An International Comparative Study on Women's Pension Rights and Their Economic Risks

This article examined the theoretical meanings of pension rights and analyzed their effects on women's economic risks in developed countries. First, based on the status of a citizen, worker, parent, and spouse, this study investigated how pension benefits are guaranteed as a citizen regardless of work history, the degree to which women's disadvantageous situations in the labor market and unpaid work are compensated by public pension as workers and parents, and how marital status is treated in the different pension systems. Second, analysis of the effect of pension rights showed that individual rights is a significant factor to prevent economic risks of elderly women. Derived rights did not seem to secure the economic welfare of elderly women, at least in a comparative context. This finding suggested that developing individual rights, rather than derived rights, is the way to guarantee long‐term elderly women's economic welfare.     

Toward an inclusive system for informal workers? Diverging impacts of labor informality on Chinese workers’ pension enrollment

The Chinese pension reform of 2011 allowed informal workers to enroll either in the employment-based pension program or in the residency-based pension program. Despite this historic pension reform, the question of how labor informality influences one's pension participation under the reformed pension regime has been insufficiently discussed. This article fills this gap by analyzing two waves of a national-level survey—the China Labor Dynamic Survey of 2012 and 2014. This article makes the following two points. First, the impact of labor informality differs across the two pension programs. Second, local citizenship filters the negative impact of labor informality, but only for the residency-based pension program. Having “local” citizenship does not offset the negative impact of labor informality on workers’ enrollment in the employment-based pension program. These findings show how the recent reform is ironically reinforcing the existing social cleavages between different types of Chinese workers.     

France: working longer takes time,in spite of reforms to raise the retirement age

Examination of the French situation from a comparative European perspective exposes the country's poor performance with regard to the employment of seniors and the prolongation of working life. Despite a recent rise in the employment rate of 55–59 year‐olds, worrisome signs have appeared, such as the steep rise in unemployment for this age category; this is indicative of the increasing vulnerability of ageing workers in the labour market. This critical analysis of twenty years of French public policies related to older workers seeks to identify the reasons for France's lag in making working life longer. The principal reason seems to be that public policies have nearly exclusively focused on increasing the supply of senior labour without adequately taking into account incentives for stimulating corporate demand for it. The many pension reforms undertaken from 2003 to 2014 have sought to lift the institutional obstacles to working longer. Accordingly, they have raised both the legal retirement age and the requisite number of quarters of contributions for entitlement to a full pension under Social Security. But effective, active labour market policies for stimulating the demand for senior labour have been lacking.     

New avenues to be opened for social protection in the Arab world: the case of Egypt*

This article looks at social protection in the Arab world. Giving the example of Egypt, it asks why poverty is so widespread and why – despite the country's numerous social protection systems – social risks are a major contributing factor to it. It concludes that reforms are due. The existing systems are well funded but inefficient and more to the benefit of the better‐off than the poor. A reform approach is proposed which builds on both conventional and more innovative strategies: campaigns should be launched to raise public awareness of social risks; social assistance spending should be increased; and the operating public pension schemes should be reformed. At the same time, new avenues have to be opened to meet the specific needs of informal sector workers who have extreme difficulty in being covered by social insurance or social assistance. To this purpose, micro‐insurance is a promising approach for the Arab‐world region.     

地方治理与农民工保护

本文从地方治理的角度分析了国家的农民工保护政策在珠江三角洲地区未能得到有效执行的原因。并揭示了国家的农民工保护政策主要是通过地方政府来执行的,但是如今地方政府的权力和合法性基础已经受到了削弱,限制了地方政府在监管劳动力市场、为农民工提供社会保障和公共服务方面的能力。本文还提出了如何将农民工进一步纳入地方治理结构,充分组合各种社会组织和市场力量来保护农民工权益的政策建议。     

Pensioners among Chinese elderly

The pension system is one type of social welfare system which provides support for elderly citizens after retirement. The system in the People's Republic of China was established in the 1950s, mainly for state employees and employees of privately owned enterprises, while peasants relied on their land to support them in their old age. Up to the 1970s, there was little change in this system. However, the system has since undergone dramatic reform. The implication of the new system for the future elderly in China will be significant. This paper discusses the current impact of the pension system on the elderly in China. According to our analysis, fewer than 25% of Chinese elderly receive a pension. The social and demographic characteristics (e.g. age, gender, residence, educational attainment, occupation) of pension recipients are partially a legacy of past policies. As new policies are implemented and the pension system improves, more elderly will be covered by the pension system. Nonetheless, we need to find ways to support those who do not receive a pension.     

