Restructuring of the disability pension scheme following a concept of an integrated public social insurance system in Poland

• Autorzy: Garbiec Roman

Identyfikatory

DOI

10.2478/czoto-2020-0002

• Języki publikacji: EN

Abstrakty

EN

The disability pension system in Poland has operated largely unchanged since the 1970s. A compelling need to reform the system and adjust it to the challenges of the 21st century is an axiom in the Polish social policy. Unfortunately, restructuring of this system has never been, and is not a top priority for the Polish government. Ignoring this problem is a headwind against economic growth in Poland as the state is overburdened with significant social taxes. A need for the state to provide subsidies to cover current expenditures of the Social Insurance Trust Fund (FUS) is a permanent concern of the national economy. This paper highlights legislative errors and omissions in the Polish social insurance system, and the share of the state's budget devoted to financing of this system and benefit payments over the years 1991-2018. In the main part of the article, financial aspects of the operation of the pension system in Poland were presented. At the end of the article, a preliminary concept of a reform of the existing disability pension system was outlined, whose aim is in particular to improve its financial effectiveness and introduce uniform rules for the payment of pension benefits in Poland.

Słowa kluczowe

EN

financial effectiveness; public social insurance system; disability pension system; disability benefits; financial effectiveness indicators

PL

efektywność finansowa; system ubezpieczeń społecznych; renta inwalidzka

• Wydawca: De Gruyter
• Czasopismo: System Safety : Human - Technical Facility - Environment
• Rocznik: 2020
• Tom: Vol. 2, nr 1
• Strony: 9--17
• Opis fizyczny: Bibliogr. 10 poz., tab.

Twórcy

autor

Garbiec Roman

• Faculty of Management, Częstochowa University of Technology, Poland

Bibliografia

• [1] Alonso-Ortiz, J., 2014. Social Security and Retirement across the OECD, Journal of Economic Dynamics and Control, 47, 300-316, DOI: 10.1016/j.jedc.2014.07.014
• [2] Baumberg Geiger, B., Garthwaite, K., Warren, J., Bambra, C., 2017. Assessing work disability for social security benefits: international models for the direct assessment of work capacity, Disability and Rehabilitation, 40(24),1-9, DOI: 10.1080/09638288.2017.1366556
• [3] Benitez-Silva, H., Jimenez-Martin, S., 2014. Disability, capacity for work and the business cycle: an international perspective, Economic Policy, 25(63), 483-536.
• [4] Employment, Social Affairs & Inclusion, Invalidity, Calculation methods, European Commission, https://ec.europa.eusocial/main.jsp?catid=861&langd=en
• [5] Garbiec, R., 2019. Financial aspects of the development of the integrated of the public social security system in Poland, Science Conference "Polish Economy 1990 - 2019. Towards a Better Knowledge-Based Model of Economy”, Kraków.
• [6] Garbiec, R., 2017. Construction of a Sustainable Social Security System in Poland, in Managerial Trends in the Development of Enterprises in Globalization Era (red.) KOSICIAROVA Ingrida, KADEKOVA Zdenka Slovak University of Agriculture in Nitra, ISBN: 978-80-552-1739-0, 568-574.
• [7] Garbiec, R., 2018. Financing and calculation of the amounts of retirement benefits within public social security system in Poland, Research Reviews of Czestochowa University of Technology Management, 30, 51-66, DOI: 10.17512/znpcz.2018.2.05
• [8] https://www. zus.pl
• [9] Pathways onto (and off) Disability Benefits: Assessing the Role of Policy and Individual Circumstances, 2009. ISBN 978-92-64-06791-2OECD Employment Outlook 2009 Tackling the Jobs Crisis©, OECD, 211-214.
• [10] The Statistical Yearbook of the Republic of Poland for the years 1990-2019.

Uwagi

Opracowanie rekordu ze środków MNiSW, umowa Nr 461252 w ramach programu "Społeczna odpowiedzialność nauki" - moduł: Popularyzacja nauki i promocja sportu (2020).