Universal Social Protection Research Articles

Connect the dots! Financing universal social protection in light of systemic challenges

Connect the dots! Financing universal social protection in light of systemic challenges

Universal social protection and gender disparities in food security: Insights from Nepal

AbstractThis article exploits a sharp age cutoff for eligibility of a nationwide senior citizen allowance program in Nepal to show that a universal social protection increased the likelihood of receiving financial assistance among the elderly, but did not improve food consumption. Eligible females are 8.8 percentage points more likely to eat fewer meals induced by inadequate resources and 5.3 percentage points more likely to sleep hungry in response to inadequate food. This adverse effect is driven by multi‐generational households with young children, implying that the program exacerbated gender disparities in food security through changes in household size and childcare duties.

Changing patterns of inclusion into old age protection in the Ottoman Empire and the Republic of Turkey (1865–2020)

Who is protected by social security? This article explores this question by tracing the chronological sequence of inclusion into old age protection in the Ottoman Empire and Turkey. The focus lies on how legislation defines the groups that are covered by old age pensions. We argue that the old age protection system transformed from being aimed at protecting people working for the state, towards covering diverse societal groups and aspiring to universal social protection. The Ottoman Empire institutionalised its centuries-old system of protection of elderly state employees surprisingly early, through pension funds in the late nineteenth century. The Republic of Turkey maintained this approach for several decades, pointing to continuities between the late Ottoman Empire and the early Republic. From the mid-twentieth century onwards, the state transformed old age protection with new schemes for mostly employment-based groups. The analysis reveals intriguing parallels between political inclusion and inclusion in old age protection, with key expansions in the scope of old age protection mirroring shifts in the political regime.

Breastfeeding among women employed in Mexico’s informal sector: strategies to overcome key barriers

BackgroundRates of exclusive breastfeeding fall below recommended levels, particularly among women in paid employment. In Mexico, more than half of women are in informal employment, meaning they lack many of the protections that may support breastfeeding.MethodsIn-depth interviews with 15 key informants representing government agencies (n = 6 organizations), NGOs (n = 4), international organizations (n = 2), and academia (n = 2) in Mexico. Interviews were conducted between March and June 2023. To understand and describe barriers to breastfeeding among informally employed women in Mexico according to key informants and the current and potential policies to address these barriers, we conducted a qualitative thematic analysis.ResultsCurrent policies to promote, protect, and support breastfeeding predominantly apply to all employed women, but respondents expressed concern that they did not provide adequate protection for women in informal employment. Additional themes concerned the need for relevant programs to be institutionalized and coordinated, discussions of breastfeeding as a right, and the legal equivalence (whether true in practice or not) of formal and informal workers.ConclusionsWomen employed in Mexico’s informal sector face a dearth of maternity protections. According to key informants, few policies exist to promote, protect, and support breastfeeding among employed women, in general, but the economic vulnerability and challenging working conditions of women in informal employment exacerbates their situation. The lack of access to formal labor protections, such as paid maternity leave, creates a significant barrier to breastfeeding for women in the informal sector. Recommendations include short-term policies to fill gaps in social protection for informally employed women, as well as longer-term solutions such as the development of universal social protection programs and supporting formalization.

Gender, Security and Poverty in Africa: The Bane of Sustainable Development Goals in Nigeria