Has the Nordic Welfare Model Been Transformed?

The Nordic welfare model is undergoing a fundamental transformation. Using Denmark we show how a universal welfare state model is gradually being transformed into an emergent multi‐tiered welfare state. Whereas the Danish pension system's having become multi‐tiered in the 1990s, with private schemes – collective and individual – supplementing public schemes is well documented, scant attention has focused on more recent developments in other areas of the welfare state. This article shows how the multi‐tiered welfare state spread in the 2000s to policies for families, the unemployed and the sick. Although Denmark still offers universal coverage in core welfare state areas, the increased use of occupational and fiscal welfare as well as changes in public schemes has gradually transformed the nation into a multi‐tiered welfare state that is more dualistic and individualistic, with participation in the labour market becoming still more important for entitlement to benefits. These profound changes have taken place in such a way that although core characteristics are still in place, new structures and understandings of the welfare state are also developing. Thus classical typologies need revision, so that they include more focus on this combination of universality and institutional attachment to the labour market. Moreover, measures of what welfare comprises should include not only public but also private elements.     

Social workers' attitudes towards the unemployed in the Nordic countries

Kallio J, Blomberg H, Kroll C. Social workers' attitudes towards the unemployed in the Nordic countries In recent decades, municipal social workers have become the implementers of new types of social policy measures aimed at activating the unemployed. These policies put a greater emphasis on the individual's own responsibility for being unemployed. Little is known, however, about how social workers view the unemployed – one factor that might influence how policies are in fact implemented. Therefore, our purpose was to analyse Nordic social workers' attitudes towards the unemployed and their determinants: Do social workers' attitudes correspond with a more individualistic view on unemployment? We utilised the data from surveys of professional social workers in four Nordic countries. Our analyses showed that individualistic attitudes towards the unemployed appeared to be rather rare among Nordic social workers. However, attitudinal differences were found between and within countries.     

It's More Than an M‐shape: The Political Economy of Female Non‐Standard Workers in the Republic of Korea

This study examines the re‐entrance of female workers into the Korean labor market. We highlight that women in their 40s have the highest rate of employment among all female workers and that a large proportion of these women are entering into non‐standard employment. In approaching this question, we examine the political economy of this phenomenon by first discussing the demand side of the Korean labor market using the gendering of the varieties of capitalism argument and then the supply side with the work–life balance argument. When examining re‐entrance into the labor market, women with general skills with lower education and higher education both found it more feasible to re‐enter the labor market as non‐standard workers. While work–life balance is a prominent reason for women's choice of opting out of the labor market, work–life balance choice mattered less for women re‐entering the labor market as non‐standard workers in their 40s and 50s but instead firmly based skill formation mattered more. In addition, the retail service industry is suggested to absorb a large number of female workers with lower skill levels who would have had difficulties in re‐entering other male‐oriented companies.     

Pan‐European pension funds: Current situation and future prospects

The competitive pressures arising from European economic integration increasingly challenge the territorial sovereignty of national welfare states. This generates the need to situate domestic social security schemes amid the European Union's national and supranational as well as economic and social spaces. At the trans‐national level, the European Commission's 2003 Institutions for Occupational Retirement Provision (IORP) Directive created the illusion that a single market for occupational pensions would shortly be within reach. This did not happen, however, as IORPs — being at one and the same time financial vehicles and social insurance institutions — embody the constitutional asymmetry between policies promoting market efficiency and policies promoting social protection. Whereas the elimination of financial and tax barriers has proceeded smoothly, harmonization of the social and labour components within the occupational pension domain did not occur, slowing down the development of pan‐European pension plans. Nonetheless the road towards a single occupational pension market is still open, with first positive results emerging from the greater involvement of corporate and supranational actors.     

