The Netherlands is on the brink of reforming its system of occupational pensions as part of a more general reform of its three-pillar pension system. This reform features important changes to first pillar pension benefits. The focus of this article is however on the coming reform of occupational pensions, the second pillar of the system, which concerns both pension contributions and benefits. This reform is related to a series of reforms that have gradually transformed the pension contract that was dominant 20 years ago, a final salary defined benefit contract, into a collective defined contribution contract. We argue that these reforms are a response to changes in the external environment, such as population ageing and a secular decline of interest rates. The coming reform responds to the call for a pension scheme that is more individualistic, more closely connected to the labour market, and which does not share interest rate risks between generations. The New Pension Contract remains in part collective, since the assets of participants are invested collectively, and a mandatory solidarity fund can be used for intergenerational risk sharing.
{"title":"Reforming the Dutch pension system to ensure sustainability","authors":"Ed Westerhout, Eduard Ponds, Peter Zwaneveld","doi":"10.1111/issr.12368","DOIUrl":"https://doi.org/10.1111/issr.12368","url":null,"abstract":"<p>The Netherlands is on the brink of reforming its system of occupational pensions as part of a more general reform of its three-pillar pension system. This reform features important changes to first pillar pension benefits. The focus of this article is however on the coming reform of occupational pensions, the second pillar of the system, which concerns both pension contributions and benefits. This reform is related to a series of reforms that have gradually transformed the pension contract that was dominant 20 years ago, a final salary defined benefit contract, into a collective defined contribution contract. We argue that these reforms are a response to changes in the external environment, such as population ageing and a secular decline of interest rates. The coming reform responds to the call for a pension scheme that is more individualistic, more closely connected to the labour market, and which does not share interest rate risks between generations. The New Pension Contract remains in part collective, since the assets of participants are invested collectively, and a mandatory solidarity fund can be used for intergenerational risk sharing.</p>","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 3","pages":"99-122"},"PeriodicalIF":1.2,"publicationDate":"2024-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/issr.12368","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142359902","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
<p>The rise of “gig” work globally has led to both enthusiasm for its potential to create lucrative employment for a large number of workers, as well as concerns about its implications for social protection. Even where social insurance systems allow for voluntary coverage, take-up among gig workers has remained low, leaving them unprotected against a range of risks. Looking at the Malaysian labour market, this article investigates whether the low take-up of social security coverage among gig workers can be explained by the inability or unwillingness of these workers to make the necessary social insurance contributions? We deploy a novel vignette-based experiment to ascertain gig workers’ willingness to pay for social insurance coverage. We find a large unmet need for social insurance among gig workers, as well as a high level of willingness to pay for unemployment insurance, retirement savings, and work-related injury insurance. Our analysis suggests that gig workers could benefit more from better tailored, more flexible, and more easily accessible instruments for social insurance, rather than from subsidies or matching contributions alone. We also find evidence of substitution between distinct insurance instruments; those gig workers with access to retirement savings are less willing to pay for unemployment insurance, and those with private medical insurance are less likely to contribute to the public work-related injury insurance programme. This underlines the need to consider a wider range of insurance instruments for gig workers, including those offered by the private sector.</p><p>L’essor du travail de plateforme dans le monde entier a fait naître un enthousiasme face à sa capacité à créer des emplois rémunérés pour de nombreux travailleurs, mais aussi des inquiétudes concernant ses conséquences du point de vue de la protection sociale. Même lorsque les systèmes d’assurance sociale permettent une couverture volontaire, les travailleurs de plateforme sont peu nombreux à utiliser ce droit, si bien qu’ils restent dépourvus de protection contre de nombreux risques. Cet article, qui porte sur le marché du travail de la Malaisie, examine si ce taux de recours faible s’explique par l’incapacité ou le refus de ces travailleurs de verser les cotisations de sécurité sociale nécessaires. Nous faisons appel à une expérimentation par vignettes novatrice pour évaluer le consentement des travailleurs de plateforme à cotiser pour accéder à une couverture sociale. Nous constatons l’ampleur des besoins d’assurance sociale non couverts parmi ces travailleurs, de même qu’un fort consentement à payer pour avoir droit à l’assurance chômage, au régime d’épargne-retraite et à l’assurance contre les accidents du travail. Notre analyse laisse penser que les travailleurs de plateforme pourraient tirer un meilleur parti de mécanismes d’assurance sociale plus adaptés, plus souples et accessibles plus facilement, que de subventions ou de l’abondement des cotisations. Nou
