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The Legality of Public Pension Reforms in Times of Financial Crisis / Introduction
The Legality of Public Pension Reforms in Times of Financial Crisis / Introduction
Contents
Chapter
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1–14
Titelei/Inhaltsverzeichnis
1–14
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15–25
Introduction
15–25
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A. Background
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B. The Subject-Matter of the Book
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I. Aim of the Book
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II. Legal Research Questions
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III. Methodology
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IV. Progression of the Argument
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26–63
Chapter One: The Influences of the Pension Reforms 2010-2012
26–63
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A. The Influences of the Pension Reforms Prior to the Financial Crisis
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I. Normative Factors
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1. International Guidelines on Pension Reforms
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2. European Economic and Monetary Union
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3. Open Method of Co-Ordination
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II. Factual Factors
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1. Financial Imbalances in the Greek Public Pension System
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2. Demographic Changes
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B. The Influences of the Pension Reforms After the Financial Crisis
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I. The Financial Crisis
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II. The Conditionality of the Financial Facility Agreements
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1. The Content of the Financial Facility Agreements
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2. The IMF’ Policy of Conditionality
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3. The Legal Status of the Agreements and their Element of Conditionality
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III. Concluding Remarks
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64–105
Chapter Two: The Greek Public Pension System 2010-2012
64–105
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A. Overview of the Greek Public Pension System
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I. Horizontal Dimension – Personal Scope of Coverage
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II. Vertical Dimension – Form and Function
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B. Pension Reforms Affecting Prospective Pensioners
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I. Safety-Net for Elderly
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1. Safety-Net Inside the Scope of the Pension System
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a) Basic Pension
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b) Social Solidarity Benefit (EKAS)
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2. Safety-Net Outside the Scope of the Pension System
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II. Proportional Pension
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1. Qualifying Conditions
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a) Pension Age: Pre and Post Crisis
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aa) Normal Pension Age
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bb) Early Pension Age
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cc) Late Pension Age
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b) Pensionable Service
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aa) Minimum Pensionable Service
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bb) Full Pensionable Service
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cc) Recognition of Notional Insured Period
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2. Financing
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III. Supplementary Old-Age Pension Benefits
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1. Qualifying Conditions
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2. Objective and Calculation Method
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IV. Further Regulations
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1. Arduous and Unhygienic Professions
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2. Invalidity Pension
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3. Survivor’s Pension
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4. Employment of Pensioners
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C. Pension Reforms Affecting Current Pensioners
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D. Concluding Remarks
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106–150
Chapter Three: The Protection of Pensioners’ Existing and Future Legal Positions
106–150
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A. Legal Provisions Protecting the Right to Old-Age Pension Benefits
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I. The Right to Property
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1. Protection of Allocated Pension Benefits
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2. Protection of Pension Benefits to be Allocated in the Future
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II. The Principle of Legitimate Expectations (Protection of Confidence)
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III. Equality and Non-Discrimination
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1. The Right to Equality
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2. The Principle of Non-Discrimination
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IV. The Right to Social Security
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1. The Right to Social Security under International Law
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a) The International Treaties (A Normative Description)
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aa) Universal Declaration of Human Rights
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bb) International Covenant of Economic, Social and Cultural Rights
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cc) European Social Charter
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dd) European Code of Social Security
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ee) ILO Convention No. 102
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b) The Right to Social Security as an Objective Right in International Law
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2. The Right to Social Security under the Greek Constitution
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a) The Constitutional Provisions
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aa) The Right to Protection of Old-Age
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bb) The Right to Social Insurance – Article 22(5)
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b) The Right to Social Security as an Objective Right
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c) The Right to Social Security as a Subjective Right
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B. Concluding Remarks
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151–184
Chapter Four: The Public Interest in Times of Financial Crisis
151–184
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A. Public Interest and the State Power
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B. The Financial Crisis as a Public Interest
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C. The Aims of the Public Pension Reforms
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I. The Sustainability of the Public Pension System
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II. The Fiscal Interests of the State
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III. The Proper Functioning of the EMU
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D. Concluding Remarks
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185–278
Chapter Five: The Principle of Proportionality as a Balancing Concept in Case-Studies of Pension Reforms
185–278
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A. The Principle of Proportionality
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B. Case-Studies
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I. Reductions in Old-Age Pension Benefits
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1. Reductions in Current Pensioners’ Pension Benefits
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a) Application of the Right to Property
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b) Reviewing the Proportionality of Pension Reductions
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aa) Suitability
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bb) Necessity
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cc) Proportionality in a Narrow Sense
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c) Respecting the Principle of Legitimate Expectations (Protection of Confidence)
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d) Respecting the Principle of Equal Contribution to Public Charges
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2. Reductions in Prospective Pensioners‘ Pension Benefits
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a) The Increasing of Retirement Age as a Restrictive Measure
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b) Do Prospective Pensioners have Legitimate Expectations that Transitional Measures will be introduced?
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II. Reduction in Old-Age Pension Benefits of High Value
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1. The Principle of Equivalence as an Aspect of the Right to Social Insurance
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2. The Principle of Social Solidarity as a Ground of Justification
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3. Proportional Balance between the Principles of Equivalence and Social Solidarity
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III. Age Discrimination Cases
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1. Mandatory „Pre-Retirement“ Reserve Scheme
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2. Abolition of Bonuses for Pensioners Below the Age of 60
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C. Outcomes of the Case-Studies
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I. The Decisive Role of the Financial Crisis on Judicial Development
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II. Enhancing the Right to Social Insurance
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III. Limits on the Interference with Pensioner’s Rights
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279–286
Conclusion
279–286
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287–300
Bibliography
287–300
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301–306
List of Documents
301–306
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The Legality of Public Pension Reforms in Times of Financial Crisis , page 15 - 25
Introduction
Autoren
Dafni Diliagka
DOI
doi.org/10.5771/9783845291574-15
ISBN print: 978-3-8487-4945-4
ISBN online: 978-3-8452-9157-4
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doi.org/10.5771/9783845291574-15
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