2020-onwards:

(2024), Carlos Vidal-Meliá, Manuel Ventura-Marco, and Anne Garvey, Analyzing the demographic coherence of selected US, Australian and Chinese biometric data sets used to price long-term care insurance and life care annuities. Quality & Quantity.  58, 2813–2836 https://link.springer.com/article/10.1007/s11135-023-01782-w

(2023) Manuel Ventura-Marco, Carlos Vidal-Meliá, and Juan Manuel Pérez-Salamero González, Joint life care annuities to help retired couples to finance the cost of long-term care. Insurance: Mathematics and Economics (IME), 113: 122-139. https://doi.org/10.1016/j.insmatheco.2023.08.002

(2023), Anne Garvey, Juan Manuel Pérez-Salamero González, Manuel Ventura-Marco, and Carlos Vidal-Meliá, Transforming the supplementary table on pension liabilities (table 29) into an actuarial balance sheet. Public Money and Management 43, (8): 782-793

 https://www.tandfonline.com/doi/full/10.1080/09540962.2022.2144362

(2022), Juan Manuel Pérez-Salamero González, Marta Regúlez Castillo, Manuel Ventura Marco y Carlos Vidal Meliá. Mortality and life expectancy trends in Spain by pension income level for male pensioners in the general regime retiring at the statutory age, 2005-2018. International Journal for Equity in Health 21, (96):1-21. https://doi.org/10.1186/s12939-022-01697-2 

(2022), Garvey, A.M., Pérez-Salamero González, J.M., Ventura-Marco, M., Vidal-Meliá, C.  Improving Decision Making Information: “Table 29” to an Actuarial Balance Sheet. In: Corazza, M., Perna, C., Pizzi, C., Sibillo, M. (eds) Mathematical and Statistical Methods for Actuarial Sciences and Finance. MAF 2022. Springer, Cham. https://doi.org/10.1007/978-3-030-99638-3_46

(2021), Juan Manuel Pérez-Salamero González, Marta Regúlez Castillo y Carlos Vidal Meliá. Differences in life expectancy between self-employed workers and paid employees when retirement pensioners: evidence from Spanish social security records. (12-04-2021). European Journal of Population 37 (3), 697-725. https://link.springer.com/article/10.1007%2Fs10680-021-09585-1

(2021), Garvey, A.M., Ventura-Marco, M., Vidal-Meliá, C.  The Importance of Reporting a Pension System’s Income Statement and Budgeted Variances in a Fair and Sustainable Scheme. In: Corazza, M., Gilli, M., Perna, C., Pizzi, C., Sibillo, M. (eds) Mathematical and Statistical Methods for Actuarial Sciences and Finance. Springer, Cham. https://doi.org/10.1007/978-3-030-78965-7_34

(2021), Anne Garvey, Manuel Ventura-Marco, and Carlos Vidal-Meliá, “Does the pension system’s income statement really matter? A proposal for an NDC scheme with disability and minimum pension benefits” Economic Research-Ekonomska Istraživanj    34:1, 292-310. https://www.tandfonline.com/doi/full/10.1080/1331677X.2020.1782246

(2020), Vicente Núñez-Antón, Juan Manuel Pérez-Salamero González, Marta Regúlez-Castillo and Carlos Vidal-Meliá, “Improving the Representativeness of a Simple Random Sample: An Optimization Model and its Application to the Continuous Sample of Working Lives” Mathematics 8(8), 1225; https://doi.org/10.3390/math8081225

(2020), Carlos Vidal-Meliá, Manuel Ventura-Marco and Javier Pla-Porcel, “An NDC approach to helping pensioners cope with the cost of long-term care”, Journal of Pension Economics and Finance, 19 (1), 80-108. Published online: 02 April 2018  10.1017/S1474747218000070

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2014-2019:

(2019), Carlos Vidal-Meliá, Manuel Ventura-Marco and Javier Pla-Porcel, “Unisex life care annuities embedded in a pay-as-you-go pension system: Analysing the issue of gender redistribution”, Journal of Population Ageing, 12 (4), 405-426. Published online: 12 September 2018  https://doi.org/10.1007/s12062-018-9229-3