{"title":"Social insurance for gig workers: Insights from a discrete choice experiment in Malaysia","authors":"Yashodhan Ghorpade, Amanina Abdur Rahman, Alyssa Jasmin","doi":"10.1111/issr.12365","DOIUrl":"https://doi.org/10.1111/issr.12365","url":null,"abstract":"<p>The rise of “gig” work globally has led to both enthusiasm for its potential to create lucrative employment for a large number of workers, as well as concerns about its implications for social protection. Even where social insurance systems allow for voluntary coverage, take-up among gig workers has remained low, leaving them unprotected against a range of risks. Looking at the Malaysian labour market, this article investigates whether the low take-up of social security coverage among gig workers can be explained by the inability or unwillingness of these workers to make the necessary social insurance contributions? We deploy a novel vignette-based experiment to ascertain gig workers’ willingness to pay for social insurance coverage. We find a large unmet need for social insurance among gig workers, as well as a high level of willingness to pay for unemployment insurance, retirement savings, and work-related injury insurance. Our analysis suggests that gig workers could benefit more from better tailored, more flexible, and more easily accessible instruments for social insurance, rather than from subsidies or matching contributions alone. We also find evidence of substitution between distinct insurance instruments; those gig workers with access to retirement savings are less willing to pay for unemployment insurance, and those with private medical insurance are less likely to contribute to the public work-related injury insurance programme. This underlines the need to consider a wider range of insurance instruments for gig workers, including those offered by the private sector.</p><p>L’essor du travail de plateforme dans le monde entier a fait naître un enthousiasme face à sa capacité à créer des emplois rémunérés pour de nombreux travailleurs, mais aussi des inquiétudes concernant ses conséquences du point de vue de la protection sociale. Même lorsque les systèmes d’assurance sociale permettent une couverture volontaire, les travailleurs de plateforme sont peu nombreux à utiliser ce droit, si bien qu’ils restent dépourvus de protection contre de nombreux risques. Cet article, qui porte sur le marché du travail de la Malaisie, examine si ce taux de recours faible s’explique par l’incapacité ou le refus de ces travailleurs de verser les cotisations de sécurité sociale nécessaires. Nous faisons appel à une expérimentation par vignettes novatrice pour évaluer le consentement des travailleurs de plateforme à cotiser pour accéder à une couverture sociale. Nous constatons l’ampleur des besoins d’assurance sociale non couverts parmi ces travailleurs, de même qu’un fort consentement à payer pour avoir droit à l’assurance chômage, au régime d’épargne-retraite et à l’assurance contre les accidents du travail. Notre analyse laisse penser que les travailleurs de plateforme pourraient tirer un meilleur parti de mécanismes d’assurance sociale plus adaptés, plus souples et accessibles plus facilement, que de subventions ou de l’abondement des cotisations. Nou","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 3","pages":"3-30"},"PeriodicalIF":1.2,"publicationDate":"2024-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142359898","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
<p>This article analyses the Tapering of Benefits scheme introduced in Malta in 2014, aimed at unlocking the poverty trap stalemate. Survival analysis and Cox proportional hazard models are employed to analyse the impact that the scheme has had on the job-finding rate and the chances of retaining employment once individuals who were previously on benefits find a job. The analyses are based on high-quality national data on the whole population of beneficiaries and their employment histories. The results show that the scheme doubles the job-finding probability, whilst the chance of job termination drops by 11.8 percentage points for eligible individuals. Furthermore, the scheme's impact once it finally tapers out is not different from the first 36 months, showing that its impact is robust in the medium term.</p><p>Cet article porte sur le régime de diminution progressive des prestations introduit à Malte en 2014 afin de rompre l’engrenage de la pauvreté. Il fait appel à une analyse de survie et à des modèles à risque proportionnel de Cox pour étudier l’impact de ce régime sur le taux d’accès à l’emploi et sur les chances des anciens chômeurs indemnisés de conserver leur emploi une fois qu’ils en ont trouvé un. Les analyses reposent sur des données nationales de grande qualité portant sur l’ensemble des bénéficiaires et sur leur parcours professionnel. Elles montrent que le régime multiplie par deux la probabilité d’accéder à un emploi et réduit de 11,8 points de pourcentage le risque de perte d’emploi des bénéficiaires. De surcroît, l’impact du régime une fois que les prestations cessent totalement d’être versées est le même que celui mesuré pendant les 36 premiers mois, ce qui montre qu’il est robuste à moyen terme.