Nigeria is now experiencing complex existential challenges related to gender inequity, citizen security, and poverty. The establishment and maintenance of states are heavily influenced by gender dynamics, which are further compounded by the disruptive effects of economic and social inequalities. Non-state actors perpetuate discrimination and violence, specifically targeting women and girls, as a result of entrenched cultural norms that dictate stereotypical gender roles and relationships. The primary aim of the research is to examine the implementation of Sustainable Development Goals about gender, security, and poverty in Nigeria. The six geographical regions are descending into a state of ungovernability, as terror squads have completely taken control of rural and suburban communities. The paper's theoretical foundation is based on Robert Merton's Anomie Theory. The research used a methodical approach by using content analysis, specifically relying on secondary data. The study mostly gathered statistical data from reputable sources such as the National Bureau of Statistics, Nigerian Living Standard Survey, Multiple Indicator Cluster Survey, and SDGs Base line reports. The findings indicate that implementing policies such as the Micro-Credit Scheme and Conditional Cash Transfer as part of Social Investment did not effectively address the issues of poverty and security. The results of the study indicate that gender inequality, insecurity, and poverty are still widespread in all aspects of the Sustainable Development Goals (SDGs). Consequently, development is certain to be hindered. The article states that the expansion and implementation of universal social protection and social security schemes should not discriminate based on age, gender, disability, or education systems. The paper suggests In order to eradicate insecurity and poverty, it is imperative to develop more robust economies. This process starts by empowering women to transition from mere participation in the economy to attaining complete economic authority. Keywords: Bane, Gender, Security, SDGs and Poverty

Financial inclusion and the contested infrastructures of cash transfer payments in South Africa

Across much of the South, digital technologies are increasingly central to the expansion of state social protection systems. Supported by major development agencies, many of these distributive technologies are developed and implemented by financial technology companies with the specific aim of accelerating financial inclusion. While researchers have documented the influence of these financial actors and logics over social policy, we know less about how these interventions are transforming the experience of receiving social protection. Based on qualitative and observational research with social grant recipients in South Africa, this research demonstrates how digital and financial technologies produce confusion, informational opacities and new forms of exclusion among grant recipients. It suggests that the increasingly prominent role of financial technologies in the delivery of social protection undermines state capacity and further entrenches the influence of neoliberal logics over social policy. Finally, the article suggests that these technologies may be transforming the nature of social citizenship in South Africa, undermining efforts to advance universal and redistributive social protection policies.

What role for emergency basic income in building and strengthening rights‐based universal social protection systems?

AbstractDuring the COVID‐19 pandemic there were a great many social protection policy responses. There were also calls for emergency basic income (EBI) to be adopted as a mitigation response. However, it seems that only one country adopted an EBI. Nonetheless, EBI is likely to feature in future policy discussion and action, especially as a crisis‐mitigation tool. This has implications for the future of rights‐based social protection. Consequently, this article aims to examine whether EBI would comply with international social security standards and whether it could contribute to building and strengthening rights‐based universal social protection systems.

Introduction: Emergency basic income: Distraction or opportunity?

AbstractThis themed issue, guest‐edited by Jurgen De Wispelaere and Troy Henderson, is devoted to examining, first, whether the widespread use of immediate and unconditional cash transfers as a policy response to the socioeconomic impacts of the COVID‐19 crisis has provided a boost to cash transfer programmes generally and to emergency basic income (EBI) policies more specifically. The set of articles then charts the reception of EBI‐type policies as a pandemic response in specific country or regional contexts, and reflects on their relevance for the future development of universal social protection and, especially, universal basic income (UBI). While the contribution to be made by basic income to realizing resilient and agile social protection policy responses merits serious consideration, in particular in a context where existing social protection systems are patchy and fragmented, important questions remain as to how to evaluate the time‐limited EBI crisis response in light of the more durable needs which a permanent UBI purports to address.

Reframing Social Protection within Development Paradigms: A Study of Malaysia’s Survivors’ Pension Scheme

