Carlos Vidal-Meliá

University of Valencia - Department of Financial Economics

Avda. del Tarongers, s/n

46022 Valencia

Spain

SCHOLARLY PAPERS

33

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SSRN CITATIONS
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Top 18,653

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16

CROSSREF CITATIONS

40

Scholarly Papers (33)

1.

Automatic Balance Mechanisms in Pay-as-You-Go Pension Systems

The Geneva Papers on Risk and Insurance: Issues and Practice 34 (2) 287-317
Number of pages: 35 Posted: 13 May 2008 Last Revised: 04 Sep 2015
Carlos Vidal-Meliá, María el Carmen Boado-Penas and Ole Settergren
University of Valencia - Department of Financial Economics, University of Liverpool and Independent
Downloads 359 (119,794)
Citation 6

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Actuarial Analysis, Actuarial Balance, Spain, Political risk, Solvency

2.

Evaluación de las tarifas de las pensiones de accidentes de trabajo y enfermedades profesionales (2011-2015) (Are the Rates Levied to Cover the Cost of Pensions for Occupational Injury and Disease Actuarially Fair? An Analysis for the Period 2011-2015))

Innovar Journal, 27(66), 153-167.
Number of pages: 16 Posted: 02 May 2015 Last Revised: 02 Oct 2017
University of Barcelona - Department of Actuarial, Financial and Economic Mathematics, University of Valencia - Department of Financial Economics and University of Valencia - Department of Financial Economics
Downloads 312 (139,170)

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Capitalization system, Invalidity, Life annuities, Mutual Insurance Societies for Occupational Accidents and Diseases, Widowhood

3.

El Balance actuarial del Sistema de reparto. Modelo 'Sueco' frente a modelo 'EE.UU.': Posible aplicación al caso español. (The Actuarial Balance of the Pay-As-You-Go Pension System: ‘US’ Model versus ‘Swedish’ Model: Possible Application in the Case of Spain)

Revista Española de Financiacion y Contabilidad-Spanish Journal of Finance and Accounting, Vol. XL, Núm. 149, Enero-Marzo, 97-123.
Number of pages: 26 Posted: 01 Apr 2009 Last Revised: 28 Nov 2015
María el Carmen Boado-Penas, Ole Settergren and Carlos Vidal-Meliá
University of Liverpool, Independent and University of Valencia - Department of Financial Economics
Downloads 288 (151,327)
Citation 1

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Actuarial Balance, Spain, Sweden, Toledo agreement, Transparency, USA

4.

Models of the Actuarial Balance of the Pay-As-You-Go Pension System: A Review and Some Policy Recommendations

Number of pages: 24 Posted: 30 May 2010 Last Revised: 20 Jul 2010
University of Liverpool, University of Valencia - Department of Financial Economics and Tokai Central Hospital
Downloads 230 (188,856)

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Japan, Notional Accounts, Projections, Public Pensions, Retirement, Sustainability, Sweden, USA

5.

An Assessment of the 2011 Spanish Pension Reform using the Swedish System as a Benchmark

Journal of Pension Economics and Finance, 13 (03), 297-333.
Number of pages: 34 Posted: 22 May 2012 Last Revised: 04 Sep 2015
Carlos Vidal-Meliá
University of Valencia - Department of Financial Economics
Downloads 206 (209,395)
Citation 1

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actuarial fairness, individual pension information, political risk, solvency, transparency

6.

The Actuarial Balance Sheet for Pay-as-You-Go Finance: Solvency Indicators for Spain and Sweden

CESifo Working Paper Series No. 2182
Number of pages: 34 Posted: 14 Jan 2008
University of Liverpool, Pontificia Universidad Católica de Chile - Institute of Economics and University of Valencia - Department of Financial Economics
Downloads 181 (234,782)

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retirement, pay-as-you-go system, accountancy, solvency, pensions, Spain

7.

Life Care Annuities (LCA) Embedded in a Notional Defined Contribution (NDC) Framework

Astin Bulletin, 2016; 46 (2) 331 - 363.
Number of pages: 29 Posted: 22 Jul 2014 Last Revised: 17 Jun 2016
Javier Pla-Porcel, Manuel Ventura-Marco and Carlos Vidal-Meliá
SOS Seguros y Reaseguros, S.A., University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 160 (260,569)

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LCA, NDC, Pay-as-you-go, LTC Insurance, Social Security

8.

