Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University
Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University
given branch (Table 18), which demonstrates that firms in my sample are typical cases and many German firms at that time had to grapple with adjustment problems. The interest in early exit was motivated by the wish to downsize personnel in a „socially acceptable way“, to sustain or lower the given average age of the workforce, or to clear vacancies for younger persons. The perceived or assumed lower aptitude of older persons was the reason for releasing them only in singular cases. 4.2.7. Perceived Exit Preferences of Older Workers This section will depict the general orientation of older workers on early vs. late exit, and analyse in a second step how those preferences are influenced by legislative changes. The discussion will be based on the assessment of workers´ retirement preferences by the interviewed experts. Afterwards, hypothesis 4 will be tested. The firm experts (chairpersons of works councils and personnel managers) were asked whether they have perceived any change in retirement preferences of older workers in the last years, especially at times when a legislative change took place (the raising of retirement ages for the old-age pension after ATZ in 2004, the introduction of pension deductions starting from 1997, the looming termination of ATZ, the raising of the standard retirement age to 67). The basic finding is that the interest of firms in early retirement coincides with the interest of workers in pre-retirement age to cease work and gain free time while at the same time receiving a wage replacement which guarantees status maintenance. The early retirement and pre-retirement schemes offered by the analysed firms in most cases allow to maintain the standard of living prior to early exit. Another motive of older workers, especially in physically burdening positions or in positions characterised by a high work intensity, is to escape the “pain of work” and get relief in case of health impairments (Bäcker/Naegele 1993: 148; Wurm et al. 77-78) which confirms the pull and the push thesis of early retirement (see Fig. 2 in chapter 2.). Older workers in all but one firm (which will be presented as exceptional case at the end of this section) were interested in an exit before their 60 th birthday. This orientation is closely linked to legislative and firm-level options for early exit and shows the impact of institutional arrangements at statutory and company level on shaping life courses (Mayer 2004: 162; Kohli/Rein 1991: 18ff). In firms which release their older workers via a 139
combination of the receipt of unemployment benefit and severance payments (55 rule, 59 rule, etc.) or via a firm-level pre-retirement scheme, the workers have become orientated towards exit even before the 60 th year. Also workers participating in the early retirement scheme have adjusted to entering the ´free-time phase´ at the age of 57.5 years. The impact of legislative changes on shaping behaviour had first become evident in the evolution of the early retirement trend: Firm DE-10 had offered good financial conditions for pre-retirement in the 1980s. “And since then, workers have got used to the idea that they will retire at 60. Then, ATZ came when one could leave in practice already at 57.5 – as we have the blocked model here. And when I ask nowadays some people about it, then many of them have orientated their life plans towards ceasing work between 57 and 60” (2_Firm DE-10_WCM). Prime examples for the development of the early exit trend are Firm DE-2 and Firm DE-8. The trend set in upon introduction of the pre-retirement scheme which was available 1984-1988 on legislative basis with reimbursement by the employment office. “Both colleagues and friends said when someone entered pre-retirement ´Well, apparently they wanted to get rid of him!´ Nowadays, pre-retirees are supported by their networks, following the maxim ´You must be silly if you don´t accept that offer!´” (1_Firm DE-2_HRM). Also other empirical studies revealed that in the initial stages of the introduction of firm-based early exit options and the ´flexible retirement age´, older workers selected for release were sceptical about it (Naschold et al. 1994b: 153; BmFSFJ 2005: 85). In accounts of personnel managers and works council members, financial incentives set by the employer (especially a generous ATZ income above the level demanded by the legislator) appeared as the most important incentive to retire early. Second in importance was active pushing out by the employer and the related agitation by the superiors or by the works council in favour of using ATZ. In such cases, the argument of securing the workplaces for younger workers was often used as a moral incentive, or even threat. Other reasons for early exit were of financial nature (high earnings or pension of the spouse in the case of female workers, otherwise a high occupational pension or savings), related to health (health impairments, especially in highly burdening jobs in the case of fire workers in the civil service establishment, steelworkers, and blue-collar workers in food manufacturing companies), the orientation on past-productive life (wish to enjoy the last years of life; planned family or leisure activities). Finally, the retirement decision was sparked by dissatisfaction with the situation on the job. Workers felt worn-out by the recent changes in the firm and high performance criteria, increased work intensity and job pressure. The interviewees argued that this was related to 140
- Page 99 and 100: preferred way of exit due to easy a
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given branch (Table 18), which demonstrates that firms in my sample are typical cases and<br />
many German firms at that time had to grapple with adjustment problems.<br />
The interest in early exit was motivated by the wish to downsize personnel in a<br />
„socially acceptable way“, to sustain or lower the given average age of the workforce, or to<br />
clear vacancies for younger persons. The perceived or assumed lower aptitude of older<br />
persons was the reason for releasing them only in singular cases.<br />
4.2.7. Perceived Exit Preferences of Older Workers<br />
This section will depict the general orientation of older workers on early vs. late exit,<br />
and analyse in a second step how those preferences are influenced by legislative changes.<br />
The discussion will be based on the assessment of workers´ retirement preferences by the<br />
interviewed experts. Afterwards, hypothesis 4 will be tested.<br />
The firm experts (chairpersons of works councils and personnel managers) were asked<br />
whether they have perceived any change in retirement preferences of older workers in the<br />
last years, especially at times when a legislative change took place (the raising of retirement<br />
ages for the old-age pension after ATZ in 2004, the introduction of pension deductions<br />
starting from 1997, the looming termination of ATZ, the raising of the standard retirement<br />
age to 67).<br />
The basic finding is that the interest of firms in early retirement coincides with the<br />
interest of workers in pre-retirement age to cease work and gain free time while at the same<br />
time receiving a wage replacement which guarantees status maintenance. The early<br />
retirement and pre-retirement schemes offered by the analysed firms in most cases allow to<br />
maintain the standard of living prior to early exit. Another motive of older workers,<br />
especially in physically burdening positions or in positions characterised by a high work<br />
intensity, is to escape the “pain of work” and get relief in case of health impairments<br />
(Bäcker/Naegele 1993: 148; Wurm et al. 77-78) which confirms the pull and the push thesis<br />
of early retirement (see Fig. 2 in chapter 2.).<br />
Older workers in all but one firm (which will be presented as exceptional case at the<br />
end of this section) were interested in an exit before their 60 th birthday. This orientation is<br />
closely linked to legislative and firm-level options for early exit and shows the impact of<br />
institutional arrangements at statutory and company level on shaping life courses (Mayer<br />
2004: 162; Kohli/Rein 1991: 18ff). In firms which release their older workers via a<br />
139