First published in 1948, the International Social Security Review is the principal international quarterly publication in the field of social security.
The article discusses the current practices for providing social protection to refugees and migrants, focusing primarily on low- and middle-income (LMICs) destination countries. It examines formal providers of social protection, including state institutions, development agencies and humanitarian organizations. In recent years, there has been an increase in funding from multilateral donors, especially in the context of the COVID–19 pandemic, leading to the establishment of national assistance programmes in LMICs that also encompass refugees and to a lesser extent migrant workers. International agencies play a crucial role in providing humanitarian cash assistance to refugees, given their status under international protection under the 1951 refugee Convention and related protocols. Access to social insurance remains tied to formal employment. Social insurance entitlements for migrants are often restricted and refugees are typically excluded from formal employment in LMICs. Regarding labour market interventions, refugees and migrants are often excluded from national programmes, with migrants’ residence permits being often tied to employment. For refugees, international agencies take a prominent role in providing livelihood programmes aimed at enhancing income-generating opportunities, economic inclusion and financial independence. However, the effectiveness of these interventions remains unclear, lacking rigorous evidence, and often being short-term with limited coverage.
Migration is a complex phenomenon that has significant implications for migrant workers’ access to social protection and for social security systems in both origin and destination countries. As the number of migrants continues to rise worldwide, policy makers face a multitude of challenges in adapting social protection programmes to meet the needs of an increasingly diverse population. This article explores the relationship between migration and social protection, highlighting key issues and trends that have emerged in recent years. It examines the impact of migration on social security systems in both sending and receiving countries and reports on the ways in which migration patterns can create both opportunities and challenges for these systems. The article provides an overview social protection measures and gaps in selected countries and considers the need for policy makers to take account of the unique needs and circumstances of migrant populations. The article also explores the role of international cooperation in addressing the social protection challenges and opportunities posed by migration. It considers some of the emerging trends and innovations to support the governance of social protection schemes that may help to address some of the legal and practical challenges faced by migrant workers and social security institutions. The article highlights the importance of understanding the complex relationship between migration and social protection to develop policies and programmes that are responsive to the needs of all members of society, regardless of their country of origin or immigration status. It also underlines the importance of quality administration and good governance for the effective implementation of social protection measures. In support of the 2030 Sustainable Development Goals agenda, a call is made for continued dialogue and collaboration among policy makers and stakeholders to ensure that social security systems are equitable, effective, inclusive, and sustainable in an increasingly globalized world.
The United Nations Convention on the Rights of the Child (UNCRC) outlines the rights for every child, including the right to benefit from social security and the right to a standard of living adequate for their physical, mental, spiritual, moral, and social development. The UNCRC is the most widely ratified human rights treaty to date. However, millions of children continue to be denied their rights and face poverty, vulnerability and social exclusion, merely because they are displaced – internally or across borders. Children bear the heaviest burden of displacement, despite not being responsible for its triggers. This reality underlines that a significant population is being “left behind”, threatening progress to achieve the UN Sustainable Development Goals as part of international efforts to end poverty and ensure all people enjoy peace and prosperity. This article advocates for inclusive social protection systems for displaced children by highlighting the difficulties they encounter, emphasizing the potential benefits of social protection, and assessing the current status of inclusive social protection for this vulnerable group. Drawing on emerging lessons from UNICEF’s experience across several refugee and internal displacement contexts, such as Brazil, Ethiopia, Slovakia, and Türkiye, the article also offers recommendations to strengthen inclusive social protection systems specifically tailored to meet the humanitarian and development needs of displaced children.
This article explores factors influencing the extension of social protection to migrant workers in the region of the Cooperation Council for the Arab States of the Gulf (GCC). While there are some indications of new momentum for reforms, we find that reforms to address gaps in legal social protection coverage have historically been hindered by the very design of the migration system, including the assumed short-term migration time frame and over reliance on employer-sponsored provisions, as well as the political economy in the region, which translates into a segmented labour market and associated social protection entitlements for national and migrant workers, and limited channels for migrant worker representation. Despite some new mechanisms being developed, labour dispute and judicial systems are often ineffective in protecting workers and their families when benefits are not paid. Bureaucratic, financial, language, documentation and geographic barriers constitute further obstacles to migrant workers’ access to social protection in practice. The article closes with key policy implications, including measures for: developing comprehensive legal provisions in line with international standards and principles as well as the commitments to leave no one behind and to ensure social protection for all in the United Nations 2030 Agenda for Sustainable Development; addressing practical barriers, power imbalances and outreach, monitoring and enforcement gaps; and strengthening dialogue and collaboration between all actors, including GCC and country of origin governments, employers, workers, and wider stakeholders advocating for migrant workers’ rights.
