The recognition in law of pension benefits and expectancies, as a matrimonial asset which may be subject to certain claims (and counterclaims), occured in South Africa in 1989. The starting point of this development was an investigation in 1984, on: "the possibility of making provisions for a divorced woman to share in the pension benefits of her former husband ". This investigation came about, in South Africa, after the matter had already been accepted, in many foreign legals systems, as a well-established, and most important concept of family law. The obvious question for the South African legislature was which of the pension-sharing schemes throughout the world would best serve as a model. Since the South African accrual system was largely based on the German Zugewinngemeinschaft, it seemed only natural that a close comparative study should be made of Germany's Versorgungsausgleich scheme. It is one of the aims of this thesis to point out whether and to what extent South Africa followed the German example. To do so, it will be necessary to examine first the different legal situations which were prevalent before and after the legal changes in the two countries and to elaborate on the reasons which led to these changes. The discussion in chapter three of how the German system of equalisation of pension expectancies, the so-called Versorgungsausgleich, is applied, will facilitate a comprehensive comparison with the South African scheme. The questions to be answered in the fifth chapter are whether it is appropriate to examine the equalisation of pension expectancies under South African law, which was only recently introduced, in a comparison with the German system and whether it is possible to speak of a Versorgungsausgleich when referring to the South African situation. Whenever possible, I have attempted to suggest solutions that may appear acceptable. To conclude the thesis, certain pension sharing problems arising under South African private international law will be briefly commented upon. / Private Law / LLM

The recognition in law of pension benefits and expectancies, as a matrimonial asset which may be subject to certain claims (and counterclaims), occured in South Africa in 1989. The starting point of this development was an investigation in 1984, on: "the possibility of making provisions for a divorced woman to share in the pension benefits of her former husband ". This investigation came about, in South Africa, after the matter had already been accepted, in many foreign legals systems, as a well-established, and most important concept of family law. The obvious question for the South African legislature was which of the pension-sharing schemes throughout the world would best serve as a model. Since the South African accrual system was largely based on the German Zugewinngemeinschaft, it seemed only natural that a close comparative study should be made of Germany's Versorgungsausgleich scheme. It is one of the aims of this thesis to point out whether and to what extent South Africa followed the German example. To do so, it will be necessary to examine first the different legal situations which were prevalent before and after the legal changes in the two countries and to elaborate on the reasons which led to these changes. The discussion in chapter three of how the German system of equalisation of pension expectancies, the so-called Versorgungsausgleich, is applied, will facilitate a comprehensive comparison with the South African scheme. The questions to be answered in the fifth chapter are whether it is appropriate to examine the equalisation of pension expectancies under South African law, which was only recently introduced, in a comparison with the German system and whether it is possible to speak of a Versorgungsausgleich when referring to the South African situation. Whenever possible, I have attempted to suggest solutions that may appear acceptable. To conclude the thesis, certain pension sharing problems arising under South African private international law will be briefly commented upon. / Private Law / LLM

