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 SOU 1999:52 
  
 223 
  
 13 
  
 Särskilt bostadstillägg till pensionärer 
  
 13.1 
  
 Anpassning av reglerna för särskilt bostadstillägg 
  
 Vårt förslag:  
 Det särskilda bostadstillägget (SBTP) behålls i allt väsentligt oförändrat, men inkomstprövningsreglerna an- passas till det nya pensions- och  
 BTP-systemet. 
  Det innebär att SBTP kan beviljas för bostadskostnad upp till 5 200 kr/mån. Inkomstprövningen utgår från den årsinkomst som beräknas enligt  
 BTP-reglerna. 
  Från denna inkomst görs avdrag för be- räknad kommunalskatt och skatt på kapitalinkomst. Årsin- komsten minskas därefter med den godkända bostadskostnaden efter avdrag för utgående BTP. Om återstående inkomstbelopp understiger normen för skälig levnadsnivå utbetalas särskilt bostadstillägg upp till denna nivå. För den som i dag har redu- cerad pension på grund av förtida uttag m.m. görs inte någon fiktiv uppräkning av pensionens storlek till en viss miniminivå. 
 Det särskilda bostadstilläggets viktigaste funktion ligger i att det täcker bostadskostnader som ligger ovanför maximigränsen för det vanliga bostadstillägget. Så länge BTP inte omfattar bostads- kostnader över 4 000 kr/mån fyller SBTP en viktig funktion på det sätt som avsågs vid införandet, nämligen att förhindra att pen- sionärer med hög bostadskostnad och låg inkomst blir beroende av socialbidrag. Som framgår av kapitel 7 finns det dock nackdelar med en sådan bidragskonstruktion som SBTP har. Stödet omfattar 100 procent av bostadskostnaden upp till 5 200 kr/mån men begränsas till en liten grupp genom  
 100-procentig 
  inkomstavräk- ning ovanför gränsen för skälig levnadsnivå. Det innebär att för en person som ekonomiskt befinner sig under denna gräns leder en inkomstökning till en lika stor minskning av bostadstödet. Detta leder också till förhållandevis stora skillnader i ekonomiskt stöd 
  
 224  
 Särskilt bostadstillägg till pensionärer 
  
 SOU 1999:52 
  
 mellan personer med relativt lika ekonomisk situation. Därför anser vi att den bästa lösningen av bostadsstödet till pensionärer vore att ersätta SBTP med en höjd bostadskostnadsgräns för BTP, även om detta leder till en marginell minskning av stödet för vissa grupper, eftersom BTP inte ger 100 procent kompensation för bostadskostnaden. 
 Vi har också i kapitel 12 om bidragsgrundande bostadskostnad pekat på att det finns flera skäl som talar för en översyn av nuva- rande bostadskostnadsgräns för BTP. Vi lägger dock inget sådant förslag eftersom detta skulle innebära en ökad kostnad för staten. När det statsfinansiella läget medger en höjning av den övre bo- stadskostnadsgränsen för BTP kan dock behovet av SBTP helt eller delvis bortfalla. 
 I avvaktan på en sådan förändring av  
 BTP-reglerna 
  föreslår vi att reglerna för SBTP behålls i huvudsak oförändrade. Beräk- ningsreglerna behöver dock anpassas bl.a. till de nya inkomst- prövningsregler vi föreslår för BTP. 
 Visserligen är regelsystemet komplicerat, men beräkningen av SBTP sker i huvudsak maskinellt och medför därför inget nämn- värt administrativt merarbete. Däremot föranleder det komplice- rade regelverket mycket frågor till försäkringskassorna och upp- levs därför som krångligt. 
 Vi finner det naturligt att den särskilda inkomstprövning, som beräkningen av rätten till SBTP utgör, utgår från det inkomstun- derlag (årsinkomst) som vi föreslår ska gälla för BTP. Det innebär att man utgår från i huvudsak den skattepliktiga inkomsten med vissa justeringar. Alla inkomster, exempelvis allmän pension, tjänstepension och avkastning av kapital liksom även in- komsttillägg för förmögenhet, räknas med vid inkomstberäk- ningen. Då denna inkomstberäkning är aktuell och tar hänsyn till olika slag av inkomster innehåller den de komponenter som vi anser bör prägla bedömningen av  
 BTP-tagarens 
  ekonomiska möj- ligheter. 
 I förhållande till vårt förslag till  
 BTP-regler 
  finns dock inget behov av att göra någon särskild viktning av sidoinkomsterna vid  
 SBTP-beräkningen. 
  Denna särskilda viktning av vissa inkomster vid  
 BTP-beräkningen 
  syftar till att utjämna vissa marginaleffekter totalt inom pensions- och  
 BTP-reglerna. 
  Något motsvarande be- hov finns inte vid prövningen av rätten till SBTP. Något fribelopp ska inte heller gälla vid  
 SBTP-beräkningen. 
  Reduceringsinkomsten ska alltså inte användas vid beräkningen av SBTP. 
 För att kunna bedöma pensionstagarens behov av särskilt bo- stadstillägg är det dock inte bara den framräknade årsinkomsten 
  
 SOU 1999:52 
  
 Särskilt bostadstillägg till pensionärer  
 225 
  
 som har betydelse. Den disponibla inkomsten påverkas också av den kommunalskatt som pensionären erlägger. Om man inte tar hänsyn till variationerna i kommunalskattens storlek innebär det att en pensionär som bor i en kommun med hög kommunalskatt i verkligheten har en mindre disponibel inkomst än vad  
 SBTP-be- 
  räkningen anger, medan en pensionär som bor i en kommun med låg kommunalskatt i verkligheten har en bättre situation. Detta är otillfredsställande och får ökad betydelse med de nya pensions- och skattereglerna. Vi anser därför att årsinkomsten, som tidigare räknats fram, ska minskas med beräknad kommunalskatt, för att därmed få fram en inkomst som bättre speglar den faktiskt dispo- nibla inkomsten för en  
 SBTP-tagare. 
  
