Quality of life in South Africa – The First Ten Years of Democracy

South Africa celebrated ten years of democracy in 2004. This special issue of Social Indicators Research (SIR) reviews developments that have impacted on the quality of life of ordinary South Africans during the transition period. The issue updates an earlier volume of SIR (Volume 41) published in 1997 and as a stand-alone volume. The earlier volume was initiated following SIR editor Alex Michalos’ first visit to South Africa. This update on quality of life in South Africa follows on his return visit to the country in 2004 to see firsthand the changes that had occured in the meantime. This introductory article outlines major achievements of and setbacks for the new democracy and the challenges facing it in future. It provides the backround for the evaluations of a range of quality of life domains and issues including poverty and inequality, crime, the HIV/AIDS epidemic, migration and housing, religiosity, reconciliation, and optimism for the future which are covered in the eleven articles that follow. The introduction divides the articles under the headings of challenges, achievements, monitoring quality of life, and social capital for the future. The overview article concludes that improvements in quality of life have been uneven but goodwill and a positive outlook bode well for South African quality of life in future.     

The Relationship between Subjective Well-being and Domain Satisfactions in South Africa

This paper examines the relationship between subjective well-being and domain satisfactions. In the past different models have been specified. The most commonly applied model is the bottom-up model in which domain satisfactions affect subjective well-being. The more recent top-down model suggests a reversed relationship. Finally there is the supposition that the correlations between these variables can be spurious due to the effect of personality characteristics. Empirical research has shown that different models are found for different domains and in different countries. Focussing on the effects of the domain satisfactions of finances, housing and social contacts it has been found that subjective well-being is mainly affected by satisfaction with social contacts in Western developed countries and by satisfaction with finances in East European countries. The question we should like to answer in this study is whether a similar pattern obtains for the factors which influence subjective well-being among the different race groups in South Africa. Interestingly, coloured people and Asians did indeed show the expected effects but the groups with the most extreme living conditions did not. Evaluation of life circumstances by black and white South Africans was determined by expectations for the future rather than by current living conditions. This surprising result is discussed in the light of the political situation in South Africa.     

Quality of life in retirement: A case study of Zulu return migrants

The quality of late life in technologically advanced societies has been well-researched. In contrast, very little systematic research has been conducted among the aged in less developed societies. An interesting case of retirement in a society in transition is that of returning Zulu contract workers. The apartheid laws of South Africa constrain migrant movements: contract workers typically spend their working lives in the urban-industrial milieu of the core economy and later return to a rural lifestyle in their areas of origin in the peripheral “homelands”. The retirement circumstances of 253 male return migrants in five rural areas of KwaZulu were assessed in an in-depth study. The subjective well-being of the Zulu retirees was found to be influenced mainly by such factors as health, perceived financial security, social activity and participation, and positive sentiment towards retirement life. The conclusion is drawn that migrant workers’ needs in retirement have a universal quality. This finding has social welfare policy implications in a society which is characterised by unequal distribution of privilege.     

Changes in the quality of life of Durban’s people

Durban, the busiest port and second largest industrial hub in South Africa, has a developmental vision that sees its residents living in ‚acceptably serviced housing’ and enjoying a ‚generally high quality of life that can be sustained’. This vision is in response to South Africa’s transitional aspirations to move from an inequitable apartheid state to a democratic society with greater socio-economic parity. Since 1998 the eThekwini Municipality, which is the local authority responsible for the city of Durban, has conducted annual surveys to monitor the changes in the quality of life of Durban’s people. Structured questionnaire interviews were administered in 14 300 dwellings between 1998 and 2005. The samples drawn each year were representative of the city’s demographics and covered a wide range of housing types. Results indicate that parity of life satisfaction between race groups is as far apart in 2005 as it was in 1998. The paper undertakes trend analysis, from a local government perspective, of key objective and subjective variables in the surveys. It identifies the domains that have the greatest impact on satisfaction with life, and reports the salient issues for black householders, who have the lowest level of life satisfaction.The Research Locale:  Durban, which is a port city on the east coast of South Africa, has a population of over 3 million people. The population is comprised of the following groups: Asian (20%), black (68%), coloured (3%) and white (9%). It is Africa’s busiest port and is South Africa’s second largest industrial hub. It provides key trade linkages to Johannesburg, which is South Africa’s largest industrial hub. The major economic sectors are manufacturing, tourism, finance and transport. The complex topography is intersected by 19 rivers that flow to 98 kms of coastline.     