The target populations to be covered in this article on the extension of social protection coverage are refugees, as defined by the United Nations High Commissioner for Refugees. Our approach to their coverage is based on the pillars of public health and social protection, which together provide the rationale and legislative basis for coverage. The social protection benefits to be covered are comprehensive health services, providing entitlement to services without conditions such as prior contributions or duration of residence. Refugees are vulnerable since they come from conflict areas or go through persecution and personal threat. They carry grief from the loss of family members and friends, property and livelihood, and social and cultural support. Some have sustained injuries before rescue and evacuation and need additional care. They may have chronic diseases and need medications they can no longer access. Some may have communicable diseases, such as tuberculosis, and children may have missed scheduled mandatory vaccinations. Refugees are vulnerable to new and re-emerging infections, as seen in the COVID–19 pandemic. While the focus in this article is on providing health care, the social determinants of health are addressed, including access to education, employment with decent working conditions, and safe environments. We focus on coverage by national authorities and institutions, legislative amendments to enable entitlement to non-citizens, and provide national examples. Experience has shown that coverage is feasible with the assistance and guidance of international and local organizations and associations and with an acceptance by the existing social protection institutions of the benefits of extending coverage to new members. This article concurs with the principle and pledge of the 2030 Social Development Goals of the United Nations to “leave no one behind”.
UNHCR, the UN Refugee Agency, has the mandate to save lives and build better futures for millions of forcibly displaced and stateless people. This contribution sets out UNHCR’s mandated roles concerning displaced population groups and details the nature of the humanitarian and human development challenges that confront the international community. In this important regard, the social protection coverage extension objectives of the 2030 Agenda for Sustainable Development and the Global Partnership for Universal Social Protection (USP), to leave no one behind, are considered essential.
This 2023 special issue of the International Social Security Review contributes to the core debate framed by the international ambition of the United Nations Sustainable Development Goals to leave no one behind and does so through the lens of social security coverage extension. Specifically, the special issue addresses the social security rights of selected population groups prioritized by the current programme of work of the International Social Security Association; namely, displaced populations, amongst whom children represent a significant proportion, and international migrant workers. Implicit in this choice is a wish to collate, analyse, enrich, and disseminate knowledge to forge a stronger consensus to help realize effective social security coverage for all.
As part of international efforts framed by the Sustainable Development Goals (SDGs) to extend sustainable and adequate social security coverage, social security systems are increasingly looking to deliver holistic policy responses that meet the different needs of people across the life course. To achieve these objectives globally, not only must the design and goals of social security programmes be recalibrated but significant investments in the health workforce are required. Yet, a fundamental challenge is the current and projected mismatch between the global supply, demand, and need for health workers. A number of critical issues require attention: the need for more and better investments in the health workforce; recognition that the health workforce is not gender neutral and that policies that appropriately recognize, value, and reward women’s work in health are of utmost importance; and that political will at the highest level and action across sectors is necessary to allow the required changes.
The development of social security policies and programmes raises the need for their coordination to enhance effectiveness as well as to prevent the fragmentation of social policies, programmes and services. Although there are expected benefits, implementing coordinated programmes poses significant technical challenges, which increase the complexities and costs of projects and hinder the achievement of such initiatives. Some of the main difficulties are related to system and information integration (Interoperability) as well as the ability to enforce data security and privacy regulations. To help meet such challenges, the International Social Security Association (ISSA) has developed Guidelines on Information and Communication Technology to support the integrated ICT-based implementation of social programmes. This article reviews existing scenarios, discusses the benefits and challenges of coordinated approaches, and offers models to show how to implement such types of systems while applying the ISSA Guidelines.
The concept of integrated services is a common feature of current social policy discussions. It is often argued that social support systems have not evolved to cope with the complexity of individuals’ needs. This is deemed true for a variety of interrelated difficulties that cut across traditional welfare programmes and life course lines. This article examines the efforts of integrated services to bridge policy areas such as social policy, labour market policy and health care services for four different vulnerable groups at major stages of the life course: childhood, youth, adulthood and old age. Analytically, the article adopts a framework developed by Valentijn et al. (2013) that allows systematic comparisons. Using mainly high-income economy examples, the article connects key features of a certain policy area with key elements of integrated services. Key features of a policy area direct attention to the function of the policy area, and these are expressed through the framework of “person-focused” and “population-focused” services. Key elements of integrated services in turn emphasize levels of integration (macro, meso, micro level). Central questions addressed are the character of integration efforts for vulnerable groups at different stages of the life cycle and how variations therein can be understood. As a complement, sociological explanations of individual vulnerability, which are separated by causes of vulnerability into basic, conditional and triggering factors, are also used. A main finding is that the life course perspective as such does not explain variation in integration efforts; rather, it is the institutional features of the specific policy areas. These constrain or promote the potential for greater integration.