An Actuarial Balance Sheet Model for Defined Benefit Pay-As-You-Go Pension Systems with Disability and Retirement Contingencies

Astin Bulletin, 44 (2), 367-415. DOI: 10.1017/asb.2014.5, Published online: 13 February 2014
Number of pages: 45 Posted: 22 May 2012 Last Revised: 04 Sep 2015
Manuel Ventura-Marco and Carlos Vidal-Meliá
University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 141 (288,329)

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Actuarial Balance, Disability, Retirement, Solvency, Sweden, Transparency

9.

An Ndc Approach to Helping Pensioners Cope with the Cost of Long-Term Care

Journal of Pensions Economic and Finance (Accepted for publication: 17 Jan 2018)
Number of pages: 45 Posted: 16 Jun 2016 Last Revised: 18 Jan 2018
Javier Pla-Porcel, Manuel Ventura-Marco and Carlos Vidal-Meliá
SOS Seguros y Reaseguros, S.A., University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 101 (366,308)

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Life Care Annuities, Notional Defined Contribution, Pay-as-you-go, Long-Term Care Insurance, Social Security

10.

A Procedure for Selecting Representative Subsamples of a Population from a Simple Random Sample

Number of pages: 30 Posted: 04 Sep 2015 Last Revised: 16 Mar 2016
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 100 (368,706)

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subsamples, KDD, optimization, chi-square test, p-value, Continuous Sample of Working Lives

11.

Integrating Retirement and Permanent Disability in NDC Pension Schemes

Applied Economics incorporating Applied Financial Economics, DOI:10.1080/00036846.2015.1093084 Published online: 30 Sep 2015
Number of pages: 29 Posted: 31 Mar 2014 Last Revised: 26 Nov 2015
Manuel Ventura-Marco and Carlos Vidal-Meliá
University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 100 (368,706)
Citation 2

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NDC, Pay-as-you-go, Retirement, Disability Insurance, Social Security, Sweden

12.

Análisis de la representatividad de la MCVL: el caso de las prestaciones del sistema público de pensiones

Hacienda Pública Española/Review of Public Economics, 217-(2/2016): 67-130
Number of pages: 66 Posted: 13 Jan 2015 Last Revised: 06 Mar 2017
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 89 (396,584)
Citation 1

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Continuous Sample of Working Lives, the public pension system, stratified sampling, chi-square test, effect size, selection of sub-sample.

13.

Notional Defined Contribution Pension Schemes: Why Does Only Sweden Distribute the Survivor Dividend?

Journal of Economic Policy Reform, 19 (3); 200-220. April 2015, DOI:10.1080/17487870.2015.1028547
Number of pages: 28 Posted: 11 Oct 2013 Last Revised: 06 Mar 2017
University of Valencia - Department of Financial Economics, University of Liverpool and Willis Towers Watson
Downloads 75 (438,167)
Citation 2

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Financial Equilibrium, Longevity Risk, Pay-as-you-go, Public Pensions, Retirement, Social Security, Transparency

14.

Non-Financial Defined Contribution Pension Schemes: Is a Survivor Dividend Necessary to Make the System Balanced?

Applied Economics Letters, 21:4, 242-247,
Number of pages: 12 Posted: 11 Oct 2013 Last Revised: 04 Sep 2015
María el Carmen Boado-Penas and Carlos Vidal-Meliá
University of Liverpool and University of Valencia - Department of Financial Economics
Downloads 74 (441,384)
Citation 1

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Financial Equilibrium, Longevity Risk, Pay-As-You-Go, Public Pensions, Retirement, Transparency

15.

Compiling the Actuarial Balance for Pay-As-You-Go Pension Systems. Is It Better to Use the Hidden Asset or the Contribution Asset?

Applied Economics, Vol. 45, No. 10, 2013
Number of pages: 25 Posted: 30 May 2010 Last Revised: 26 Nov 2015
Carlos Vidal-Meliá and María el Carmen Boado-Penas
University of Valencia - Department of Financial Economics and University of Liverpool
Downloads 70 (454,841)
Citation 5

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Defined Benefits, Sweden, USA, Transparency

16.

Converting Retirement Benefit into a Life Care Annuity with Graded Benefits: How Costly Would It Actually Be?