 Vid  
 SBTP-beräkningen 
  är det inte möjligt att utgå ifrån den faktiskt erlagda kommunalskatten eftersom denna är klar först när taxeringen är slutligt fastställd. Det är därför nödvändigt att utgå från en beräknad kommunalskatt, som grundar sig på den inkomst av tjänst och näringsverksamhet som ingår i årsinkomsten. Vidare bör hänsyn tas till beräknad skatt på eventuell kapitalinkomst. Det förmögenhetstillägg som vi också föreslår ska ingå i årsinkomsten är däremot inte skattepliktig inkomst. Beräkningen av det avdrag för skatt som vi föreslår kan göras maskinellt i samband med uträkningen av SBTP och innebär därför inget administrativt merarbete, även om regelsystemet blir något mer komplicerat än dagens regler. 
 När det gäller makar beräknas inkomsten för vardera maken för sig och därefter görs avdrag för respektive makes beräknade kommunalskatt och skatt på kapitalinkomst. Den sålunda beräk- nade inkomsten läggs därefter ihop och av denna summa beräknas hälften vara vardera makens inkomst vid prövning av SBTP. 
 I dagens regelsystem räknas också det BTP, som betalas ut, som inkomst. Vi anser att denna bestämmelse till sin innebörd bör bibehållas, men uttryckas på ett annorlunda sätt. Bestämmelsen bör utformas så att den bostadskostnad som godkänns för SBTP minskas med utgående BTP. När det gäller reglerna för beräkning av bostadskostnadens storlek bör – liksom nu –  
 BTP-reglerna 
  gälla även för SBTP. 
 Den nettoinkomst som räknas fram enligt ovan minskas med den bostadskostnad som återstår efter avdrag för  
 BTP-beloppet. 
  Om återstående inkomstbelopp understiger skälig levnadsnivå beviljas SBTP med belopp upp till den nivån. 
 En speciell frågeställning med anknytning till  
 SBTP-reglerna 
  gäller inkomstberäkningen för de pensionärer som inte har oav- kortad pensionsförmån. Vårt förslag till nya inkomstprövnings- 
  
 226  
 Särskilt bostadstillägg till pensionärer 
  
 SOU 1999:52 
  
 regler för BTP bygger på principen att man utgår från den faktiska inkomsten i huvudsak beräknad enligt reglerna för skattepliktig inkomst. Om man vill fullfölja denna princip fullt ut innebär det, enligt vårt synsätt, att man vid beräkningen av  
 SBTP-inkomst 
  ska bortse från orsaken till en låg pensionsinkomst och enbart beakta den faktiska inkomsten. Det innebär i sin tur att någon uppräkning inte görs av pensionsbeloppet för vissa grupper, exempelvis pensionärer med reducerad pension på grund av tidigare gjort förtida uttag av pension, försummad avgiftsbetalning eller ålderskvalifikationsreglera inom änkepensioneringen. 
 Eftersom SBTP har till syfte att en pensionär inte ska bli bero- ende av socialbidrag för att kunna betala sin hyra bör man, enligt vår uppfattning, räkna med de faktiska pensionsinkomsterna även för de pensionärer som har gjort förtida uttag m. fl. och inte med en fiktiv pensionsinkomst. 
 För den som uppbär kvotdelsberäknad pension (30- eller 40- delar av folkpension) är situationen liknande den som gäller för de grupper som nämnts ovan. Som vi framhållit i kapitel 11 är den ekonomiska situationen för denna grupp pensionärer olika beroende av om de, vid sidan av den kvotdelsberäknade allmänna pensionen, har andra inkomster exempelvis i form av utländsk pension. I det sistnämnda fallet påverkar den utländska pensionens storlek också garantipensionen. Bland annat med hänsyn till dessa olikheter i pensionens sammansättning anser vi att någon fiktiv uppräkning av pensionsbeloppet till en miniminivå inte ska göras vid inkomstprövningen av SBTP. Ett sådant synsätt stämmer väl överens med syftet för SBTP, nämligen att undvika beroendet av socialbidrag för att ha råd med ett bra boende. 
 Som vi redovisat i kapitel 11 har Socialtjänstutredningen fått tilläggsdirektiv om att bl.a. belysa om förändringar inom SBTP är en lämplig lösning för att åstadkomma ekonomiska trygghet för vissa äldre invandrare. Den fortsatta behandlingen av vårt förslag på denna punkt bör därför samordnas med kommande förslag från Socialtjänstutredningen. 
  
 13.2 
  
 Förslagets effekter 
  
 I dagens  
 SBTP-system 
  beräknas den disponibla inkomsten på ett schablommässigt sätt. En fullständig avräkning av SBTP mot in- komsten uppnås därför endast om pensionären är berättigad till särskilt grundavdrag samt har en kommunalskatt på drygt 30 pro- cent. Vårt förslag innebär en mer exakt inkomstberäkning som 
  
 SOU 1999:52 
  
 Särskilt bostadstillägg till pensionärer  
 227 
  
 jämnar ut de skillnader i disponibel inkomst mellan  
 SBTP-tagare 
  i låg- respektive högskattekommuner som dagens system ger upphov till. Konstruktionen av SBTP korrigerar även den över- kompensation till pensionärer i lågskattekommuner som den övergångsvisa garantipensionen medför. 
 Som framgår av analysen i avsnitt 7.3.2 innebär en förändring enligt vårt förslag att  
 SBTP-tagare 
  i kommuner med låg skattesats kommer att få en något sämre ekonomisk situation än idag medan det omvända gäller för de med en hög kommunalskatt. 
  
