Dr. Zofia Czepulis-Rutkowska - PolSCA

The Impact of Aging Societies on
Public Finance
PolSCA meeting
Brussels, 21.06.12
Zofia Rutkowska
Institute of Labour and Social Studies

Outline
• Institute of Labour and Social Studies
• Challenges for Public Finance
• Research Interests
• Conclusions

Institute of Labour and Social Studies
General information
• Institute work dedicated to
– labour market issues
– social policy
• Interdiciplinary approach
• Employees: economists, sociologists, lawers
• Research aimed at addressing short term and long
term challenges of social and economic policy in
Poland and European Union

Institute of Labour and Social Studies
research areas
• Social policy
– Social security
– Poverty and social inclusion
– Family policy
– Social gerontology
• Labour market issues
– Labour market; employment, unemployment, occupational education
– Migrations
– Labour management
• Social dialog and industrial relations
– Social dialog
– Labour law; individual and collective

Institute of Labour and Social Studies
Projects (examples)
• National Center for Research and Development
grants; National Centre of Science grants
• International projects
– European Social Fund
– TreSS – 7th framework program
– Bilateral cooperation
• Advisory work (expertise)

Challenges
• Income side of public finance
– Income decrease due to population aging
– Income structure
• Expenditure side of public finance
– Social expenditure increase due to population
aging
– Expenditure structure

Policies
• Goals
– Mitigate income decrease
– Mitigate expenditure increase
– Allowing for appropriate expenditures structure
having in view other social expenditures
• Means
– Elderly labour market activation
– Public health
– Life long education

Dr Zofia Czepulis Rutkowska
Economist
Institute of Labour and Social Studies
• Research interests
– Old age and disability social security systems
– Long term care systems
– European Union perspective (OMC and coordination regulations)
• Participation in many international projects
– Recently :ILO comparative project „Pension systems in Cenral and Eastern
Europe”
• Participation in many conferences
– Recently: as a speaker in the chancellery of the President of Poland – in the
conference on labour market participation of the elderly
• Publications
– Recently: on supplementary private pension schemes, Polish Pension system
and long term care systems in comparative perspective
• Several years experience in working for administration in connection with
social security for the elderly

Current Research Interests
• Adequate/sustainable social security for the
elderly
– Pension systems
– Long Term Care systems
• Pension Systems
– Dynamics of pension expenditures under different
scenarios in medium and long time perspective
– Subsidies to Pension Insurance Fund

Current Research Interests
• Pension Systems, cont.
– Impact of minimum pension (subsidies under
various assumptions)
– Impact of the retirement age increase
– Impact of finance incentives towards private
savings (tax expenditures)

Current Research Interests
• Long Term Care
– Current expenditures
– Expenditures projections
– Financing methods
– Institutional structure
• Current
• Reformed (various scenarious)
– Economic incentives
– Impact of family care

Conclusions
• Important challenges for public finance
connected with aging
• Social security for the elderly should be
appropriately structured
• Sustainability should be analyzed in
connection with adequacy