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Select Publications

Books

Bateman H, 2007, Introduction, http://dx.doi.org/10.4337/9781847202826.00005

Bateman H, 2007, Preface and acknowledgements, http://dx.doi.org/10.4337/9781847202826.00004

Bateman H, 2007, Retirement provision in scary markets, http://dx.doi.org/10.4337/9781847202826

Bateman HJ, 2006

Bateman HJ; Piggott JR; Kingston GH, 2001, Forced Saving: Mandating Private Retirement Incomes, Cambridge University Press, Cambridge

Bateman HJ; Piggott JR, 1999, The Costs of the Superannuation Surcharge, Committee for Economic Development of Australia, Melbourne, Australia

Book Chapters

Bateman H, 2018, 'Taxing Pensions - The Australian Approach', in The Taxation of Pensions, https://mitpress.mit.edu/books/taxation-pensions

Bateman H; Chomik R; Piggott J, 2017, 'Retirement Income', in OLoughlin K; Browning C; Kendig H (ed.), Ageing in Australia Challenges and Opportunities, SPRINGER, pp. 149 - 172, http://dx.doi.org/10.1007/978-1-4939-6466-6_9

Bateman H; Chomik R; Piggott J, 2017, 'Retirement Income', in O'Loughlin K; Browning C; Kendig H (ed.), Ageing in Australia: Challenges and Opportunities, Springer, pp. 149 - 172, http://dx.doi.org/10.1007/978-1-4939-6466-6

Bateman H, 2016, 'Retirement income strategies for an ageing population', in Population ageing and Australia's future, pp. 233 - 260

Bateman H, 2015, 'Structuring the payout phase in a defined contribution scheme in high income countries: Experiences of Australia and New Zealand', in Strengthening Social Protection in East Asia, Routledge, pp. 73 - 105

Bateman H; Louviere JL; Thorp S, 2014, 'Understanding How Consumers Make Financial Choices: A cross-disciplinary learning experience', in Harrison T; Estelami H (ed.), The Routledge Companion to Financial Services Marketing, Routledge

Bateman HJ; Piggott J, 2012, 'Civil Services and Military Retirement Income Provision in Australia', in Takayama N (ed.), Reforming Pensions for Civil and Military Servants, Maruzen, Tokyo, pp. 29 - 54

Bateman HJ; Piggott J, 2011, 'Too much risk to insure? the Australian (non-) Market for Annuities', in Mitchell OS; Piggott J; Takayama N (ed.), Securing Lifelong Retirement Income: Global Annuity Markets and Policy, Oxford University Press, New York, pp. 81 - 105, http://dx.doi.org/10.1093/acprof:oso/9780199594849.003.0006

Bateman HJ, 2010, 'Retirement income provision in Australia', in Pension Insurance for Migrant Workers Research Report, edn. Original, Ministry of Human Resources and Social Services, China, pp. 400 - 422

Bateman HJ, 2010, 'Retirement income provision in Australia in the wake of the global financial crisis', in Stevens Y; Waine B; Roberts L (ed.), Retirement income provision in Australia in the wake of the global financial crisis, edn. Original

Bateman H; Piggott J, 2009, 'Labour force participation of older workers in Australia and Japan: A tale of two pension systems', in Corbett J; Daly A; Matsushige H; Taylor D (ed.), Laggards and Leaders in Labour Market Reform: Comparing Japan and Australia, Routledge, pp. 157 - 179, http://dx.doi.org/10.4324/9780203874653

Bateman HJ; Piggott J, 2009, 'Labour force participation of older workers in Australia and Japan', in Corbett J; Daly A; Matsushige H; Taylor D (ed.), Laggards and Leaders in Labour Market Reform, Routledge, UK, pp. 157 - 179

Bateman HJ; Hill RJ, 2008, 'Benchmarking the Performance of Superannuation Funds', in Evans J; Orszag M; Piggott J (ed.), Pension Fund Goverance, Edward Elgar, UK, pp. 158 - 175

Thorp S; Kingston G; Bateman H, 2007, 'Chapter 7: Financial engineering for Australian annuitants', in Retirement Provision in Scary Markets, Edward Elgar Publishing, http://dx.doi.org/10.4337/9781847202826.00011