Text in Afrikaans / Social security is an important instrument of government to reduce the risks of economic insecurity to indivi~uals and the community. Social security usually consists of social insurance (for example pensions, unemployment insurance and workmen's compensation) and social assistance (for example social pensions, disability grants and maintenance grants). In view of South Africa's low economic growth, high and rising unemployment, widespread poverty, skew distribution of income and the disintegration of the family, social security requires urgent attention. This issue is even more pressing during the political transition since most policy measures and institutions are reconsidered, while pressure on government expenditure increases. This study commences with a discussion of basic aspects of social security, such as its definition, the rationale for social security in a market economy, the possible influence on economic behaviour, targeting, the financing of social security through a payroll tax and general taxation and the financing of a national pension fund. One of the sources of information of social security is the experience of other countries in this regard. The second part, which constitutes the core of the study, involves a comparative study of social security. After a general discussion on comparative studies, the origin and development of social security in welfare states (the USA, Britain and the Netherlands) and developing countries (Chile, Mexico, Guatemala, Cuba and Sri Lanka) are studied. African countries and the "miracle" countries of the East also receive brief attention. The main emphasis is on equity and efficiency, and aspects such as affordability, financing, targeting, the extension of coverage, a negative income tax, traditional social security and specific programmes that could be of importance to South Africa. In the last section the origin and development of and the fiscal scope for social security are discussed. Besides social insurance and assistance, programmes such as in-kind transfers, public works programmes and tax expenditure receive attention. Aspects of social security such as poverty alleviation, means testing, take-up rates, administration and corruption are discussed, while recommendations are made on topics such as a "voluntarily" national pension scheme, employment creation programmes and food stamps. / Bestaansbeveiliging is 'n belangrike instrument in die hande van die owerheid om die risiko' s van ekonomiese onsekerheid vir individue en die gemeenskap te verminder. Bestaansbeveiliging bestaan gewoonlik uit maatskaplike versekering (waaronder pensioene, werkloosheidsversekering en ongevalleversekering) en maatskaplike bystand (byvoorbeeld maatskaplike pensioene, ongeskiktheidstoelaes en onderhoudstoelaes). In die lig van Suid-Afrika se lae ekonomiese groei, hoe en stygende werkloosheid, wydverspreide armoede, skewe verdeling van inkome en gesinsverbrokkeling, verg bestaansbeveiliging dringende aandag. Die aangeleentheid is des te dringender gedurende die politieke oorgangsperiode waartydens die meeste beleidsmaatreels en instellings in heroorweging geneem word en daar voortdurend druk op die owerheid is om meer van die land se skaars bronne te gebruik. Ter inleiding word enkele kemaspekte van bestaansbeveiliging bespreek, waaronder die definisie daarvan, die rasionaal vir bestaansbeveiliging in 'n markekonomie, die moontlike invloed van bestaansbeveiliging op ekonomiese gedrag, die rol van teikenstelling, die finansiering van bestaansbeveiliging deur middel van 'n loonstaatbelasting en algemene belastings en die finansiering van 'n nasionale pensioenfonds. Een bron van inligting oar bestaansbeveiliging is die ervaring van ander lande op hierdie terrein. Die tweede gedeelte, wat die kern van die studie is, behels 'n vergelykende studie van bestaansbeveiliging. Na 'n inleidende bespreking oar vergelykende studies in die algemeen, word die ontstaan en ontwikkeling van bestaansbeveiliging in welvaartstate (die VSA, Brittanje en Nederland) en in ontwikkelende lande (Chili, Mexiko, Guatemala, Kuba en Sri Lanka) bestudeer. Afrikalande en die "mirakel-lande" van die Coste kry oorsigtelik aandag. Die nadruk in die gedeelte val veral op billikheid en doeltreffendheid en aspekte soos bekostigbaarheid, finansiering, teikenstelling, uitbreiding van dekking, negatiewe inkomstebelasting, tradisionele bestaansbeveiliging en programme wat vir Suid-Afrika van betekenis kan wees. In die laaste gedeelte word die ontstaan en ontwikkeling van en die fiskale ruimte vir bestaansbeveiliging in Suid-Afrika bespreek. Benewens maatskaplike versekering en bystand, kry programme soos in natura oordragte, openbare werke-programme (werkskeppingsprogramme) en belastinguitgawes aandag. Aspekte van bestaansbeveiliging soos armoedeverligting, die middeletoets, opneemkoerse, administrasie en korrupsie word bespreek en aanbevelings word onder me er gemaak ten opsigte van 'n "vrywillige" nasionale pensioenskema, werkskeppingsprogramme en voedselkoepons. / Sociology / D. Litt. et Phil. (Ekonomie)

