Select Publications

Conference Presentations

Bateman HJ, 2009, 'Retirement income provision in Australia - lessons from a mature system', presented at Chins-Australia Governance Program Conference: Old-Age Insurance for Migrant Workers, Beijing, 15 September 2009 - 16 September 2009

Bateman HJ, 2009, 'Retirement income provision in Australia in the wake of the global financial crisis', presented at Protecting Pension Rights in the Economic Crisis, Leuven, Belgium, 18 June 2009 - 19 June 2009

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2009, 'An Experimental Survey of Investment Decisions for Retirement Savings', presented at Improving Financial Literacy and Reshaping Financial Behavior, Indianapolis, 14 May 2009 - 15 May 2009

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2009, 'An Experimental Survey of Investment Decisions for Retirement Savings', presented at Midwest Finance Association Annual Meetings, Chicago, 04 March 2009 - 07 March 2009

Bateman HJ, 2006, 'Old Age Income Protection in Australia', presented at Aging Population and Pension Reform, Seoul, South Korea, 18 December 2006 - 19 December 2006

Reports

Chomik R; Yan S; Bateman H; Anstey K, 2022, CEPAR Research Brief: Financial Decision Making for and in Old Age, http://dx.doi.org/10.26190/unsworks/28458, https://cepar.edu.au/sites/default/files/CEPAR-Financial-Decision-Making-Brief.pdf

Bateman H; Campo R; Constable D; Dobrescu I; Goodwin A; Liu J; Newell BR; Thorp S, 2020, 20K now or 50K later? What's driving people's decision to withdraw their super?, http://dx.doi.org/10.26190/unsworks/27793, https://www.cepar.edu.au/publications/reports-government-submissions/20k-now-or-50k-later-cepar-industry-report

Kudrna G; Chomik R; Bateman H; Piggott J; Keane M; Sherris M; De Cure M; Woodland A, 2020, CEPAR Submission to the Retirement Income Review

Bateman H; Brownlow J; Culbert B; Chu C; Eckert C; Fu B; Thorp S, 2019, New residential mortgages and superannuation engagement, http://dx.doi.org/10.26190/unsworks/27789, https://www.cepar.edu.au/publications/reports-government-submissions/new-residential-mortgages-and-superannuation-engagement

Smyrnis G; Bateman H; Thorp S, 2019, The impact of projections on superannuation contributions, investment choices and engagement, CEPAR Industry Paper 2019/1, http://dx.doi.org/10.26190/unsworks/27791, https://www.cepar.edu.au/publications/reports-government-submissions/impact-projections-superannuation-contributions-investment-choices-and-engagement

Bateman H; Chomik R; Graham S; Yan S; Piggott J, 2018, Retirement Income in Australia: Part 1 - Overview, CEPAR, Sydney, http://cepar.edu.au/sites/default/files/retirement-income-in-australia-part1.pdf

Bateman H; Chomik R; Graham S; Yan S; Piggott J, 2018, Retirement Income in Australia: Part II - Public Support, CEPAR, Sydney, http://cepar.edu.au/sites/default/files/retirement-income-in-australia-part2.pdf

Bateman H; Chomik R; Graham S; Yan S; Piggott J, 2018, Retirement Income in Australia: Part III - Private Resources, CEPAR, Sydney, http://cepar.edu.au/sites/default/files/retirement-income-in-australia-part3.pdf

Bateman H; Teppa F, 2018, Regulation of information provision for pension choices: Australia and the Netherlands compared, DP 04/2018-026, https://www.netspar.nl/en/publication/regulation-of-information-provision-for-pension-choices-australia-and-the-netherlands-compared/

Bateman H; Eckert C; Louviere J; Thorp S, 2016, Developing new financial literacy measures to better link financial capability to outcomes

Bateman HJ, 2008, South African Old Age Policy: Lessons from Australia

Bateman HJ, 2004, Evaluation of World Bank Assistance on Pension Reform, Independent Evaluation Group, The World Bank, Washington

Theses / Dissertations

Bateman HJ, 1997, Three essays on the economics of mandatory private retitrement savings

