Inequalities in Expected Retirement Duration and Expected Disability‑Free Retirement Duration

Les inégalités de durée espérée de retraite et de durée espérée de retraite sans incapacité

Julien Blasco and Ulysse Lojkine ()
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Julien Blasco: LIEPP - Laboratoire interdisciplinaire d'évaluation des politiques publiques (Sciences Po) - Sciences Po - Sciences Po
Ulysse Lojkine: AxPo - AxPo Observatory of Market Society Polarization - Sciences Po - Sciences Po, CRIS - Centre de recherche sur les inégalités sociales (Sciences Po, CNRS) - Sciences Po - Sciences Po - CNRS - Centre National de la Recherche Scientifique

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Abstract: This paper develops an indicator of disability-free retirement expectancy (DFRE) based on mortality, disability and retirement data, alongside the retirement expectancy (or expected retirement duration -RE) indicator. It then measures inequalities in disability-free retirement expectancy by gender, socio-occupational category and educational attainment, usingFrench data from 2009 to 2019. The social gradient of DFRE, for a given sex, is steeper than that observed for RE: a blue-collar worker can expect fewer years of retirement than a manager of the same sex, and for these years, more years of retirement with disabilities. These inequalities in DFRE are explained by differences in disability and mortality, partly offset among men by the earlier retirement of blue-collar workers and the less educated. Over the period, RE declined as a result of later retirement, whereas, due to a reduction in disability, DFRE rose among women and the more highly educated.

Keywords: retirement; inequalities; health; Inégalités; santé; retraite (search for similar items in EconPapers)
Date: 2025
Note: View the original document on HAL open archive server: https://insee.hal.science/hal-05674610v1
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Published in Economie et Statistique / Economics and Statistics, 2025, 549, pp.3-29. ⟨10.24187/ecostat.2025.549.2142⟩

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Persistent link: https://EconPapers.repec.org/RePEc:hal:spmain:hal-05674610

DOI: 10.24187/ecostat.2025.549.2142

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