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 279 
  
 17 Generella kommittédirektiv 
  
 17.1 
  
 Offentliga åtaganden 
  
 Enligt direktiven om offentliga åtaganden (dir. 1994:23) ska vi förutsättningslöst pröva om det offentliga åtagandet, som är fö- remål för vårt uppdrag, bör vara en offentlig angelägenhet. Om prövning av åtagandet leder till bedömningen att det får anses vara en offentlig angelägenhet ska lämplig nivå för verksamheten anges. 
 Som framgår av våra direktiv har vårt huvuduppdrag varit att göra en översyn av systemet för beräkning av inkomst och in- komstavdrag för bostadstillägg till pensionärer. Vi har däremot inte haft till uppdrag att göra en allmän översyn av bostadsstödet till pensionärer. 
 Vårt uppdrag är att anpassa bostadstilläggets konstruktion till det nya ålderspensionssystemets utformning; ett arbete som före- gåtts av ett grundligt utredningsarbete och där enighet rått om att det även i framtiden ska finnas ett bostadsstöd till pensionärerna. 
 Vi har mot denna bakgrund inte funnit att vårt förslag innebär sådana förändringar att det nu är aktuellt att förtusättningslöst pröva det offentliga åtagandet som bostadstillägg till pensionärer innebär. 
 De nyssnämnda direktiven om offentliga åtaganden innebär vidare att vi ska visa, om våra förslag innebär utgiftsökning eller utgiftsminskning för staten samt hur dessa ska finansieras. Som framgår av kapitel 15 innebär våra förslag en mindre kostnadsök- ning på 55 miljoner kr. Detta belopp ska ses i förhållande till den totala kostnaden för BTP och SBTP som under år 1999 beräknas uppgå till ca 9 900 miljoner kr. Vi anser att en sådan mindre av- vikelse är försumbar, särskilt mot bakgrund av osäkerheten i be- räkningarna och den stora förändring av hela pensionssystemet som kommer att träda i kraft år 2001. 
  
 280  
 Generella kommittédirektiv 
  
 SOU 1999:52 
  
 17.2 
  
 Regionalpolitiska konsekvenser 
  
 Enligt direktiven (dir. 1992:50) ska vi redovisa de regionalpoli- tiska konsekvenserna av våra förslag och därvid särskilt beakta hur förslagen påverkar sysselsättningen och den offentliga servicen i olika delar av landet samt hur planerade förändringar av taxor, avgifter, skatter och bidrag påverkar de ekonomiska förut- sättningarna för kommuner, näringsliv och privatpersoner i olika delar av landet. 
 Som vi framhåller i kapitel 15 räknar vi med att försäkrings- kassornas administration av BTP ska kunna ske inom ramen för de resurser som finns idag. Det innebär således att den offentliga servicen i olika delar av landet inte påverkas av de förslag vi nu lägger. 
 Bostadstillägget är en inkomstprövad förmån som utges med samma regler och belopp över hela landet. När det gäller det sär- skilda bostadstillägget till pensionärer (SBTP) föreslår vi en änd- ring som innebär att man vid  
 SBTP-beräkningen 
  bl.a. tar hänsyn till den kommunalskatt som erläggs för den inkomst som påverkar SBTP. Innebörden av denna förslag är att storleken på SBTP kan variera något beroende på kommunalskattens storlek om för- utsättningarna i övrigt är identiska. Någon regionalpolitisk bety- delse har dock inte denna förändring och inte heller i övrigt anser vi att våra förslag får någon regionalpolitisk konsekvens. 
  
 17.3 
  
 Jämställdhetspolitiska konsekvenser 
  
 Enligt direktiven om jämställdhetspolitiska konsekvenser (dir. 1994:124) ska våra förslag föregås av en analys och innehålla en redovisning av hur förslagen kan förväntas påverka, direkt eller indirekt, kvinnors respektive mäns villkor och därmed förutsätt- ningarna för jämställdhet mellan könen. 
 Vårt uppdrag har varit att anpassa reglerna för inkomstpröv- ning av bostadstillägget till det reformerade pensionssystemet. Vi har därvid strävat efter att våra förslag ska innebära så små för- ändringar som möjligt för den enskilde pensionären. Mot den bakgrunden har vi därför inte funnit anledning att på något annat sätt överväga förändringar i regelsystemet med hänsyn till direk- tiven om de jämställdhetspolitiska konsekvenserna. Vi bedömer emellertid att våra förslag till inkomstprövningsregler är neutrala ur jämställdhetssynpunkt. Vid utformningen av dessa regler har vi 
  
 SOU 1999: 
  
 Generella kommittédirektiv  
 281 
  
 tagit särskild hänsyn till effekten för personer i de lägsta in- komstgrupperna, vilka ofta är kvinnor. 
  
 17.4 
  
 Konsekvenser för brottslighet och det brottsförebyggande arbetet 
  
 Enligt direktiven (dir. 1996:49) om konsekvenser för brottslig- heten och det brottsförebyggande arbetet ska våra förslag föregås av en analys och innehålla en redovisning av hur förslagen, direkt eller indirekt, kan förväntas påverka brottsligheten och det brotts- förebyggande arbetet. Det anges vidare i direktiven att särskild uppmärksamhet ska ges till frågan om förslagen till ändrade regler uppmuntrar till missbruk och överträdelser. 
 BTP är en inkomstprövad förmån och till grund för försäk- ringskassans beslut ligger olika uppgifter om pensionärens in- komst- och bostadsförhållanden. Det är därför viktigt att beslut om bostadstillägg återspeglar en så riktig bild av pensionärens ekonomiska situation som möjligt. En grundförutsättning är därvid att pensionären lämnar korrekta uppgifter om sin ekonomi, men också att de administrativa rutinerna är sådana att felaktigheter i beslutsunderlaget kan upptäckas utan alltför stor dröjsmål. 
 Vi har mot denna bakgrund lämnat förslag till förändrade in- komstprövningsregler som ansluter till uppgifter som är väl kända av pensionärerna och som används också inom andra områden (exempelvis skatteområdet). Vi föreslår också förenklade admi- nistrativa rutiner som innebär att uppgifter som redan är kända av exempelvis pensionsbolag överförs automatiskt till försäkrings- kassans beslutsunderlag. Våra förslag innebär vidare att beslut om BTP tidsbegränsas till en tolvmånadersperiod och eventuellt felaktigt BTP utbetalas därför inte under en lång period, som kan ske i dag. 
 Sammantaget leder dessa åtgärder till att besluten om BTP blir av bättre kvalité och att eventuellt medvetna felaktigheter kan minimeras. 
  
