Mandatory Pension Saving and Homeownership

Marcel Fischer, Bjarne Astrup Jensen, Marlene Koch

Research output: Working paper / PreprintWorking paper

Abstract

We show that requiring individuals to contribute a constant share of their labor income to a retirement account increases loan-to-value ratios and typically defers homeownership. We investigate three alternative pension systems: (1) early withdrawals to acquire home- ownership, (2) age-dependent contributions, and (3) a flexible scheme, which builds on the intuition, that it is not important how individuals build up savings as long as they build up sufficient savings, and only forces individuals to save when they miss the age-dependent savings target. All three systems lead to a similar accumulation of wealth, but lower loan- to-value ratios, usually earlier homeownership, and higher welfare.
Original languageEnglish
PublisherNetspar
Number of pages40
Publication statusPublished - 14 Oct 2024

Publication series

SeriesNetspar Discussion Papers
Number08/2024-032

JEL classifications

  • e21 - "Macroeconomics: Consumption; Saving; Wealth"
  • g11 - "Portfolio Choice; Investment Decisions"
  • g21 - "Banks; Depository Institutions; Micro Finance Institutions; Mortgages"

Keywords

  • retirement saving
  • homeownership
  • pension system design
  • loan-to-value ratio
  • housing market entry

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