South African quality of life: A research note

A nation-wide survey (n=5587) was conducted in 1982/83 with a view to developing a reliable cross-cultural index of quality of life for South Africa. Findings confirmed the known under-privileged position of blacks relative to other groups in terms of some 60 objective and subjective indicators. Contrary to expectations the results of factor and regression analyses indicated that the linear additive model of quality of life-as-a-whole cannot account for its full complexity. The possibility is considered that more broadly symbolic factors related to relative deprivation may make an independent contribution to perceived overall well-being. In conclusion, a single cross-cultural albeit multi-item measure of South African quality of life is recommended.     

Whatever Happened to Social Indicators in Africa? Whatever Happened Indeed! A Developing World Perspective on the Kenneth C. Land and Alex C. Michalos Report on ‘Fifty Years After the Social Indicators Movement’

Africa is a latecomer to the Social Indicators Movement. The first social indicators for Third World countries were developed by outsiders and covered almost exclusively topics related to basic needs and development. In response to Kenneth Land’s and Alex Michalos’ historical assessment and their agenda for future ‘social indicators/quality of life/well-being’ research, the commentary traces how South Africa and sub-Saharan countries—with a little help from many friends who are pioneers in the movement—have succeeded in developing their own home-grown social indicators movement. Addressing some of the themes outlined in the agenda that Land and Michalos set for future research, the commentary discusses the importance of monitoring social change occurring in African society in a ‘post-industrialized and much more globalized, and digitized-computerized-roboticized’ era: How will new values and norms impact on the quality of life of future generations of African people?     

The Shape of South African Society and its Challenges

South Africa's negotiated settlement and its transition to democracy reads like a modern fairy tale. A brief review of South Africa's social indicators serves to temper some of optimism about the country's future. The indicators reflect the society's quality of life which has been shaped by its turbulent history. Political “caste formation”, changing political alliances, the reforms intended to forestall the demise of apartheid, and the race for global competitiveness have left indelible marks on the society's social indicators. A comparison of living conditions in South Africa with those of roughly comparable economies indicates that the country lags behind in securing overall and widespread socio-economic upgrading of the population at large. A review of a cross-section of South African indicators and their trends over time shows that South Africa is still a very deeply divided society with a very large backlog in socio-economic development. There is evidence of breakdown in the society's social cohesion. Popular expectations of future quality of life indicate that the euphoria following on the first democratic elections has been replaced by a sense of realism among all sectors of the population. It is concluded that quality of life as reflected in South Africa's social indicators may get worse before it improves. The challenge will be to avoid new forms of economic “apartheid” which would depress the quality of life of marginal sectors of the population at the expense of the economically privileged.     

Measuring and understanding the well-being of South Africans: Everyday quality of life in South Africa

South Africa has a Gini co-efficient of 62, one of the world’s highest (Finmark: Project FinScope 2004 and 2005, FinMark Trust, Johannesburg). Hence, measures of wealth are ubiquitous social indicators in South Africa. However, a growing emphasis in government towards measurable service delivery targets and remedial action to redress the inequalities of our past makes the reliable measurement of people’s quality of life in greater depth in quantitative terms an imperative.We have developed a simple framework to measure people’s quality of life in key domains that extend beyond that simply of wealth, using composite indices to allow progress to be tracked and to make valid comparisons across our diverse population. Termed the Everyday Quality of Life Index (EQLi), it comprises a suite of measures encompassing socio-economic status (with special reference to poverty), urbanisation, health (nutrition, exercise and fitness), stress/pressure, quality of the environment, satisfaction of human needs, connectivity, optimism, subjective well-being (happiness, after Diener and Lucas: 2000, in M. Lewis, J.M. Haviland (eds.), Handbook of Emotions. (2nd ed) (Guilford, New York)), and the overall measure of well-being, the EQLi itself.The initial framework was developed from a structured questionnaire administered to a probability sample of 2000 South African adults in 2002. From this, a 52-item shortlist was derived to create the series of measures. This has been tested and refined in three subsequent annual studies, each of 3500 people across urban and rural South Africa. In 2004, items involving work as well as determining the balance of skills and challenges at work using the concept of “flow” (Csikszentmihalyi: 1990, Flow: The Psychology of Optimal Experience (Harper and Row, New York)) were added.This paper outlines the rationale behind the selection and development of these measures, describes the EQL of South Africans using these and other key measures and concludes with implications for policy-makers and service providers in South Africa. Some marketing implications are also given: there is a growing emphasis worldwide on corporate social investment initiatives and, particularly in South Africa, on community upliftment and development – poverty alleviation and improving the lives of the disadvantaged (“people” rather than “consumers”). Further, people’s well-being affects how they react to marketing activities.     

