First published in 1948, the International Social Security Review is the principal international quarterly publication in the field of social security.
This article offers a critical analysis of the methods by means of which data relating to the performance of second pillar pension schemes are collated, compared and reported. This is done with regard to the performance of mandatory private second pillar pension funds in Eastern Europe. By critically examining data published in a number of World Bank studies, and through the identification of data problems and irregularities, the article argues that a much more elaborate and transparent approach to the collation, comparative analysis and reporting of data is needed. Required is the establishment of a consensus regarding what should represent a robust basis for making credible policy recommendations, not least with regard to pension re-reforms in the countries of Eastern Europe and elsewhere. In the absence of such a consensus, unresolved data problems and irregularities may potentially continue to influence the formulation of incomplete national policy conclusions regarding the performance of second pillar pension funds and, in turn, the ability of policy-makers to evaluate appropriately the need for, and assess the feasibility of implementing in a sustainable manner, pension re-reform.
This article asks how the legitimacy (recognition or misrecognition) of "ethnicity" and "disability" influences public policies to promote the inclusion of young adults in the Nordic labour markets. The article assesses the case for seeing misrecognition and lack of accommodation as significant factors behind troubled transitions from school to work, and the case for regarding social regulation (or self-regulation) as important ways of preventing, counteracting and correcting exclusionary factors in the transition from school to work among the two groups. The article argues that increased attention at the implementation stage of the policy process is necessary to be able to assess whether seemingly novel or innovative regulatory policies and measures actually enhance equal opportunities.
The article addresses the economic, social and political dimensions of the Greek work-welfare nexus in the context of the recent financial crisis. Explaining the main social protection and activation measures before and during the crisis (a reduction in salaries and in the purchasing power of employees partnered with unemployment benefits, contribution subsidies for employers, training and work-practice vouchers, and fixed-term quasi-employment in community services), analysis is offered of the impacts of these. The article concludes that employment measures in Greece are not only residual and inadequate to meet the needs of the unemployed but have not curbed rising unemployment rates.
It is widely known that informal contacts and networks constitute a major advantage when searching for a job. Unemployed people are likely to benefit from such informal contacts, but building and sustaining a network can be particularly difficult when out of employment. Interventions that allow unemployed people to effectively strengthen their networking capability could as a result be promising. Against this background, this article provides some hints in relation to the direction that such interventions could take. First, on the basis of data collected on a sample of 4,600 newly-unemployed people in the Swiss Canton of Vaud, it looks at the factors that influence jobseekers' decisions to turn to informal contacts for their job search. The article shows that many unemployed people are not making use of their network because they are unaware of the importance of this method. Second, it presents an impact analysis of an innovative intervention designed to raise awareness of the importance of networks which is tested in a randomized controlled trial setting.
In its disability strategy, the European Union has expressed the central aim to improve the employment situation of people with disabilities. This article discusses Dutch policies, but specifically the Sheltered Work Act which contributes to this aim by regulating sheltered employment. The goal is to identify and explore innovative practices that have been applied by Dutch sheltered work companies for increasing the inclusion of disabled people in the regular labour market. The article reveals that the Netherlands has implemented a range of initiatives which together have resulted in an increase of non-sheltered jobs for disabled people. The article argues that the simple "sheltered/non-sheltered" dichotomy does not do justice to the gradual evolution of labour participation among individual disabled people and that the role of sheltered work places as a first step to the inclusion of disabled people should not be underestimated.
This article explores the nature of innovative employer-oriented activation policies, which aim to influence employers' willingness to hire or possibly train and guide the unemployed. These policies may focus on responsibilities with regards to activation, which offer services to employers or provide incentives to influence employers' involvement. Employers may take up a role as client or as co-producer during policy implementation. Qualitative empirical data from two Dutch cities show that employers have diverse motives to become involved: to hire new workers, to lower costs or to enact social responsibility. Actual practice shows mixed results in terms of labour market participation and employer satisfaction. It appears that the active involvement of employers as co-producers increases their willingness to be more flexible concerning their demands and leads to greater satisfaction with outcomes. The consequences of this model for the governance of activation policy are discussed.
In 2008, Great Britain overhauled its disability benefit programme by introducing a new disability determination process called the Work Capability Assessment and a new earnings replacement programme called Employment and Support Allowance. This article examines the British reforms from the perspective of the United States, which may consider changes to its disability benefit programme, the Social Security Disability Insurance programme, in the near future. The article provides an overview of the steps leading to the reform in Great Britain, details how the new programme operates, reviews research on its initial implementation and effects, and identifies lessons for the potential reform of the disability benefit programme in the United States.
