The welfare state in liquidation?

This paper is about the most recent reforms of cash benefit systems and the sociopolitical debate in eight European countries. The welfare state and the social security system rank high on the political agenda. After many years of economic crisis, with increasingly widespread unemployment and changed family patterns, the welfare system that developed in most western European countries since the end of the Second World War is the focus of attention. In a world of increasing international trade, with competition from countries — in eastern Europe and Asia as well as the United States — which have not developed such comprehensive systems of social security, one of the main issues in the debate is whether western Europe can afford to maintain welfare at the existing level, or whether it is necessary to make fundamental changes. But the discussion also centres on what can be called the welfare state's own internal problems.     

Pension insurance and the participation of private enterprise

One of the principal developments of our time in the field of social security policy has been the growing importance of the desire of individuals for greater economic security in their old age. This desire has in its turn given rise to an increasing tendency to seek benefits complementing those offered or promised by public social insurance schemes. In Europe and North America private enterprise has for many years played an active role in the field of complementary provident arrangements; but in the countries of Latin America interest in schemes of this kind has only begun to develop in recent years. A study of the present situation shows a need to establish concepts permitting an objective approach to the problem of whether — and ultimately, how — a modern State can succeed in striking a satisfactory balance between public intervention and private enterprise in the field of provision against deferred risks or, if it cannot do so, what the prospects are for the securing of a better future by present-day society and how that goal could be achieved. A reform of provident systems in Latin America is inevitable. The difficulty lies in determining how to reorganize public systems so as to ensure their continuance and to entrust them with the principal role in ensuring social solidarity while at the same time opening up opportunities for free private complementary insurance.     

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.     

Who is supported? Social security for families with children between family law and social security regulations in Belgium, Germany and the United Kingdom

Individual and collective welfare lies at the heart of deliberations about contemporary welfare states. It is not always recognized that social security provisions interact closely with systems for the support of families and for labour market participation. This paper focuses on the interaction of institutional arrangements providing social security for families with children. The analytic framework incorporates family and marital law and social security provisions. Three European welfare states, Belgium Germany and the United Kingdom — with divergent systems of family support — are compared in detail. Among the questions to be posed are: How do these societies organize their support and family-related activities? And what are the rights for individual women, men and children? Among the indicators to be considered are whether the basis for entitlement to social security is individualized or based on a collective unit such as the couple or the household; the extent to which access relates to marriage status or the legitimacy of the children; and the employment-related or universal nature of benefit. The different family models underlying institutions are analysed.     

Linking Community Initiatives to National Institutions: Ghana

The ILO has developed an innovative concept of global solidarity for social security — the Global Social Trust — which supports the development of national social protection systems through international financing. The concept is ready to be tested nationally and the present paper proposes a pilot project for Ghana. The paper considers the virtues and weaknesses of developing-country social security healthcare systems and community-based voluntary insurance schemes, their lack of informal sector coverage on the one hand and their financial disequilibria on the other. It outlines the socio-economic and macro-policy context of Ghana and the current health policy environment. It argues for a fusion of the social health insurance and mutual health organization concepts in Ghana, thus linking community initiatives to national institutions, enhancing coverage and the quality of services for all. The paper outlines a basic model that could apply to Ghana, its organizational structure, practical functioning, financing arrangements and expected outputs. In particular it seeks to develop a model for the cross-subsidization of insurance premiums for the poor. It describes a concept that would combine local ownership initiatives with national responsibility and financing, arguing for a truly interrelated network of social protection. The authors welcome feedback and comments from the wider social security audience.     

Trends in Social Security in East Africa: Tanzania, Kenya and Uganda

As elsewhere in the world and in Africa in particular, social security in the member countries of the East African Community (Kenya, United Republic of Tanzania, and Uganda) has long been provided through voluntary assistance under the traditional extended family system. Later, and more specifically after independence in the early 1960s, when the region had a major increase in the number of employees in the formal sector — both public and private — who were mainly located in urban centres, formal social security schemes started to gain recognition among employed workers. Thus over the years, the urban population became increasingly detached from rural communities where the traditional extended family system was most effective. In addition, their general standards of living rose to such levels that if they ceased to earn employment income for one reason or another their livelihood could not be sustained through the extended family system. The above social security development trends have resulted even today in societies examining and determining ways to improve social protection beyond the formal sector so as to ensure arrangements are put in place for a large part of the working population to be provided with social security insurance during their working life and after retirement.     

