Report 2012 – 2014 Max Planck Institute for Social Law and Social Policy Report 2012 – 2014 Max Planck Institute for Social Law and Social Policy, Munich CONTENT OVERVIEW Content Overview Preface 13 I. Foreign and International Social Law 15 1. Introduction 16 2. Projects 29 3. Promotion of Junior Researchers 57 4. Events 74 5. Publications 80 6. Papers and Lectures 89 7. Guests 98 8. Honours 101 9. Work of Institute Members in External Bodies 101 10. Expert Opinions 103 11. Alumni 104 II. Munich Center for the Economics of Aging (MEA) 107 1. MEA: Overview 108 2. Research Projects 122 3. Support of Junior Scientists 178 4. Public Policy Advice and Media Impact 189 5. Publications 195 6. Presentations 204 7. Teaching 219 8. Refereeing 220 9. Events Organized by MEA 221 10. Guests 224 11. Honours, Awards, Grants 228 12. Memberships, Editorships, other Academic Activities and Affiliations 230 13. Cooperations 230 14. Third Party Funding 240 III. Max Planck Fellow Group: Inclusion & Disability 241 1. Introduction 242 2. Projects 244 3. Events 253 4. Publications 256 5. Papers and Lectures 258 6. Honours 266 7. Work of Members of the Fellow Group in External Bodies 267 8. Expertises 268 9. Dissertation 268 1 REPORT 2012 – 2014 IV. Joint Projects 269 1. Portability Corridor Study 270 2. Population Europe Resource Finder and Archive (Perfar) 270 3. Annual Conferences 271 4. EU Commissioner László Andor Visits the Max Planck Institute for Social Law and Social Policy 275 5. Joint Social Law-MEA Seminars 276 6. Inclusion and Social Space – Disability Law and Disability Policy on the Communal Level 279 7. Homo Faber Disabilis? – Participation in Gainful Employment 281 8. Symposia, Conferences and Workshops 284 9. Publications 286 V. The Institute 287 1. Personalia 288 2. Scientific Advisory Board and Board of Trustees 292 3. Institute Library 295 4. Information and Communication Technology 297 Imprint 299 2 CONTENTS Contents Preface 13 I. Foreign and International Social Law 15 1. Introduction 16 1.1. Objectives and Background of Social Law Research 16 1.2. Main Fields of Research 19 1.3. Promotion of Junior Researchers 26 1.4. Teaching, Advisory Services and Academic Exchange 27 1.5. In Memoriam Hans F. Zacher 28 2. Projects 29 2.1. Europeanisation and Internationalisation 29 2.1.1. Publication on "Cross-Border Health Care in the European Union" 29 2.1.2. Social Services and Assistance through the Local Community 30 2.1.3. International Standard-Setting and Innovation in Social Security 32 2.1.4. The ILO Recommendation on Social Protection Floors: Basic Principles for Innovative Solutions 33 2.1.5. Social Rights of Third-Country Nationals: 1st German-Czech Legal Dialogue in Prague 34 2.2. Changes in Developed Countries 37 2.2.1. Social Security and Long-Term Care Dependency 37 2.2.2. Individualised Health Care: Ethical, Economic and Legal Implications for the German Health Care System 39 2.2.3. Demographic Change and Old-Age Security 40 2.2.4. Legal Scope for Action with regard to Pension Reforms 41 2.2.5. The "Third Generation" – Rights and Furtherance of Children in Germany, France, Italy and Sweden 44 2.3. Transformation in Threshold Countries 46 2.3.1. Old-Age Pension Reforms in Latin America and Compliance with ILO Principles 46 2.3.2. The Implementation of Social Rights 47 2.3.3. Principle of Equality and Prohibition of Discrimination in Social Security Law in Latin America 49 2.3.4. The Post-2015 Development Agenda and Global Social Protection 51 2.4. Multi-Focus Research 53 2.4.1. Emeritus Workplace Hans F. Zacher: 80th Birthday of Franz-Xaver Kaufmann 53 2.4.2. Sports Arbitration – Legal Vacuum or Successful Self-Regulation? 54 2.4.3. Sports Promotion – A Public Responsibility? 55 2.4.4. Athlete Agreements: An Instance of Private Autonomy or an Infringement of Fundamental Rights? 56 3. Promotion of Junior Researchers 57 Doctoral Group: "The Triangular Benefit Delivery Relationship in Social Law" 57 3.1. State Support for Further Education Measures in Germany and Sweden 57 3.2. Disability and Occupational Rehabilitation in Germany and Switzerland 58 3.3. Drug Prices and Drug Price Competition 59 3.4. Cooperative Price Control Mechanisms in the Provision of Medical Devices 60 3 REPORT 2012 – 2014 Doctoral Group: "Social Security and Long-Term Care Dependency" 61 3.5. Social Security and Long-Term Care Dependency in the Context of Disease and Disability 62 3.6. Quality Assurance in Home Care in Germany and Austria 62 Doctoral Group: "Social Law as a Specific Field of Administrative Law" 63 3.7. Direct Allocations in Security Systems under Public Law that Provide Compensation after an Accident 64 3.8. Scope for Decision-Making of Social Security Administrations