The evidence of this research paper suggests an increased value-relevance of OCI in the Swedish stock market after the 2011 amendment of IAS 19. This amendment eliminated the popular corridor approach that ‘smoothed’ the recognition of actuarial gains and losses and required companies instead to recognize such remeasurements directly to their full extent in OCI. We reason that the current economic environment marked by low interest rates together with demographic trends in life expectancy have amplified the impact of the standard revision on financial statements. Moreover, this research paper is conducted in a Swedish setting that is characterized by widespread occupational pension schemes. In line with informational accounting research, we use regression models to identify whether OCI has more explanatory power for stock market prices and returns. Shares listed on NASDAQ OMX Stockholm are investigated for this purpose. Furthermore, in the course of this research, we revisit the controversial debate on comprehensive income reporting and work out inconsistencies in current IFRS reporting. / Beviset för den forskningen  föreslår att ökade värde-relevans av Övrigt totalresultat i den svenska aktiemarknaden efter 2011 p.g.a. ändringen av IAS 19. Ändringen eliminerade populära korridormetoden att "jämnas" erkännande av ackumulerade vinster och förluster och krävde företag istället erkänna sådana omvärderingar direkt i full utsträckning i övrigt totalresultat. Vi resonerar nuvarande ekonomiska läge som präglas av låga räntor tillsammans med den demografiska utvecklingen i den förväntade livslängden har förstärkt effekterna av standard ändring  i  finansiella rapporter. Dessutom är denna uppsats genomförts på Svensk arbetsmarknad som kännetecknas av omfattande tjänstepensionssystem. I linje med informations redovisning forskning använder vi regressionsmodeller för att identifiera om “Övrigt totalresultat”  har mer förklaring för börskurser och avkastning. Aktier noterade på NASDAQ OMX Stockholm undersöks för detta ändamål. Dessutom under den forskning, titta  vi närmare den kontroversiella debatten om totalresultat rapportering och gå igenom inkonsekvenser i nuvarande IFRS-redovisning.

A central theme in the comparative political economy of the welfare state is the complementaries between political institutions, social policy, and labour markets. Yet little has been written to uncover this political-economic nexus in China, the world’s second largest economy. This thesis partly addresses this gap by studying the country’s public pension arrangement, the most expensive component of the Chinese welfare state. It reveals the working of the political-economic nexus in contemporary China by showing how it leads to two puzzling characteristics of the Chinese pension system, namely the rapid expansion in the absence of electoral pressures and the persistent regional fragmentation despite an authoritarian central government. It argues that the decentralised authoritarianism, in which China’s authoritarian central state delegates to regional governments and motivates them to achieve its developmental goals, drives municipal authorities to compete with each other in generating economic growth. In the inter-municipal economic competition, local leaders adopt an expansionary yet localising pension policy. This facilitates the formation of specific industrial skills, which are productive for particular local industries, and the retention of skilled industrial workers. All of this is important to local economic development in a context of industrial upgrading and labour market tightening. It is argued this is the political-economic logic of China’s pension system.

Thesis (MPA)--Stellenbosch University, 2014. / ENGLISH ABSTRACT: The research focuses on social assistance within the context of the developmental state. In South Africa, the Social Assistance Act, 2004 (Act No.13 of 2004) makes provision for the administration of social assistance and the payment of social grants. The Act provides for the payment of eight grant types including the payment of the Old Age Grant (OAG). The research focuses on the OAG and the payment methods exercised by OAG beneficiaries. The South African Social Security Agency is established in terms of the South African Social Security Agency Act, 2004 (Act No. 9 of 2004) and the payment of social assistance has been transferred to the Agency. The literature review