Subjective Well-Being,Poverty and Ethnicity in South Africa: Insights from an Exploratory Analysis

South Africa has one of the highest inequality levels in the world. In 1993, nearly half of the population were considered poor. These poverty and inequality levels were and still are a legacy of South Africa’s colonial and apartheid past. Since the end of apartheid, there has been a strong governmental effort to combat poverty and in this light a ‘social indicators movement’ has emerged. The aim of this article is to contribute to the South African social indicators research in three ways: Firstly, this article introduces ethnicity as a unit of analysis in the context of poverty and well-being. It is argued that racial categorisations are not justifiable and in the case of South Africa hide valuable insights. The results of an exploratory analysis suggest that ethnicity allows a more insightful analysis of poverty and well-being than race. Secondly, this article introduces a multiple correspondence analysis (MCA) in the context of subjective well-being research. Many studies regarding subjective well-being in South Africa use ordered probit regression models. It is argued here that these models are based on false assumptions and that a MCA can be seen as a suitable alternative since it constitutes an assumption free model. Lastly, the insights gained from the exploratory analysis are discussed. The MCA seems to show that subjective well-being can be regarded as an outcome measure. Furthermore, it is argued that there are cultural differences (between the ethnic groups) regarding subjective well-being. It seems that the ethnic groups in South Africa have different conceptions of well-being and that different factors influence their subjective well-being assessments. This work is partly based on a Master thesis from 2004 at the Institute for Development Policy and Management at the University of Manchester. I am grateful for the intellectual guidance, the constant support and encouragement by Wendy Olsen and for the comments on earlier drafts from Peter Edward, David A. Clark and two anonymous reviewers.     

The quality of life in large American cities: Objective and subjective social indicators

The concept of ‘quality of life’ as a tool of comparative social indicators research is analyzed. Inter-city comparisons of objective and subjective measures of well being are presented and the distinctiveness of these two dimensions of the quality of life is documented. The paper concludes with some observations on the implications that this distinctiveness has for the use of the concept ‘quality of life’ in future social indicators research.     

The Role of Quality of Life Surveys in Managing Change in Democratic Transitions: The South African Case

The South African Quality of Life Project hastracked subjective well-being, lifesatisfaction and happiness, since the earlyeighties at the national level. In mostdemocratic countries around the globe, theaverage citizen says he or she is satisfiedwith life in general. In South Africa this isnot the case. Since the early 1980s, thetrend study shows up disparities between onesector of the South African population that issatisfied with life in general and variousaspects of life and another sector that is verydissatisfied. Generally, the better-off reporthigher levels of satisfaction and happinessthan the worse-off.The most plausible explanation for the SouthAfrican quality-of-life constellation is thehuge gap in living standards between rich andpoor, a legacy of the apartheid era, whichdiscriminated against blacks and to a lesserextent against Indian and coloured people.Euphoria following on the first democraticelections in April 1994, which registeredequally high aggregate levels of happiness andlife satisfaction among all sectors of thepopulation, was short-lived. Under democracy,expectations ``for a better life for all'’, theelection slogans for the 1994 and 1999 generalelections, has risen. South Africa has one ofthe most enlightened constitutions, whichguarantees basic human rights and supportsadvancement of the previously disadvantaged. Aslong as South Africans perceive barriers toaccessing the material rewards of democracy,they do not see justice has been done.South Africa is currently grappling withproblems common to other societies intransition to democracy. Since 1994, governmentprogrammes and policies have been devised toaddress the critical twin problems of povertyand inequality in society. The latest round ofresearch for the South African Quality of LifeTrends Project probes popular assessments ofthe policies and programmes aimed at improvingthe quality of life of ordinary South Africans.Interviews with a panel of 25 opinion leadersin the run-up to the June 1999 generalelections were followed by a nationallyrepresentative opinion survey in October 1999.The paper outlines the role of socialindicators in monitoring quality of life inSouth Africa and reports findings from theelite and rank-and-file surveys. Generally, thewinners and losers in the new politicaldispensation see changes from a differentperspective. The disadvantaged are more likelyto have seen material gains and recommendincreased delivery of services andopportunities for social mobility. Theadvantaged, who have mainly experiencednon-material or no gains since 1994, are morelikely to be pessimistic about the future. Itis concluded that the groundswell of optimismwill sustain the majority of South Africans whoare still dissatisfied with life until theirdreams of the good life are fulfilled.     