</p><p>En este artículo se analiza el programa de reducción progresiva de las prestaciones, puesto en funcionamiento en Malta en 2014 para superar el estancamiento que provoca la trampa de la pobreza. Se utilizan análisis de supervivencia y modelos de riesgos proporcionales de Cox para analizar la repercusión del programa en las tasas de inserción laboral y en las posibilidades de conservar el empleo cuando las personas que recibían prestaciones encuentran un trabajo. Los análisis se basan en datos nacionales de alta calidad sobre el conjunto de beneficiarios de prestaciones y su historial laboral. Los resultados muestran que el programa duplica las probabilidades de encontrar trabajo, mientras que las posibilidades de extinción del contrato de trabajo disminuyen 11,8 puntos porcentuales. Además, cuando concluye el programa, su repercusión no difiere de la de los primeros 36 meses, lo que pone de relieve que tiene un fuerte impacto a medio plazo.</p><p>Im vorliegenden Artikel wird das 2014 in Malta eingeführte Programm zum schrittweisen Abbau von Sozialleistungen (<i>Tapering of Benefits</i>) analysiert, das darauf abzielt, die Armutsfalle zu überwinden. Mit Hilfe von Überlebensanalysen und <i>Cox-Proportional-Hazard</i>-Modellen werden
本文分析了马耳他于 2014 年推出的旨在打破贫困陷阱僵局的福利缩减计划。文章采用生存分析法和考克斯比例危险模型,分析了该计划对求职率的影响,以及之前领取福利金的个人找到工作后继续就业的机会。 分析基于关于所有受益人及其就业历史的高质量国家数据。结果表明,该计划使找到工作的概率增加了一倍,而符合条件的个人终止工作的几率下降了 11.8 个百分点。 此外,该计划在最终结束时的影响与前 36 个月并无不同,表明其中期影响是稳健的。Cet article porte sur le régime de diminution progressive des prestations introduit à Malte en 2014 afin de rompre l'engrenage de la pauvreté. Il fait appel à une analyse de survie et à des modèles à risque proportionnel de Cox pour étudier l'impact de ce régime sur le taux d'accès à l'emploi et sur les chances des anciens chômeurs indemnisés de conserve leur emploi une fois qu'ils en ont trouvé un.分析依据的是关于受益人总数和职业生涯的高质量国家数据。此外,一旦停止发放津贴,该制度的影响与头 36 个月的影响相同,这表明该制度在中期内是稳健的。En este artículo se analiza el programa de reducción progresiva de las prestaciones, puesto en funcionamiento en Malta en 2014 para superar el estancamiento que provoca la trampa de la pobreza.Se utilizan análisis de supervivencia y modelos de riesgos proporcionales de Cox para analizar la repercusión del programa en las tas de inserción laboral y en las posibilidades de conservar el empleo cuando las personas que recibían prestaciones encuentran un trabajo.分析的依据是全国性的高质量数据,这些数据是关于享受津贴的人及其劳动历史的。研究结果表明,该计划提高了找到工作的概率,同时使工作合同终止的可能性降低了 11.8 个百分点。此外,在该计划结束时,其影响与最初的 36 个月相比并无不同,这让人相信该计划在中期会产生巨大影响。本文分析了马耳他于 2014 年推出的旨在克服贫困陷阱的 "福利缩减 "计划。文章使用生存分析法和考克斯比例危险模型来研究该计划对就业率的影响,以及之前领取福利金的个人找到工作后继续就业的机会。 分析基于有关福利金领取者及其就业历史的高质量国家数据。结果表明,该计划使找到工作的概率翻了一番,而有资格领取福利金的人辞职的概率下降了 11.8 个百分点。此外,该计划在到期后的影响与前 36 个月的影响并无不同,表明其在中期内的影响是稳健的。文章分析了马耳他于 2014 年推出的逐步降低福利率计划,该计划旨在帮助公民摆脱 "贫困陷阱"。为了分析该计划对就业率的影响以及之前领取福利金的人找到工作后保住工作的机会,文章采用了生存分析和考克斯比例危险模型。该分析基于有关所有受益群体及其工作活动的高质量国家数据。分析结果表明,该计划使符合条件者的就业概率增加了一倍,而失业概率降低了 11.8 个百分点。此外,该计划在最后收尾阶段产生的影响与前 36 个月的影响并无差别,这表明该计划在中期产生了持续影响。本文分析了马耳他于 2014 年推出的福利缩减计划, 其目的是摆脱贫困陷阱困境。文章采用生存分析和考克斯比例危险模型, 分析了该计划对求职率以及福利金领取人员找到工作后维持就业概率的影响。 上述分析基于全部受益人口及其就业历史的高质量国家数据。 结果表明,该计划使求职率增加了一倍, 同时使符合资格人员终止工作的概率下降了 11.8个百分点。此外, 在计划逐渐收窄后, 其影响与前36个月并无差别, 表明了其中期影响的稳健性。بحلل هذا المقال خطة التخفيض التدريجي للمنافع التي تم تقديمها في مالطا في عام 2014، والتي تهدف إلى الخروج من مأزق الفقر.
{"title":"The impact of Malta's Tapering of Benefits scheme on employment outcomes","authors":"Kurt Sant","doi":"10.1111/issr.12366","DOIUrl":"https://doi.org/10.1111/issr.12366","url":null,"abstract":"<p>This article analyses the Tapering of Benefits scheme introduced in Malta in 2014, aimed at unlocking the poverty trap stalemate. Survival analysis and Cox proportional hazard models are employed to analyse the impact that the scheme has had on the job-finding rate and the chances of retaining employment once individuals who were previously on benefits find a job. The analyses are based on high-quality national data on the whole population of beneficiaries and their employment histories. The results show that the scheme doubles the job-finding probability, whilst the chance of job termination drops by 11.8 percentage points for eligible individuals. Furthermore, the scheme's impact once it finally tapers out is not different from the first 36 months, showing that its impact is robust in the medium term.</p><p>Cet article porte sur le régime de diminution progressive des prestations introduit à Malte en 2014 afin de rompre l’engrenage de la pauvreté. Il fait appel à une analyse de survie et à des modèles à risque proportionnel de Cox pour étudier l’impact de ce régime sur le taux d’accès à l’emploi et sur les chances des anciens chômeurs indemnisés de conserver leur emploi une fois qu’ils en ont trouvé un. Les analyses reposent sur des données nationales de grande qualité portant sur l’ensemble des bénéficiaires et sur leur parcours professionnel. Elles montrent que le régime multiplie par deux la probabilité d’accéder à un emploi et réduit de 11,8 points de pourcentage le risque de perte d’emploi des bénéficiaires. De surcroît, l’impact du régime une fois que les prestations cessent totalement d’être versées est le même que celui mesuré pendant les 36 premiers mois, ce qui montre qu’il est robuste à moyen terme.