(2019), Vicente Nuñez-Antón, Juan Manuel Pérez-Salamero, Marta Regúlez-Castillo, Manuel Ventura-Marco and Carlos Vidal-Meliá, “Automatic regrouping of strata in the Goodness-of-Fit chi-square test”. SORT (Statistics and Operations Research Transactions). 43 (1), 113-142. https://doi.org/10.2436/20.8080.02.83

(2018), Carlos Vidal-Meliá, Manuel Ventura-Marco and Juan Manuel Pérez-Salamero, “Social insurance accounting for a notional defined contribution scheme combining retirement and long-term care benefits”, Sustainability, 10 (8), 2832 https://doi.org/10.3390/su10082832

(2017), Javier Pla-Porcel, Manuel Ventura-Marco and Carlos Vidal-Meliá, “Converting retirement benefit into a life care annuity with graded benefits”, Scandinavian Actuarial Journal, 2017(10), 829-853. Published online: 21 Nov 2016.

http://www.tandfonline.com/doi/full/10.1080/03461238.2016.1258370

(2017), Juan Manuel Pérez-Salamero, Manuel Ventura-Marco and Carlos Vidal-Meliá, “A “Swedish” actuarial balance for a notional defined contribution pension scheme with disability and minimum pension benefits”, International Social Security Review Vol 70 (3), 79-104. Published online: 30 Oct 2017.

http://onlinelibrary.wiley.com/doi/10.1111/issr.12143/full

(2017), Anna Castañer-Garriga, Juan Manuel Pérez-Salamero González and Carlos Vidal-Meliá, Evaluación de las tarifas de las  pensiones de Accidentes de Trabajo y Enfermedades Profesionales  (2011-2015). Innovar Journal, 27(66), 153-167.

https://doi.org/10.15446/innovar.v27n66.66810

(2017), Juan Manuel Pérez-Salamero, Marta Regúlez-Castillo and Carlos Vidal-Meliá, “The Continuous Sample of Working Lives: improving its representativeness”, SERIEs (Journal of the Spanish Economic Association) 8(1): 43-95. Published online: 3 Mar 2017.

https://link.springer.com/article/10.1007/s13209-017-0154-0

 

(2016), Juan Manuel Pérez-Salamero, Marta Regúlez-Castillo and Carlos Vidal-Meliá, “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  DOI: 10.7866/HPE-RPE.16.2.3. Published online: December 2015 (In Spanish).

http://www.ief.es/documentos/recursos/publicaciones/revistas/hac_pub/217_Art3.pdf

(2016), Carlos Vidal-Meliá, María del Carmen Boado-Penas, and Francisco Navarro-Cabo, “Notional defined contribution pension schemes: Why does only Sweden distribute the survivor dividend?” Journal of Economic Policy Reform, 19 (3); 200-220. DOI:10.1080/17487870.2015.1028547 Published online: 15 Apr 2015

http://dx.doi.org/10.1080/17487870.2015.1028547

(2016), Javier Pla-Porcel, Manuel Ventura-Marco and Carlos Vidal-Meliá, “Life Care Annuities (LCA) Embedded in a Notional Defined Contribution (NDC) Framework”, ASTIN Bulletin 46 (02) 331-363, DOI: 10.1017/asb.2015.27, Published online: 09 February 2016

https://doi.org/10.1017/asb.2015.27

(2016), Manuel Ventura-Marco and Carlos Vidal-Meliá, “Integrating retirement and permanent disability in NDC pension schemes”, Applied Economics, 48:12, 1081-1102, DOI: 10.1080/00036846.2015.1093084 Published online: 30 Sep 2015. Winner of the 2014 SCOR Actuarial Prizes for Spain and Portugal.

http://www.tandfonline.com/doi/full/10.1080/00036846.2015.1093084

(2014), Manuel Ventura-Marco and Carlos Vidal-Meliá, “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

https://doi.org/10.1017/asb.2014.5

(2014), Carlos Vidal-Meliá, “An Assessment of the 2011 Spanish Pension Reform Using the Swedish System as Benchmark” Journal of Pension Economics and Finance, 13 (03), 297-333. Article first published online: 18 DEC 2013, DOI: 10.1017/S1474747213000383 A preliminary version was given a special mention in the 2012 SCOR Actuarial Prizes for Spain and Portugal.

