Social protection: An obstacle to employment?

This article examines the ambivalent effect of social security on employment. First, an international comparison looks at protection from layoff by the employer, wage floors as defined in social and employment legislation, and levels of wage-related costs and their effect on employment. Simulations for western Germany are then used to analyse the effects on the labour market of lowering social security contributions. The conclusion which emerges is that the effects of social protection on employment are determined both by the way it is organized – and thus ultimately how much it costs – and by the way it is funded, i.e. who picks up the bill for social security.     

The social protection of the unemployed

Unemployment is the most basic risk covered by social security. Sickness, accident, maternity, incapacity, old age or even death can be considered as special cases of interruption of earnings. Unemployment is the standard case, where a worker loses earnings simply because he or she is unable to find gainful employment, without reference to any particular causality. Nevertheless, the unemployment branch is very often treated rather poorly, in comparison with other branches of social security. In most countries – except the United Kingdom – it was created much later than other branches, and it involves a larger part of assistance, as opposed to insurance. Usually, fewer people are covered against the risk, the conditions for entitlement are stricter, the benefits tend to be lower and shorter in duration, and controls and sanctions are more severe.¹ People are generally worse off when their loss of earnings is the result of a dismissal rather than disease or accident. In this contribution we try to analyse the reasons why unemployment has such a relatively poor status in social security. And we examine the extent to which this difference of treatment can be considered a form of discrimination and, in some cases, contrary to the basic principles of international social law.     

Combining Welfare-to-Work Measures with Tax credits: A New Hybrid Approach to Social Security in the United Kingdom

The changes described in this article reflect a shift in social security away from social insurance and towards a mixture of social assistance, occupational or private insurance and tax credits. It suggests that what is new and distinctive about UK social security policy is the way in which a new strategy has been forged by linking the New Deal, which provides job opportunities for people who are not in employment but can often only offer them low-paid jobs, with tax credit schemes, which provide in-work benefits and are designed to ensure that, if necessary, people accept poorly paid employment.     

Unemployment and mental health among white‐collar workers – a question of work involvement and financial situation?

We examine whether it is a psychosocial or an economic need for employment that affects mental health among the unemployed. The relevance of both aspects are examined, concentrating on two measures of each dimension. Two perspectives of work involvement – the degree of connection to working life and the perceived employment commitment – and two perspectives on financial situation – economic security and perceived economic concern – have been analysed, using empirical data collected by means of a cross-sectional survey of 1297 unemployed white-collar workers from the public sector in Sweden. The degree of connection to working life was not significantly linked to the mental health of the unemployed, although there was a strong link between the perceived employment commitment and mental health among this group. The stronger the perceived employment commitment, the poorer the state of the person's mental health. Perceived economic concern was also tightly linked to mental health: the greater the economic concern, the poorer the mental health. Economic security also played – at least, partly – a moderate but significant role. The results provide strong support for the existence of both a psychosocial need and an economic need for employment. The analysis demonstrates that it is the perceived assessed measures of work involvement and financial situation that are linked to mental health.     

Making work pay, making tax credits work: An assessment with specific reference to lone-parent employment

Abstract   This article examines the origins, aims, and design of tax credits in the United Kingdom, and discusses the extent to which tax credits represent a new approach in social security policy. It then focuses on the role that these transfers play in supporting lone mothers in employment, drawing on the experiences of lone-parent families to explore how tax credits worked for them. The discussion highlights the tensions between family and employment change and tax credits rules about reporting changes in circumstances and income.     

The effects of social and political openness on the welfare state in 18 OECD countries

Studies examining the relationship between globalisation and the welfare state tend to focus on the effects of economic dimensions of globalisation, the extent to which a country is part of the world market. Globalisation also has social and political dimensions and the effects of these on welfare states – in terms of social security transfers and generosity – are studied in this article. Data from the KOF Index of Globalisation , the OECD Historical Statistics and the Comparative Welfare Entitlements Dataset are used to analyse the effects of social and political openness on the welfare states of 18 countries of the Organisation for Economic Cooperation and Development between 1970 and 2000. The analyses show that social security transfers and generosity have increased less in countries with the highest increase in social openness and that the welfare state is not affected by political openness.     

Informal Economic and Social Security in Sub-Saharan Africa

Most people think that there is no social security in sub-Saharan Africa, whereas a theoretical statutory social security is foreseen in quite a few African States. Since the 1960s, the first formal social security provision in French-speaking sub-Saharan Africa was established mainly in the field of health services. Nevertheless, the situation is different in reality. The coverage rate is less than 10 per cent of the workforce. The majority of the population are excluded because they work in the informal sector. Formal social security systems are usually based on a labour-centred view, which is founded on formal employment and thus employment contracts. Legal restrictions, such as the exclusion of several categories of employees, and administrative and financial problems are primarily responsible for the low coverage rate. This situation has induced informal sector workers to create their own "safety nets". The integration of these existing informal social security schemes in a broader, pluralist approach to sub-Saharan social security seems necessary.     