</p><p>En este artículo se analiza el programa de reducción progresiva de las prestaciones, puesto en funcionamiento en Malta en 2014 para superar el estancamiento que provoca la trampa de la pobreza. Se utilizan análisis de supervivencia y modelos de riesgos proporcionales de Cox para analizar la repercusión del programa en las tasas de inserción laboral y en las posibilidades de conservar el empleo cuando las personas que recibían prestaciones encuentran un trabajo. Los análisis se basan en datos nacionales de alta calidad sobre el conjunto de beneficiarios de prestaciones y su historial laboral. Los resultados muestran que el programa duplica las probabilidades de encontrar trabajo, mientras que las posibilidades de extinción del contrato de trabajo disminuyen 11,8 puntos porcentuales. Además, cuando concluye el programa, su repercusión no difiere de la de los primeros 36 meses, lo que pone de relieve que tiene un fuerte impacto a medio plazo.</p><p>Im vorliegenden Artikel wird das 2014 in Malta eingeführte Programm zum schrittweisen Abbau von Sozialleistungen (<i>Tapering of Benefits</i>) analysiert, das darauf abzielt, die Armutsfalle zu überwinden. Mit Hilfe von Überlebensanalysen und <i>Cox-Proportional-Hazard</i>-Modellen werden","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 3","pages":"31-57"},"PeriodicalIF":1.2,"publicationDate":"2024-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142359956","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
In recent years in Latin America, a small number of contributory social protection programmes have been extended on a voluntary basis to cover migrant workers, with affiliation financed by these workers’ remittances. That remittances offer a means to finance social protection programmes demonstrates the possibilities presented by international migration not only as regards improving social protection coverage but in contributing towards achieving target 1.3 of the Sustainable Development Goals 2030 Agenda. This article addresses voluntary insurance programmes introduced in Ecuador, Guatemala and Mexico for nationals working abroad and by means of which the families of such international migrant workers can also access health care and benefits in their home countries. In turn, international migrant workers on returning home can gain eligibility for a contributory retirement pension and disability benefits if they satisfy eligibility as well as the contribution conditions.
Les Pays-Bas s’apprêtent à réformer leur régime de pensions professionnelles dans le cadre d’une réforme plus vaste du système de retraite à trois piliers. Cette réforme transformera en profondeur les prestations versées par le premier pilier. L’article porte cependant sur les changements qui toucheront le deuxième pilier, formé des pensions professionnelles, et qui concerneront à la fois les cotisations et les prestations. Ce projet s’inscrit dans le prolongement d’une série de réformes qui ont progressivement fait évoluer le modèle à prestations définies basé sur le salaire final qui était dominant il y a 20 ans pour le transformer en un modèle collectif à cotisations définies. Nous avançons que ces réformes constituent une réponse aux mutations de l’environnement extérieur, par exemple au vieillissement de la population et à une baisse séculaire des taux d’intérêt. La réforme à venir répond à la volonté de créer un régime caractérisé par une dimension individuelle plus forte et par un lien plus étroit avec le marché du travail, et dans lequel les risques de taux d’intérêt ne sont pas partagés entre les générations. Néanmoins, le nouveau contrat de pension demeure en partie collectif puisque les actifs des cotisants sont investis collectivement et qu’un fonds de solidarité peut être utilisé pour assurer un partage intergénérationnel des risques.
En los últimos años, un pequeño número de programas de protección social contributivos en América Latina se ha extendido a los trabajadores migrantes de forma voluntaria, cuya afiliación se financia gracias a las remesas de estos trabajadores. La posibilidad de financiar los programas de protección social mediante remesas pone de manifiesto las oportunidades que ofrece la migración internacional, no solo para mejorar la cobertura de protección social, sino también para contribuir a la consecución de la meta 1.3 de los Objetivos de Desarrollo Sostenible de la Agenda 2030. En este artículo se examinan los programas de segur
近年来,在拉丁美洲,少数缴费型社会保护方案已在自愿基础上扩展至移徙工人,并由这些工人的汇款提供资金。汇款为资助社会保护计划提供了一种手段,这表明国际移徙不仅在提高社会保护覆盖率方面,而且在促进实现 2030 年议程可持续发展目标的具体目标 1.3 方面都提供了可能性。本文介绍了厄瓜多尔、危地马拉和墨西哥为在国外工作的国民推出的自愿保险计划,通过这些计划,这些国际移民工人的家人也可以在本国获得医疗保健和福利。反过来,国际移民工人在回国后,如果符合资格和缴费条件,也可以获得缴费型退休养老金和残疾津贴。荷兰正准备改革其职业养老金计划,作为三大支柱养老金制度更广泛改革的一部分。这项改革将从根本上改变第一支柱所支付的福利。不过,本文将重点讨论影响第二支柱(包括职业养老金)的改革,这些改革将同时影响缴费和福利。该项目是一系列改革的一部分,这些改革逐渐将 20 年前占主导地位的基于最终工资的固定福利模式转变为集体固定缴费模式。我们认为,这些改革是对人口老龄化和利率长期下降等外部环境变化的回应。即将进行的改革是为了满足人们的愿望,即建立一个个人色彩更浓厚、与劳动力市场联系更紧密的计划,在这个计划中,利率风险不在几代人之间分担。尽管如此,新的养老金合同在一定程度上仍然是集体性的,因为缴费者的资产是集体投资的,而且可以使用一个团结基金来确保代际风险分担。La posibilidad de financiar los programas de protección social mediante remesas pone de manifiesto las oportunidades que ofrece la migración internacional, no solo para mejorar la cobertura de protección social, sino también para contribuir a la consecución de la meta 1.3 de los Objetivos de Desarrollo Sostenible de la Agenda 2030.En este artículo se examinan los programas de seguro voluntarios que se han puesto en marcha en el Ecuador, Guatemala y México para los nacionales que trabajan en el extranjero, gracias a los cuales sus familias también pueden acceder a la atención de salud y a prestaciones en sus países de origen.A cambio, los trabajadores migrantes internacionales pueden tener derecho a recibir una pensión de jubilación contributiva y prestaciones de invalidación al regresar a su país de origen si cumplen los requisitos y las condiciones en materia de cotización.In den letzten Jahren wurden in Lateinamerika einige wenige beitragsfinanzierte Sozialschutzprogramme auf freiwilliger Basis auf Arbeitsmigranten ausgeweitet, wobei die Mitgliedschaft durch die Rücküberweisungen dieser Beschäftigten finanziert wird.作为资助社会安全项目的工具,Rücküberweisungen 显示了国际移民在改善社会安全方面的优势,同时也是对 2030 年议程 1.3 目标实现的贡献。这篇文章的主要内容是,在厄瓜多尔、危地马拉和墨西哥,以免费为基础的保险计划为在海外工作的国家工作人员提供了保障,并为这些国际劳工移民的家庭提供了在其家乡获得健康保险和医疗保险的机会。此外,国际移民在离开祖国后,也可在残疾情况下获得医疗保险和补助金,但必须同时满足医疗保险和补助金的要求。В последние годы в Латинской Америке трудовые мигранты на добровольной основе получили возможность участвовать в небольшом количестве программ социальной защиты、основанных на взносах, причем участие в них финансировалось за счет денежных переводов этих трудящихся.