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 6RFLDOGHSDUWHPHQWHW 
  
 SOU 1999:52 
  
 Bilaga 2  
 309 
  
 Pensionärer med bostadstillägg (BTP) och särskilt bostadstillägg (SBTP) i januari 1998 
 I denna bilaga redovisas hur personer med BTP och SBTP förde- las mellan olika grupper av pensionärer. För att belysa detta an- vänds statistik från Riksförsäkringsverkets administrativa register för  
 BTP-systemet. 
  Ett slumpmässigt urval om drygt fem procent av de som erhöll BTP under januari 1998 har dragits. 
 Antalsuppgifter avges i avrundade tal. Med årsinkomst menas den inkomst som reducerar bostadstillägget. Folkpension, pen- sionstillskott och ATP till den del som reducerat pensionstillskott ingår inte i årsinkomsten. Däremot ingår den schablonberäknade kapitalinkomsten och förmögenhetstillägget. För makar beräknas årsinkomsten som hälften av de båda makarnas sammanlagda in- komster. 
 Förmögenhet för makar avser makarnas sammanlagda förmö- genhet. Boendekostnaden för makar är hälften av den faktiska boendekostnaden om båda makarna är  
 BTP-tagare, 
  om endast den ena maken är  
 BTP-tagare 
  avser boendekostnaden hela den fak- tiska kostnaden. 
 310  
 Bilaga 2  
 SOU 1999:52 
 Tabell 1 Antal  
 BTP-tagare 
  
 Pensionärstyp 
  
 Efter- 
  
 Andel 
  
 levande 
  
 Förtids 
  
 Ålders 
  
 Samtliga 
  
 Kön 
  
 Kvinnor 
  
 4100 
  
 57800 
  
 315400 
  
 377200 
  
 75% 
  
 Män 
  
 100 
  
 45200 
  
 81500 
  
 126800 
  
 25% 
  
 Samtliga 
  
 4200 
  
 103000 
  
 396800 
  
 504000 
  
 Ålder 
  
 16-25 
  
 0 
  
 5000 
  
 0 
  
 5100 
  
 1% 
  
 26-35 
  
 100 
  
 10500 
  
 0 
  
 10500 
  
 2% 
  
 36-45 
  
 400 
  
 19100 
  
 0 
  
 19500 
  
 4% 
  
 46-55 
  
 700 
  
 31200 
  
 0 
  
 31900 
  
 6% 
  
 56-65 
  
 2800 
  
 36700 
  
 600 
  
 40100 
  
 8% 
  
 66-75 
  
 0 
  
 500 
  
 102500 
  
 103100 
  
 20% 
  
 76-85 
  
 100 
  
 0 
  
 165400 
  
 165500 
  
 33% 
  
 86-95 
  
 0 
  
 0 
  
 118500 
  
 118500 
  
 24% 
  
 96- 
  
 0 
  
 0 
  
 9800 
  
 9800 
  
 2% 
  
 Samtliga 
  
 4200 
  
 103000 
  
 396800 
  
 504000 
  
 BTP-belopp 
  
 (kr/mån) 
  
 1-500 
  
 1000 
  
 12000 
  
 63000 
  
 76000 
  
 15% 
  
 501-1000 
  
 700 
  
 16300 
  
 75400 
  
 92500 
  
 18% 
  
 1001-1500 
  
 800 
  
 18400 
  
 74900 
  
 94100 
  
 19% 
  
 1501-2000 
  
 700 
  
 17400 
  
 63500 
  
 81600 
  
 16% 
  
 2001-2500 
  
 300 
  
 14800 
  
 53000 
  
 68000 
  
 13% 
  
 2501-3000 
  
 400 
  
 12200 
  
 42700 
  
 55300 
  
 11% 
  
 3001-3500 
  
 300 
  
 12000 
  
 24200 
  
 36500 
  
 7% 
  
 Samtliga 
  
 4200 
  
 103000 
  
 396800 
  
 504000 
  
 SOU 1999:52  
 Bilaga 2  
 311 
 Tabell 1 Antal  
 BTP-tagare 
  (forts) 
  
 Pensionärstyp 
  
 Efter- 
  
 Andel 
  
 levande 
  
 Förtids 
  
 Ålders 
  
 Samtliga 
  
 Års- 
  
 inkomst 
  
 0 
  
 800 
  
 24700 
  
 24600 
  
 50100 
  
 10% 
  
 1-10000 
  
 500 
  
 24900 
  
 104400 
  
 129800 
  
 26% 
  
 10001-20000 
  
 600 
  
 10300 
  
 60100 
  
 71000 
  
 14% 
  
 20001-30000 
  
 600 
  
 9800 
  
 54400 
  
 64800 
  
 13% 
  
 30001-40000 
  
 500 
  
 Burke 
  
 45800 
  
 54600 
  
 11% 
  
 40001-50000 
  
 400 
  
 8500 
  
 37300 
  
 46300 
  
 9% 
  
 50001-60000 
  
 200 
  
 6000 
  
 26300 
  
 32500 
  
 6% 
  
 60001-70000 
  
 200 
  
 4700 
  
 21500 
  
 26400 
  
 5% 
  
 70001-80000 
  
 100 
  
 3700 
  
 13800 
  
 17500 
  
 3% 
  
 80001-90000 
  
 200 
  
 1900 
  
 7400 
  
 9500 
  
 2% 
  
 90001- 
  
 100 
  
 300 
  
 1200 
  
 1500 
  
 0% 
  
 Samtliga 
  
 4200 
  
 103000 
  
 396800 
  
 504000 
  
 Förmögenhet 
  
 (tkr) 
  