https://doi.org/10.1017/S1474747213000383

(2014), María del Carmen Boado-Penas and Carlos Vidal-Meliá, “Nonfinancial defined contribution pension schemes: is a survivor dividend necessary to make the system balanced?, Applied Economics Letters, 21:4, 242-247,  Article first published online: 26 NOV 2013, http://dx.doi.org/10.1080/13504851.2013.851767  

=========================================================

2008-2013:

(2013), Carlos Vidal-Meliá and María del Carmen Boado-Penas, “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, 45:10, 1303-1320, Article first published online: 09 DEC 2011  http://dx.doi.org/10.1080/00036846.2011.615733  

(2012), Marta Regulez-Castillo and Carlos Vidal-Meliá, “Individual information for pension contributions: Recommendations for Spain based on international experiences”, International Social Security Review, 65 (2), 1-27. Article first published online: 4 APR 2012.  http://dx.doi.org/10.1111/j.1468-246X.2012.001426.x

(2012), María del Carmen Boado-Penas and Carlos Vidal-Meliá, “The Actuarial Balance of the Pay-As-You-Go Pension System: the Swedish NDC model versus the US DB model.” Chapter 23, 443-489, In Holzmann, R., E. Palmer and D. Robalino. 2012, eds. NDC Pension Schemes in a Changing Pension World, Volume 2: Gender, Politics, and Financial Stability. Washington D.C.: The World Bank ISBN (paper): 978-0-8213-9478-6 ISBN (electronic): 978-0-8213-9479-3 DOI: 10.1596/978-0-8213-9478-6

http://elibrary.worldbank.org/doi/abs/10.1596/9780821394786_CH23

(2012), María del Carmen Boado-Penas and Carlos Vidal-Meliá, “Discussion: Chile – Assessing Fiscal Costs and Pension Distribution in Transitions to Defined Contribution Systems: A Retrospective Analysis for Chile”. Chapter 9, 316-319, in Holzmann, R., E. Palmer and D. Robalino. 2012, eds. NDC Pension Schemes in a Changing Pension World, Volume 1: Progress, Lessons, and Implementation. Washington, DC: World Bank. ISBN (paper): 978-0-8213-8848-8, ISBN (electronic): 978-0-8213-8852-5, DOI: 10.1596/978-0-8213-8848-8.

http://elibrary.worldbank.org/doi/abs/10.1596/9780821388488_CH09

(2011), María del Carmen Boado-Penas, Ole Settergren and Carlos Vidal-Meliá, “El Balance actuarial del Sistema de reparto. Modelo “Sueco” frente a modelo “EE.UU.”: Posible aplicación al caso español.” Revista Española de Financiacion y Contabilidad–Spanish Journal of Finance and Accounting, Vol. XL, Núm. 149, Enero-Marzo, 97-123  (In Spanish)

http://dx.doi.org/10.1080/02102412.2011.10779699

(2010), Carlos Vidal-Meliá, María del Carmen Boado-Penas and Ole Settergren, “Instruments for improving the equity, transparency and solvency of pay-as-you-go pension systems: NDCs, ABs and ABMs.” In «Pension Fund Risk Management – Financial and Actuarial Modeling». Edited by Marco Micocci, Giovanni Masala and Greg N. Gregoriou, Chapter 18, 419-472. Chapman & Hall/CRC Finance Series, New York (USA). ISBN: 9781439817520, ISBN 10: 1439817529

http://www.crcnetbase.com/doi/abs/10.1201/9781439817544-c18

(2009), Carlos Vidal-Meliá, María del Carmen Boado-Penas and Ole Settergren, “Automatic Balance Mechanisms in Pay-As-You-Go Pension Systems.” The Geneva Papers on Risk and Insurance: Issues and Practice. 34 (2) 287-317. DOI:10.1057/gpp.2009.2

http://link.springer.com/article/10.1057/gpp.2009.2

(2008), María del Carmen Boado-Penas, Salvador Valdés-Prieto and Carlos Vidal-Meliá, “An Actuarial Balance Sheet for Pay-As-You-go Finance: Solvency Indicators for Spain and Sweden” Fiscal Studies. 29 (1) 89-134. DOI: 10.1111/j.1475-5890.2008.00070.x

http://onlinelibrary.wiley.com/doi/10.1111/j.1475-5890.2008.00070.x/abstract

=========================================================

2001-2007:

(2007), María del Carmen Boado-Penas, Inmaculada Domínguez-Fabián and Carlos Vidal-Meliá, “Notional Defined Contribution Accounts (Ndcs): Solvency and Risk, Application To The Case Of Spain”, International Social Security Review. 60 (4), 105-127.  

http://onlinelibrary.wiley.com/doi/10.1111/j.1468-246X.2007.00282.x/abstract

(2006), Carlos Vidal-Meliá, Inmaculada Domínguez-Fabián and José Enrique Devesa-Carpio, “Subjective Economic Risk to Beneficiaries in Notional Defined Contribution Accounts (NDC’s)”. The Journal of Risk and Insurance. 73 (3), 489-515.

http://onlinelibrary.wiley.com/doi/10.1111/j.1539-6975.2006.00185.x/abstract

(2006), Carlos Vidal-Meliá and Ana Lejárraga-García, “Demand for life annuities from married couples with a bequest motive” Journal of Pensions Economics and Finance. 5 (2), 197-229.

https://doi.org/10.1017/S1474747205002349

(2006), Carlos Vidal-Meliá and Inmaculada Domínguez-Fabián, “The Spanish Pension System: Issues of Introducing Notional Defined Contribution Accounts” in Non-Financial Defined Contribution (NDC) Pension Schemes: Concept, Issues, Implementation, Prospects. Part II: Country Experiences and Prospects. Edited by Robert Holzmann and Edwar Palmer, Chapter 23, 611-637. The World Bank and Riksforsakrings Verket. Washington D.C. (USA) ISBN-10: 0-8213-6038-8, ISBN-13: 978-0-8213-6038-5, eISBN-10: 0-8213-6038-X

http://siteresources.worldbank.org/INTPENSIONS/Resources/395443-1139338370854/Pension_ch23.pdf

(2005), Carlos Vidal-Meliá, Ana Lejárraga-García and José Enrique Devesa-Carpio, “Defined Contribution Pensions, Married Couples, and the Annuity Puzzle”. Revista de Economía Financiera (Spanish Review of Financial Economics). Vol. 7, 8-37.

http://www.aefin.es/articulos/pdf/A7-3_630246.pdf

(2004), Carlos Vidal-Meliá and Ana Lejárraga-García, “The bequest motive and single people’s demand for life annuities” Belgian Actuarial Bulletin (European Actuarial Journal). 4 (2), 5-18.

http://www.belgianactuarialbulletin.be/articles/vol04/02-Vidal.pdf

(2004), José Enrique Devesa-Carpio and Carlos Vidal-Meliá, “Cuentas nocionales de aportación definida (ndc’s). ¿Cuál hubiera sido el efecto de su implantación en el sistema de pensiones español?». Moneda y Crédito (segunda época). Vol 219, 101-142. (In Spanish).

(2003), José Enrique Devesa-Carpio, Rosa Rodríguez-Barrera and Carlos Vidal-Meliá, “Costes de Administración para el afiliado en los sistemas de cuentas individuales de capitalización: Medida y comparación internacional». Revista Española de Financiación y Contabilidad, XXXII (116), 116-144. (In Spanish).

http://www.tandfonline.com/doi/abs/10.1080/02102412.2003.10779485

(2002), Ana Lejárraga-García, Carlos Vidal-Meliá and José Enrique Devesa-Carpio,  “Regulación de las modalidades de pensión en los sistemas de capitalización de América Latina” Revista de Análisis Económico (Economic Analysis Review),  17(2). 49-94. (In Spanish).

http://www.revecap.com/revista/numeros/30/pdf/devesa_lejarraga_vidal.pdf

(2002), José Enrique Devesa-Carpio, Ana Lejárraga-García and Carlos Vidal-Meliá, “El tanto de rendimiento del sistema de pensiones de reparto” Revista de Economía Aplicada, (X) 30, 109-132. (In Spanish).