{"title":"Remittance-financed social protection programmes for international migrant workers in Latin America","authors":"Cristina López-Cancio García","doi":"10.1111/issr.12369","DOIUrl":"https://doi.org/10.1111/issr.12369","url":null,"abstract":"<p>In recent years in Latin America, a small number of contributory social protection programmes have been extended on a voluntary basis to cover migrant workers, with affiliation financed by these workers’ remittances. That remittances offer a means to finance social protection programmes demonstrates the possibilities presented by international migration not only as regards improving social protection coverage but in contributing towards achieving target 1.3 of the Sustainable Development Goals 2030 Agenda. This article addresses voluntary insurance programmes introduced in Ecuador, Guatemala and Mexico for nationals working abroad and by means of which the families of such international migrant workers can also access health care and benefits in their home countries. In turn, international migrant workers on returning home can gain eligibility for a contributory retirement pension and disability benefits if they satisfy eligibility as well as the contribution conditions.</p><p>Les Pays-Bas s’apprêtent à réformer leur régime de pensions professionnelles dans le cadre d’une réforme plus vaste du système de retraite à trois piliers. Cette réforme transformera en profondeur les prestations versées par le premier pilier. L’article porte cependant sur les changements qui toucheront le deuxième pilier, formé des pensions professionnelles, et qui concerneront à la fois les cotisations et les prestations. Ce projet s’inscrit dans le prolongement d’une série de réformes qui ont progressivement fait évoluer le modèle à prestations définies basé sur le salaire final qui était dominant il y a 20 ans pour le transformer en un modèle collectif à cotisations définies. Nous avançons que ces réformes constituent une réponse aux mutations de l’environnement extérieur, par exemple au vieillissement de la population et à une baisse séculaire des taux d’intérêt. La réforme à venir répond à la volonté de créer un régime caractérisé par une dimension individuelle plus forte et par un lien plus étroit avec le marché du travail, et dans lequel les risques de taux d’intérêt ne sont pas partagés entre les générations. Néanmoins, le nouveau contrat de pension demeure en partie collectif puisque les actifs des cotisants sont investis collectivement et qu’un fonds de solidarité peut être utilisé pour assurer un partage intergénérationnel des risques.</p><p>En los últimos años, un pequeño número de programas de protección social contributivos en América Latina se ha extendido a los trabajadores migrantes de forma voluntaria, cuya afiliación se financia gracias a las remesas de estos trabajadores. La posibilidad de financiar los programas de protección social mediante remesas pone de manifiesto las oportunidades que ofrece la migración internacional, no solo para mejorar la cobertura de protección social, sino también para contribuir a la consecución de la meta 1.3 de los Objetivos de Desarrollo Sostenible de la Agenda 2030. En este artículo se examinan los programas de segur","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 3","pages":"123-141"},"PeriodicalIF":1.2,"publicationDate":"2024-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142359899","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Social protection has gained global recognition for its role in addressing poverty, yet delivering social protection remains an intractable challenge for governments in the Global South. In this article, we assess the performance of government-run social assistance in Zimbabwe. Our assessment begins in 2016 when the National Social Protection Policy Framework (NSPPF) was promulgated to maximize returns on social investments. Utilizing a systematic review approach, we collated literature published between 2016–2023. We find that despite adopting the NSPPF, social protection programming remains a challenge in Zimbabwe. We find that the disbursement of transfers to beneficiaries are delayed, benefits are misaligned with market forces due to inflation, most programmes are run without monitoring and evaluation structures, funding in the sector remains inadequate to reduce poverty and vulnerability, and no grievance and redress mechanisms exist. Our synthesis underscores the need for the refreshment of the social contract in Zimbabwe, a renewal of political will to finance social assistance programmes, engagement to transform policy into action, the expansion of the civic space to ensure citizens effectively participate in calling for social assistance, as well as concerted efforts towards harmonizing existing social assistance programmes. We highlight the need to embed social protection within a human rights-based framework, and the need for robust monitoring frameworks along with predictable and dedicated financing.