Bias at the Ballot Box? Testing Whether Candidates' Gender Affects Their Vote*

Objective. This study examines whether women's electoral fortunes in Australia have improved in line with changing social norms over the past century. We use new strategies to explore whether female candidates face discrimination by the voting public, or by political parties' preselection systems. Methods. Using data from all elections to the House of Representatives between 1903 and 2004, we examine the relationship between candidates' gender and their share of the vote. We consider the electoral performances of female independent candidates, female incumbents, and female candidates from the Australian Labor Party (after 2001) in order to determine whether the bias against female candidates is driven by voters or preselectors. We also make use of gender pay gap and attitudinal data to examine how the ballot box penalty has shifted in line with changing social norms. Results. We find that the vote share of female candidates is 0.6 percentage points smaller than that of male candidates (for major parties, the gap widens to 1.5 percentage points), but find little evidence that the party preselection system is responsible for the voting bias against women. Over time, the gap between male and female candidates has shrunk considerably as a result of changes in social norms (as proxied by the gender pay gap and attitudinal data) and the share of female candidates running nationwide. Conclusions. A statistically significant gender penalty has been a consistent feature of Australian federal elections since 1903. The penalty against female candidates has narrowed since the 1980s, and this bias lies with the voting public rather than with the political parties themselves. We find little evidence that party‐based affirmative action policies have reduced the gender penalty against female candidates.     

The performance of social security contributory and tax‐financed pensions in Central America,and the effects of the global crisis

Over the last 30 years, Latin America has pioneered structural pension reforms. This article focuses on a representative regional sample of seven Central American countries with diverse levels of development (Belize, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua and Panama) studying contributory and tax‐financed pensions as well as recent pension reforms. It comparatively assesses system performance regarding five social security principles: unity; universal coverage; adequacy of benefits; equal treatment, solidarity and gender equality; and financial sustainability. It also evaluates the impact of the world crisis on these pension systems, highlighting the differences between public and private pensions, and extracts lessons and suggests policies for the future.     

Expediting youth's entry into employment whilst overlooking precariousness: Flexi‐employability and disciplinary activation in Hong Kong

With an emphasis placed on supply‐side interventions such as skills training and incentives enhancement, active labor market polices (ALMPs) are strongly promoted by international organizations and widely adopted across different welfare regimes to boost employment rates. This article first presents the under‐examined relationship between ALMPs and employment precariousness, which has posed a challenge to the neoliberal notion of employability and activation. Youth‐focused employment policies tend to speed up employment entry whilst downplaying the risk of precariousness and the importance of job quality, and thus further reinforcing the belief that engaging in precarious employment is tolerable if not inevitable. The article then examines the case of Hong Kong, which illustrates that its relatively low rate of youth unemployment may conceal the unfavorable employment conditions confronted by youth. It is argued that the service‐led employment policies and short‐term vocational training define the employability of young workers in terms of labor flexibilities. The coined phase of “flexi‐employability” is characterized by promoting youth's readiness for, and adaptability to, the volatilities and changing demands of the labor market. Arguably, the disciplinary approach to youth activation would only strengthen the work‐first principle by enforcing young people to take up jobs available and leave welfare as soon as possible, but without thoroughly addressing the risks and insecurities generated by the labor market in undermining their well‐being.     

Supporting the Labor Force Participation of Older Adults: An International Survey of Policy Options

The unprecedented aging of the world's population challenges many institutions, including labor markets and public pension programs. This study was conducted to survey expert opinions regarding conditions and policies that affect employment of older adults. Eighty-nine respondents from 26 nations responded to an Internet survey regarding their own experiences with the aging labor force; factors that encouraged or discouraged labor force participation of older adults; and government responses to these issues. Respondents identified barriers to employment of older adults and described their governments' responses. Findings illuminate a range of current policy options and suggest possible opportunities for innovation.     

Saving public pensions: Labor migration effects on pension systems in European countries

European countries have experienced population aging and consequent pressure on public pensions. Some European countries, therefore, have welcomed migrants, expecting that the inflow of people will ease the demographic and fiscal problems. It is important to ask if this policy approach has had the intended effects. This paper examines the effects of labor migration on public pension systems. Using error correction models (ECMs) with cross-country time-series data on European countries from 1981 to 2009, this analysis demonstrates that labor migration has deterred the reduction of public pension benefit levels and government expenditure on pension as well as the expansion of private pensions. This implies that labor migration eases the pressure on public pension systems. Migration contributory effects have been larger in countries with Bismarckian pension systems because those countries have experienced greater pressure on public pension systems than other countries.     