 0 
  
 2300 
  
 66000 
  
 93300 
  
 161600 
  
 32% 
  
 1-25 
  
 600 
  
 12900 
  
 68400 
  
 81900 
  
 16% 
  
 25-50 
  
 400 
  
 7700 
  
 58300 
  
 66400 
  
 13% 
  
 50-75 
  
 200 
  
 4600 
  
 46400 
  
 51200 
  
 10% 
  
 75-100 
  
 200 
  
 3300 
  
 33900 
  
 37300 
  
 7% 
  
 100-125 
  
 100 
  
 2000 
  
 22800 
  
 24800 
  
 5% 
  
 125-150 
  
 100 
  
 1600 
  
 16200 
  
 17900 
  
 4% 
  
 150-175 
  
 100 
  
 1000 
  
 13200 
  
 14300 
  
 3% 
  
 175-200 
  
 100 
  
 1000 
  
 10900 
  
 12000 
  
 2% 
  
 200-225 
  
 0 
  
 700 
  
 7300 
  
 8100 
  
 2% 
  
 225-250 
  
 0 
  
 600 
  
 5600 
  
 6300 
  
 1% 
  
 250-275 
  
 0 
  
 300 
  
 4400 
  
 4800 
  
 1% 
  
 275-300 
  
 0 
  
 300 
  
 3600 
  
 4000 
  
 1% 
  
 300- 
  
 100 
  
 1100 
  
 12400 
  
 13600 
  
 3% 
  
 Samtliga 
  
 4200 
  
 103000 
  
 396800 
  
 504000 
  
 312  
 Bilaga 2  
 SOU 1999:52 
 Tabell 1 Antal  
 BTP-tagare 
  (forts) 
  
 Pensionärstyp 
  
 Efter- 
  
 Andel 
  
 levande 
  
 Förtids 
  
 Ålders 
  
 Samtliga 
  
 Boende- 
  
 kostnad 
  
 (kr/mån) 
  
 1-1000 
  
 100 
  
 2500 
  
 9200 
  
 11800 
  
 2% 
  
 1001-2000 
  
 700 
  
 16000 
  
 73300 
  
 90000 
  
 18% 
  
 2001-3000 
  
 1300 
  
 29600 
  
 109700 
  
 140600 
  
 28% 
  
 3001-4000 
  
 1100 
  
 34200 
  
 135500 
  
 170800 
  
 34% 
  
 4001-5000 
  
 600 
  
 16600 
  
 58600 
  
 75800 
  
 15% 
  
 5001-6000 
  
 200 
  
 3000 
  
 9000 
  
 12200 
  
 2% 
  
 6001- 
  
 100 
  
 1200 
  
 1500 
  
 2800 
  
 1% 
  
 Samtliga 
  
 4200 
  
 103000 
  
 396800 
  
 504000 
  
 100% 
  
 SOU 1999:52  
 Bilaga 2  
 313 
 Tabell 2 Antal  
 SBTP-tagare 
  
 Pensionärstyp 
  
 Efter- 
  
 Andel 
  
 levande 
  
 Förtids 
  
 Ålders 
  
 Samtliga 
  
 Kön 
  
 Kvinnor 
  
 600 
  
 2100 
  
 30900 
  
 33500 
  
 86% 
  
 Män 
  
 0 
  
 1200 
  
 Kennedy 
  
 5500 
  
 14% 
  
 Samtliga 
  
 600 
  
 3200 
  
 35200 
  
 39000 
  
 Ålder 
  
 16-25 
  
 0 
  
 200 
  
 0 
  
 200 
  
 1% 
  
 26-35 
  
 0 
  
 200 
  
 0 
  
 200 
  
 1% 
  
 36-45 
  
 0 
  
 600 
  
 0 
  
 600 
  
 2% 
  
 46-55 
  
 200 
  
 1000 
  
 0 
  
 1100 
  
 3% 
  
 56-65 
  
 400 
  
 1300 
  
 200 
  
 1800 
  
 5% 
  
 66-75 
  
 0 
  
 0 
  
 9100 
  
 9100 
  
 23% 
  
 76-85 
  
 0 
  
 0 
  
 14600 
  
 14600 
  
 37% 
  
 86-95 
  
 0 
  
 0 
  
 10600 
  
 10600 
  
 27% 
  
 96- 
  
 0 
  
 0 
  
 700 
  
 700 
  
 2% 
  
 Samtliga 
  
 600 
  
 3200 
  
 35200 
  
 39000 
  
 SBTP-belopp 
  
 (kr/mån) 
  
