Improving the protection of migrant workers with work histories in the European Union and Ibero-America: Enhancing the coordination of international social security instruments

Migration affects almost every nation, emphasizing the need to guarantee social security rights for all migrants and their families. This article focuses on the rights of workers who migrate between the countries of the European Union (EU) and the Ibero-American community. In the EU, social security systems are increasingly coordinated through Regulation No. 883/2004 and its Implementing Regulation No. 987/2009. In the Ibero-American community, coordination is sought through the Ibero-American Social Security Convention. Despite convergence between these two international instruments, coordination is still lacking between them. This article presents a comparative analysis to articulate the necessary mechanisms to guarantee coordination, to respect the social security rights of migrant workers. We focus on the cooperation and coordination between regional as well as national systems, specifically looking at the need for and aims of a rapprochement between these two major international coordination instruments to provide greater EU-Ibero-American cooperation. Finally, the importance of promoting greater international cooperation in social security policy and administration is highlighted, to engender the adequate protection of the rights as well as the free movement of migrant workers.     

How portable is social security for migrant workers? A review of the literature

This article reviews the recent literature on existing mechanisms that allow for the portability of social security entitlements for migrant workers and finds that North–North migrants have the best access to portability. There is limited coordination between origin and destination countries regarding the portability of social entitlements of South–North migrants. These migrants are dealing with discourses and policies that treat them as second class citizens, even as they are providing much‐needed labour to their host countries. South–South migrants are seeing new regional mechanisms addressing portability. However, many of the impacts of these mechanisms are not yet known. Other knowledge gaps on portability relate to internal and South–South migration, the role of gender and other social identities, migrants’ occupations as well as their legal immigration status.     

Social protection systems and the future of work: Ensuring social security for digital platform workers

Digitalization is transforming societies and economies worldwide at an unprecedented scale and pace. In the wake of automation and digitalization, new forms of employment have been emerging in various occupations and sectors, such as the digital platform economy. The emergence of new forms of employment, such as work on digital platforms, requires that existing social protection systems adapt to the specific situation and needs of such workers, as to realize the human right to social security for all. Current social protection coverage for workers on digital crowdwork platforms reveals significant gaps in social security coverage. Where such coverage exists, it is often provided through the workers’ previous or additional jobs, or indirectly through their spouses or other family members. This raises questions about digital platforms free riding on the traditional economy with regard to the financing of social security. How can social protection systems adapt to changing forms of work to ensure full and effective coverage for workers in all forms of employment, including those in “new” forms of employment? How can workers in all types of employment, including those on digital platforms, be protected in an adequate and comprehensive way, combining contributory and non‐contributory mechanisms and based on equitable and sustainable financing mechanisms, so as to ensure adequate social protection to all?     

Introduction: Social security and the digital economy – Managing transformation

This special issue of the International Social Security Review considers the multidisciplinary topic of social security and the digital economy. The selected articles that comprise this issue offer a number of varying perspectives on the changing and increasingly complex environment in which social security institutions operate and critically assess not only how social security institutions are likely to be impacted but also how they may respond to the challenges foreseen. Social security institutions do not have control over external factors that can negatively impact the financing and coverage of social security programmes. Nonetheless, with the shift to the digital economy, the task at hand is to manage an unprecedented process of change. Though ensuring service continuity is the primary concern, also required are improvements in service delivery for all stakeholders and the development of responses to meet new operational challenges and emerging coverage risks. Particularly in more developed economies, the socio‐economic challenges that accompany the labour market changes associated with the transition to the digital economy are often characterized as presenting a risk of growing precarity. Regardless, the global policy goal remains one of ensuring sustainable and adequate social security protection for all.     

新生代农民工社会保障问题及其出路

新生代农民工是伴随改革开放而出现的一个新群体,其社会保障权利诉求比父辈们更为强烈,但现实情况是：他们的社会保障权益并没有得到多大改善。第一代农民工社会保障问题亟需政府承认并负担起补偿责任,而新生代农民工的社会保障问题需要国家通过相关法律法规为其搭建起社会保障的政策起点,厘清政府、用人单位和劳动者的社会保障权利、义务和责任,赋予新生代农民工平等的社会权利,同时要未雨绸缪地解决好与之相关的社会问题。     

Developing a compliance‐based approach to address error,evasion and fraud in social security systems

To support the improved administration of social security programmes, this article presents a preliminary compliance risk management (CRM) model for social security institutions to use as a tool to help address the operational challenges of error, evasion and fraud. Within the model, error, evasion and fraud are collectively referred to as issues of non‐compliance. The model's framework addresses non‐compliance in an integrated manner with regard to the main functions of contribution collection and benefit administration. The model aims to facilitate tackling these important issues by better permitting the identified challenges to be prioritized and, thereafter, addressed based on the assessed severity of their impacts and the cost‐effectiveness of the selected responses. Three generic types of intervention are recommended to tackle non‐compliance worldwide: prevention, detection and deterrence. The article's objective is to contribute to ongoing work to develop an encompassing CRM framework for all social security systems.     