Working Papers

Chen S; Chen S; Si Y; Hanewald K; Bateman H; Li B; Xu X; Samtani S; Wu C; Brodaty H, 2023, Aggregate social factors, genetic predispositions, and lifestyle with risk of dementia: A long-term cohort study, http://dx.doi.org

Bateman H; Eberhardt I, 2020, Follow the Rating: How Mandatory Information Disclosure Affect Retirement Income Product Choices, CEPAR Working Paper 2020/24, http://dx.doi.org10.26190/unsworks/27796, https://www.cepar.edu.au/publications/working-papers/following-rating-how-mandatory-information-disclosure-affect-retirement-income-product-choices

Wu S; Bateman H; Stevens R; Thorp S, 2020, Flexible insurance for informal long term care: An experimental study of demand, http://dx.doi.org10.26190/unsworks/27790, https://www.cepar.edu.au/publications/working-papers/flexible-insurance-informal-long-term-care-experimental-study-demand-revised

Earl J; Bateman H; Hunter M, 2019, Applying psychological models to explain responses to downsizing, CEPAR Working Paper 2019/9, http://dx.doi.org10.26190/unsworks/27800, https://www.cepar.edu.au/publications/working-papers/applying-psychological-models-explain-responses-downsizing

Bateman H, 2019, Motivated Saving: The Impact of Projections on Retirement Saving Intentions, CEPAR Working Paper 2019/8, http://dx.doi.org10.26190/unsworks/27802, https://www.cepar.edu.au/publications/working-papers/motivated-saving-impact-projections-retirement-saving-intentions-0

Hanewald K; Bateman H; Fang H; Wu S, 2018, Is There a Demand for Reverse Mortgages in China? Evidence from Two Online Surveys, Elsevier, 2018/22, http://dx.doi.org10.1016/j.jebo.2019.10.023, https://www.cepar.edu.au/publications/working-papers

Bateman H; Alonso Garcia J; Stevens R; Bonekamp J; van Soest A, 2018, Saving preferences after retirement, SSRN, https://ssrn.com/abstract=3184043, http://dx.doi.org10.1016/j.jebo.2022.04.005, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3184043

Bateman H; Alonso Garcia J; Bonekamp J; Stevens R, 2018, Retirement Drawdown Defaults: The Role of Implied Endorsement, Elsevier, http://dx.doi.org10.2139/ssrn.3154907, https://ssrn.com/abstract=3154907

Bateman H; Eckert C; Iskhakov F; Louviere J; Agnew J; Thorp S, 2018, Learning and Confirmation Bias: Measuring the Impact of First Impressions and Ambiguous Signals, Elsevier, http://dx.doi.org10.2139/ssrn.3228082, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3228082

Bateman H; Stevens R; Wu S, 2016, Optimal Portfolio Choice with Health-Contingent Income Products: The Value of Life Care Annuities, Elsevier, http://dx.doi.org10.2139/ssrn.2817208, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2817208

Bateman H; Teppa F; Thorp S, 2016, Family, Friends and Framing: A cross country study of subjective survival expectations, http://dx.doi.org, https://poseidon01.ssrn.com/delivery.php?ID=085025117117095001096097016005091025052087072045017035073086027100021125067111096099054034100045112022004072110031094095066114112013012044019070116107102126090081006095033062001070086113103077086082112083064100122127122099104125027029105070125024064106&EXT=pdf

Bateman H; Dobrescu I; Newell B; Ortmann A; Thorp S, 2016, Flicking the Switch: How Prescribed Disclosures Drive Retirement Plan Choice, http://dx.doi.org, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2783113

Bateman H; Morris N, 2015, Pension fund efficiency - an international comparison of Australia's performance, http://dx.doi.org, https://poseidon01.ssrn.com/delivery.php?ID=216101117006075027116081089065024110098038084081067053124012099078091125068124000124122053005059029127010083025127093081083118062000046006093019094079003075082106007020064004067070108027001022121022026080116013014019073000095080007105013019104020123&EXT=pdf

