Work package 13: Employment trajectory and transitions to retirement age

The work package 13 “Employment trajectories and transitions to retirement age" (Sociological Research Institute [SOFI] and the Research Data Centre of the pension [FDZ-RV]) focuses on the effects of a changing institutional frame of the latter phase of employment and retirement. For several decades, Germany’s production and social model was characterized by early retirement of older workers, fostered by respective institutional regulations. However, within the last decade or so, an increase in higher working age in labour market participation is the response of labour market and social policies to society’s demographic ageing. In soeb 2, analyses in chapter 18 already showed that transitions into retirement can be smooth or precarious, depending on various social factors, and that older workers’ employability becomes more and more unequal, particularly influenced by the level of qualification. Due to changes in institutional arrangements, a more or less voluntary early exit from employment poses high-income risks due to substantial reductions of statutory pensions. Hence, how individuals manage their transition from employment into retirement is of critical importance to their opportunities for social participation and to social inequalities in in higher employment age and beyond. Regulations for invalidity pension as a specific aspect of the institutional arrangements of concern to work package 13 and respective employment trajectories leading to invalidity pensions will be investigated as well.

Due to the socio-political importance and the high dynamics of such developments, the indicator-based description and classification of the transition into retirement will be updated on a broader data base and analysed in more detail. Unlike most existing social reporting on labour force participation, employment situation, and retirement of older workers, this work package aims at longitudinal analysis. The relevant chapter in soeb 2 relied primarily on survey data of the SOEP. In soeb 3, mainly process-produced data of the German Statutory Pension Insurance (DRV) and its biographical information will be used, especially the random sample of individual pension records (VSKT) and the random sample of completed insurance biographies (VVL). For this, the Research Data Centre of the German Pension Insurance (FDZ-RV) offers access to additional analyses on the basis of an extended version of the standard scientific-use files: For instance, different VSKT-waves are pooled in order to analyse transition patterns for several birth cohorts and over time. Other data sources (e.g. SHARE-RV) will be used in the work package 13 as well.

Descriptive analysis of employment trajectories until retirement age will include indicators (e.g. number of episodes, average duration of states) and classifications of transition patterns based on sequence and cluster analyses. These transition patterns and the corresponding amounts of pension are then analysed according to major axes of social inequality such as gender, education, migration status, and regional differences.

Work package 13: Employment trajectory and transitions to retirement age

The work package 13 “Employment trajectories and transitions to retirement age" (Sociological Research Institute [SOFI] and the Research Data Centre of the pension [FDZ-RV]) focuses on the effects of a changing institutional frame of the latter phase of employment and retirement. For several decades, Germany’s production and social model was characterized by early retirement of older workers, fostered by respective institutional regulations. However, within the last decade or so, an increase in higher working age in labour market participation is the response of labour market and social policies to society’s demographic ageing. In soeb 2, analyses in chapter 18 already showed that transitions into retirement can be smooth or precarious, depending on various social factors, and that older workers’ employability becomes more and more unequal, particularly influenced by the level of qualification. Due to changes in institutional arrangements, a more or less voluntary early exit from employment poses high-income risks due to substantial reductions of statutory pensions. Hence, how individuals manage their transition from employment into retirement is of critical importance to their opportunities for social participation and to social inequalities in in higher employment age and beyond. Regulations for invalidity pension as a specific aspect of the institutional arrangements of concern to work package 13 and respective employment trajectories leading to invalidity pensions will be investigated as well.

Due to the socio-political importance and the high dynamics of such developments, the indicator-based description and classification of the transition into retirement will be updated on a broader data base and analysed in more detail. Unlike most existing social reporting on labour force participation, employment situation, and retirement of older workers, this work package aims at longitudinal analysis. The relevant chapter in soeb 2 relied primarily on survey data of the SOEP. In soeb 3, mainly process-produced data of the German Statutory Pension Insurance (DRV) and its biographical information will be used, especially the random sample of individual pension records (VSKT) and the random sample of completed insurance biographies (VVL). For this, the Research Data Centre of the German Pension Insurance (FDZ-RV) offers access to additional analyses on the basis of an extended version of the standard scientific-use files: For instance, different VSKT-waves are pooled in order to analyse transition patterns for several birth cohorts and over time. Other data sources (e.g. SHARE-RV) will be used in the work package 13 as well.

Descriptive analysis of employment trajectories until retirement age will include indicators (e.g. number of episodes, average duration of states) and classifications of transition patterns based on sequence and cluster analyses. These transition patterns and the corresponding amounts of pension are then analysed according to major axes of social inequality such as gender, education, migration status, and regional differences.

Researchers

Janine Anna Lange, Tatjana Mika (FDZ-RV), Dr. Janina Söhn (SOFI) and Dr. Michael Stegmann (FDZ-RV)

 
Ergebnisse
Web-Tabellen Kapitel 16 PDF
Söhn, Janina/ Mika, Tatjana: The German statutory pension for reduced earning capacity: varying employment pathways and their association with education and medical diagnoses. Postersession im Rahmen der WiFOR Fachtagung Education, Health and Labor Market Outcomes am 09.10.2015 in Darmstadt. PDF
Mika, Tatjana/ Söhn, Janina: Frühverrentung durch Erwerbsminderung: Erwerbsbiographische Vorgeschichte. Vortrag am 14.09.2015 in Erkner. PDF
Söhn, Janina: Erwerbminderungsrenten: Erwerbsverlaufstypen, Rentenhöhe und Haushaltseinkommen. Vortrag am 26.06.2015 auf der 12. Jahrestagung des FDZ-RV in Berlin. PDF
Söhn, Janina/ Mika, Tatjana (2015): Krankheit und soziale Ungleichheit im Lebenslauf: das Risiko einer Erwerbsminderung und seine erwerbsbiographische Vorgeschichten. Vortrag auf der gemeinsamen Tagung „Lebenslauf, soziale Netzwerke und gesundheitliche Ungleichheit“ der Sektionen ‚Soziale Ungleichheit und Sozialstrukturanalyse‘ (DGS)‚ Medizin- und Gesundheitssoziologie‘ (DGS) und der AG ‚Medizinsoziologische Theorien‘ (DGMS) am 28./29.05.2015. Universität Rostock PDF
Poster
Poster 16: Wie das Rentensystem Erwerbsbiografien würdigt. PDF