Biometric technology and beneficiary rights in social protection programmes

Over the past decade, the use of biometric technology in the identification and authentication of beneficiaries of social protection programmes has increased. However, there has been little debate among governments, donors and civil society organizations on the potential implications of this technology in relation to the inclusion of the most vulnerable sectors of the population, as well as for the protection of privacy and personal data. This article aims to fill that gap. First, the article reviews how biometric technology is used in various social protection programmes around the world. Then, it examines the potential risks and challenges of deploying biometric technology in social protection programmes. Finally, it assesses the requirements necessary to ensure that biometric technology is implemented in compliance with international law standards. The focus is on developing countries, where the use of biometric technology in identification systems has increased considerably in recent years. Among the key conclusions of the article is that the adoption of biometric technology, often encouraged by donors, needs to be preceded by democratic debate where all alternatives are discussed. The adoption of this technology should be accompanied by a context‐specific assessment of risks, and the adoption of an appropriate legal and institutional framework to protect rights and ensure that the most vulnerable and disadvantaged members of the population are not excluded.     

Social health protection in Cambodia: Challenges of policy design and implementation

The Government of Cambodia is implementing ambitious reform initiatives to improve the country's social health protection system. In January 2018, it was announced that the Health Equity Fund (HEF), which is fully subsidized by a joint government‐donor initiative for the reimbursement of user fees for the poor at public health facilities, is to be expanded to some segments of informal workers belonging to associations, as well as to commune and village chiefs. Since 2017, the National Social Security Fund (NSSF) has provided social health insurance for formal economy workers in enterprises with eight employees or more. In January 2018, it was expanded to civil servants and all employees regardless of the size of the enterprise. However, this article highlights that the new ambitious reforms are not accompanied by careful planning as regards funding, service delivery, human resources and institutional design. This article therefore aims to examine key policy issues and challenges for Cambodia's ambitious reform of its social health protection system in terms of resource generation, population coverage, strategic purchasing and governance.     

制度供给与权益改进——农民工社会保障权实现与政府责任

社会保障权是农民工权益的重要组成部分,具有追求公平正义和风险规避之内涵。政府制度供给相对不足、约束力不强已经构成农民工社会保障权利诉求的瓶颈因素。政府应加强制度供给和组织协调,在户籍改革、社保体系与法律法规制度建构等方面有所作为,并在农民工社会保障建设中承担必要的财政责任。     

The cross-border portability of social security benefits: Status and progress?

The importance of the cross-border portability of social benefits is increasing in parallel with the rise in the absolute number of international migrants and their share of the world population, and perhaps more importantly with the much higher and rising share of the world population that for some part of their life is working and/or retiring abroad. This article estimates how the rising stock of migrants is distributed over four key portability regimes ranging from portability through bilateral social security arrangements to undocumented workers with no access to any scheme. The comparison of estimates for 2000 and 2013 indicate a modest but noticeable increase in the share of migrants under regime I (full portability) by 1.4 per cent, but the biggest change occurred under regime III (no access to social security but also no contributions required), which almost doubled to 9.4 per cent. Regime II (potential exportability without totalization) reduced by 3.0 percentage points but remains the dominant scheme (at 53.2 per cent). The estimates suggest that the scope of regime IV (informality) reduced by 2.9 percentage points, accounting for 14.0 per cent of all migrants in 2013. This trend is positive, but more will need to be done to progress on benefit portability and various potential solutions lie outside bilateral agreements that are difficult to establish.     