{"title":"Reflections on government-led social assistance programmes under Zimbabwe's National Social Protection Policy Framework: A social contract lens","authors":"Tomy Ncube, Una Murray","doi":"10.1111/issr.12367","DOIUrl":"https://doi.org/10.1111/issr.12367","url":null,"abstract":"<p>Social protection has gained global recognition for its role in addressing poverty, yet delivering social protection remains an intractable challenge for governments in the Global South. In this article, we assess the performance of government-run social assistance in Zimbabwe. Our assessment begins in 2016 when the National Social Protection Policy Framework (NSPPF) was promulgated to maximize returns on social investments. Utilizing a systematic review approach, we collated literature published between 2016–2023. We find that despite adopting the NSPPF, social protection programming remains a challenge in Zimbabwe. We find that the disbursement of transfers to beneficiaries are delayed, benefits are misaligned with market forces due to inflation, most programmes are run without monitoring and evaluation structures, funding in the sector remains inadequate to reduce poverty and vulnerability, and no grievance and redress mechanisms exist. Our synthesis underscores the need for the refreshment of the social contract in Zimbabwe, a renewal of political will to finance social assistance programmes, engagement to transform policy into action, the expansion of the civic space to ensure citizens effectively participate in calling for social assistance, as well as concerted efforts towards harmonizing existing social assistance programmes. We highlight the need to embed social protection within a human rights-based framework, and the need for robust monitoring frameworks along with predictable and dedicated financing.</p>","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 3","pages":"59-97"},"PeriodicalIF":1.2,"publicationDate":"2024-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/issr.12367","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142359901","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Torry, Malcolm. A research agenda for basic income. Northampton, MA, Elgar, 2023. 365 pp. ISBN 9781803920955.","authors":"Gudrun Kaufmann","doi":"10.1111/issr.12351","DOIUrl":"https://doi.org/10.1111/issr.12351","url":null,"abstract":"","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 1-2","pages":"139-143"},"PeriodicalIF":1.2,"publicationDate":"2024-04-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140808139","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Canada responded to the COVID-19 pandemic with a series of supports, including direct payments to workers displaced by public health measures. While not a true basic income, the experience highlighted a number of issues including challenges with implementation and intergovernmental relations that affected public opinion and must be dealt with by basic income advocates. The operation of the Canadian social-liberal welfare state informed pandemic policy making and exhibited the path dependence of a deserving/undeserving binary that resulted in conditionality. The income supports associated with the pandemic represent a pragmatic response to an exogenous shock that highlights the inadequacies of existing policy and offers the possibility of change.
{"title":"Flirting with a basic income in Canada: Were the lessons worth the risk of popular backlash?","authors":"Evelyn L. Forget, Sid Frankel","doi":"10.1111/issr.12354","DOIUrl":"https://doi.org/10.1111/issr.12354","url":null,"abstract":"<p>Canada responded to the COVID-19 pandemic with a series of supports, including direct payments to workers displaced by public health measures. While not a true basic income, the experience highlighted a number of issues including challenges with implementation and intergovernmental relations that affected public opinion and must be dealt with by basic income advocates. The operation of the Canadian social-liberal welfare state informed pandemic policy making and exhibited the path dependence of a deserving/undeserving binary that resulted in conditionality. The income supports associated with the pandemic represent a pragmatic response to an exogenous shock that highlights the inadequacies of existing policy and offers the possibility of change.</p>","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 1-2","pages":"67-83"},"PeriodicalIF":1.2,"publicationDate":"2024-04-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/issr.12354","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140808059","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
The COVID-19 pandemic led to widespread social and economic policy experimentation as governments sought to protect household finances while locking down economies. Cash transfers emerged as one of the most popular policy measures, leading many to reflect on new possibilities for enacting universal basic income through temporary or emergency interventions. We take Australia’s pandemic response, and particularly its Coronavirus Supplement, as an example of this broader experimentation. We analyse the Supplement through the lens of an emergency basic income, arguing the measure reflected existing institutional structures and norms, forms of national and international policy learning, and vulnerabilities in Australia’s liberalized housing and labour markets. While temporary, we consider how its apparent success might suggest ongoing policy relevance, either as a form of capitalist “crisis management” or as an alternative pathway for implementing forms of basic income.