revealed that African countries in particular have followed a different path to the rest of the development world with regard to social security. There is a strong reliance on community management involvement of social protection programmes in middle Africa. The South African system is more advanced and is legislated. South Africa’s social security system is a system of targeted social grants. It makes access to social security a basic human right, as it is contained in the Bill of Rights. The rise of the developmental state after World War 11 was championed by Japan, in particular, and this rise gave effect to the Asian Miracle. A comparison of different systems in the developing context is undertaken in the study. One of the criteria from the comparison of systems is that developmental decisions should be informed by a country’s vision or longterm strategy. The research is being undertaken at a pinnacle point in the history of South Africa, in particular of the Agency responsible for the administration and payment of these grants. The SASSA introduced the SASSA debit card (Appendix I) in 2012. Beneficiaries can use this card at any store with a point of sale device to make purchases and withdraw money at selected vendors published in the SASSA merchant list on the website of the Agency. The implementation of this decentralised system is however not without disagreement about the ideal path – questions about the advantages of electronic versus cash payments; and SASSA as ‘Paymaster’ versus the use of external service providers, is still being debated. This research attempts to assist in this debate through an investigation of alternative methods to disburse social grants, with specific focus on the old age grant recipients. / AFRIKAANSE OPSOMMING: Die navorsing fokus op maatskaplike ondersteuning in die konteks van die ontwikkeling-gerigte staat. In Suid-Afrika, maak die Wet op Maatskaplike Bystand, 2004 (Wet No.13 van 2004) voorsiening vir die administrasie van maatskaplike bystand en die betaling van maatskaplike toelae. Die wet maak voorsiening vir die betaling van agt soorte toelae, insluitend die betaling van die ouderdomstoelaag . Hierdie navorsing was gerig op die ouderdomstoelaag en die betalingsmetodes wat vir ouderdomstoelaag begunstigdes beskikbaar is. Die Suid-Afrikaanse Maatskaplike Sekerheidsagentskap is in terme van die Suid- Afrikaanse Sosiale Sekerheidswet, 2004 (Wet No. 9 van 2004) ingestel en die betaling van maatskaplike bystand is aan hierdie agentskap oorgedra. Die literatuurstudie het getoon dat lande, veral in Afrika, ‘n ander pad as die res van die ontwikkelende wêreld ten opsigte van maatskaplike sekerheid gevolg het. Daar is ‘n groot afhanklikheid van gemeenskapsbestuur betrokkenheid by die ontwikkeling van sosiale programme in middel Afrika. Die Suid-Afrikaanse maatskaplike sekerheidstelsel is meer gevorderd en word deur wetgewing onderbou. Dit maak toegang tot maatskaplike sekerheid ‘n menslike reg, deur dit in die Handves van Menseregte te onderskryf. Die bevordering van die ontwikkeling-gerigte staat na die Tweede Wêreld Oorlog is veral deur Japan aangevoer, en die aanneem hiervan het die Asiatiese Wonderwerk bewerkstellig. ‘n Vergelyking van die verskillende stelsels in die ontwikkeling konteks word onderneem in die studie. Een van die kriteria met betrekking tot die vergelyking van die verskillende stelsels is dat die ontwikkelingsbesluite ondersteun moet word deur middel van ‘n visie of lang termyn strategie. Die navorsing vind plaas op ‘n kritieke tyd in die geskiedenis van Suid-Afrika, veral ten opsigte van die agentskap wat vir die administrasie en uitbetaling van hierdie toelae verantwoordelik is. Die Suid-Afrikaanse Maatskaplike Sekerheids agentskap het die SASSA debietkaart in 2012 uitgereik. Begunstigdes kan die kaart by enige winkel met ‘n verkooppunttoestel, soos op die lys van uitgesoekte handelaars op SASSA se webtuiste bekendgestel is, gebruik om aankope te doen of geld te onttrek. Die inwerkstelling van die gedesentraliseerde stelsel is ongetwyfeld nie bepalend en gesprekke rondom die ideale stelsel is steeds onderweg – vra rondom die voordele van ‘n elektroniese stelsel teenoor ‘n kontantstelsel; sowel as vrae om SASSA as die ‘betaalmeester’ teenoor die gebruik van eksterne diensverskaffers, duur steeds voort. Die navorsing onderneem om hierdie debat te bevorder deur ‘n ondersoek na alternatiewe betaal metodes om sosiale toelaes te versprei, met spesifieke fokus op die betaling van die begunstigdes van die ouderdomstoelaag.