农民工社会认同的决定因素研究：基于上海的实证分析

本文首次从国际移民的涵化理论视角对农民工的社会认同方式及决定因素进行探讨,通过对上海市农民工抽样调查数据的实证分析发现,农民工作为国家内部城乡移民的重要组成部分,其社会认同存在以户籍为基础的制度性约束和以资源匮乏为特征的能动性限制。农民工社会认同主要受文化态度、社会交往、经济成功和社会环境四类变量的影响,农民工的个体人口统计特征也会影响城市认同的意愿。当地语言的熟练程度、与当地人交朋友的意愿（而非与外省市的农民工交朋友）、类似群体的收入地位水平、感知到的社会歧视程度和参与保险的程度都成为重要的决定因素。因此,公共政策的制定与执行应该要有助于农民工的心理层面的社会认同的转变,尤其是从“外地人”向“本地人”的认知转型。     

中国农民工社会融入的代际比较

本文依据2011年中国社会科学院社会学研究所中国社会状况综合调查数据,描述了老一代农民工和新生代农民工在经济、社会、心理和身份四个层面的社会融入状况,分析了人力资本、社会资本和政策制度等因素对社会融入的影响。研究发现,新生代农民工社会融入状况与老一代农民工相比并没有根本差异;影响社会融入的人力资本因素更显著地体现在农民工的工作技能上;政策制度对农民工社会融入具有重要影响;农民工社会融入的经济-社会-心理-身份四个层次不存在递进关系,经济层次的融入并不必然带来其他层次的融入。     

Including informal economy workers in contributory social protection: Current challenges in Latin America

Owing to a favourable economic situation and to national labour market and social protection policy reforms, Latin America has witnessed significant progress in social protection coverage. Some countries, however, have seen weaker progress, with stagnant coverage levels. Several factors underlie the extension of pensions and health care coverage and the formalization of the labour market: substantial improvements in the quality of employment, more flexible eligibility criteria for contributory coverage, and the strengthening of the supervisory and regulatory roles of the State. This article first addresses the link between social protection and informality in Latin America to show the relationship between informal labour markets, the lack of social protection and the scale of unpaid contributions. Also highlighted is regional progress in extending social protection as a result of labour market formalization. Countries in the region have used various policies to encourage formalization and these have also helped to reduce wage inequalities, since formalization has had especially beneficial effects on low‐income sectors. Finally, we discuss dichotomous views on social protection financing in the region that tend to place contributory and non‐contributory financing in opposition to one another but do so in favour of the latter, tend to support proposals for limited coverage, and which do not challenge the stratification of access to social protection. The move towards a convergence of benefits is deemed essential: strategies to universalize social protection in the region should not focus exclusively on increasing resources, but must address institutional change as a crucial part of the locus of innovation.     

Work,social protection and the middle classes: What future in the digital age?

The digitalization of the economy can be interpreted as an industrial revolution, a series of technological innovations associated with new practices and new business models. As for previous industrial revolutions, a phase involving the destruction of existing systems and structures is driving a profound transformation of the world of work and the development of new sectors of activity and new jobs, including changes in the labour market and in the types of jobs created. This puts into question the position of the middle classes, and presents new challenges for social protection. This article seeks to understand the impacts of digital technology on the economy and employment, including the phenomena of labour market polarization. It describes the new forms of employment and work and analyses the social risks and the likely ramifications for the middle classes in the digital age. In turn, new possibilities for social protection in the digital age are discussed. The article concludes that there is a need to re‐evaluate jobs that involve the provision of personal and care services, including to support social investment, to strengthen the future prospects of the weakened middle classes.     

Electronic payment mechanisms in social security: Extending the reach of benefit and contribution transactions

More often than not, the existing modes of contribution collection and benefit payment of social security organizations are adapted to the collective arrangements that characterize employer‐employee relationships. Extending coverage to individuals in difficult‐to‐reach groups, however, may require new modalities of service that can cope with many separate, secure transactions rather than a few bulk data transfers between organizations. Recent developments in electronic payment show its wide applicability in enabling huge volumes of such individual transactions. It is in this light that the article explores the potentials of this technology and identifies possible arrangements through which electronic payments could surmount barriers that stand in the way of covering difficult‐to‐reach groups. The high level of mobile phone penetration on a global scale augurs well for using e‐payment mechanisms to collect social security contributions and to deliver social security benefits and services. A generic model is used to describe the requisite elements to implement electronic payments in social protection programmes. Based on empirical evidence of current social protection practices from around the world, five scenarios are presented to describe possible configurations for electronic payment, from the simplest to the most sophisticated. The broader objective is to contribute in a practical manner to the international commitment to extend social protection to all, as defined by the 2030 Sustainable Development Goals.     