{"title":"Flash in the pan or eureka moment? What can be learned from Australia's natural experiment with basic income during COVID-19","authors":"Troy Henderson, Ben Spies-Butcher, Elise Klein","doi":"10.1111/issr.12356","DOIUrl":"https://doi.org/10.1111/issr.12356","url":null,"abstract":"<p>The COVID-19 pandemic led to widespread social and economic policy experimentation as governments sought to protect household finances while locking down economies. Cash transfers emerged as one of the most popular policy measures, leading many to reflect on new possibilities for enacting universal basic income through temporary or emergency interventions. We take Australia’s pandemic response, and particularly its Coronavirus Supplement, as an example of this broader experimentation. We analyse the Supplement through the lens of an emergency basic income, arguing the measure reflected existing institutional structures and norms, forms of national and international policy learning, and vulnerabilities in Australia’s liberalized housing and labour markets. While temporary, we consider how its apparent success might suggest ongoing policy relevance, either as a form of capitalist “crisis management” or as an alternative pathway for implementing forms of basic income.</p>","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 1-2","pages":"103-120"},"PeriodicalIF":1.2,"publicationDate":"2024-04-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/issr.12356","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140808136","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Jurgen De Wispelaere, Leticia Morales, Fabio Waltenberg
This article explores the connection between two related but distinct models of basic income proposals in the context of a pandemic emergency. While COVID-19 appears to have increased interest in basic income, this often ended up taking the form of a temporary emergency basic income (EBI) instead of a permanent universal basic income (UBI). In this article we argue that the “dial up/dial down” model of basic income allows us to link EBI and UBI in a way that offers both a practical response to important implementation challenges in emergency policy making and a strategic argument in favour of UBI as a pandemic policy instrument. We illustrate our argument by contrasting the Renda Básica de Cidadania (RBC) in the municipality of Maricá, Brazil, with two comparable programmes in the same region.
本文探讨了在大流行病紧急情况下两种相关但不同的基本收入建议模式之间的联系。虽然 COVID-19 似乎提高了人们对基本收入的兴趣,但这种兴趣最终往往以临时性应急基本收入 (EBI) 的形式出现,而不是以永久性全民基本收入 (UBI) 的形式出现。在这篇文章中,我们认为基本收入的 "拨上/拨下 "模式使我们能够将应急基本收入与全民基本收入联系起来,既能切实应对应急政策制定过程中的重要实施挑战,又能从战略角度论证全民基本收入作为大流行病政策工具的可行性。我们将巴西马里卡市的 Renda Básica de Cidadania (RBC) 与同一地区的两个类似计划进行对比,以说明我们的论点。
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This themed issue, guest-edited by Jurgen De Wispelaere and Troy Henderson, is devoted to examining, first, whether the widespread use of immediate and unconditional cash transfers as a policy response to the socioeconomic impacts of the COVID-19 crisis has provided a boost to cash transfer programmes generally and to emergency basic income (EBI) policies more specifically. The set of articles then charts the reception of EBI-type policies as a pandemic response in specific country or regional contexts, and reflects on their relevance for the future development of universal social protection and, especially, universal basic income (UBI). While the contribution to be made by basic income to realizing resilient and agile social protection policy responses merits serious consideration, in particular in a context where existing social protection systems are patchy and fragmented, important questions remain as to how to evaluate the time-limited EBI crisis response in light of the more durable needs which a permanent UBI purports to address.
Cette édition thématique spéciale, dirigée par les auteurs invités Jurgen De Wispelaere et Troy Henderson, est consacrée à l’examen, dans un premier temps, de la question de savoir si l’utilisation généralisée de transferts monétaires immédiats et inconditionnels en tant que réponse politique aux impacts socio-économiques de la crise due à la COVID-19 a donné un nouvel élan aux programmes de transferts en espèces en général, et aux politiques de revenu de base d’urgence en particulier. La série d’articles décrit ensuite l’accueil réservé aux politiques proposant un revenu de base d’urgence en réponse à la pandémie dans des contextes nationaux ou régionaux spécifiques, et réfléchit à leur utilité pour les futurs développements de la protection sociale universelle et, notamment, du revenu de base universel. Si la contribution du revenu de base à la mise en place de politiques de protection sociale résilientes et souples mérite d’être sérieusement envisagée, en particulier dans un contexte où les systèmes de protection sociale existants sont inégaux et fragmentés, d’importantes questions subsistent quant à la manière d’évaluer la réponse à la crise limitée dans le temps apportée par le revenu de base universel à la lumière des besoins plus durables qu’un revenu de base universel permanent vise à satisfaire.