Thesis (MA)--Stellenbosch University, 2001. / ENGLISH ABSTRACT: This thesis focuses on the extent to which the South African social security system succeeds in providing protection in the vulnerable periods of the life-cycle and against the major contingencies of unemployment, disability and disease. Through a detailed examination of the different social insurance and assistance programmes, it isolates which particular population segments (by occupation, income quintile and race group) "fall through the cracks" in the provision of income security. It does not look only at the articulation between different social insurance and social assistance programmes, but also acknowledges how social security complements other governmental interventions, such as social services, and non-state sources of income security, such as those provided by the private insurance market and the family and community. Part One of the thesis is devoted to an examination of social insurance in South Africa, in other words, to those programmes that seek to compensate for a loss of income in the event of particular contingencies and that are funded by contributions from employers and employees. In addition, theoretical perspectives on social security, and social insurance in particular, are provided, with a discussion of the various economic arguments in favour of and against the provision of social security. Part Two of the thesis examines the range of non-contributory social assistance - cash benefits paid form general revenue - that are available to South Africans who qualify in terms of the means tests. Each chapter provides an analysis of the extent to which the social assistance programme under analysis provides a safety net for the relevant category of vulnerable people. It does this by examining the appropriateness of the programme structure, take-up rates and the fiscal sustainability of the programmes. In addition, the budgetary process by which revenue is allocated to social assistance programmes and expenditure trends are examined. The thesis concludes that although the South African social security system has achieved a fairly advanced level of development and covers a fairly wide range of risks, there are a number of constraints facing its further expansion. Social insurance schemes provide generous benefits, but their membership is restricted to the employed. Expanding coverage by social insurance would require substantial growth in remunerative employment which, given prevailing labour market conditions, seems unlikely. The provision of more generous social assistance programmes catering for a broader range of contingencies is severely curtailed by already high fiscal expenditure on welfare and macroeconomic constraints. Moreover, changing demography, household structures and dependency burdens, especially as the HIV/AIDS epidemic spreads, seem likely to increase demands on social assistance programmes. Consequently, until employment can be expanded so that more people can contribute to their own income security, the informal social security provided by the family and/or community will remain the first line of support for many. / AFRIKAANSE OPSOMMING: In hierdie tesis word gefokus op die mate waartoe die Suid-Afrikaanse bestaansbeveiligingstelsel daarin slaag om ondersteuning tydens kwesbare periodes in die lewensiklus en beskerming teen groot gebeurlikhede soos werkloosheid, ongeskiktheid of langdurige siekte te bied. Daardie bevolkingsegmente (volgens beroep, inkomstegroep of ras) wat nie volledig toegang tot inkomstesekuriteit het nie, word uitgesonder deur 'n gedetaileerde ondersoek van die verskillende maatskaplike versekerings- en bystandsprogramme. Daar word ook gekyk na die artikulasie tussen die verskillende programme sowel as na hoe ander regeringsintervensies (bv. verskaffing van maatskaplike dienste) en private bronne van inkomstesekuriteit - verskaf deur die privaat versekeringsmark, die gemeenskap en die familie - deur maatskaplike bystand aangevul word. Deel Een word gewyaan 'n ondersoek van maatskaplike versekering in Suid-Afrika - daardie programme wat vir inkomsteverlies weens spesifieke gebeurlikhede probeer kompenseer en wat tipies deur bydraes van werkgewers en werknemers befonds word. Teoretiese perspektiewe op bestaansbeveiliging in die algemeen en maatskaplike versekering in besonder word ook verskaf en argumente vir en teen die verskaffing van bestaansbeveiliging word bespreek. Deel Twee ondersoek die reeks nie-bydraende bestaansbeveiligingsprogramme wat uit algemene owerheidsinkomste befonds word, asook bestedingstendense in maatskaplike bystand. Die tesis kom tot die gevolgtrekking dat, alhoewel Suid-Afrikaanse bestaansbeveiliging 'n redelik gevorderde vlak van ontwikkeling bereik het en 'n wye reeks risiko's dek, daar 'n aantal beperkinge op verdere uitbreiding is. Maatskaplike versekeringskemas bied uitgebreide voordele, maar lidmaatskap is tot indiensgeneemdes beperk. Uitbreiding van dekking vereis beduidende groei in formele indiensneming, wat onwaarskynlik lyk, gegewe huidige arbeidsmarktendense. Die verskaffing van gunstiger maatskaplike bystandsprogramme gemik op meer gebeurlikhede word ernstig deur reeds hoë fiskale uitgawes op welsyn en deur makroekonomiese oorweginge beperk. Verder sal veranderende demografiese strukture, huishoudingstrukture en afhanklikheidslaste, veral teen die agtergrond van die toename in HIVNIGS, aansprake op maatskaplike bystandsprogramme vergroot. Gevolglik sal die informele inkomstesekuriteit gebied deur die familie en/of gemeenskap die eerste of enigste ondersteuning vir groot dele van die bevolking bly, totdat indiensneming genoeg uitgebrei kan word sodat meer mense tot hul eie inkomstesekuriteit kan bydra.