Scandinavian Actuarial Journal, November 2016, DOI: 10.1080/03461238.2016.1258370
Number of pages: 30 Posted: 01 Jul 2016 Last Revised: 06 Mar 2017
Javier Pla-Porcel, Manuel Ventura-Marco and Carlos Vidal-Meliá
SOS Seguros y Reaseguros, S.A., University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 66 (468,829)
Citation 1

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Life Care Annuities, Long-Term Care Insurance, Multistate model, Retirement

17.

Is the Reform of the Spanish Public Pension System of 2011 Justified from an Actuarial Point of View?

Anales del Instituto de Actuarios, Nº 18, 171-216.
Number of pages: 33 Posted: 22 May 2012 Last Revised: 04 Sep 2015
Manuel García-García and Carlos Vidal-Meliá
Universidad CEU Cardenal Herrera and University of Valencia - Department of Financial Economics
Downloads 64 (476,200)

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Actuarial balance, Spain, Individual pension information, PAYG, Sweden

18.

Un Procedimiento De Selección De Sub-Muestras De Gran Tamaño De Una Muestra Aleatoria Simple Representativas De La Población De Estudio (A Selection Procedure of High Size Sub-Samples from a Simple Random Sample Representative of the Population)

Number of pages: 23 Posted: 25 Jun 2015
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 62 (483,835)

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selección de sub-muestra, muestreo estratificado, test chi-cuadrado, p-valor, Muestra Continua de Vidas Laborales.

19.

Unisex Life Care Annuities Embedded in a Pay-as-You-Go Pension System: Analysing the Issue of Gender Redistribution

To appear in Journal of Population Ageing ISSN: 1874-7884 (Print) 1874-7876 (Online)
Number of pages: 28 Posted: 09 Mar 2017 Last Revised: 16 Sep 2018
Carlos Vidal-Meliá, Manuel Ventura-Marco and Javier Pla-Porcel
University of Valencia - Department of Financial Economics, University of Valencia - Faculty of Economics and SOS Seguros y Reaseguros, S.A.
Downloads 41 (577,467)

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Gender, Life Care Annuities, Long-Term Care Insurance, Multistate model, Redistribution, Retirement

20.

Selección De Sub-Muestras De Gran Tamaño De La Mcvl Representativas De Las Prestaciones Del Sistema Público De Pensiones (Selection of High Size Sub-Samples from the Continuous Sample of Working Lives (CSWL) Representative of the Benefits Provided by the Spanish Public Pension System)

Number of pages: 48 Posted: 28 May 2015 Last Revised: 28 Nov 2015
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 39 (588,014)
Citation 1

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Muestra Continua de Vidas Laborales, sistema público de pensiones, selección de sub-muestra, test chi-cuadrado, p-valor

21.

Automatic Regrouping of Strata in the Goodness-of-Fit Chi-Square Test

SORT-Statistics and Operations Research Transactions, 2019
Number of pages: 86 Posted: 10 Mar 2019
University of the Basque Country, University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics), University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 33 (622,369)

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Goodness-of-Fit Chi-Square Test, Statistical Software, VBA, Mathematica, Continuous Sample of Working Lives

22.

Subjective Economic Risk to Beneficiaries in Notional Defined Contribution Accounts

Journal of Risk & Insurance, Vol. 73, No. 3, pp. 489-515, September 2006
Number of pages: 27 Posted: 07 Sep 2006
University of Valencia - Department of Financial Economics, University of Extremadura - Department of Economics and University of Valencia - Faculty of Economics
Downloads 33 (622,369)
Citation 1

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23.

Does the Pension System’s Income Statement Really Matter? A Proposal for An NDC Scheme with Disability and Minimum Pension Benefits

ICAE - Instituto Complutense de Analisis Economico, Working Paper No. 1922, July 2019 updated version (October 17, 2019)
Number of pages: 57 Posted: 17 Jul 2019 Last Revised: 24 Nov 2019
Anne M. Garvey, Manuel Ventura-Marco and Carlos Vidal-Meliá
Universidad de Alcala de Henares, University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 28 (654,719)

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Disability Insurance, Minimum Pensions, Notional Defined Contribution, Pension Accounting, Sweden, True and Fair View

24.

