Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University

Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University

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• In your opinion, are there alternatives to early exit and dismissals of older workers which would reconcile both workers´ and corporate interests? Occupational old-age pension provision • Does your firm support savings into an occupational pension plan? What form does that support take (e.g. an own occupational pension plan or contributions to an external second-pillar scheme)? • What models of deferred compensation (Entgeltumwandlung) does your firm support? • How is the occupational old-age pension level calculated in case of early exit? When is the earliest takeup of that pension possible? • Do you perceive any connection between early exit and occupational old-age pension provision supported by your firm? • Are periods of child-care leave counted as years of service and does the firm pay contributions to the occupational pension plan during that time? • Do you cooperate with any consultancy firm on matters of occupational old-age pension provision? END OF THE INTERVIEW / Needed data • May I contact you again in two years in order to track changes in your firm´s personnel policy? • Could you please provide me with the following data: - company and personnel report; - completed short firm questionnaire [see next page]; statistical data on the age structure of your firm and on exit pathways; - results of personnel surveys (if any), any documentation of age management measures; - collective agreements and works council agreements on personnel policy matters touched upon in this interview? 265

Annex B: Short Firm Questionnaire (Example: Interview Guidelines used in Germany at the first interview wave in 2004) Complementary statistical data for firm case studies Name of the firm, main location _______________________________ Branch affiliation ____________________ Number of locations Germany ___________ of which: manufacturing sites ______________ Affiliation to a corporation/name of owner ______________________________ Number of employees (at studied location) 2003 ____________ 1995____________ Share of occupational groups (in %) White-collar workers __________ Blue-collar workers ___________ Changes in number of employees 2003 to 2002_______________________ Share of women (2003) ____________ Share of part-time workers (2003) (without ATZ) ___________ Share of older workers participating in the early retirement scheme (2003) Total ________ Women ________ Men ________ Share of severely disabled persons __________ Average age of workers 2003___________ 1995______________ Age structure of the workforce at the studied location in 2003 (in numbers of persons or in %) Up to 24 years _____________ men _____________ women____________ 25-29 _______________ men ______________ women____________ 30-34 _______________ men ______________ women____________ 35-39 _______________ men ______________ women____________ 40-44 _______________ men ______________ women____________ 45-49 _______________ men ______________ women____________ 50-54 _______________ men ______________ women____________ 55--59 _______________ men ______________ women____________ 60-64 _______________ men ______________ women____________ 65+ _______________ men ______________ women____________ 266

Annex B: Short Firm Questionnaire<br />

(Example: Interview Guidelines used in Germany at the first interview wave in 2004)<br />

Complementary statistical data for firm case studies<br />

Name of the firm, main location<br />

_______________________________<br />

Branch affiliation<br />

____________________<br />

Number of locations<br />

Germany ___________ of which: manufacturing sites ______________<br />

Affiliation to a corporation/name of owner<br />

______________________________<br />

Number of employees (at studied location)<br />

2003 ____________ 1995____________<br />

Share of occupational groups (in %)<br />

White-collar workers __________ Blue-collar workers ___________<br />

Changes in number of employees<br />

2003 to 2002_______________________<br />

Share of women (2003)<br />

____________<br />

Share of part-time workers (2003) (without ATZ)<br />

___________<br />

Share of older workers participating in the early retirement scheme (2003)<br />

Total ________ Women ________ Men ________<br />

Share of severely disabled persons __________<br />

Average age of workers<br />

2003___________ 1995______________<br />

Age structure of the workforce at the studied location in 2003 (in numbers of persons or in %)<br />

Up to 24 years _____________ men _____________ women____________<br />

25-29 _______________ men ______________ women____________<br />

30-34 _______________ men ______________ women____________<br />

35-39 _______________ men ______________ women____________<br />

40-44 _______________ men ______________ women____________<br />

45-49 _______________ men ______________ women____________<br />

50-54 _______________ men ______________ women____________<br />

55--59 _______________ men ______________ women____________<br />

60-64 _______________ men ______________ women____________<br />

65+ _______________ men ______________ women____________<br />

266

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