Quality of life in a European Perspective: The EUROMODULE as a New Instrument for Comparative Welfare Research

In this article, a new survey instrument for comparative welfare researchand social reporting is described, the EUROMODULE. It has been set up inintensive discussions among experts from several nations engaged inquality of life research and social reporting. By combining indicatorsof objective living conditions, subjective well-being, and quality ofsociety, with this new survey central aspects of the quality of life ofEuropean citizens can be investigated. The EUROMODULE initiative aimsat strengthening efforts to monitor and systematically analyze thecurrent state and the changes in living conditions and quality of lifein Europe in a comparative perspective. So far, data for eightEuropean countries are available.     

Hope the Beloved Country: Hope Levels in the New South Africa

The concept of hope seems to have attracted increased attention in popular and academic discourse in South Africa. Despite this increased focus, no empirical studies on national hope levels have been conducted in South Africa to date. This article sought to address this gap by investigating national hope levels using data taken from the 2009 wave of the Human Sciences Research Council’s nationally representative South African Social Attitudes Survey of approximately 3,300 South Africans aged 16 and older. Using a slightly modified version of the widely used Snyder Hope Scale, this study found significant geographic and social differences in citizens’ average hope levels. Differences appear to attest to the continued negative association between hope levels and membership of groups that have historically been relegated to the margins of South African society. Contrary to most current political portrayals, however, there does not appear to be a significant age cohort effect. Self-perceptions of marginalisation also appear to be related to hope. In light of the paucity of South African empirical work in this area, the paper concluded by identifying possible future research needs.     

Satisfied and dissatisfied South Africans: results from the General Household Survey in international comparison

Who are the satisfied South Africans 10 years into democracy? How do material factors contribute to their life satisfaction? These are the questions addressed in this paper. Earlier South African research has consistently found a close positive relationship between life satisfaction and material standards of living in the apartheid and post-apartheid era. Recently, a new source of information has become available to shed further light on the association between material and subjective well-being. In 2002, Statistics South Africa, the country’s official source of statistical information, agreed to ask South Africans participating in the General Household Survey whether they were satisfied or dissatisfied with life. The 2002 General Household Survey (n26’000) used a measure developed for the Euromodule that allows for international comparison. The wide-ranging information contained in South Africa’s official?household survey offers a unique opportunity to explore what makes for satisfied and dissatisfied South Africans in relation to their material living standards. Results indicate that the improved living standards afforded to many black South Africans under democracy are associated with increases in life satisfaction. Furthermore, habituation does not appear to have diluted the positive relationship between living standards and well-being. However, political factors continue to play an important role in shaping subjective well-being. In conclusion, it is argued that material gains might also have restored the pride and dignity denied to black South Africans in the past.     

Quality of Life in the Gauteng City-Region,South Africa

The core challenge facing South Africa after it became a democracy in 1994 was twofold: to meet the basic needs of (black) people denied these by apartheid, and simultaneously restoring dignity and undoing the psycho-social damage of racist white rule. This article analyses the first two in a planned long-term sequence of quality of life surveys in the Gauteng City-Region, the economic power-house of South Africa, with Johannesburg at its centre. The survey gathers data across multiple objective and subjective indicators. The key challenge is to try and understand the interplay between the two—and thus what impact, if any, meeting basic needs has on the psycho-social profile of residents of the city-region. The conclusion is that the impact is limited: objective indicators, which largely measure delivery of goods and services by government, drives the quality of life index up; but social, community and individuated indicators (such as anomie and alienation) pull scores down, and most particularly so for older, low educated black South Africans. The future may look positive for those born after apartheid; but for those who sacrificed their education in the struggle to topple the regime, the future looks like ‘more of the same’. Education emerges as the key asset that allows black South Africans to overcome the damage of apartheid; lack of (or low levels of) education do the reverse; this is true of both socio-economic advancement and social attitudes.     

