Transcript System

Social Security
Current State and Future
Yeun-Wen Ku
National Chi Nan University
Meeting on Social Indicators and Social Accounting
Seoul, 8-9 May 2006
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Scope
System
Statistics
Next step
• ILO standards– 9 risks/needs
‧old age, survivors, disability, injury, sickness
and health, family, unemployment, housing,
Living assistance and others
‧
established by a law to
provide specific benefits,
and require public, semipublic or independent
organizations to assume
responsibility for it
‧ managed by a public, semipublic or an independent
organization established by
a law
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Scope
System
Statistics
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Social security
Benefit
service
Social
insurance
‧Subsidies for disability
‧Home care for veterans
‧Emergency assistance for
women in hardship
‧Others
Pension
system
Annex 2
Health
insurance
Occupational
insurance
Annex 1
Social
relief
‧Assistance for
calamities,
emergencies
‧Living assistance for
low income
households
‧Living subsidies for
mid or low income
child and juvenile
‧Others
Scope
System
Statistics
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The number of beneficiary(2004)
Medical care beneficiary：99％ of population
Occupational supplemental insurance beneficiary
25~64 years
12.6 million
persons
5%
Labor insurance
66%
Farmer’s
insurance
13%
(Employment insurance 42%)
Military personnel, Government employee &
School teachers supplemental insurance
15%
Without any pension
Pension beneficiary
25~64 years
12.6 million
persons
Military personnel, Government
employee, and School teachers
insurance, or Labor insurance 63%
5%
Without any
pension
32%
Received the pension
65+ years
2.2 million
persons
65+ low-income and
farmer’s monthly
allowance 39%
Received the pension
49%
65+ monthly
allowance
33%
8%
Without any
pension
Scope
System
Statistics
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Beneficiary of social relief
and benefit service
２００４
As ％ of total
Persons
population(％）
(1 000 person)
Expenditure for social relief
Living assistance for low income households
Family subsidies for living
Student subsidies for living
204.2
0.9
189.8
0.8
54.9
-
247.9
1.1
247.9
1.1
20.2
-
99.2
0.4
Expenditure for benefit service
Living assistance for the disability
Living subsidies
Rearing & housing subsidies
Home care for veterans
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Scope
System
Statistics
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Overview of core system
(by economic type)
Expenditure
by budget item
Social contributions
Social insurance
Receipts
By sector
Employer’s social
contributions
Government
In cash
Employee’s social
contributions
Expenditure
by function
Old age
Survivors
Social relief
In kind
Private sector
Public sector
Corporation ×
Expenditure
by nature
Disability
Injury
Benefit service
×
× Sickness & health
Family
Household
Taxes
Earmarked taxes
Unemployment
Housing
Government revenues
Other receipts
Living assistance
and others
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Scope
System
Statistics
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Ratio of social security expenditure
to GDP(％) ：9.7％
%
Other
12.0
10.0
8.0
7.2
6.0
3.3
8.1
Cash
In kind
total
9.7
9.6
9.7
4.5
4.3
4.4
4.9
4.9
5.0
7.8
4.0
3.6
3.9
4.0
4.0
2.0
3.7
year
0.0
1995
1997
1999
2001
2003
2004
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Scope
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By function： Old age(44％) ，Sickness and
health(38％)，Combined amount to 83％
Unemployment
2%
Family
2%
Housing
1%
Injury
1%
Living
assistance and
others
6%
Old age
44%
Disability
3%
Survivors
3%
Sickness
and health
38%
65+
monthly
allowance
15%
Home
care for
Veterans
4%
pension
&
retirement
benefit
81%
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Scope
System
Statistics
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Ratio of social security revenue
to GDP(％)：10.6％ (2004)
Receipts by economic type
Grand Insurance
General
total premium Employer’s
others
Employee’s Taxes Earmarked
Public Private
government
contributions sector
contribution
taxes
revenues
sector
％ of
GDP
％ of
total
10.6
5.5
100.0
51.6
3.7
1.6
2.1
34.9 14.8
20.1
1.8
4.7
0.2
4.5 0.5
16.7 43.8
1.6
42.2 4.6
By sector：
Government 63.2％
Corporation 20.1％
Household 16.7％
Government
63.2%
NT$ 723.8 billion
Corporation Household
20.1%
16.7%
NT $230.9
billion
NT$ 192
billion9
Scope
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Statistics
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National burden(16.8％)：Tax burden
(12.9％) ＋ Social security burden(3.9％)
Social security burden
Tax burden
National burden
%
25
20
20.2
2.5
18.9
3.5
15
10
17.7
15.4
18.0
3.7
14.3
5
16.7
16.1
16.8
3.9
4.0
3.9
12.8
12.1
12.9
year
0
1995
1997
1999
2001
2003
2004
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Scope
System
Statistics
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1. The Social Indicator Division, Statistics Bureau：
Eurostat
Budget items
OECD
ILO
 CONTACT：
CHIU-YEN LEE
E-MAIL：[email protected]
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Scope
System
Statistics
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2.Gender mainstreaming：
The Committee on the Promotion of Women's Right,
the Executive Yuan requests
Expenditure
by function
By gender
Expenditure
by function
male
Old-age
By gender
male
…
Survivors
female
female
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Scope
System
Statistics
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3. Implementing National Pension:
(1) For the population between the age of 25 to 64, 85% are entitled to
receive the old-aged benefit from various supplemental
occupational insurances
Occupational supplemental insurance beneficiary
25~64 years
12.6 million
persons
Labor insurance
66%
5%
(Employment insurance 42%)
Farmer’s
insurance
13%
Military personnel, Government employee &
School teachers supplemental insurance
15%
Without any pension
(2)
65+ years
Currently
NT$3,000
No need to pay premium
Future
National
Pension
25~64 years
Need to pay premium
Scope
System
Statistics
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4. Financial source for social insurance：
The relation between aging of main country
and social security expenditure
65＋year = 10%
65＋year = 14%
SSE as % of
GDP(%)
Needed years
from 10% to
14%（year）
year
SSE as % of
GDP (%)
year
Chinese Taipei
2007
-
2018
-
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Japan
1985
11.0
1994
13.0
9
Switzerland
1959
7.5
1982
14.7
23
Greece
1968
10.3
1992
20.2
24
Spain
1975
13.3
1991
20.3
16
Italy
1966
17.2
1988
21.3
22
Finland
1973
13.7
1994
33.1
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(1) Tax reform: 2006, The Alternative Minimum Tax
(2) Improving financial structure of social insurance: Ratio
of Government to social security revenue 63.2%.
Thank you!
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