(2001), José Enrique Devesa-Carpio and Carlos Vidal-Meliá, “Current Status and Provisional Assessment of Reformed Pensions Systems in Latin America” The World Bank, World Bank Pension Reform Primer, 1-72. Available at:  http://siteresources.worldbank.org/SOCIALPROTECTION/Resources/SP-Discussion-papers/Pensions-DP/0209.pdf

Other publications

(2020), Anne Garvey, Manuel Ventura-Marco, and Carlos Vidal-Meliá, “An income statement proposal for an NDC scheme with disability using specific longevity values and minimum pension benefits” In I EDICIÓN PREMIOS LONGEVIA BBVA Resolviendo los retos del envejecimiento poblacional en España, pags 179-233.  chapter. Depósito legal: M-16466-2020. Madrid. https://www.researchgate.net/publication/343576831_An_income_statement_proposal_for_an_NDC_scheme_with_disability_using_specific_longevity_values_and_minimum_pension_benefits

(2017), Carlos Vidal-Meliá, “La tributación diferida (TD) en los sistemas de Previsión Social Complementaria (PSC) en España” Noticias de Política Económica, 16, 19-22. (In Spanish).

(2016), Carlos Vidal-Meliá, “Sistemas de pensiones basados en Cuentas Nocionales de Aportación Definida (NonFinancial Defined Contribution Pension Schemes).” Noticias de Política Económica, 12, 14-16. (In Spanish).

(2015), Manuel Ventura-Marco and Carlos Vidal-Meliá, “An Integrated Notional Defined Contribution (NDC) Model with Retirement and Permanent Disability”, Scor papers, 32 http://www.scor.com/en/sgrc/scor-publications/scor-papers.html  A preliminary version of this paper was awarded the 2014 SCOR Actuarial Prize for Spain and Portugal (19 November 2014, Madrid).

(2014), Carlos Vidal-Meliá, “Una storia infinita (The 2011-2013 Spanish pension reform: a never-ending story)” Opificium, Revista Consiglio Nazionale Periti Industriali, 5 (4), 38-41 . (In Italian).

(2013), Manuel Ventura-Marco and Carlos Vidal-Meliá, Un modelo de balance actuarial para sistemas de pensiones DB PAYG con dos contingencias, Anales de ASEPUMA, 18, 1-22. (In Spanish).

(2012), Manuel García-García, Manuel and Carlos Vidal-Meliá, “¿Está justificada la reforma del sistema público de pensiones español realizada en 2011 desde el punto de vista actuarial?, Anales del Instituto de Actuarios, Nº 18, 171-216. (In Spanish).

(2012), Marta Regulez-Castillo and Carlos Vidal-Meliá, “Individuelle Altersrenteninformationen für Beitragszahler: Empfehlungen für Spanien auf der Grundlage internationaler Erfahrungen”, Internationale Revue für Soziale Sicherheit, 65 (2), 1-31,

(2012), Marta Regulez-Castillo and Carlos Vidal-Meliá, “Informer les cotisants des régimes de pension: recommandations pour l’ Espagne à la lumi è re de l’ expérience internationale”, Revue internationale de sécurité sociale, 65 (2), 1-30,

(2012), Marta Regulez-Castillo and Carlos Vidal-Meliá, “La información individual para el cotizante: algunas recomendaciones para el caso español a partir de la experiencia internacional”, Revista Internacional de Seguridad Social, 65 (2), 1-29.

(2011), Carlos Vidal-Meliá, Manuel García-García and Marta Regulez-Castillo, La información global e individual del sistema español de seguridad social: propuestas para su mejora. Ministerio de Empleo y Seguridad Social, Secretaría de Estado de Seguridad Social. (In Spanish). http://www.seg-social.es/Internet_1/Estadistica/FondodeInvestigacio48073/EstudiosFIPROS/Tema1/index.htm

(2009), Carlos Vidal-Meliá, María del Carmen Boado-Penas and Ole Settergren, “¿Puede el análisis actuarial (NDCs, BAs y MFAs) mejorar el sistema de pensiones de reparto.” Revista Ibero-Latinoamericana de Seguros, 18 (31), 109-163 (In Spanish)