Bateman H, 2007, 'Preface and acknowledgements', in , http://dx.doi.org/10.4337/9781847202826.00004

Bateman HJ; Kingston GH; Thorp SJ, 2007, 'Financial Engineering for Australian Annuitants', in Retirement Provision in Scary Markets, Edward Elgar, UK, pp. 123 - 144

Bateman HJ, 2007, 'Retirement Provision in Scary Markets - An Introduction', in Retirement Provision in Scary Markets, edn. 1, Edward Elgar, UK, pp. 1 - 13

Bateman HJ; Piggott JR, 2003, 'The Australian Approach to Retirement Income Provision', in Takayama N (ed.), Taste of pie: searching for better pension provisions in developed countries, Maruzen Book Co Ltd, Tokyo, pp. 3 - 36

Bateman HJ, 2002, 'Design and Management of Occupational Defined Contribution Pension Schemes: Lessons from the Administrative Cost Literature', in Regulating Private Pension Schemes: Trends and Challenges, edn. 4, OECD, Paris, pp. 151 - 168

Piggott JR; Bateman HJ, 2002, 'Private Mandatory Retirement Provision: Design and Implementation Challenges', in Ihori T; Tachibanaki T (ed.), Social Security Reform in Advanced Countries, Routledge Press, London, pp. 81 - 112

Bateman HJ; Piggott JR, 1997, 'Mandatory retirement saving: Australia and Malaysia compared', in The economics of pension, Cambridge University Press, Cambridge, UK, pp. 318 - 349

Journal articles

Chung S; Agnew J; Bateman H; Eckert C; Liu J; Thorp S, 2024, 'The impact of mortgage broker use on borrower confusion and preferences', Journal of Economic Behavior and Organization, 224, pp. 229 - 247, http://dx.doi.org/10.1016/j.jebo.2024.05.016

Chen S; Chen S; Hanewald K; Si Y; Bateman H; Li B; Xu X; Samtani S; Wu C; Brodaty H, 2024, 'Social Environment, Lifestyle, and Genetic Predisposition With Dementia Risk: A Long-Term Longitudinal Study Among Older Adults', Journals of Gerontology - Series A Biological Sciences and Medical Sciences, 79, http://dx.doi.org/10.1093/gerona/glae128

Chen S; Si Y; Hanewald K; Li B; Wu C; Xu X; Bateman H, 2023, 'Association between multimorbidity and informal long-term care use in China: a nationwide cohort study', BMC Geriatrics, 23, pp. 700, http://dx.doi.org/10.1186/s12877-023-04371-6

Bateman H; Gerrans P; Thorp S; Zeng Y, 2023, 'Explaining consumers' progress through life insurance decision states: The role of personal values and consumer characteristics', Journal of Consumer Affairs, 57, pp. 1151 - 1182, http://dx.doi.org/10.1111/joca.12524

Si Y; Hanewald K; Chen S; Li B; Bateman H; Beard JR, 2023, 'Life-course inequalities in intrinsic capacity and healthy ageing, China', Bulletin of the World Health Organization, 101, pp. 307 - 316C, http://dx.doi.org/10.2471/BLT.22.288888

Si Y; Bateman H; Chen S; Hanewald K; Li B; Su M; Zhou Z, 2023, 'Quantifying the financial impact of overuse in primary care in China: A standardised patient study', Social Science and Medicine, 320, http://dx.doi.org/10.1016/j.socscimed.2023.115670

Bateman H; Dobrescu LI; Liu J; Newell BR; Thorp S, 2023, 'Determinants of early-access to retirement savings: Lessons from the COVID-19 pandemic', Journal of the Economics of Ageing, 24, http://dx.doi.org/10.1016/j.jeoa.2023.100441

Wu S; Bateman H; Stevens R, 2023, 'Optimal Portfolio Choice with Health-Contingent Income Products: The Value of Life Care Annuities', North American Actuarial Journal, 27, pp. 278 - 302, http://dx.doi.org/10.1080/10920277.2022.2073453