This article addresses the reforms introduced in Latin American pension systems that had the aim of increasing coverage beyond formal-sector workers. For this purpose, fourteen representative regional experiences are analysed using a taxonomy based on features of the cases examined in terms of design, implementation and results. The findings show that, although the reforms share the goal of expanding coverage, there are significant differences deriving from the context in which they were originally designed, their goals, and the capacity available to implement them. The results are not homogeneous, and it is possible to identify some aspects in which policy decisions can lead to better or worse results.
This article reviews the recent literature on existing mechanisms that allow for the portability of social security entitlements for migrant workers and finds that North–North migrants have the best access to portability. There is limited coordination between origin and destination countries regarding the portability of social entitlements of South–North migrants. These migrants are dealing with discourses and policies that treat them as second class citizens, even as they are providing much-needed labour to their host countries. South–South migrants are seeing new regional mechanisms addressing portability. However, many of the impacts of these mechanisms are not yet known. Other knowledge gaps on portability relate to internal and South–South migration, the role of gender and other social identities, migrants' occupations as well as their legal immigration status.
One of the biggest challenges currently facing European society is the dramatically high level of youth unemployment. Commonly, political solutions and strategies can be found in those countries that have been able to keep youth unemployment low in spite of the financial and economic crises. Austria is such a case. On the basis of European Union member state data, the article gives a multifactorial explanation of youth unemployment and asks whether these factors can explain relatively low youth unemployment in Austria. With the country's "youth safety net" presented in detail, it is shown that active labour market policy reduces youth unemployment in Austria. The article also points out the limitations of cross-country comparisons of youth unemployment rates and proposes the use of a greater number of indicators. Finally, the article argues for economic policies to stimulate demand, which have to be based on a political and social commitment to full employment.
Protecting maternity at work has been one of the primary concerns of the International Labour Organization since its foundation in 1919. Along with fundamental human rights treaties, the adoption of the Maternity Protection Convention, 2000 (No. 183) and, more recently, the ILO Recommendation concerning National Floors of Social Protection, 2012 (No. 202), have marked the universalization of the right to maternity protection and call for its extension to all women in line with the principle of equal opportunity and treatment between women and men. In the framework of these historical developments, this article presents evidence of how national legislative provisions on paid maternity leave have improved in the light of the principles of international labour standards, although a large majority of women workers are still not adequately protected in case of maternity. The article then addresses patterns of exclusion from maternity protection in law and practice, and concludes by discussing some social protection programmes that have the potential to extend maternity protection coverage and support to meet the care needs of the most vulnerable and which do so with a gender transformative focus.
The conservative bias in social attitudes to the welfare state is manifested in entrenched support among the public for traditional welfare and social security benefits, chiefly higher pension payments and public expenditure on health care. This pattern has been reinforced by the 2008 financial crisis and the Great Recession as public support for social protection strategies geared towards "new" social risks – structural changes in labour markets, adverse demography, gender inequality, and family instability – has remained relatively weak. This pattern of resistance to change may hardly be surprising given that reforms are more often viewed by the public as a form of retrenchment with clear losers and few obvious beneficiaries. This underlines that political courage is rarely enough to achieve structural reforms of the welfare state. There will need to be clearly defined short-term and long-term objectives underpinned by a coherent rationale capable of persuading publics and citizens of the case for change if a more "Dynamic" system of social security is to be enacted in the industrialized countries over the next 20 years.
The West African States recognize the importance of social protection and its dual social and economic function; a perspective that coincides fully with the topic of this special issue on Dynamic Social Security. Between 2007 and 2013 theses States developed national social protection policies, strategies or action plans and are now engaged in their implementation. This article reviews these national social protection policies (or strategies) in ten countries in the sub-region (Benin, Burkina Faso, Côte d'Ivoire, Ghana, Mali, Mauritania, Nigeria, Niger, Senegal and Togo) and presents their contents, revealing a similarity of approach in the development of policies. Specifically, after having carried out a diagnostic study of social protection in their respective countries, the States followed seven distinct stages: defining a national vision, defining precisely what is meant by social protection, laying down the principles on which policies were to be based and finally setting out the general objectives, key areas and mechanisms for implementing and financing their national social protection policies. Following these stages, this comparative study seeks to outline the main trends and key elements of the national social protection policies and bring out best practices to provide a basic structure and general guidelines for developing a national social protection policy, implementing a social protection floor and promoting access to higher levels of protection.
To conclude this special double issue, this article addresses four questions related to the strategic pursuit of, what the ISSA calls, Dynamic Social Security (DSS). Based on the evidence of the presented national case studies, social security policy reform priorities differ depending on the level of national economic development, the maturity of the social security system and issues of political economy. Against this backdrop, it is concluded that while general reform trends may be consistent with the objectives defined by DSS, there is important – and often appropriate – divergence across national social security practices.