 1-500 
  
 400 
  
 2600 
  
 23300 
  
 26300 
  
 68% 
  
 501-1000 
  
 200 
  
 500 
  
 10700 
  
 11400 
  
 29% 
  
 1001-1500 
  
 0 
  
 100 
  
 1200 
  
 1300 
  
 3% 
  
 Samtliga 
  
 600 
  
 3200 
  
 35200 
  
 39000 
  
 314  
 Bilaga 2  
 SOU 1999:52 
 Tabell 2 Antal  
 SBTP-tagare 
  (forts) 
  
 Pensionärstyp 
  
 Efter- 
  
 Andel 
  
 levande 
  
 Förtids 
  
 Ålders 
  
 Samtliga 
  
 Års- 
  
 inkomst 
  
 0 
  
 100 
  
 1200 
  
 3100 
  
 4400 
  
 11% 
  
 1-10000 
  
 100 
  
 600 
  
 9300 
  
 10000 
  
 26% 
  
 10001-20000 
  
 0 
  
 200 
  
 5100 
  
 5300 
  
 14% 
  
 20001-30000 
  
 100 
  
 400 
  
 Kennedy 
  
 4700 
  
 12% 
  
 30001-40000 
  
 0 
  
 200 
  
 3200 
  
 3400 
  
 9% 
  
 40001-50000 
  
 0 
  
 100 
  
 2600 
  
 2700 
  
 7% 
  
 50001-60000 
  
 100 
  
 100 
  
 2300 
  
 2500 
  
 6% 
  
 60001-70000 
  
 0 
  
 100 
  
 1800 
  
 2000 
  
 5% 
  
 70001-80000 
  
 0 
  
 100 
  
 1800 
  
 2000 
  
 5% 
  
 80001-90000 
  
 100 
  
 100 
  
 1400 
  
 1600 
  
 4% 
  
 90001- 
  
 0 
  
 0 
  
 400 
  
 400 
  
 1% 
  
 Samtliga 
  
 600 
  
 3200 
  
 35200 
  
 39000 
  
 Förmögenhet 
  
 (tkr) 
  
 0 
  
 0 
  
 2400 
  
 9800 
  
 12600 
  
 32% 
  
 1-25 
  
 0 
  
 300 
  
 6500 
  
 6800 
  
 17% 
  
 25-50 
  
 0 
  
 200 
  
 4900 
  
 5100 
  
 13% 
  
 50-75 
  
 0 
  
 200 
  
 3800 
  
 4000 
  
 10% 
  
 75-100 
  
 0 
  
 100 
  
 2800 
  
 2900 
  
 7% 
  
 100-125 
  
 0 
  
 100 
  
 1900 
  
 2000 
  
 5% 
  
 125-150 
  
 0 
  
 0 
  
 1300 
  
 1300 
  
 3% 
  
 150-175 
  
 0 
  
 0 
  
 900 
  
 900 
  
 2% 
  
 175-200 
  
 0 
  
 0 
  
 900 
  
 900 
  
 2% 
  
 200-225 
  
 400 
  
 0 
  
 500 
  
 500 
  
 1% 
  
 225-250 
  
 100 
  
 0 
  
 400 
  
 400 
  
 1% 
  
 250-275 
  
 0 
  
 0 
  
 400 
  
 400 
  
 1% 
  
 275-300 
  
 100 
  
 0 
  
 200 
  
 200 
  
 1% 
  
 300- 
  
 0 
  
 0 
  
 900 
  
 900 
  
 2% 
  
 Samtliga 
  
 600 
  
 3200 
  
 35200 
  
 39000 
  
 SOU 1999:52  
 Bilaga 2  
 315 
 Tabell 2 Antal  
 SBTP-tagare 
  (forts) 
  
 Pensionärstyp 
  
 Efter- 
  
 Andel 
  
 levande 
  
 Förtids 
  
 Ålders 
  
 Samtliga 
  
 Boende- 
  
 kostnad 
  
 (kr/mån) 
  
 1-1000 
  
 0 
  
 0 
  
 300 
  
 300 
  
 1% 
  
 1001-2000 
  
 0 
  
 0 
  
 500 
  
 500 
  
 1% 
  
 2001-3000 
  
 0 
  
 0 
  
 200 
  
 200 
  
 1% 
  
 3000-4000 
  
 0 
  
 0 
  
 0 
  
 0 
  
 0% 
  
 4001-5000 
  
 300 
  
 1100 
  
 24000 
  
 25400 
  
 65% 
  
 5001-6000 
  
 200 
  
 1500 
  
 8700 
  
 10300 
  
 26% 
  
 6001- 
  
 100 
  
 600 
  
 1500 
  
 2200 
  
 6% 
  
 Samtliga 
  
 600 
  
 3200 
  
 35200 
  
 39000 
  
 100% 
  
 316  
 Bilaga 2  
 SOU 1999:52 
 Tabell 3 Genomsnittlig förmån (kr/mån) 
  
 Samtliga 
  
 Endast  
 SBTP-tagare 
  
 BTP 
  
 BTP 
  
 SBTP 
  
 Kategori 
  
 Ålders- 
  
 pensionärer 
  
 1490 
  
 2360 
  
 390 
  
 Förtids- 
  
 pensionärer 
  
 1690 
  
 2620 
  
 310 
  
 Efterlevande- 
  
 1920 
  
 pensionärer 
  
 1310 
  
 390 
  
 Samtliga 
  
 1530 
  
 2370 
  
 380 
  
 Kön 
  
 Kvinnor 
  
 1600 
  
 2400 
  
 380 
  
 Män 
  
 1310 
  
 2240 
  
 390 
  
 Samtliga 
  
 1530 
  
 2370 
  
 380 
  
 Ålder 
  
 16-25 
  
 1760 
  
 2970 
  
 240 
  
 26-35 
  
 2020 
  
 2540 
  
 360 
  
 36-45 
  
 1760 
  
 2870 
  
 330 
  
 46-55 
  
 1680 
  
 2460 
  
 320 
  
 56-65 
  
 1540 
  
 2370 
  
 320 
  
 66-75 
  
 1290 
  
 2120 
  
 370 
  
 76-85 
  
 1450 
  
 2340 
  
 390 
  
 86-95 
  
 1690 
  
 2570 
  
 390 
  
 96- 
  
 1790 
  
 2700 
  
 470 
  
 Samtliga 
  
 1530 
  
 2370 
  
 380 
  
 SOU 1999:52  
 Bilaga 2  
 317 
 Tabell 3 Genomsnittlig förmån (forts) 
  