The Continuous Sample of Working Lives: Improving Its Representativeness

SERIEs, Journal of the Spanish Economic Association, 8 (1): 43-95. DOI: 10.1007/s13209-017-0154-0
Number of pages: 53 Posted: 06 Feb 2016 Last Revised: 21 Apr 2017
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 27 (661,788)
Citation 1

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Continuous Sample of Working Lives, public pension system, sub-sample selection, stratified sampling, chi-square test, p-value

25.

Notional Defined Contributions (NDC): Solvency and Risk in Spain

International Social Security Review, Vol. 60, No. 4, pp. 105-127, October-December 2007
Number of pages: 23 Posted: 18 Sep 2007
University of Liverpool, University of Extremadura - Department of Economics and University of Valencia - Department of Financial Economics
Downloads 27 (661,788)

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26.

Life Care Annuities to Help Couples Cope with the Cost of Long-term Care

Number of pages: 51 Posted: 18 May 2022
University of Valencia - Faculty of Economics, University of Valencia - Department of Financial Economics and University of Valencia - Department of Financial Economics
Downloads 24 (699,789)

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Australia, Couples, Joint life expectancy, illness-death multistate model, Life Care Annuities, Long-Term Care Insurance, Retirement.

27.

Individual Pension Information: Recommendations for the Case of Spain Based on the Experiences of Other Countries

International Social Security Review, 65 (2), 1-27. Article first published online: 4 APR 2012.
Number of pages: 24 Posted: 23 May 2012 Last Revised: 04 Sep 2015
Marta Regúlez-Castillo and Carlos Vidal-Meliá
University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 24 (684,048)

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Actuarial balance, Sweden, Transparency, US, Pension Information

28.

Improving the Representativeness of a Simple Random Sample: An Optimization Model and Its Application to the Continuous Sample of Working Lives

Number of pages: 30 Posted: 07 Jun 2019 Last Revised: 18 Jul 2019
University of the Basque Country, University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 20 (715,702)

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optimization, subsampling, chi-square test, p-value, Continuous Sample of Working Lives

29.

Mortality and Life Expectancy Trends for Male Pensioners by Pension Income Level

Number of pages: 20 Posted: 18 Feb 2021 Last Revised: 18 Apr 2021
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 19 (723,868)

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Inequalities, Life Expectancy, Life Tables, Mortality, Socioeconomic Factors

30.

A Social Insurance Accounting for a Notional Defined Contribution Scheme Combining Retirement and Long-Term Care Benefits

Sustainability — Open Access Journal, ISSN 2071-1050.
Number of pages: 36 Posted: 29 Aug 2018
University of Valencia - Department of Financial Economics, University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 19 (723,868)

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Life Care Annuities, Long-Term Care Insurance, Notional Defined Contribution, Pay-as-you-go, Pension Accounting, Retirement, Social Security, Sustainability

31.

From ‘Table 29’ to the Actuarial Balance Sheet: Is It Really That Big a Leap?

ICAE Working Paper nº 2105, 2021
Number of pages: 37 Posted: 09 Apr 2021
Universidad de Alcala de Henares, University of Valencia - Department of Financial Economics, University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics
Downloads 17 (740,740)

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Accountability, Actuarial Balance Sheet, Pension Liabilities, Social Security, Spain, Table 29, Useful Information

32.

Differences in Life Expectancy Between Self-Employed Workers and Paid Employees When Retirement Pensioners: Evidence From Spanish Social Security Records

ICAE Working Paper nº 2104, February, 2021. A version based on this wp has been accepted for publication in European Journal of Population.
Number of pages: 27 Posted: 30 Mar 2021 Last Revised: 12 Apr 2021
University of Valencia - Department of Financial Economics, University of the Basque Country - Department of Applied Economics III (Econometrics and Statistics) and University of Valencia - Department of Financial Economics
Downloads 16 (749,472)

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Continuous Sample of Working Lives; Life Expectancy; Paid Employees; Retirement; Self-Employed; Spain

33.

A 'Swedish' Actuarial Balance Sheet for a Notional Defined Contribution Pension Scheme with Disability and Retirement Benefits

International Social Security Review Vol 70 (3), 79-104.
Posted: 22 Mar 2016 Last Revised: 26 Feb 2021
University of Valencia - Department of Financial Economics, University of Valencia - Faculty of Economics and University of Valencia - Department of Financial Economics

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Disability Insurance, Minimum Pensions, Notional defined contribution, Pay-as-you-go, Pension Accounting, Retirement, Sweden