Thorp S; Liu J; Agnew J; Bateman H; Eckert C; Iskhakov F, 2023, 'Feeling comfortable with a mortgage: The impact of framing, financial literacy and advice', Journal of Financial Literacy and Wellbeing, 1, pp. 47 - 78, http://dx.doi.org/10.1017/flw.2023.3

Chen S; Si Y; Hanewald K; Li B; Bateman H; Dai X; Wu C; Tang S, 2022, 'Disease burden of ageing, sex and regional disparities and health resources allocation: a longitudinal analysis of 31 provinces in Mainland China', BMJ Open, 12, pp. e064641, http://dx.doi.org/10.1136/bmjopen-2022-064641

Bateman H; Eberhardt I, 2022, 'How Fact Sheets affect retirement income product knowledge, perceptions and choices', Australian Journal of Management, 49, pp. 119 - 141, http://dx.doi.org/10.1177/03128962221132720

Wang-Ly N; Bateman H; Dobrescu I; Newell BR; Thorp S, 2022, 'Defaults, disclosures, advice and calculators: One size does not fit all', Journal of Behavioral and Experimental Finance, 35, pp. 100690, http://dx.doi.org/10.1016/j.jbef.2022.100690

Wu S; Bateman H; Stevens R; Thorp S, 2022, 'Flexible insurance for long-term care: A study of stated preferences', Journal of Risk and Insurance, 89, pp. 823 - 858, http://dx.doi.org/10.1111/jori.12379

Bateman H; Alonso Garcia J; Bonekamp J; Stevens R; van Soest A, 2022, 'Saving preferences after retirement', Journal of Economic Behavior and Organization, http://dx.doi.org/10.1016/j.jebo.2022.04.005

Alonso Garcia J; Bateman H; Bonekamp J; Stevens R, 2021, 'Spending from regulated retirement drawdowns: The role of implied endorsement', Scandinavian Journal of Economics, 123, pp. 810 - 847, http://dx.doi.org/10.1111/sjoe.12437

Thorp S; Bateman H; Dobrescu LI; Newell BR; Ortmann A, 2020, 'Flicking the switch: Simplifying disclosure to improve retirement plan choices', Journal of Banking and Finance, 121, pp. 105955, http://dx.doi.org/10.1016/j.jbankfin.2020.105955

Hanewald K; Bateman H; Fang H; Wu S, 2020, 'Is there a demand for reverse mortgages in China? Evidence from two online surveys', Journal of Economic Behavior and Organization, 169, pp. 19 - 37, http://dx.doi.org/10.1016/j.jebo.2019.10.023

Bateman H; Eckert C; Iskhakov F; Louviere J; Satchell S; Thorp S, 2018, 'Individual Capability and Effort in Retirement Benefit Choice', Journal of Risk and Insurance, 85, pp. 483 - 512, http://dx.doi.org/10.1111/jori.12162

Dobrescu LI; Fan X; Bateman H; Newell BR; Ortmann A; Thorp S, 2018, 'Retirement Savings: A Tale of Decisions and Defaults', Economic Journal, 128, pp. 1047 - 1094, http://dx.doi.org/10.1111/ecoj.12447

Agnew JR; Bateman H; Eckert C; Iskhakov F; Louviere J; Thorp S, 2018, 'First impressions matter: An experimental investigation of online financial advice', Management Science, 64, pp. 288 - 307, http://dx.doi.org/10.1287/mnsc.2016.2590

Dobrescu I; Bateman H; Deetlefs J; Ortmann A; Newell BR; Thorp S; Deetlefs A, 2018, 'Engagement with Retirement Savings: It’s a Matter of Trust', Journal of Consumer Affairs, 53, pp. 917 - 945, http://dx.doi.org/10.1111/joca.12208

Mooney A; Earl JK; Mooney CH; Bateman H, 2017, 'Using balanced time perspective to explain well-being and planning in retirement', Frontiers in Psychology, 8, pp. 1781, http://dx.doi.org/10.3389/fpsyg.2017.01781

Bateman H; Liu K, 2017, 'Pension reform: Australia and China compared', Economic and Political Studies, 5, pp. 456 - 474, http://dx.doi.org/10.1080/20954816.2017.1384620


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