En este número temático especial, editado por los autores invitados Jurgen De Wispelaere y Troy Henderson, se analiza en primer lugar si el uso extendido de las transferencias en efectivo inmediatas y no condicionadas como respuesta política a los efectos socioeconómicos de la crisis de COVID‑19 ha impulsado los programas de transferencias en efectivo en general y las políticas de renta básica de emergencia (Emergency Basic Income, EBI) en particular. A continuación, en el conjunto de artículos se describe la acogida que tuvieron las políticas de renta básica de emergenci
本期主题刊物由 Jurgen De Wispelaere 和 Troy Henderson 担任客座编辑,首先探讨了广泛使用即时和无条件的现金转移作为应对 COVID-19 危机的社会经济影响的政策是否推动了一般的现金转移计划,以及更具体的应急基本收入(EBI)政策。随后,这组文章描绘了在特定国家或地区背景下,作为大流行病应对措施的应急基本收入类政策的接受情况,并反思了其与全民社会保护,特别是全民基本收入(UBI)未来发展的相关性。虽然基本收入对实现有弹性和灵活的社会保护政策反应所做的贡献值得认真考虑,特别是在现有社会保护体系零碎分散的情况下,但如何根据永久性全民基本收入计划旨在解决的更持久的需求来评估有时限的全民基本收入计划危机反应,仍然是一个重要问题。本期专题特刊由特邀作者 Jurgen De Wispelaere 和 Troy Henderson 编辑,主要探讨了以下问题:首先,作为应对 COVID-19 危机的社会经济影响的政策措施,广泛使用即时和无条件的现金转移是否为现金转移计划,特别是紧急基本收入政策注入了新的动力。随后,本系列文章介绍了在特定国家或地区背景下,为应对大流行病而提出的应急基本收入政策所受到的欢迎,并思考了这些政策对全民社会保护,特别是全民基本收入的未来发展是否有用。虽然基本收入对制定有韧性和灵活性的社会保护政策的贡献值得认真考虑,特别是在现有社会保护体系不平等和支离破碎的情况下,但如何根据永久性全民基本收入旨在满足的更可持续的需求来评估全民基本收入的限时危机应对措施,仍然是一个重要问题。本期特别专题由受邀作者 Jurgen De Wispelaere 和 Troy Henderson 编辑、Se analiza en primer lugar si el uso extendido de las transferencias en efectivo inmediatas y no condicionadas como respuesta política a los efectos socioeconómicos de la crisis de COVID-19 ha impulsado los programas de transferencias en efectivo en general y las políticas de renta básica de emergencia (Emergency Basic Income, EBI) en particular.A continuación, en el conjunto de artículos se describe la acogida que tuvieron las políticas de renta básica de emergencia como respuesta ante la pandemia en contextos específicos nacionales o regionales, y se reflexiona sobre su importancia para el futuro desarrollo de la protección social universal y, en concreto, para la renta básica universal (Universal Basic Income, UBI).Si bien cabe considerar con atención el papel que puede desempeñar la renta básica en la puesta en marcha de políticas de protección social resilientes y ágiles, sobre todo teniendo en cuenta la naturaleza dispara y fragmentada de los sistemas de protección social existentes、因此,在评估应对危机的措施时,必须考虑到临时性的、永久性的、普遍性的基本措施,以应对最持久的需求。这本由加斯泰尔-德-维斯佩雷尔和特洛伊-亨德森编辑的书,从一开始就存在一个问题、作为一种政治手段,将长期和无条件的补贴作为一种政治手段来消除 COVID-19-Krise 所带来的社会经济影响,是否会对所有补贴计划和基于非瀑布式收入的战略(紧急基本收入--EBI)产生影响。此外,文章还介绍了不同国家或地区根据 "非瀑布式基本收入"(Notfall-Grundeinkommens - EBI)制定的 COVID-19 政策,并讨论了其与全民社会发展以及全民基本收入(UBI)的相关性。
{"title":"Introduction: Emergency basic income: Distraction or opportunity?","authors":"Jurgen De Wispelaere, Troy Henderson","doi":"10.1111/issr.12357","DOIUrl":"https://doi.org/10.1111/issr.12357","url":null,"abstract":"<p>This themed issue, guest-edited by Jurgen De Wispelaere and Troy Henderson<i>,</i> is devoted to examining, first, whether the widespread use of immediate and unconditional cash transfers as a policy response to the socioeconomic impacts of the COVID-19 crisis has provided a boost to cash transfer programmes generally and to emergency basic income (EBI) policies more specifically. The set of articles then charts the reception of EBI-type policies as a pandemic response in specific country or regional contexts, and reflects on their relevance for the future development of universal social protection and, especially, universal basic income (UBI). While the contribution to be made by basic income to realizing resilient and agile social protection policy responses merits serious consideration, in particular in a context where existing social protection systems are patchy and fragmented, important questions remain as to how to evaluate the time-limited EBI crisis response in light of the more durable needs which a permanent UBI purports to address.</p><p>Cette édition thématique spéciale, dirigée par les auteurs invités Jurgen De Wispelaere et Troy Henderson, est consacrée à l’examen, dans un premier temps, de la question de savoir si l’utilisation généralisée de transferts monétaires immédiats et inconditionnels en tant que réponse politique aux impacts socio-économiques de la crise due à la COVID-19 a donné un nouvel élan aux programmes de transferts en espèces en général, et aux politiques de revenu de base d’urgence en particulier. La série d’articles décrit ensuite l’accueil réservé aux politiques proposant un revenu de base d’urgence en réponse à la pandémie dans des contextes nationaux ou régionaux spécifiques, et réfléchit à leur utilité pour les futurs développements de la protection sociale universelle et, notamment, du revenu de base universel. Si la contribution du revenu de base à la mise en place de politiques de protection sociale résilientes et souples mérite d’être sérieusement envisagée, en particulier dans un contexte où les systèmes de protection sociale existants sont inégaux et fragmentés, d’importantes questions subsistent quant à la manière d’évaluer la réponse à la crise limitée dans le temps apportée par le revenu de base universel à la lumière des besoins plus durables qu’un revenu de base universel permanent vise à satisfaire.</p><p>En este número temático especial, editado por los autores invitados Jurgen De Wispelaere y Troy Henderson<i>,</i> se analiza en primer lugar si el uso extendido de las transferencias en efectivo inmediatas y no condicionadas como respuesta política a los efectos socioeconómicos de la crisis de COVID<b>‑</b>19 ha impulsado los programas de transferencias en efectivo en general y las políticas de renta básica de emergencia (<i>Emergency Basic Income</i>, EBI) en particular. A continuación, en el conjunto de artículos se describe la acogida que tuvieron las políticas de renta básica de emergenci","PeriodicalId":44996,"journal":{"name":"International Social Security Review","volume":"77 1-2","pages":"3-16"},"PeriodicalIF":1.2,"publicationDate":"2024-04-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"140808080","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}