The Australian Economic Review, vol. 38, no. 1, pp. 19–39
©
2005 The University of Melbourne, Melbourne Institute of Applied Economic and Social Research
Published by Blackwell Publishing Asia Pty Ltd
Abstract
As the population ages there will be potentially
significant implications for a wide range of
economic variables, including in particular the
fiscal costs of social expenditures. Long-term
fiscal planning requires estimates of the possi-
ble future path of public spending. This article
presents projections for 14 categories of social
spending. These projections are based on de-
tailed demographic estimates covering fertil-
ity, migration and mortality. Distributional
parameters are incorporated for all of the
major variables, and are used to build up prob-
abilistic projections for social expenditure as a
share of gross domestic product using simula-
tion. Attention is focused on health expendi-
tures which are disaggregated into seven
broad classes. In addition, we explore the im-
pacts of alternative hypotheses about future
health costs. While it can be predicted with
some confidence that overall social expendi-
tures will rise, the results suggest that long-
term planning would be enriched by recognis-
ing the distributions around point estimates of
projected social costs.
1. Introduction
This article presents projections for social ex-
penditure in New Zealand over the next 50
years. Projecting social expenditures requires a
range of assumptions about future paths of fer-
tility, mortality, migration, labour force par-
ticipation, unemployment and productivity
growth, together with assumptions about the
social policies governing future expenditures.
There is substantial uncertainty surrounding
projections of these underlying variables. De-
mographic projections typically recognise this
uncertainty by conducting a sensitivity analysis
using, for example, high, medium and low val-
ues for some of the key variables.
1
In contrast,
this article examines the statistical properties of
social expenditure projections. By specifying
distributions of the relevant variables, simula-
tion methods are used to translate the inherent
variability of the component variables into
variability of the projected social expenditures.
The results therefore contribute to the informa-
tion on which such policies can be based and
can be regarded as an exploration of stochastic
demographic and expenditure modelling.
The analysis is motivated by widespread ex-
pectation that the fiscal costs of meeting public
social expenditures will rise in most industria-
lised countries as their populations age.
2
Poli-
cies are already being implemented to deal
with the increased share of the gross domestic
product (GDP) expected to be devoted to meet-
ing social expenditures. Some countries have
reduced eligibility for publicly provided ser-
vices and transfers, while others have reduced
the level of benefits. In the case of the universal
Population Ageing and Social Expenditure in New Zealand
John Creedy and Grant M. Scobie*
Department of Economics, The University of Melbourne; and
New Zealand Treasury, respectively
* The views expressed in this article are those of the au-
thors and do not necessarily reflect the views of the New
Zealand Treasury. The authors acknowledge assistance
from Ivan Tuckwell and Statistics New Zealand in provid-
ing data, John Bryant and Grant Johnston for help with the
health costs, Malcolm McKee for help with social expen-
ditures, and research assistance by Vito Schultz. Earlier
drafts were presented at the Biannual conference of the
New Zealand Society of Actuaries, the Australian Confer-
ence of Economists and the New Zealand Treasury. We are
grateful to Ian McDonald and two referees for constructive
comments.