Transforming the supplementary table on pension liabilities (Table 29) into an actuarial balance sheet

This article develops a methodology to (easily) transform the EU?s Table 29 into an actuarial balance sheet (ABS) and compile its associated income statement (IS). The article contains a study based on data from the most recently published Table 29 for Spain to understand its functioning for other j...

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Detalles Bibliográficos
Autores: Garvey, Anne Marie|||0000-0002-5630-9635, Pérez-Salmero González, Juan Manuel, Ventura Marco, Manuel, Vidal Meliá, Carlos
Tipo de recurso: artículo
Fecha de publicación:2022
País:España
Institución:Universidad de Alcalá (UAH)
Repositorio:e_Buah Biblioteca Digital Universidad de Alcalá
Idioma:inglés
OAI Identifier:oai:ebuah.uah.es:10017/64231
Acceso en línea:http://hdl.handle.net/10017/64231
https://dx.doi.org/10.1080/09540962.2022.2144362
Access Level:acceso abierto
Palabra clave:Accountability
Actuarial balance sheet
Income statement
Pension liabilities
Social security schemes
Spain
Table 29
Useful information
Economía
Empresa
Economics
Management science
Descripción
Sumario:This article develops a methodology to (easily) transform the EU?s Table 29 into an actuarial balance sheet (ABS) and compile its associated income statement (IS). The article contains a study based on data from the most recently published Table 29 for Spain to understand its functioning for other jurisdictions. With the new method, the authors found that the Spanish pension system is partially insolvent because only part of the pension entitlements are backed up by assets?showing a deterioration in sustainability from 2015 to 2018. The idea of transforming Table 29 into an ABS and compiling its associated IS has not been previously explored and it could improve people?s understanding of the public pension system and make this public indicator more useful and transparent.