Canada's Social Security Review

Canada's social security system is a patchwork quilt of relatively discreet and uncoordinated programs built up over many decades. While constitutional responsibilities for income security and social services rests with the provinces, federal program initiatives were seen to be eroding the provincial responsibilities and causing confusion between federal and provincially financed programs. The Review of Social Security attempted to comprehensively evaluate the ‘system’ of programs in Canada to correct deficiencies. Financing and respective government responsibilities were also examined. The three year review did not result, in the author's opinion, in sufficient changes in the social security system ‘for the benefit of all Canadians’. The failure to adequately confront employment (unemployment) issues was one gap. Another was the failure to implement changes in income supplementation for the working poor. Tangible results included the introduction of a new Social Service Act which permits cost sharing, and increased cooperation between and among departmental officials and ministers. The Canadian experience contains lessons for the development of joint social policies between state and commonwealth governments in Australia.     

What works for whom? An analysis of active labour market programmes in Norway

This article examines whether some active labour market programmes (ALMP) targeted at social assistance recipients are more effective for some groups than for others in increasing self-sufficiency , i.e. gross earnings . The study focuses on the interaction between two types of programmes – employment programmes and training programmes – and the social charac-teristics of the participants. The data are derived from the pool of the entire population of social assistance recipients registered in Norway in 1995. The study adopts a quasi-experimental design. To handle selection bias, a matching procedure based on a propensity score approach is applied. Training programmes yield positive outcomes overall and for subgroups, whereas employment programmes produce no significant effects overall. However, for employment programmes there is an interaction effect between the likelihood of participation and outcome: beneficiaries with social characteristics (e.g. age, education, work experience) that are associated with a medium chance of participating experience a positive and significant increase in earnings. For those with lower and higher chances, the effect is negative. This points to the importance of conducting stratified analyses in effect evaluations. Thus, the results are also likely to be more relevant to policy makers.     

北京市流动人口社会保障状况及其影响因素分析

由于中国长期以来的城乡二元结构和户籍壁垒的作用,流动人口在工作和社会保障等方面并没有享受到和户籍人口相同的待遇。尤其是流动人口的社会保障问题,影响因素多且复杂,涉及到经济体制、社会保障立法、劳动就业制度、劳动关系等诸多方面。因此,了解目前北京市流动人口社会保障情况的现状,探讨影响流动人口社会保障的因素,对于寻找解决流动人口社会保障有效可行的政策方案,妥善处理城市流动人口管理方面存在的问题,完善社会保障体系,构建和谐社会具有重要意义。     

Social Exclusion and Double Jeopardy: The Management of Lone Mothers in the Market–State Social Field

The popular version of social exclusion has given rise to various forms of welfare-to-work initiatives in most developed capitalist nations. Social inclusion, therefore, is commonly assumed to be achieved through paid work. The delivery of social welfare through employment activation programmes is consequential, as it necessitates an unusual cooperation between the welfare state and the labour market. With a focus on Ontario Works, a relatively mature example of Canada's residualized social welfare services, this article is an empirical analysis of the social space in which the state and the market merge – by design – and the resulting processes and outcomes of social exclusion that operate for women who parent alone. I begin with a brief review of the most popular concept of social exclusion, and the pre-eminent place of paid work in related social policy responses, followed by a consideration of the ideological context producing and reinforced by work-first programmes. Our attention is turned to a reconfigured notion of social exclusion as process and outcome, spontaneously set in motion and self-perpetuating in the fused market–state social field. Through a case study of lone mother experiences of Ontario Works, the specific ideological practices through which welfare-to-work strategies operate to keep women in their place are described. I argue that the analysis of the market-state as a unified social field – ordered according to the paired ideologies of market neo-liberalism and conservative 'family values'– is necessary for conceiving policy responses that are effective in interrupting the dynamic process–outcome iterations of social exclusion.     

Welfare municipalities: economic resources or party politics? Norwegian local government social programs of the 1920s

This article analyses the introduction of Norwegian local government social security programs for the elderly, disabled persons, widows and single mothers in the 1920s. The role of local government as an agent and initiator of welfare state development has been for the most part neglected within the welfare state literature. Indeed, the first social security programs in Norway were introduced by local governments, affecting nearly half of the population. Even if these programs were not very generous compared with the social security programs of our time, many of them were equal to, or even more generous than, the national pension scheme introduced in 1936. This article examines what distinguished the social security municipalities from those that did not implement such programs, and the variation in generosity profiles. The conclusion is that the main determinant regarding the implementation and generosity of the local social security programs is the political strength of the two Norwegian socialist parties at the time – the Social democratic party and the Labour party – both being too impatient to wait for a national social security plan, and both being willing to mobilise economic resources through taxation and borrowing.     