Bateman H; Arnold B; Ferguson A; Raftery A, 2014, The size, cost and asset allocation of Australian self managed superannuation funds, http://dx.doi.org, https://poseidon01.ssrn.com/delivery.php?ID=302090085025003076079106012119030074002025091068053033075118065105123000122096028109058055107125012039009107027125106107102015055046044039085011125116114013113072019077050036022071021002117112087101088016106067122099121065079107107088084095095097100025&EXT=pdf

Bateman H; Liu K, 2013, Pension reform in China: Racing against the demographic clock, http://dx.doi.org

Bateman HJ, 2009, Retirement income provision in Australia - outstanding issues in a mature system, 2009-2, http://dx.doi.org

Bateman HJ; Thorp S; Louviere J; Islam T; Satchell S, 2009, Retirement investor risk tolerance when risk is range: experimental survey evidence from tranquil and crisis periods, 2009-1, http://dx.doi.org

Bateman HJ; Ganegoda A, 2008, Australias disappearing market for life annuities, 2008-1, http://dx.doi.org

Bateman HJ, 2008, Lost Superannuation Accounts in Australia, 2008-3, http://dx.doi.org

Donald MS; Arnold BR; Bateman H; Buckley RP; Liu K, The Implications of Complexity for Systemic Risk in the Superannuation System, Elsevier BV, http://dx.doi.org10.2139/ssrn.2400817, http://dx.doi.org/10.2139/ssrn.2400817

Preprints

Si Y; Bateman H; Chen S; Hanewald K; Li B; Su M; Zhou Z, 2023, Does Physician Over-Service Improve the Quality of Care? A Standardised Patient Audit Study, http://dx.doi.org/10.1101/2023.10.30.23297802

Si Y; Hanewald K; Chen S; Li B; Bateman H; Beard J, 2022, Life-course Inequalities in Intrinsic Capacity among Chinese Older Adults, http://dx.doi.org/10.21203/rs.3.rs-1505124/v1

Si Y; Bateman H; Chen S; Hanewald K; Li B; Su M; Zhou Z, 2022, Quantifying the Financial Impact of Overuse in Primary Care in China, http://dx.doi.org/10.21203/rs.3.rs-1550259/v1

Chen S; Si Y; Hanewald K; Li B; Bateman H; Dai X; Wu C; Tang S, Age-Related Disease Burdens, Disparities, and Health Resource Allocation: A Longitudinal Data Analysis of 31 Provinces in Mainland China, http://dx.doi.org/10.2139/ssrn.4054460

Bateman H; Thorp S; Louviere JJJ; Islam T; Satchell SE, An Experimental Survey of Investment Decisions for Retirement Savings, http://dx.doi.org/10.2139/ssrn.1665943

Bateman H; Dobrescu LI; Newell B; Ortmann A; Thorp S, As Easy as Pie: How Retirement Savers Use Prescribed Investment Disclosures, http://dx.doi.org/10.2139/ssrn.2227801

Bateman H; Thorp S, Choices and Constraints Over Retirement Income Streams: Comparing Rules and Regulations, http://dx.doi.org/10.2139/ssrn.1106053

Bateman H; Piggott J, Civil Services and Military Retirement Income Provision in Australia, http://dx.doi.org/10.2139/ssrn.1899392

Bateman H; Eckert C; Iskhakov F; Louviere JJ; Satchell SE; Thorp S, Default and 1/N Heuristics in Annuity Choice, http://dx.doi.org/10.2139/ssrn.2409519

Bateman H; Dobrescu LI; Liu J; Newell BR; Thorp S, Determinants of Early-Access to Retirement Savings: Lessons from the Covid-19 Pandemic, http://dx.doi.org/10.2139/ssrn.4123872

Bateman H; Dobrescu LI; Liu J; Newell BR; Thorp S, Determinants of Early-Access to Retirement Savings: Lessons from the COVID-19 Pandemic, http://dx.doi.org/10.2139/ssrn.4121240

Bateman H; Eckert C; Geweke J; Iskhakov F; Louviere JJJ; Satchell SE; Thorp S, Disengagement: A Partial Solution to the Annuity Puzzle, http://dx.doi.org/10.2139/ssrn.2244695


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