Les recherches en relations industrielles portent rarement sur les politiques publiques du marché du travail. Lorsqu’elles existent, ces recherches s’intéressent généralement à l’efficacité de ces politiques. Or, cette thèse illustre l’importance de comprendre comment se forment les lois et les règlements. Afin de mieux comprendre le processus d’élaboration des politiques publiques, une étude de cas a été réalisée dans le domaine des retraites au Québec et au Canada entre 2003 et 2008. Les retraites ont été ciblées en raison des bouleversements socio-économiques que connaissait le Canada à l’époque, notamment le vieillissement de la population et les fluctuations des rendements des fonds de retraite. Ce sujet a également été retenu car il s’agit d’une compétence partagée entre les paliers gouvernementaux fédéral et provinciaux ainsi que partagée entre le secteur public et privé.Afin d’étudier la question, des théories en relations industrielles et en sciences économiques ont été considérées. C’est toutefois la théorie des courants multiples du politologue américain John Kingdon qui a été retenu comme fondement théorique de cette thèse. Cette théorie, qui postulait que les acteurs voulant influencer les politiques publiques devaient attirer l’attention sur des problèmes, contrôler le débat sur les politiques considérées et se faire des appuis, a été confirmée. La contribution majeure de cette thèse a été d’identifier les différents types d’acteurs impliqués dans le processus d’élaboration de politiques publiques de retraite, les stratégies qu’ils ont employées pour y parvenir et les résultats de leurs efforts. / Research in Industrial Relations rarely focuses on labour market policies. When they do exist, these studies generally focus on the effectiveness of these policies. This thesis illustrates the importance of understanding how these public policies come about. A case study was conducted on pension laws and by-laws in Quebec and Canada between 2003 and 2008 to better understand the process of policymaking. Pensions were targeted because of the dramatic socio-economic changes taking place in Canada at the time, the aging population and changes in pension fund returns for example. This issue was also chosen because it is a responsibility shared between the federal and provincial governments and between the public and private sectors. To study the issue, Industrial Relations and Economics theories were considered. However, John Kingdon’s Multiple Stream theory was chosen as the theoretical basis of this thesis. Kingdon is an American political scientist. His theory, which postulates that political entrepreneurs need to attract attention on problems, control the debate on considered policies and gain support for their views if they want to influence public policy. The results of the case study confirm Kingdon’s theory. The major contribution of this thesis was to identify the different types of actors involved in the pension policymaking process, the strategies these actors have used to achieve their goals and the results of their efforts.

Made available in DSpace on 2016-04-25T20:21:23Z (GMT). No. of bitstreams: 1 Rodrigo Dugnani.pdf: 21889289 bytes, checksum: bb14be514d78b7523b9ee2c1bed07474 (MD5) Previous issue date: 2015-03-27 / Conselho Nacional de Desenvolvimento Científico e Tecnológico / This thesis claims that the values from the neoliberal discourse on the Brazilian (state and private) pensions are materialized on the newspapers: O Estado de S. Paulo (OESP), Folha de S. Paulo (FSP) e O Globo (OG). The identification and comprehension of such neoliberal values on the journalistic texts and on the newspaper advertisements contribute to the understanding of the relation between the aforementioned newspapers and the neoliberal discourse regarding the need for a new Brazilian State Pension reform that would involve, in general terms and under a market logic, a reduction of the benefits offered by the State Pension and, thus, opening space for the development of several kinds of private pensions. This is a key understanding for comprehending the market interests in the appropriation of more financial resources, which are going to be directed to the ambit of the financial globalization and of the implications of such process for the working class that daily lives the dismantling of the State Pension in Brazil and worldwide by the conservative remodeling proposed by the neoliberals. In order to achieve the objective of this research, which is to identify, analyze and interpret the values from the neoliberal discourse regarding the Brazilian pensions that are on the newspapers: OESP, FSP and OG, this thesis relies on the Bakhtin circle