Trends in the development of a European social union

Abstract The European Union's policy of economic concentration and de regulation en tails a creeping loss of sovereignty over social policy for the member States, which are also subject to the common monetary policy: the budgetary discipline they are expected to maintain calls for a constant reduction in social expenditure and the radical privatization of public areas of the economy. The question is whether, by harmonizing its various national fiscal, social and economic policies to a greater or lesser extent, the European Un ion can regain the freedom of action which individual States have lost. Given increasing in terregional competition, member States find them selves also competing in respect of their social systems. The idea of a European social union, dismissed in the past as a pipe dream, is increasingly be coming a necessity for the success of the integration process in the future. The European Union will remain an alien concept for its citizens until it succeeds in developing a specific base for emancipatory democracy. This will only be possible when social justice and a high level of social security benefits are guaranteed for all citizens. The European constitution is an other step in this direction but is not enough by it self; it can only set democratic processes in motion. The creation of a genuine social un ion calls for further initiatives from social security actors, among others.     

我国社会保障水平评价与实证研究

社会保障制度是现代社会不可或缺的一种社会经济制度,是现代政府管理社会经济生活的重要工具。本文选取具有代表性的21个与社会保障水平相关的具体评价指标作为我国30省区市（未含西藏、香港、澳门、台湾）2009年社会保障水平综合评价的原始指标,运用因子分析方法对这21个指标数据进行因子分析处理,然后对各个省区市的社会保障水平进行客观的分析、比较和评价,最后针对社会保障水平区域差异提出了相关政策建议。     

The decommodified security ratio: A tool for assessing European social protection systems

With a view to better assessment of the roles played by social security and social policy in determining well-being, this article introduces the "decommodified security ratio" (DSR), an instrument for evaluating an important duty of the social State, namely to maintain and improve people's economic security. To that end we describe the conventions for its use, analyse its main components in 20 European countries in 2002 and simulate the changes in it produced by ten variations in those components. From an analysis of the sensitivities of economic security we then demonstrate three different rationales.     

Changing the development policy paradigm: Investing in Social security floor for all

The Paper briefly reviews social security coverage that the world has achieved and summarizes economic and social benefits of a national social security system. It then goes on to argue that social security systems are a necessary part of the institutional framework of any effective market economy, creating—among other things—societal cohesion that is needed for long-term economic development. It makes the case that the introduction of basic social protection in developing countries is both a desirable and an affordable investment in their social and economic development. It estimates the global minimum investment cost to provide basic social security and finally suggests international instruments to introduce a global social security floor.     

Unemployment and Labour Market Policies: Some Lessons from West Germany

The author points out that West Germany has had low inflation, high industrial efficiency, and good vocational training, but has not escaped rising levels of unemployment. After an analysis of employment trends in Germany since 1945 there is a review of varying government policies in public expenditure and in dealing with unemployment. The author relates demographic trends to employment patterns, and refers to such phenomena as the "dormant labour force", concluding that unemployment will remain high. He reviews the effects of social security benefits and of job creation schemes. He concludes that none of the well-known remedies for unemployment have proved effective in themselves but that short-term job creation schemes are very much a "second-best". He concludes that industrial efficiency — though essential — is not enough in itself and that conquering inflation or providing youth training are shown by the German example to be only a partial help and not a solution to improving employment prospects.     

基本养老保险覆盖面扩展决定因素实证研究

扩大基本养老保险覆盖面是我国社会保障制度改革的优先目标之一。本文通过对19982003年分省数据的实证分析,发现各省之间的基本养老保险覆盖面的差异,主要是由它们的经济发展水平和市场化程度这两个宏观经济因素与基本养老金给付标准和财政对社会保障补助支出这两个政策因素共同决定的。基于这些发现,考虑到我国经济持续发展和市场化改革深化的趋势,我们对我国社会保障事业的发展持谨慎乐观的态度,并认为在目前,“低水平、高覆盖”仍然是一个符合国情、必须坚持的合理政策选择,地方政府应当在财力许可的范围内,增加对社会保障事业的财政投入。     

Has Social Security Become Irrelevant?

In recent years, it has often been asserted that social security has become irrelevant to contemporary economic and social realities. This claim has been accompanied by proposals for the abolition of social security and its replacement with commercial provision. In some countries, social security has already been extensively privatized. Instead of dismissing the claim that social security has become irrelevant, this article examines the views of social security's critics. It suggests that steps need to be taken to address their challenge and ensure social security's long-term survival.     

