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Identifying fiscal sustainability challenges in the areas of pension, health care and long-term care policies

Author(s): Per Eckefeldt, Christoph Schwierz, Luigi Giamboni, Menno Aarnout and Giuseppe Carone

Identifying fiscal sustainability challenges in the areas of pension, health care and long-term care policiespdf(771 kB) Choose translations of the previous link 

Summary for non-specialistspdf(29 kB) Choose translations of the previous link 

This paper presents a horizontal assessment framework used by the Commission services to identify structural-fiscal reforms that are deemed necessary to address fiscal sustainability challenges in the Member States.

A key objective in the EU is to ensure sustainability of the public finances, including in a long-term perspective. This paper presents a horizontal assessment framework used by the Commission services to identify structural-fiscal reforms that are deemed necessary to address fiscal sustainability challenges in the Member States. It describes the steps to ascertain the extent to which there is a policy challenge in ensuring progress towards fiscal sustainability and which policy dimensions merits closer scrutiny, taking into account the country-specific circumstances in the fields of, respectively:

  1. pension policy;
  2. health care policy; and,
  3. long-term care policy. 

The areas under scrutiny concern the design of national policies in the above-mentioned policy fields and are under the direct control of the Member States’ governments. These areas are explicitly mentioned, in relevant cases, in the policy coordination process at EU level implementing the Europe 2020 strategy, the European Semester.


(European Economy. Occasional Papers 201. October 2014. Brussels. PDF. 52pp. Tab. Graph. Ann. Bibliogr. Free.)

KC-AH-14-201-EN-N (online)KC-AH-14-201-EN-C (print)
ISBN 978-92-79-38814-9 (online)ISBN 978-92-79-38815-6 (print)
doi: 10.2765/85081 (online)doi: 10.2765/85226 (print)

JEL classification: J10, J11, J18, J21, J26, I0, O4, H55, I10, I20, H50

Occasional Papers are written by the staff of the Directorate-General for Economic and Financial Affairs, or by experts working in association with them. The Papers are intended to increase awareness of the technical work being done by staff and cover a wide spectrum of subjects. Views expressed in unofficial documents do not necessarily reflect the official views of the European Commission.

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