(2009), Carlos Vidal-Meliá y María del Carmen Boado-Penas , “El Balance Actuarial del Sistema de Reparto. Modelo “Sueco” versus “Americano” in “Investigación en Seguros y gestión de Riesgos”, Editores M. Guillén y Otros. Chapter 34, 731-762, Fundación Mapfre,  Madrid (Spain). (In Spanish)

(2008), Carlos Vidal-Meliá and Inmaculada Domínguez-Fabián, “La posibilidad de introducir cuentas nocionales de aportación definida en el sistema de pensiones de jubilación español”  in Fortalecer los sistemas de pensiones latinoamericanos. Cuentas individuales por reparto. Edited by Robert Holzmann, Edward Palmer y Andras Uthoff, Chapter 19, 607-647, Mayol Ediciones S.A., The WorldBank, ECLAC and Försäkringskassan, Bogotá (Colombia). ISBN: 9789588307336 (In Spanish)

(2008), María del Carmen Boado-Penas and Carlos Vidal-Meliá, “El  balance actuarial como indicador de la solvencia del sistema de reparto” Actualidad Aseguradora (suplemento 20), BISS 5-46 (In Spanish).

(2007), María del Carmen Boado-Penas, Inmaculada Domínguez-Fabián and Carlos Vidal-Meliá,  “Fiktive Konten im Festbeitragssystem (NDC): Zahlungsfähigkeit und Risiken in Spanien”. Internationale Revue für Soziale Sicherheit 60 (4), 117–141, (In German),

(2007), María del Carmen Boado-Penas, Inmaculada Domínguez-Fabián and Carlos Vidal-Meliá, Comptes fictifs à cotisation définie (NDC): solvabilité et risque en Espagne. Revue Internationale de Sécurité Sociale. 60 (4), 111–135.

(2007), María del Carmen Boado-Penas, Inmaculada Domínguez-Fabián and Carlos Vidal-Meliá, Cuentas nocionales de aportación definida (NDC): solvencia y riesgo, aplicación al caso español.  Revista Internacional de Seguridad Social 60 (4), 117–140.

(2007), María del Carmen Boado-Penas, Inmaculada Domínguez-Fabián, Salvador Valdés-Prieto and Carlos Vidal-Meliá, “Mejora de la equidad y sostenibilidad financiera del sistema público español de pensiones de jubilación mediante el empleo de cuentas nocionales de aportación definida (NDCs)”  Documentos Fipros. Ministerio de Trabajo y Asuntos Sociales,  availaible at http://www.seg-social.es/Internet_1/Estadistica/FondodeInvestigacio48073/EstudiosFIPROS/Tema1/index.htm  (In Spanish).

(2007), Carlos Vidal-Meliá and Inmaculada Domínguez-Fabián, “Das spanische Rentensystem”  in: Revolution in der Alterssicherung. Beitragskonten auf Umlagebasis. Book series “Wohlfahrtspolitik und Sozialforschung” Edited by Robert Holzmann and Ed Palmer, Chapter 19, 755-793. European Centre for Social Welfare Policy and Research (Viena), Frankfurt/New York. ISBN 978-3-593-37875-6. (In German).

(2004), José Enrique Devesa-Carpio, Carlos Vidal-Meliá y Ana Lejárraga-García, “Cuentas nocionales de aportación definida: fundamento actuarial y aspectos aplicados” Anales del Instituto de Actuarios de España (Tercera época). Vol. 8-2002, 137-186. (In Spanish).

(2003), Carlos Vidal-Meliá, Ana Lejárraga-García and José Enrique Devesa-Carpio, “Modalidades de pensión y jubilación en la pareja” in Gestión Científica Empresarial, Edited by Jose M. Barreiro. Chapter 14, 293-305. Netbiblo. (ISBN-84-9745-051-5), La Coruña (Spain). (In Spanish).

More information can be found at:

Scopus Author ID: 14520204400

http://www.scopus.com/authid/detail.url?authorId=14520204400

ORCID Author ID: 0000-0002-7227-5076

http://orcid.org/0000-0002-7227-5076

Researcher Author ID: F-1631-2018

http://www.researcherid.com/rid/F-1631-2018

RG

https://www.researchgate.net/profile/Carlos_Vidal-Melia