Since Brazil's re-democratization in 1985, the country's system of social protection has become more focused on the neediest population groups while at the same time emphasizing universal access. In a context of severe inequality, the sub-national units of government have played a greater role in reaching the broader population. Yet Brazil's social protection model favours cash transfers over social services, and reduces inequalities in the context of a highly unequal labour market. Strategies based on cash transfers appear to have reached their limits, because they are not the most effective way to promote equality and generate opportunities, when compared to the outcomes obtained by social service provision. Furthermore, while much progress toward reducing inequality has been achieved, benefits and services continue to fall short of what might be considered as typifying a welfare state or "Dynamic Social Security".
Danish labour market policies and the Danish flexicurity model were feted during the 1990s when active labour market policies combined with economic policies were able to revitalize the Danish economy and to reduce unemployment from 12.0 per cent to 1.4 per cent by mid-2008. This article explains the background for this development, explains the major features of the Danish flexicurity model, and uses this to explain recent reform developments in Denmark. Investing in people and decentralization of the implementation of policies are important features of the relative success of Denmark's policies. The importance of taking the individual's competences and labour market experience into consideration as well as the importance of adapting active labour market polices to needs in the local labour market are lessons to be drawn from policy developments in Denmark. The article underlines that Denmark's policies are seen as structural policies that seek to adapt structures in the labour market, social benefit system and educational system to future challenges – and that for structural policies to be successful their timing with economic policies is important. This timing is thought to have been successful the 1990s, but it remains to be seen if this has been so in relation to the most recent reforms.
This special double issue of the International Social Security Review addresses the question of the essential roles that national social security systems play in contributing to social and economic objectives and does so through the lens of the Dynamic Social Security conceptual framework. In 2007, the International Social Security Association adopted Dynamic Social Security as the strategic concept to guide its actions. The concept aims to positively influence two outcomes: improvements in social security coverage outcomes and improvements in social security administration. The set of papers comprising this issue tackle questions relating primarily to the former. On the basis of country examples, the broad aim of this special issue is to take stock of the strategic concept and its "dimensions" as a framework to guide the sustainable development of social security systems.
Since the 1997 economic crisis, the Republic of Korea has seen considerable progress in its social security system along with relatively high economic growth. The social security system has been reformed to become more redistributive and comprehensive. Nevertheless, the country has experienced growing income inequality and poverty, raising future concerns about the sustainable growth of the national economy. The deterioration in welfare outcomes can be explained as a result of socioeconomic structural changes, including globalization, post-industrialization and an ageing society. Another important reason is that the social security system has not effectively addressed increasing income inequality reflecting the dualism of the labour market: there are many irregular and self-employed workers who are not covered by social security programmes. With the social security system faced with institutional difficulties in coping with increasing social risks driven by the impacts of socioeconomic and structural changes, reform is necessary to enhance social cohesion against growing labour market inequality. There is a need for "Dynamic Social Security" to provide an institutional foundation which supports the virtuous circular relationship between economic growth and distribution.
The International Social Security Association's (ISSA) Dynamic Social Security conceptual framework has been developed as a tool to identify and analyse current and emerging challenges in social security policy and administrative practice and to guide decision-makers in developing effective and sustainable responses to these. The longer-term core objective of the framework is to help extend social security coverage to all through the development of effective social security systems that contributed to socially inclusive and economically productive societies. As revealed by an examination of the ISSA's work priorities, perceptions of the framework have evolved over time. In some instances greater emphasis has been given by the Association to policy analysis, especially in support of the objective of coverage extension. More recently the emphasis has been placed on the practical necessity to support the development of higher performing social security administrations; a core mission objective of the ISSA. In looking to identify future challenges (megatrends) that hold the potential to impact negatively upon social security programmes and administrations, and to develop appropriate responses to these, the ISSA should keep sight of the fact that Dynamic Social Security has an essential analytical role as well as a practical one.
Between 2011 and 2013, the International Labour Organization, in collaboration with governments and several United Nations agencies working as part of the Social Protection Floor Initiative, conducted social protection assessment-based national dialogue (ABND) exercises in Cambodia, Indonesia, Thailand and Viet Nam. The exercises were carried out in order to take stock of existing social protection realities in the respective countries, including social insurance, social assistance and anti-poverty programmes. These inventories present a comprehensive picture of what elements of national social protection floors (SPFs) are in place, where "holes" in national floors exist, and provide a framework within which to propose recommendations for the further design and implementation of social protection provisions that guarantee at least the SPF to the entire population. This article describes the methodology for conducting ABND exercises, the situational analysis of the SPF in four countries, and the policy recommendations that were formulated for achieving basic health care and income security for children, the working-age population and the elderly. The results of preliminary calculations of the cost of implementing proposed policy options are also outlined.