 Samtliga 
  
 Endast  
 SBTP-tagare 
  
 BTP 
  
 BTP 
  
 SBTP 
  
 Årsinkomst 
  
 0 
  
 2280 
  
 3270 
  
 410 
  
 1-10000 
  
 2070 
  
 3150 
  
 380 
  
 10001-20000 
  
 1700 
  
 2770 
  
 430 
  
 20001-30000 
  
 1440 
  
 2450 
  
 390 
  
 30001-40000 
  
 1160 
  
 2100 
  
 340 
  
 40001-50000 
  
 1010 
  
 1810 
  
 380 
  
 50001-60000 
  
 990 
  
 1490 
  
 380 
  
 60001-70000 
  
 750 
  
 1120 
  
 380 
  
 70001-80000 
  
 560 
  
 730 
  
 320 
  
 80001-90000 
  
 310 
  
 360 
  
 310 
  
 90001- 
  
 130 
  
 340 
  
 320 
  
 Samtliga 
  
 1530 
  
 2370 
  
 380 
  
 Förmögenhet 
  
 (tkr) 
  
 0 
  
 1630 
  
 2470 
  
 390 
  
 1-25 
  
 1650 
  
 2500 
  
 360 
  
 25-50 
  
 1620 
  
 2460 
  
 390 
  
 50-75 
  
 1580 
  
 2470 
  
 370 
  
 75-100 
  
 1530 
  
 2530 
  
 380 
  
 100-125 
  
 1430 
  
 2320 
  
 370 
  
 125-150 
  
 1410 
  
 2070 
  
 400 
  
 150-175 
  
 1220 
  
 2030 
  
 360 
  
 175-200 
  
 1190 
  
 1940 
  
 330 
  
 200-225 
  
 1090 
  
 1840 
  
 410 
  
 225-250 
  
 1130 
  
 1570 
  
 410 
  
 250-275 
  
 970 
  
 1690 
  
 410 
  
 275-300 
  
 990 
  
 1440 
  
 510 
  
 300- 
  
 780 
  
 1120 
  
 400 
  
 Samtliga 
  
 1530 
  
 2370 
  
 380 
  
 318  
 Bilaga 2  
 SOU 1999:52 
 Tabell 3 Genomsnittlig förmån (forts) 
  
 Samtliga 
  
 Endast  
 SBTP-tagare 
  
 BTP 
  
 BTP 
  
 SBTP 
  
 Boende- 
  
 kostnad 
  
 (kr/mån) 
  
 1-1000 
  
 680 
  
 2230 
  
 580 
  
 1001-2000 
  
 910 
  
 1530 
  
 630 
  
 2001-3000 
  
 1320 
  
 2880 
  
 520 
  
 3001-4000 
  
 1760 
  
 0 
  
 0 
  
 4001-5000 
  
 1880 
  
 2580 
  
 260 
  
 5001-6000 
  
 1590 
  
 1970 
  
 610 
  
 6001- 
  
 1590 
  
 2020 
  
 600 
  
 Samtliga 
  
 1530 
  
 2370 
  
 380 
  
 SOU 1999:52 
  
 Bilaga 2  
 319 
  
 Tabell 4 Antal  
 BTP-tagare 
  med olika kombinationer av årsinkomst (tkr) och förmögenhet ( tkr) 
  
 Förmögenhet 
  
 Års- 
  
 50- 
  
 100- 
  
 150- 
  
 200- 
  
 inkomst 
  
 0-50 
  
 100 
  
 150 
  
 200 
  
 300 
  
 300- 
  
 Totalt 
  
 0 
  
 49800 
  
 100 
  
 100 
  
 0 
  
 0 
  
 0 
  
 50000 
  
 1-10 
  
 83000 
  
 38300 
  
 7600 
  
 700 
  
 200 
  
 0 
  
 129800 
  
 10-20 
  
 34500 
  
 13000 
  
 14500 
  
 7200 
  
 1300 
  
 400 
  
 71000 
  
 20-30 
  
 32700 
  
 10300 
  
 6600 
  
 7000 
  
 7400 
  
 800 
  
 64800 
  
 30-40 
  
 29600 
  
 8400 
  
 4600 
  
 4000 
  
 6300 
  
 1600 
  
 54600 
  
 40-50 
  
 26600 
  
 6800 
  
 3500 
  
 2700 
  
 2800 
  
 3800 
  
 46300 
  
 50-60 
  
 19600 
  
 4600 
  
 2200 
  
 1500 
  
 2100 
  
 2600 
  
 32500 
  
 60-70 
  
 15100 
  
 4100 
  
 2100 
  
 1400 
  
 1400 
  
 2300 
  
 26400 
  
 70-80 
  
 10200 
  
 2500 
  
 1300 
  
 1100 
  
 1000 
  
 1400 
  
 17500 
  
 80-90 
  
 5500 
  
 1200 
  
 500 
  
 700 
  
 700 
  
 800 
  
 9500 
  
 90- 
  
 900 
  
 200 
  
 200 
  
 100 
  
 100 
  
 100 
  
 1500 
  
 Totalt 
  
 307700 
  
 89600 
  
 43200 
  
 26400 
  
 23200 
  
 13800 
  
 504000 
  
 Tabell 5 Antal  
 BTP-tagare 
  med olika kombinationer av inkomst  
 utöver pension  
  
 1  
 (tkr) och förmögenhet ( tkr) 
  