Revisiting the welfare state system in the Republic of Korea

Abstract   The Republic of Korea's welfare system has undergone radical institutional expansion since the 1990s, largely as a consequence of the financial crisis of 1997. In spite of these changes, public social expenditure remains extremely low — particularly with regard to all other OECD countries — with the result that the overall social insurance system and social welfare service sector remain underdeveloped. Thus, the current welfare system can best be characterized as a residual model, in that state intervention as a provider of welfare remains highly limited and the family and the private market economy play the central roles in offering a social safety net. This situation is largely the legacy of the so-called 'growth-first' ideology, which has remained the dominant approach favoured by the majority of the country's political and economic decision-makers since the period of authoritarian rule (1961-1993). The adoption of Western European-style neo-liberal restructuring, implemented following the 1997 financial crisis, has also played a role.     

Social investment,social service and the economic performance of welfare states

This article begins with an examination of the role of social services as the key instrument of social investment strategy, presenting an empirical analysis of its impact on economic performance. A pooled time series, cross‐section analysis was conducted with the data of 15 welfare states from 1990 to 2007 under the ‘social investment hypothesis’ that more social service orientedness brings about a greater positive effect on the economy. The results show that a larger share of social service spending in the total social expenditure – more social service orientedness – contributes to economic growth and labour market performance, whereas a larger aggregate size of the welfare state may have a negative effect on employment. In conclusion, this study suggests that the relatively ambiguous welfare strategy of social investment could be clarified as a ‘transition from income security to livelihood security’ in which emphasis is placed on social service. Key Practitioner Message: ● This study suggests that the key instrument of social investment strategy is social service; ● The results show that more social service orientedness contributes to economic growth and labour market performance.     

Sheltered Housing and Community

This paper considers the role of sheltered housing following the introduction of new community care arrangements in 1993 and examines the continuing uncertainty about its exact role as community care continues to develop. It reports on a study conducted in Shropshire, using a postal survey and interviews with older people and service professionals. The study highlights the importance of sheltered housing for older people, particularly in relieving them of concerns about maintenance and repairs, social isolation and security. These factors were crucial for their overall peace of mind and quality of life. While only a small proportion of tenants received help under social services' community care arrangements, the additional support, monitoring and service coordination provided by wardens helped some of them to remain in sheltered housing when residential or nursing home care might otherwise have been necessary. Sheltered housing was overwhelmingly popular with older people — but their satisfaction was closely associated with the availability and quality of the warden service. Although sheltered housing is not currently in vogue in housing policy, the paper argues that it plays a vital role in local provision for older people and needs to be more closely integrated into community care policy, while at the same time preserving the characteristics that make it popular with its residents.     

The free circulation of Individuals between the European Community member states: The practical implications for social security schemes

Freedom of movement in an integrated European Economic Area created the need to coordinate social security legislations by means of complex regulations. Improving their application calls for innovative solutions based on the experience of ISSA member institutions, ILO standards and the initiative of non-governmental organizations. These solutions are also of interest to institutions in states — even non-European states — linked to the Community by bilateral or multilateral conventions. The main objective is to simplify and speed up administrative procedures, notably for the award of pensions to migrants, given the desirability of identifying them and reconstructing their working careers at the earliest opportunity. Teleprocessing must gradually replace the international circulation of forms, facilitating in particular the provision of medical care during a temporary stay. Recipients'effective access to benefits can also be improved through the personal intervention of liaison offices, the use of migrants'own language and the aid of social services.     

Sickness and disability benefit programmes: What is driving policy convergence?

In this paper we explore the reasons for the apparent convergence in sickness and disability policies across the OECD, asking whether and to what extent policy convergence should be seen as a product of policy learning. We conclude that convergence is the result of policy imitation more than policy learning and that learning (from past mistakes) is more likely within countries than across borders. Given limited evidence on what really "works", when it comes to designing policies that both provide adequate income security and still encourage labour-force participation, governments look abroad or to bodies like the OECD for possible models and ideas to underlie a reform. However, translating those ideas into workable policies requires great sensitivity to the institutional and political-economic context — especially the role of the social partners and the nature of policies in existence. When it comes to policy implementation, such contextual learning may be crucial.     

The compliance challenge: Implications for social security in the People's Republic of China

Abstract   Discussion of social security compliance in developing societies has mainly focused on systemic administrative and operational issues. The article argues that analysis of compliance calls also for frameworks which draw lessons from nation-specific policy circumstances and comparisons of social protection regime types. Using such an approach, it also examines social security compliance in the context of China. Four considerations are found to be central to improved compliance: the sustainability of economic growth; trust in social institutions and regulations; the differing social values inherent in regime types; and institutional inertia accumulated in China's existing policy path.