Through the gender lens: a comparison of family policy in Sweden and China

In this study, Sweden and China's family policies, with a specific focus on their effect on gender equality, are compared. We describe the different goals and objectives of parental/maternity leave and childcare policies. The effect of family policies on gender equality, indicated by equal employment opportunities for women and the gender division of labour in the family in the two countries, is also discussed. A systematic comparison revealed that both countries included the promotion of gender equality in their policy agendas, but they varied in design and implementation. Swedish family policies assume childcare is a public concern, and women's participation in the labour market and men's involvement in childcare are considered to be crucial to achieving gender equality. In contrast, China's family policies emphasize women's participation in the labour market, but overlook the gender division of household work and childcare at home.     

劳动力非永续性转移的经济成因及其创新路径

遵循本文提出的城市生活能力分析框架,在转移成本不断减少的情况下,劳动力的即期城市生活能力不断增强,但在可持续性工资收入瓶颈、城市生活成本过高等成本收益的双重约束下,劳动力的长期城市生活能力很低,由此形成了当前中国特殊的“两栖”劳动力转移形式,但这显然不是中国劳动力转移的理想模式。为此,本文提出,劳动力的代际转移是一种可行的次优路径。当代劳动力“两栖”转移的长远意义在于,为其子女的代际转移提供非人力财富、人力资本和社会资本等多维的原始动力。同时,必须为代际转移的顺利实现辅以必要的政策支持,当务之急是为进城务工农民子女的率先市民化提供一揽子的政策举措。     

Transferring from the poor to the rich: Examining regressive redistribution in Chinese social insurance programmes

Social insurance promotes progressive redistribution through risk pooling and cross‐subsidy. However, in China, risks and protection are mismatched, with benefits and protection accruing to the privileged while high‐risk groups are inadequately protected. This article reports on a study of the sources of regressive redistribution in Chinese pension, health and unemployment insurance programmes, and discusses the possible cause of this redistribution paradox. It argues that the government has adopted different strategies for welfare reform towards different socioeconomic groups. For the core groups, such as public employees, reform has been characterised by replacing old programmes with new (i.e., a replacement strategy). For marginal groups, the government has handed off its responsibilities to individuals and the market (a retrenchment strategy). This political pecking order of welfare reform is the cause of distorted distributional outcomes. As social policy programmes continue to spread in developing countries, China's case illustrates that they may reinforce existing disparities rather than realise progressive redistribution, risk management and social inclusion.     

SPECIAL ISSUE： MIGRANT WORKERS IN THE COURSE OF URBANIZATON Wages for migrant workers in the Pearl River Delta： determining factors

本文通过对珠江三角洲农民工问卷调查资料的回归分析,试图检验在市场转型下的企业制度和社会环境对农民工工资的影响。研究发现,人力资本中的教育年限、本企业工龄等变量对农民工工资有显著的正向影响,年龄和性别也有显著影响;企业制度中的工种对工资有显著影响,表现出明显的等级性。企业所属行业、规模和企业性质对工资没有显著影响,是否签订劳动合同和缺工情况同样如此。社会资本变量和社会环境变量对农民工工资水平没有显著影响。文章由此认为,农民工的工资是处于分割的二元劳动力市场一端,是高度市场化的,缺乏企业内部劳动力市场或晋升机制,也少受劳动力市场用工情况变化影响,没有地区性差异,是一个实实在在的、刚性的低工资。     

市场转型与职业性别垂直隔离

在社会学研究中,把男女劳动者进入不同职业称之为职业性别的水平隔离,而男女劳动者在同一类职业中从事地位不同的工作,则是职业性别的垂直隔离。本文关注中国市场转型过程中职业性别垂直隔离的趋势。笔者从2009年八大城市调查数据发现：即使在没有性别水平隔离的中性职业中,也同样存在着性别垂直隔离,且市场转型加剧了职业性别垂直隔离程度。