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.
Public‐service employment grew rapidly through the 1970s and early 1980s in the high‐income countries. During this period, the social protection sector was one of the areas that grew most extensively. Many of the public‐service employees hired during these years have retired or are soon to do so. As a consequence, social security administrations across the OECD area are set to lose significant proportions of their current staff across all grades over a relatively short time‐period. Despite calls for a greater use of strategic staff planning and a growing awareness of the challenges presented by an ageing public‐service workforce, public‐service organizations, including social security administrations, have been slow to react. This article addresses the human resource management challenges for social security administrations posed by an ageing public‐sector workforce, outlines proposed policy responses and assesses the difficulties of successfully implementing these in a systematic manner.
This article focuses on the Russian Federation's demographic crisis and the implications it holds for the ability of the Russian government (or the Russian people through their own efforts) to generate enough funds to provide a reasonable level of old‐age economic security. Although Russia's overall population profile structure stands to be broadly similar to that of other more‐developed societies, both today and in coming decades, the challenges of providing for an ageing population are far more acute for Russia than for typical Member States of the Organisation for Economic Co‐operation and Development. One factor that adds significantly to the problem is that working‐age Russians today suffer substantially worse health and higher mortality than residents of other countries at similar — and indeed even at much lower — levels of income. Although the arguments presented focus on pensions, the same factors that will make it difficult to supply adequate pensions also mean that other aspects of social protection will be similarly difficult to fulfil. Successful social security policy for Russia, consequently, will depend upon much more than social programmes alone: it will require the reduction of mortality rates for working‐age individuals, the revitalization of higher education, and fundamental reform of the country's institutions and economic policies.
The rapid ageing of India's population, in conjunction with migration out of rural areas and the continued concentration of the working population in the informal sector, has highlighted the need for better economic security arrangements for the elderly. Traditional family ties that have been key to ensuring a modicum of such security are beginning to fray, and increased longevity is making care of the elderly more expensive. As a result, the elderly are at increased risk of being poor or falling into poverty. In parallel with its efforts to address this issue, the Government of India and some of the Indian states have initiated an array of programmes for providing some level of access to health care or health insurance to the great majority of Indians who lack sufficient access. Formal-sector workers have greater social security than those in the informal sector, but they only represent a small share of the workforce. Women are particularly vulnerable to economic insecurity. India's experience offers some lessons for other countries. Although there is space for private initiatives in the social security arena, it is clear that most such efforts will need to be tax-financed. The role that private providers can play is substantial, even when most funding comes from public sources, but such activity will face greater challenges as more individuals seek benefits. India has also shown that implementation can often be carried out well by states using central government funds, with a set of advantages and disadvantages that such decentralization brings. Finally, India's experience with implementation can offer guidance on issues such as targeting, the use of information technology in social security systems, and human resource management.
A growing number of countries are developing or reforming pension and health policies in response to population ageing and to enhance the welfare of their citizens. The adoption of different policies by different countries has resulted in several natural experiments. These offer unusual opportunities to examine the effects of varying policies on health and retirement, individual and family behaviour, and well‐being. Realizing these opportunities requires harmonized data‐collection efforts. An increasing number of countries have agreed to provide data harmonized with the Health and Retirement Study in the United States. This article discusses these data sets, including their key parameters of pension and health status, research designs, samples, and response rates. It also discusses the opportunities they offer for cross‐national studies and their implications for policy evaluation and development.
Population ageing has been occurring in many countries within Europe, North America and elsewhere for a number of decades. However, recently the pace, size and global reach of such ageing has begun to be recognised, and the wider implications assessed. Population ageing poses a key policy challenge for social security and health care systems across the globe. Different governments will come to these considerations carrying with them contrasting demographic profiles, welfare regimes and institutional structures, and cultural systems. The future success of societies in their efforts to accommodate such demographic change will, to a large extent, rest with the capacity of social security and health care institutions to adapt to an ageing world.
Upward intergenerational flows — from the working ages to old age — are increasing substantially in the advanced industrialized countries and are much larger than in developing countries. Population ageing is the most important factor leading to this change. Thus, in the absence of a major demographic shift (e.g. a return to high fertility), an increase in upward flows is inevitable. Even so, three other important factors will influence the magnitudes of upward flows. First, labour income varies at older ages due to differences in average age at retirement, productivity, unemployment, and hours worked. Second, the age patterns of consumption at older ages vary primarily due to differences in spending on health. Third, spending on human capital (i.e. spending on child health and education) varies. Human capital spending competes with spending on the elderly, but it also increases the productivity of subsequent generations of workers and the resources available to support consumption in old age. All contemporary societies rely on a variety of institutions and economic mechanisms to shift economic resources from the working ages to the dependent ages — the young and the old. Three institutions dominate intergenerational flows: governments which implement social security, education, and other public transfer programmes; markets which are key to the accumulation of assets (e.g. funded pensions and housing); and families which provide economic support to children in all societies and to the elderly in many. The objectives of this article are, first, to describe how population ageing and other changes influence the direction and magnitude of intergenerational flows; and, second, to contrast the institutional approaches to intergenerational flows as they are practiced around the world. The article relies extensively on National Transfer Accounts (NTA), a system for measuring economic flows across age in a manner consistent with the United Nations' System of National Accounts. These accounts are currently being constructed by research teams located in 33 countries on six continents representing wide variations in the level of development, demographics, and policies regarding intergenerational transfers.
Access to social protection differs widely among international migrants. This article focuses on the issue of earnings‐related contributions to social security programmes and their (frequent) lack of portability across borders — a problem that particularly affects South‐South migrants. Furthermore, attention is drawn to the fact that in many low‐income countries a lack of administrative capacity in the operation of social security programmes is often, in the first instance, a greater problem than the lack of portability of any potential earned rights to cash benefits provided under them. Commonly, the inability of migrants to benefit, both from social security programmes that are in place in the country of origin and in the host country detracts significantly from the well‐being and security of migrants and their families. The article concludes that South‐South migration must be understood as being significantly different from North‐North migration, where social protection issues are much more tractable.