生命历程理论视野下的新生代农民工社会保护研究

新生代农民工在现代化进程中成为社会弱势群体,是渐进的个人生命历程与剧烈的社会变迁交互作用的结果。在利益分化失衡、社会发展断裂和价值意义碎片化的社会转型期,新生代农民工的身份认同、制度认同和文化认同出现了深层危机,并由此而导致进一步的社会隔离、社会紧张和社会风险。对新生代农民工进行强有力的社会保护有利于其健康发展与和谐社会的构建。这一保护应坚持以公正性为根本、以动态性为保障、以发展性为方向的原则;构建以教育权、发展权、福利权、生命健康权、信息权和就业权为核心的权利体系,赋予其平等的权利并将其权利制度化;完善以政府为主导、社区为中介、组织为关键、家庭为基础的社会支持系统。     

The role of mutuals and community-based insurance in social health protection systems: International experience on delegated functions

The institutional architecture for the provision of social health protection varies across countries, as do the actors and organizations involved. In some countries, mutual benefit societies and community-based health insurance organizations (CBHI) play a role in this area. In the 1990s, these were promoted particularly as a means of extending social security coverage, especially in sub-Saharan Africa. In the current context, the adoption of the 2030 Agenda for sustainable development, as well as renewed political will to realize universal coverage, has led to a questioning of the role of mutuals/CBHI. However, the literature on the roles they play in national social security systems remains limited. For this scoping review, 49 documents were analysed, covering 18 countries worldwide, focused on the delegation of functions to mutuals/CBHI in national social health protection systems. The results reveal the dynamics of the delegation of functions within social protection systems over time and their implementation processes. These provide areas for reflection that can inform policy processes.     

A preliminary exploration on transformative social work model in China: a case study on social work with migrant construction workers

Migrant workers in the Chinese construction industry have been described as ‘indenture labourers of the twenty-first Century’. Under the guise of flexible work and high salary, there exist serious problems such as lack of an employment contract, poor working conditions, and the delay of payment. The origin of these problems lies in the subcontracting production regime of the construction industry that masks its labour relationships. The system also makes the intervention of industrial social work, labour rights protection and advocacy of corporate social responsibility ineffective. Based on a case of a migrant construction worker service organization, this study provides preliminary explorations on an indigenous model called ‘transformative social work’ in China. This model includes long-term education to raise civil and class consciousness, encouraging workers to fight for their own rights, facilitating the development of workers' union, connecting the support from university student volunteers and university teachers, striving for the empowerment of migrant construction workers, and the transformation of the production regime.     

同乡网络的另一幅脸孔:雇主-工人同乡关系对劳工个体权益的影响

移民研究文献强调同乡网络是移民重要的社会资本，对保护移民权益发挥着积极作用，而劳工研究文献则强调同乡网络对移民权益的剥夺作用。本文基于一个具有代表性的调查数据，采取倾向值匹配方法克服样本的选择性偏误，分析了“雇主-工人同乡”关系对农民工权益的影响。研究发现：（1）这种同乡网络对农民工人身权利等底线权益具有一定的保护作用，（2）但与更多的超时加班以及不符合最低工资标准等状况联系在一起，阻碍了农民工基本权益的实现，（3）与此同时，这种同乡关系对农民工社保福利等发展型权益的实现影响也不显著。最后，本文分析了农民工权益保护中同乡网络等社会资本的作用与限度，提出维护农民工权益的关键是制度建设与工会组织建设，以及农民工个体尽快脱离原始型社会资本，构建跨越型社会资本。     

Extension of social insurance coverage to informal economy workers in China: An administrative and institutional perspective

This article reviews administrative issues in the context of decentralized social protection in China. In particular, what are the main obstacles to expanding social insurance coverage for workers in the informal economy? Over the last two decades, China has achieved remarkable progress toward universal social protection when this target was set as a national policy priority. However, the social insurance enrolment of informal economy workers still lags significantly behind. This article reviews the application of the International Labour Organization’s definition of informality in the Chinese context and overviews existing pension and health insurances in China. This article discusses the impact of China’s inter‐governmental fiscal relations and decentralized social protection in the multilevel government system. The article highlights that under a system of decentralized managed social insurance many informal economy workers choose to opt out of the system because of low benefits and high compliance costs. This result in deficits in social insurance coverage amongst informal economy workers.