Pension reforms and old people in Poland: An age, class, and gender lens

Abstract Research on the socio-economic transition in and subsequent pension reforms in Eastern and Central Europe tend to view age as a social status, not a power relation. In addition, studies that explore the policy consequences for old people tend to homogenize them or focus on only one form of inequality. However, State actions, articulated in pension reforms, can distribute the economic costs of reforms unevenly across different groups. This paper considers the present and the future ramifications of the Polish pension reforms on the economic well being of diverse groups of old people. Poland provides an especially interesting case because the new system, which will take full effect in 2006, includes mandatory personal accounts. Throughout our analysis, we attend to inequality and the class- and gender-specific implications of the reforms. We argue that age, gender, and class relations underlie social policies related to pensions. Old people are depicted and manipulated by State officials in ways that allow the latter to attain economic stability and legitimate their authority among other constituencies, especially the young. Finally, analysis of the expected outcomes of the Polish new pension system that includes personal accounts provides a reference point against which proposals in other countries, such as the U.S., debating the introduction of similar systems can be assessed. Thus, we conclude by discussing some trends relevant to future Polish retirees and briefly state the implications of our discussion for these debates.