日本女性社会保障的运行机制及对中国的启示

日本女性社会保障运行机制是其社会保障体系的重要组成部分,主要通过《生育休假法》、《男女雇用机会均等法》等法律法规确保女性在生育、教育、就业、医疗和养老等方面的权利,并将构筑国民皆参保的医疗保障网作为保障女性权益的重要一环。日本在加强女性社会保障立法和健全女性社保机制方面很值得中国借鉴。     

Retirement and health benefits for Mexican migrant workers returning from the United States

In the absence of a bilateral agreement for the portability and totalization of social security contributions between the United States and Mexico, this article examines the access to pension and health insurance benefits and employment status of older Mexican return migrants. We find that return migrants who have spent less than a year in the United States have a similar level of access to social security benefits as non‐migrants. Return migrants who have spent at least a year in the United States are less likely to have public health insurance or social security benefits, and could be more vulnerable to poverty in old age. These results inform the debate on a bilateral social security agreement between the United States and Mexico to improve return migrants' social security.     

日本女性社会保障的运行机制及对中国的启示

日本女性社会保障运行机制是其社会保障体系的重要组成部分,主要通过《生育休假法》、《男女雇用机会均等法》等法律法规确保女性在生育、教育、就业、医疗和养老等方面的权利,并将构筑"国民皆参保"的医疗保障网作为保障女性权益的重要一环。日本在加强女性社会保障立法和健全女性社保机制方面很值得中国借鉴。     

The difficulties of extending social security in Tunisia's agricultural sector

The development of social security in the agricultural sector in Tunisia faces obstacles due to the particular social and economic conditions that apply. The desire of the public authorities to extend social protection to the rural population as a whole runs up against both technical and financial problems. The exact number of people employed in the agricultural sector is not known and it is difficult to define precisely the range of persons to be protected. The changes that have been made in the legal framework in order to adapt social security to the composition and the working conditions of the agricultural population have not achieved their objective. The lack of a coherent system is reflected in particular in the variety of legal provisions and schemes which may be applicable to employees engaged in the same work or working in the same firm. The precarious nature of agricultural employment, the low incomes and thus the low contributory capacity of the workers, the level of benefits offered — in the agricultural schemes sometimes very much below those in the general scheme — all these make social security appear impossible to achieve or not worth while. The resistance encountered by the social security institution may also be due in part to the failure of the Social Security Fund to make people sufficiently aware of the position in the face of some of the traditional structures of solidarity.     

Giants old and new: Promoting social security and economic growth in the Asia and Pacific Region

Abstract   While the Asia and Pacific region is characterised by vast diversity, the region as a whole warrants attention. There have been great achievements in recent years in promoting economic growth, building social security and reducing poverty, but giant challenges remain, nine of which are identified. Five resemble problems prevalent in Europe 60 years ago: want; squalor; underemployment; poor education; and bad health. The four others, inequitable growth, discrimination, corruption, and ageing populations lessen the effectiveness of policies targeted on the other five. A fourfold responsive strategy is sketched that includes mechanisms to extend formal sector employment, expand coverage of social security within the formal sector and to the informal sector, and to establish and sustain social safety nets for those otherwise excluded from social protection.     

Labour Market Policy in the United States, Canada and Sweden: Addressing the Issue of Convergence

'Convergence theorists' suggest that domestic and/or global challenges and pressures are rendering welfare states broadly similar across national boundaries. 'Resilience theorists', in contrast, argue that a range of socio-political factors have allowed states to respond differentially to these pressures and maintain their distinct national social policy approaches. However, both research streams have addressed the 'welfare state' writ large in a multitude of nations and typically relied upon narrow, quantitative budgetary indicators. This study examines qualitative changes to key income security and social service programmes in one central social policy domain – labour market policy – in three nations, the United States, Canada and Sweden. It suggests that there is evidence of some degree of 'convergence' in the broadest sense of the term across these three nations. However, while both the USA and Canada have readily embraced genuinely neo-liberal restructuring, and become increasingly similar over the past two decades in this policy area, Sweden has managed to retain its distinctive social policy approach so far, despite notable changes, developments and trends. It also suggests that the character and direction of change may vary across and within policy domains in a single nation. The conclusion provides a discussion of universality, equality and solidarity, concepts that are commonly employed in accounts of welfare state change.     

Recent developments in China's social security reforms

China is one of the few developing countries which have managed to establish a comprehensive social security system encompassing social insurance (for pension, medical care, unemployment, employment injury and maternity), social assistance and a housing provident fund. The past two decades have witnessed a continuous process of reform in the Chinese social security system. This article highlights the latest developments in each of the schemes and offers some insights into the problems confronting the system and the prospects for the reform.