, the title of the article, editor of the book, title of the edited book, publisher, year of publication, reference pages to the chapter used;
- for articles in periodicals: author, the title of the article, title of periodical, year, volume and number of publication, and reference pages;
- for case law: Court, case number, parties to the case and date of the judgement;
- for materials available on the website as well as statistical or data sources: author (including corporate author, such as eg. European Commission, ILO, OECD, Eurostat), title of the publication, publication year, and website.
Mandatory literature:
- OECD (2005). Private Pensions, OECD classification and glossary, http://www.oecd.org/finance/private-pensions/38356329.pdf
- Holzmann, Robert; Hinz, Richard. Old Age Income Support in the 21st Century: an International Perspective on Pension Systems and Reform. Washington: The World Bank, 2005., http://documents.worldbank.org/curated/en/466041468141262651/Old-age-income-support-in-the-21st-century-an-international-perspective-on-pension-systems-and-reform
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Schneider S. M., Petrova T., Becker U. (eds.), Pension Maps: Visualising the Institutional Structure of Old Age Security in Europe and Beyond, 2nd Edition. Munich: MPISOC, 2021, https://doi.org/10.17617/2.3359088.
- OECD (2021). Pensions at glance, OECD Publishing, https://www.oecd-ilibrary.org/finance-and-investment/pensions-at-a-glance-2021_ca401ebd-en;
- OECD, Pensions Outlook series, OECD Publishing, https://www.oecd-ilibrary.org/finance-and-investment/oecd-pensions-outlook-2020_67ede41b-en
Further (optional) reading:
- World Bank 1994. Averting the Old Age Crisis: Policies to Protect the Old and Promote Growth (A World Bank Policy Research Report). New York: Oxford University Press, 1994., http://documents.worldbank.org/curated/en/973571468174557899/Averting-the-old-age-crisis-policies-to-protect-the-old-and-promote-growth
- Barr, Nicholas. Reforming Pensions: Myths, Truths, and Policy Choices. IMF Working Paper, WP/00/139, http://www.imf.org/external/pubs/ft/wp/2000/wp00139.pdf , str. 1-56.
- Barr, Nicholas; Diamond, Peter. The Economics of Pensions. Oxford Review of Economic Policy, 22 (2006) 1,. http://eprints.lse.ac.uk/2630/1/economics_of_pensions_final.pdf, str. 1-39.
- Barr, Nicholas; Diamond, Peter. Reforming Pensions. CRP WP 2008-26, Center for Retirement Research at Boston College, http://crr.bc.edu/wp-content/uploads/2008/12/wp_2008_26-508.pdf , str. 1-24.
- Vukorepa, Ivana. Lost between Sustainability and Adequacy: Critical Analysis of the Croatian Pension System’s Parametric Reform (Izgubljena između održivosti i primjerenosti: kritička analiza parametarske reforme hrvatskog mirovinskog sustava). Revija za socijalnu politiku, 22(2015), 3, str. 279-308, http://www.rsp.hr/ojs2/index.php/rsp/article/view/1307/1306
- Vukorepa, Ivana. Retirement Policy Changes for Workers in Arduous and Hazardous Jobs: Comparative Overview and Lessons for Croatia, Zbornik Pravnog fakulteta u Zagrebu, 67 (2017), 1, pp. 5-28, http://hrcak.srce.hr/index.php?show=clanak&id_clanak_jezik=260667
- Vukorepa, Ivana; Jorens,Yves; Strban, Grega. (2019). Pensions in the Fluid EU Society: Challenges for (Migrant) Workers, in: da Costa Cabral N., Cunha Rodrigues N. (eds). The Future of Pension Plans in the EU Internal Market, Financial and Monetary Policy Studies, vol 48., Springer, Cham, pp. 325-349 Chapter DOI: 10.1007/978-3-030-29497-7_18, Print ISBN: 978-3-030-29496-0; Online ISBN: 978-3-030-29497-7, https://link.springer.com/chapter/10.1007/978-3-030-29497-7_18 - copy available in the teachers office
- EU (2021). The 2021 Pension Adequacy Report: current and future income adequacy in old age in the EU. Volume I, https://op.europa.eu/en/publication-detail/-/publication/4ee6cadd-cd83-11eb-ac72-01aa75ed71a1
- EU (2021). The 2021 Pension Adequacy Report: current and future income adequacy in old age in the EU. Volume II, https://op.europa.eu/en/publication-detail/-/publication/4849864a-cd83-11eb-ac72-01aa75ed71a1/language-en/format-PDF/source-search
- MISSOC comparative tables, https://www.missoc.org/missoc-database/comparative-tables/