 Förmögenhet 
  
 In- 
  
 50- 
  
 100- 
  
 150- 
  
 200- 
  
 komst 
  
 0-50 
  
 100 
  
 150 
  
 200 
  
 300 
  
 300- 
  
 Totalt 
  
 0 
  
 97500 
  
 500 
  
 200 
  
 0 
  
 0 
  
 0 
  
 98300 
  
 1-5 
  
 188800 
  
 63900 
  
 4800 
  
 100 
  
 100 
  
 0 
  
 257600 
  
 5-10 
  
 3100 
  
 21400 
  
 15200 
  
 4100 
  
 700 
  
 0 
  
 44500 
  
 10-15 
  
 3300 
  
 600 
  
 20900 
  
 100 
  
 2100 
  
 0 
  
 27000 
  
 15-20 
  
 2300 
  
 700 
  
 700 
  
 14700 
  
 600 
  
 1100 
  
 20100 
  
 20-25 
  
 1700 
  
 500 
  
 200 
  
 6500 
  
 4800 
  
 800 
  
 14500 
  
 25-30 
  
 1700 
  
 400 
  
 200 
  
 200 
  
 7000 
  
 300 
  
 9800 
  
 30-35 
  
 1600 
  
 400 
  
 200 
  
 200 
  
 5300 
  
 300 
  
 8000 
  
 35-40 
  
 1400 
  
 300 
  
 200 
  
 200 
  
 2200 
  
 1900 
  
 6100 
  
 40-45 
  
 1300 
  
 200 
  
 100 
  
 200 
  
 200 
  
 3300 
  
 5200 
  
 45- 
  
 5100 
  
 700 
  
 400 
  
 200 
  
 300 
  
 6200 
  
 12900 
  
 Totalt 
  
 307700 
  
 89600 
  
 43200 
  
 26400 
  
 23200 
  
 13800 
  
 504000 
  
 1  
 Från årsinkomsten har här ATP och tjänstepension dragits. 
  
 320  
 Bilaga 2 
  
 SOU 1999:52 
  
 Tabell 6 Antal  
 BTP-tagare 
  med olika kombinationer av årsinkomst (tkr) och boendekostnad 
  
 Boendekostnad 
  
 (kr/månad) 
  
 Års- 
  
 1-2000 
  2001- 
  
 3001- 
  
 4001- 
  
 5001- 
  
 inkomst 
  
 3000 
  
 4000 
  
 5000 
  
 Totalt 
  
 Andel 
  
 0 
  
 12700 
  
 13800 
  
 15700 
  
 6500 
  
 1300 
  
 50000 
  
 10% 
  
 1-10 
  
 36800 
  
 37800 
  
 39000 
  
 14200 
  
 1900 
  
 129800 
  
 26% 
  
 10-20 
  
 20400 
  
 21300 
  
 20200 
  
 7800 
  
 1300 
  
 71000 
  
 14% 
  
 20-30 
  
 16500 
  
 19900 
  
 19000 
  
 8000 
  
 1400 
  
 64800 
  
 13% 
  
 30-40 
  
 11900 
  
 18400 
  
 16000 
  
 7200 
  
 1100 
  
 54600 
  
 11% 
  
 40-50 
  
 3000 
  
 18600 
  
 16300 
  
 7000 
  
 1400 
  
 46300 
  
 9% 
  
 50-60 
  
 100 
  
 8000 
  
 16100 
  
 6600 
  
 1700 
  
 32500 
  
 6% 
  
 60-70 
  
 100 
  
 2900 
  
 15400 
  
 6400 
  
 1600 
  
 26400 
  
 5% 
  
 70-80 
  
 0 
  
 0 
  
 9700 
  
 6200 
  
 1400 
  
 17500 
  
 3% 
  
 80-90 
  
 0 
  
 0 
  
 3400 
  
 4700 
  
 1400 
  
 9500 
  
 2% 
  
 90- 
  
 0 
  
 0 
  
 100 
  
 1100 
  
 300 
  
 1500 
  
 0% 
  
 Totalt 
  
 101800 
  
 140600 
  
 170800 
  
 75800 
  
 15000 
  
 504000 
  
 100% 
  
 Andel 
  
 2% 
  
 28% 
  
 34% 
  
 15% 
  
 2% 
  
 100% 
  
 SOU 1999:52 
  
 Bilaga 2  
 321 
  
 Tabell 7 Antal  
 SBTP-tagare 
  med olika kombinationer av årsinkomst (tkr) och SBTP 
  
 SBTP (kr/mån) 
  
 Års- 
  
 inkomst 
  
 1-250 
 251-500 
  
 501-750 
  
 751-1000 
  1001- 
  
 Totalt 
  
 Andel 
  
 0 
  
 1600 
  
 1400 
  
 800 
  
 300 
  
 400 
  
 4400 
  
 11% 
  
 1-10 
  
 4100 
  
 3200 
  
 1400 
  
 700 
  
 700 
  
 10000 
  
 26% 
  
 10-20 
  
 2000 
  
 1300 
  
 1000 
  
 900 
  
 100 
  
 5300 
  
 14% 
  
 20-30 
  
 1900 
  
 1300 
  
 800 
  
 700 
  
 0 
  
 4700 
  
 12% 
  
 30-40 
  
 1700 
  
 700 
  
 500 
  
 500 
  
 0 
  
 3400 
  
 9% 
  
 40-50 
  
 1100 
  
 700 
  
 900 
  
 0 
  
 0 
  
 2700 
  
 7% 
  
 50-60 
  
 900 
  
 500 
  
 1100 
  
 0 
  
 0 
  
 2500 
  
 6% 
  
 60-70 
  
 700 
  
 500 
  
 800 
  
 0 
  
 0 
  
 2000 
  
 5% 
  
 70-80 
  
 700 
  
 600 
  
 600 
  
 0 
  
 0 
  
 2000 
  
 5% 
  
 80-90 
  
 600 
  
 700 
  
 300 
  
 0 
  
 0 
  
 1600 
  
 4% 
  
 90- 
  
 100 
  
 100 
  
 0 
  
 0 
  
 0 
  
 200 
  
 1% 
  
 Totalt 
  
 15300 
  
 10900 
  
 8100 
  
 3200 
  
 1200 
  
 38700 
  
 100% 
  
 Andel 
  
 40% 
  
 28% 
  
 21% 
  
 8% 
  
 3% 
  
 100%