s philosophy of language and on the Dialogic Discourse Analysis (DDA) formulated from a Bakhtinian standpoint. The theoretical and methodological framework grounded on such perspective demands the analysis of both the journalistic texts that constitute the corpus of this research and the texts that are not necessarily on those newspapers pages, but which dialogues with them by addressing the neoliberalism and its relation with the social security, the Brazilian pensions and the news organizations approached by this thesis. The corpus of this research is composed by journalistic texts (news, press notes, opinion articles, editorials and interviews) and newspaper advertisements regarding the Brazilian pensions, which were published from 1st Oct. of 2010 to 31st March of 2011, i.e. in a period that comprehends the run-up to the elections and the beginning of Roussef s presidential term, by the newspapers: OESP, FSP and OG. The dialogic discourse analysis conducted here enabled the identification and comprehension of three traditional values from the neoliberalism in relation to the Brazilian pensions, which are: the need for a tightening of the fiscal stance in order to balance the budget of the Brazilian state pension; the meritocracy related to the private pension; and, the State s inefficiency in dealing with the pension system / Esta pesquisa defende a tese de que valores do discurso neoliberal sobre a previdência brasileira se materializam nas páginas dos jornais O Estado de S. Paulo (OESP), Folha de S. Paulo (FSP) e O Globo (OG). A identificação e compreensão desses valores neoliberais em matérias jornalísticas e anúncios publicitários contribui para o entendimento da relação entre os jornais acima citados e o discurso neoliberal no debate sobre a necessidade de uma nova reforma da Previdência Social brasileira, que, em termos gerais, sob a lógica do mercado, envolveria a redução da proteção do sistema previdenciário público, abrindo espaço para o desenvolvimento de diversas formas de previdência privada. Esse entendimento é fundamental para a compreensão dos interesses de mercado na apropriação de mais recursos a serem lançados no circuito da mundialização financeira e das consequências desse processo para a classe trabalhadora, que, a cada dia, presencia o desmonte dos sistemas de proteção social no Brasil e no Mundo mediante a reestruturação conservadora neoliberal. Para cumprir o objetivo a que se propõe identificar, analisar e interpretar os valores do discurso neoliberal sobre a previdência brasileira nos jornais OESP, FSP e OG esta tese se apoia na filosofia da linguagem do Círculo de Bakhtin e na Análise Dialógica do Discurso (ADD) advinda dessa filosofia. A teoria-metodologia daí decorrente exige tanto a análise dos materiais dos jornais que compõe o corpus de pesquisa, quanto daquilo que não está necessariamente nesse material, mas que com ele dialoga, sendo que, no caso desta pesquisa, isso envolve o neoliberalismo e a sua relação com a seguridade social, a previdência brasileira e as empresas jornalísticas em questão. O corpus de análise desta pesquisa é composto por matérias jornalísticas (notícias, notas, reportagens, artigos, editoriais e entrevistas) e anúncios publicitários sobre a previdência no Brasil publicados nos jornais impressos OESP, FSP e OG entre 1º de outubro de 2010 e 31 de março de 2011, período compreendido entre as vésperas do 1º turno das eleições presidenciais e o início do primeiro mandato da presidenta Dilma Rousseff. A análise dialógica do discurso aqui promovida possibilitou a identificação e compreensão de três valores tradicionais do neoliberalismo em diálogo com a previdência brasileira, a saber: a necessidade de rigor na política fiscal para equilibrar as contas da Previdência Social; a meritocracia associada à previdência privada; e a ineficiência da ação do Estado no sistema previdenciário

Made available in DSpace on 2016-04-26T14:55:17Z (GMT). No. of bitstreams: 1 Rodrigo Dugnani.pdf: 21889289 bytes, checksum: bb14be514d78b7523b9ee2c1bed07474 (MD5) Previous issue date: 2015-03-27 / Conselho Nacional de Desenvolvimento Científico e Tecnológico / This thesis claims that the values from the neoliberal discourse on the Brazilian (state and private) pensions are materialized on the newspapers: O Estado de S. Paulo (OESP), Folha de S. Paulo (FSP) e O Globo (OG). The identification and comprehension of such neoliberal values on the journalistic texts and on the newspaper advertisements contribute to the understanding of the relation between the aforementioned newspapers and the neoliberal discourse regarding the need for a new Brazilian State Pension reform that would involve, in general terms