The concept of nudge theory, from the fields of behavioural science, political theory and behavioural economics, has sparked government initiatives yielding significant public value. A nudge is a method for predictably altering behaviour without restricting consumer choice options or significantly changing incentives. Nudges work by leveraging default human behaviour such as the tendency to take the path of least resistance when exercising choice. Government agencies have run many successful trials with simple textual nudges designed to positively influence behaviours such as tax compliance, voter registration and student attrition. This article develops the concept of the digital nudge in social security administration. The digital nudge leverages predictive analytics technology within a digital government framework to support a social investment policy approach. Based on a literature review of nudges within a digital government context, the article identifies examples of innovation within social security administration where nudges are contributing to better social outcomes. At the same time, concerns regarding ethics and privacy are identified as nudges are applied at the individual rather than the population level. The use of data and personal information to drive the nudge process has to be managed in such a way that individual rights are protected. This requirement has to be reconciled with the broader interests of society in achieving affordable outcomes, the parameters of which are determined through the political process.
Social security systems around the world evolved at different times, at different speeds, for often very different needs. But now each country faces a universal truth: their social security organizations must be truly adaptive, ready to deliver a new type of service at a time of constant technological and social change. Each social security system is approaching this daunting task in their own way – a grand social experiment in how agencies can provide a proactive, personalized service that meets their citizens’ ever-changing needs. The results are simply unknown. This article intends to start the debate on what is and is not working, and indeed on how agencies should measure their progress in moving away from the traditional transactional model. The challenges they face are immense. Populations are ageing and social security budgets are shrinking. Meanwhile, the pace of digital change is matched only by the soaring rate of customer expectations. But the opportunities are of similar scale. Advanced technology, automation and new partnerships between public-sector agencies promise a much smarter, more insight-driven service for all. Technology is only one side of this equation. As part of rethinking their entire mission, social security agencies will need new workers with new sets of skills, and for their existing workers to adapt and embrace their changing roles. None of this will be straightforward. Whatever the original purpose of the social security organization, it has now changed irrevocably. But with the right combination of talent and technology, agencies can aspire to a new model: one that is flexible enough to withstand economic and social shock and resilient enough for the challenges that lie ahead.
The article summarizes four corridor studies on bilateral social security agreements (BSSAs) between four European Union (EU) members that were undertaken to assess their working and the establishment of benefit portability. BSSAs between migrant-sending and migrant-receiving countries are seen as the most important instrument to establish portability of social security benefits for internationally mobile workers. Yet, only about 23 per cent of international migrants profit from BSSAs and their functioning has been little analyzed and even less assessed. The four corridors studied (Austria-Turkey, Germany-Turkey, Belgium-Morocco, and France-Morocco) were selected to allow for comparison of both similarities and differences in experiences. The evaluation of these corridors’ BSSAs was undertaken against a methodological framework and three selected criteria: fairness for individuals, fiscal fairness for countries, and bureaucratic effectiveness for countries and migrant workers. The results for pension portability suggest that the investigated BSSAs work and overall deliver reasonably well on individual fairness. The results on fiscal fairness are clouded by conceptual and empirical gaps. Bureaucratic effectiveness would profit from information and communication technology-based exchanges on both corridors once available.
This 2016 special issue addresses the topic of excellence in social security administration. For the International Social Security Association, “excellence” is most usually associated with ensuring that the technical processes and administrative procedures that underpin the delivery of social security benefits and services are high-performing, well-governed and sustainable. But it also refers to the covered population’s perceptions of the quality and adequacy of the services and benefits provided. The academic literature on “social security” is immense, but the larger part of this published research addresses questions of social security theory and policy. The critical, analytical literature on social security administration, including that which marries theoretical analysis with the empirical evidence of administrative performance, is thus smaller. A major aim of this special issue is to make a contribution to redressing this imbalance. This is done not only to support and stimulate research that draws equally on empirical evidence and the theoretical literature, but in a very practical sense to better take into account and provide responses to the increasingly complex operational challenges facing social security administrations.