and Density of Judicial Scrutiny 65 3.9. The Contract as a Management Tool in Compulsory Health Insurance 66 3.10. Statutory Framework Conditions and Concretisation of the Right to Medical Services in Social Law as a Specific Administrative Law 66 Individual Dissertation Projects 68 3.11. The Legality of Pension Reforms in Times of Financial Crisis 68 3.12. The Regulation of Non-State Service Providers in Certain African States 68 3.13. Health Promotion in the Welfare State 69 3.14. The Right to Hear a Specific Physician (Section 109 SGG) 70 3.15. Non-Nationals in the Welfare State and the Genesis of Transnational Social Rights: Poland and the German Social Insurance from 1918 to 1945 71 3.16. Evidence-Based Assessment of Pharmaceuticals as a Basis for Regulatory Decisions 72 4. Events 74 4.1. Symposia, Conferences, Workshops 74 4.2. Guest Lectures 78 4.3. Visitors and Delegations 79 5. Publications 80 6. Papers and Lectures 89 6.1. Papers 89 6.2. Lectures and Courses 96 7. Guests 98 8. Honours 101 9. Work of Institute Members in External Bodies 101 10. Expert Opinions 103 11. Alumni 104 4 CONTENTS II. Munich Center for the Economics of Aging (MEA) 107 1. MEA: Overview 108 1.1. Mission, Frame of Thinking and Research Approach 108 1.2. Structure: Research Infrastructures and Units for Analytical Research 109 1.3. Main Achievements 110 1.3.1. SHARE 110 1.3.2. Main Achievements: SAVE 113 1.3.3. Main Achievements: Age and Productivity 115 1.3.4. Main Achievements: Social Policy and Old-Age Provision 116 1.3.5. Main Achievements: Macroeconomic Implications of an Aging Society 116 1.3.6. Main Achievements: Health Econometrics 117 1.3.7. Main Achievements: Public Policy Consulting 118 1.3.8. Promotion of Young Researchers 118 1.4. Research Outlook 119 1.4.1. Data Collection 119 1.4.2. Social Policy and Old-Age Provision 121 1.4.3. Macroeconomic Implications of an Aging Society 121 1.4.4. Health Econometrics 122 2. Research Projects 122 2.1. Research Projects of the Research Unit "Social Policy and Old Age Provision" 122 2.1.1. Maintaining Social, Economic and Political Stability in Times of Demographic Change 122 2.1.2. International Social Security Project: Incentive Effects on Early Retirement 122 2.1.3. International Social Security Project: Health Capacity to Work 123 2.1.4. Savings in Times of Demographic Change: Lessons from the German Experience 123 2.1.5. Financial Literacy and Private Pension Provision 123 2.1.6. Instant Gratification and Self-Control in an Experiment with Children and Teenagers 124 2.1.7. Who Lost the Most? Financial Literacy, Cognitive Abilities, and the Financial Crisis 124 2.1.8. Riester Pensions and Life Expectancy 124 2.1.9. Do Smarter Consumers Get Better Advice? An Analytical Framework and Evidence from German Private Pensions 125 2.1.10. How Financially Literate are Women? Perspectives on the Gender Gap 125 2.1.11. Financial Literacy, Confidence, and Gender 126 2.1.12. Comparing the Costs of Riester Pensions 126 2.1.13. Facilitating Employment Possibilities for Older Workers 126 2.1.14. At What Age do you Expect to Retire? Retirement Expectations and Increases in the Statutory Retirement Age 127 2.1.15. Phased Retirement through Flexible Partial Pensions 127 2.1.16. Correct Actuarial Calculation of Pension Reductions 128 2.1.17. Redistributive Flows in the German Social Insurance System 129 2.1.18. Analysis and Assessment of Policy Measures in the German Health and Long-Term Care Insurance Sectors 130 2.1.19. Old-Age Poverty in Germany 130 2.1.20. Retirement due to Reduced Earning Capacity and Reform Proposals 131 2.1.21. Individualized Supply of Retirement Planning Information in Sweden 131 2.1.22. Pension Information, Financial Literacy, and Retirement Saving Behavior in Germany 132 2.1.23. Market-Based Freedom of Choice, Limitations of Consumer Sovereignty, and Pension Policy-Making – Evidence from Behavioral and Institutional Economics 132 2.1.24. Can the Swedish Premium Pension Serve as a Role Model for Germany's Riester Scheme? 133 2.1.25. The Role of Actuarial Reduction Rates in Individual Retirement Planning in Germany 133 2.1.26. Employment after Retirement in Germany 133 2.1.27. Replacement Rates in the Statutory Pension System in Germany 134 5 REPORT 2012 – 2014 2.1.28. Pension Benefits Adjustment in Germany – What can be Considered the Best Pension Adjustment Formula? 134 2.1.29. The Retirement-Consumption Puzzle and Unretirement 134 2.1.30. Consumption Behavior, Annuity Income and Mortality Risk of the Elderly 135 2.1.31. Family Background and the Decision to Provide for Old Age: A Siblings Approach 135 2.1.32. Do you have an Occupational Pension? On the Interplay between Demand, Supply and Information 136 2.1.33.