Social support and life satisfaction among gay men in Spain

Since the early 1960s, social support has been a topic of interest and study among social psychologists and other professionals investigating social issues. In spite of this growing interest by the scientific community, there are few studies on social support in the lesbian, gay, bisexual, and transgender (LGBT) community, and even fewer on the impact of social support on life satisfaction. In this regard, in Spain, there are very few psychosocial studies on homosexual groups. In the present study, the authors analyze social support data and life satisfaction in a sample of 220 gay residents of Málaga and Sevilla. The results show that friends are the most important source of overall social support, and that, in the family, sisters provide the most support and contribute to increased life satisfaction. On the other hand, social support had an effect on the level of life satisfaction, although the results indicate that factors associated with homosexual identity are the best predictors of life satisfaction. The implications of these results are discussed as well as potential future research.     

Monitoring the Impact of Land Reform on Quality of Life: A South African Case Study

This paper outlines the approach that isutilized by the Monitoring and Evaluationdirectorate of the Department of Land Affairs (DLA) in South Africa in assessing the qualityof life for the land Reform beneficiaries. Thepaper begins with an overview of the three LandReform programs in South Africa. The paper thenmoves on to outline the original design formonitoring and evaluating the quality of lifefor land reform beneficiaries. It then proceedsto detail the current Monitoring and Evaluationdesign being utilized, highlighting itsstrengths and weaknesses. The last sectiondiscusses some of the findings of the qualityof life study undertaken in 1999.     

MEASURING QUALITY OF LIFE IN INFORMAL SETTLEMENTS IN SOUTH AFRICA

South African cities attract thousands of new residents every year in search of work and a better life. The housing backlog coupled with a shortage of housing subsidies means that for many South Africans there is no alternative but to live in informal housing and shack settlements. Informal settlements are therefore here to stay for the next decade and beyond. Given the importance of these residential areas, research needs to be undertaken to determine how to improve the lives of people living in shack settlements. This theme has received little dedicated attention by South African quality of life researchers in the past and the paper begins to address this by exploring the quality of life of informal dwellers in three distinct city areas in South Africa: Buffalo City, Durban, and Alexandra, Johannesburg. The paper investigates the factors that are most important in improving the quality of life of residents in informal housing as well as the main obstacles to a better quality of life. It uses regression analysis to obtain an understanding of the kinds of issues which shape quality of life in these areas and concludes by suggesting several research directions which would improve our knowledge of quality of life for informal settlement residents.     

Moving Across Boundaries: Migration in South Africa, 1950–2000

Existing knowledge about historical patterns of black internal migration in South Africa is incomplete, primarily because of the lack of good life course studies as well as the apartheid government’s suppression and censoring of data. This article provides a comprehensive picture of historical internal migration patterns with an analysis of a unique individual retrospective life history data set. This sample of the black population, collected in 2000, is the only known nationally representative life history data for South Africa; it includes all residential moves for each individual during his/her lifetime. Various mobility outcomes are analyzed: moves within/across provinces, moves within/across rural and urban areas, forced moves, moves with a nuclear family, and individual moves. The results indicate that migration significantly increased among black South Africans during the last half of the twentieth century, and that this increase began before the Pass Laws were repealed in 1986 and well before the official end of apartheid in 1991 or the first free election in 1994. The timing of this increase in migration rates suggests that migration in defiance of the Pass Laws (albeit a dangerous and desperate proposition) was a way of life for many black South Africans.     

Non-Economic Quality of Life and Population Density in South Africa

The purpose of this study is to investigate the relationship between population density and non-economic quality of life. Popular opinion has generally been that population density can be seen as beneficial for economic growth, as it allows for greater productivity, greater incomes and can be translated into higher levels of quality of life. Recently though, growing evidence tends to suggest the exact opposite in that increases in productivity and incomes are not translated into better quality of life. As economic or income variables have always played a significant role in this research, questions regarding the relationship between population density and non-economic quality of life has largely remained unanswered. In this light, the paper utilises a panel data set on the eight metropolitan cities in South Africa for the period 1996–2014 to determine the relationship between population density and non-economic quality of life in the South African context. In the analyses we make use of panel estimation techniques which allows us to compare changes in this relationship over time as well as adding a spatial dimension to the results. This paper contributes to the literature by firstly studying the aforementioned relationship over time and secondly conducting the analyses at a sub-national level in a developing country. Our results show that there is a significant and negative relationship between population density and non-economic quality of life. Based on our findings policy measures to encourage urbanisation should not be supported if the ultimate outcome is to increase non-economic quality of life.