and under a market logic, a reduction of the benefits offered by the State Pension and, thus, opening space for the development of several kinds of private pensions. This is a key understanding for comprehending the market interests in the appropriation of more financial resources, which are going to be directed to the ambit of the financial globalization and of the implications of such process for the working class that daily lives the dismantling of the State Pension in Brazil and worldwide by the conservative remodeling proposed by the neoliberals. In order to achieve the objective of this research, which is to identify, analyze and interpret the values from the neoliberal discourse regarding the Brazilian pensions that are on the newspapers: OESP, FSP and OG, this thesis relies on the Bakhtin circle s philosophy of language and on the Dialogic Discourse Analysis (DDA) formulated from a Bakhtinian standpoint. The theoretical and methodological framework grounded on such perspective demands the analysis of both the journalistic texts that constitute the corpus of this research and the texts that are not necessarily on those newspapers pages, but which dialogues with them by addressing the neoliberalism and its relation with the social security, the Brazilian pensions and the news organizations approached by this thesis. The corpus of this research is composed by journalistic texts (news, press notes, opinion articles, editorials and interviews) and newspaper advertisements regarding the Brazilian pensions, which were published from 1st Oct. of 2010 to 31st March of 2011, i.e. in a period that comprehends the run-up to the elections and the beginning of Roussef s presidential term, by the newspapers: OESP, FSP and OG. The dialogic discourse analysis conducted here enabled the identification and comprehension of three traditional values from the neoliberalism in relation to the Brazilian pensions, which are: the need for a tightening of the fiscal stance in order to balance the budget of the Brazilian state pension; the meritocracy related to the private pension; and, the State s inefficiency in dealing with the pension system / Esta pesquisa defende a tese de que valores do discurso neoliberal sobre a previdência brasileira se materializam nas páginas dos jornais O Estado de S. Paulo (OESP), Folha de S. Paulo (FSP) e O Globo (OG). A identificação e compreensão desses valores neoliberais em matérias jornalísticas e anúncios publicitários contribui para o entendimento da relação entre os jornais acima citados e o discurso neoliberal no debate sobre a necessidade de uma nova reforma da Previdência Social brasileira, que, em termos gerais, sob a lógica do mercado, envolveria a redução da proteção do sistema previdenciário público, abrindo espaço para o desenvolvimento de diversas formas de previdência privada. Esse entendimento é fundamental para a compreensão dos interesses de mercado na apropriação de mais recursos a serem lançados no circuito da mundialização financeira e das consequências desse processo para a classe trabalhadora, que, a cada dia, presencia o desmonte dos sistemas de proteção social no Brasil e no Mundo mediante a reestruturação conservadora neoliberal. Para cumprir o objetivo a que se propõe identificar, analisar e interpretar os valores do discurso neoliberal sobre a previdência brasileira nos jornais OESP, FSP e OG esta tese se apoia na filosofia da linguagem do Círculo de Bakhtin e na Análise Dialógica do Discurso (ADD) advinda dessa filosofia. A teoria-metodologia daí decorrente exige tanto a análise dos materiais dos jornais que compõe o corpus de pesquisa, quanto daquilo que não está necessariamente nesse material, mas que com ele dialoga, sendo que, no caso desta pesquisa, isso envolve o neoliberalismo e a sua relação com a seguridade social, a previdência brasileira e as empresas jornalísticas em questão. O corpus de análise desta pesquisa é composto por matérias jornalísticas (notícias, notas, reportagens, artigos, editoriais e entrevistas) e anúncios publicitários sobre a previdência no Brasil publicados nos jornais impressos OESP, FSP e OG entre 1º de outubro de 2010 e 31 de março de 2011, período compreendido entre as vésperas do 1º turno das eleições presidenciais e o início do primeiro mandato da presidenta Dilma Rousseff. A análise dialógica do discurso aqui promovida possibilitou a identificação e compreensão de três valores tradicionais do neoliberalismo em diálogo com a previdência brasileira, a saber: a necessidade de rigor na política fiscal para equilibrar as contas da Previdência Social; a meritocracia associada à previdência privada; e a ineficiência da ação do Estado no sistema previdenciário