risks
Article
Public Pensions and Implicit Debt: An Investigation for EU
Member States Using Ageing Working Group 2021 Projections
Georgios Symeonidis * , Platon Tinios and Michail Chouzouris
Citation: Symeonidis, Georgios,
Platon Tinios, and Michail
Chouzouris. 2021. Public Pensions
and Implicit Debt: An Investigation
for EU Member States Using Ageing
Working Group 2021 Projections.
Risks 9: 190. https://doi.org/
10.3390/risks9110190
Academic Editor: Cassandra Cole
Received: 8 September 2021
Accepted: 21 October 2021
Published: 26 October 2021
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4.0/).
Department of Statistics and Insurance Science, School of Finance and Statistics, University of Piraeus,
Karaoli ke Dimitriou 80, 18534 Piraeus, Greece; ptinios@unipi.gr (P.T.); mchouzouris@unipi.gr (M.C.)
* Correspondence: george.simeonidis@gmail.com
Abstract: Implicit pension debt is attracting increasing attention worldwide as a driver of fiscal
dynamics, operating in parallel to the (explicit) National Debt. A prudent examination of a state’s
fiscal prospects should ideally encompass both, with due attention paid to the special features of each
kind of debt. The explosion of government deficits as a result of the COVID-19 pandemic only adds
to the urgency of understanding the scale and nature of issues around accounting for contingent
liabilities. The reports of the EU Ageing working group, produced and published every three years
are used to derive estimates of the stock of outstanding implicit pension debt from flows of projected
deficits. This can be performed for all European member states. This paper uses the last two rounds
of the Ageing Report (2021, 2018) and derives conclusions on the evolution of pension debt and its
correlation to the external debt. The paper concludes that producing comparable estimates of IPD
should become an important input in EU policy discussion.
Keywords: implicit pension debt; explicit debt; pension reform; ageing report
JEL Classification: H. Public Economics—H5 National Government Expenditures and Related
Policies—H55 Social Security and Public Pensions
1. Introduction: Pensions, Implicit Debt and Long-Term Fiscal Planning
In June 2015, the Greek government only had enough cash to pay either the senior
international bondholder, the International Monetary Fund (IMF), or the monthly pensions
for July of the current year. This was a face-down between an explicit, legal, obligation
and an implicit, moral one. The IMF payment had to wait; moral considerations prevailed,
at least temporarily
1
.
Greece was an early victim of a long-term fiscal dilemma to be faced by all ageing
societies. Long-term contingent commitments must be factored in to the (already high)
measured explicit bond debt. Long term planning has to encompass all current commit-
ments pre-empting the distribution of future output. When delivery of promises falls due,
countries could find themselves in a similar situation to Greece’s in 2015—weighing the
relative urgency and costs of legal and political obligations. To plan for such an eventuality,
the economic characteristics of both kinds of commitments need to be considered. The most
significant type of economic characteristic and the starting point of any discussion is the
relative and absolute size of total commitments.
Greece might have avoided eventual bankruptcy if it had kept track of the accumu-
lation of future commitments before it became too late. It could have been attained if the
readily available projections of future flows of pension deficits could have been expressed
in units that could be compared to the stock of outstanding national debt. This paper
demonstrates that such an exercise is feasible using published information of pension
projections covering the period to 2060. Moreover, estimates may be produced for all EU
member states. We use this information together with plausible assumptions to produce
estimates of implicit pension debt for all 27 member states of the EU.
Risks 2021, 9, 190. https://doi.org/10.3390/risks9110190 https://www.mdpi.com/journal/risks