The interplay between social protection strategies and economic resilience, particularly in mitigating poverty, has gained substantial prominence within developmental and welfare policy frameworks. Notably, survivors’ pension schemes stand out for their critical support to poor families grappling with the aftermath of losing primary earners. This study provides an overview of Malaysia’s Survivors’ Pension Scheme, an integral facet of the national social safety net designed to aid families mourning the loss of breadwinners. This study contrasts evaluations of the scheme’s outreach and efficacy beneficiaries, thus offering a comprehensive overview of its socioeconomic impacts. Employing a detailed amount of information regarding the scheme’s coverage, distributive metrics, and fiscal expenditures, coupled with beneficiary, this enables a thorough overview of the Survivors’ Pension’s operational mechanisms and its broader socio-economic repercussions on recipient families. Initial study affirms the Survivors’ Pension Scheme’s essential role in diminishing financial vulnerability and countering social exclusion among qualified families. The study reveals marked enhancements in income stability and a decrease in poverty rates among recipients. Nonetheless, the study also identifies pressing concerns regarding the scheme’s reach and future viability, exacerbated by demographic trends and economic limitations. The Survivors’ Pension Scheme is identified as a pivotal element of Malaysia’s social protection infrastructure, effectively safeguarding at-risk populations from economic challenges. However, the findings prompt the need for strategic reforms to augment the scheme’s inclusivity and ensure its fiscal sustainability. Proposed reforms encompass broadening eligibility conditions, revising benefit allocations, and amalgamating the Survivors’ Pension with a more encompassing universal social protection framework. This study advocates for ongoing monitoring of the scheme’s modifications and their socioeconomic effects, evidence-based approach to social policy innovation.

The role and impact of constitutional values of ubuntu, equality, and human dignity in the interpretation and protection of the right to have access to social security in South Africa

This article examines the role and impact of constitutional values of ubuntu, equality, and human dignity in the interpretation and protection of the right to have access to social security entrenched in the Constitution of the Republic of South Africa, 1996. Sec. 27(1)(c) of the Constitution provides a universal social security protection to everyone, including if they are unable to support themselves and their dependants’ appropriate social assistance. Against this background, this article has three objectives. First, it enters the debate on the universal approach that comes with a human right to social security. Secondly, it examines the impact of the constitutional values of human dignity, equality, and ubuntu on the right to have access to social security. Thirdly, it looks at how the South African courts have incorporated and interpreted these values in their drive to protect and enforce the constitutional right to have access to social security. The article concludes by examining South Africa’s compliance with its constitutional obligation in respect of ensuring that everyone has the right to have access to social security.

Operationalizing strategies for expanding UHC for the vulnerable population in Nigeria

People living in vulnerable conditions have often been neglected or have a low coverage in health insurance which exacerbate poverty, vulnerability and social exclusion. This necessitates building and implementing insurance coverage that fully integrates social protection systems and community-based social care that prioritise the needs of the most vulnerable. To that end, we propose a decentralized system of sustainable financing and management of the vulnerable group fund that is performance driven with multi-stakeholder accountability systems premised on integrated data management. Integrating these elements will ensure that some of the existing gaps in the basic healthcare provision fund implementation in Nigeria are addressed with the following fundamental building blocks for the vulnerable group fund. These recommendations will help governments, resource partners and relevant stakeholders to consider in formulating strategies for operationalizing the vulnerable group funds and decreasing health inequalities among the population. In addition to implementation of this to accelerate universal health coverage and social protection, this will help to mitigate the currents challenges that exacerbate the inequality gaps, and build more resilient health and social protection systems, including the systems within humanitarian crises settings.

Extending coverage to migrant workers to advance universal social protection

AbstractMigration is a complex phenomenon that has significant implications for migrant workers’ access to social protection and for social security systems in both origin and destination countries. As the number of migrants continues to rise worldwide, policy makers face a multitude of challenges in adapting social protection programmes to meet the needs of an increasingly diverse population. This article explores the relationship between migration and social protection, highlighting key issues and trends that have emerged in recent years. It examines the impact of migration on social security systems in both sending and receiving countries and reports on the ways in which migration patterns can create both opportunities and challenges for these systems. The article provides an overview of social protection measures and gaps in selected countries and considers the need for policy makers to take account of the unique needs and circumstances of migrant populations. The article also explores the role of international cooperation in addressing the social protection challenges and opportunities posed by migration. It considers some of the emerging trends and innovations to support the governance of social protection schemes that may help to address some of the legal and practical challenges faced by migrant workers and social security institutions. The article highlights the importance of understanding the complex relationship between migration and social protection to develop policies and programmes that are responsive to the needs of all members of society, regardless of their country of origin or immigration status. It also underlines the importance of quality administration and good governance for the effective implementation of social protection measures. In support of the 2030 Sustainable Development Goals agenda, a call is made for continued dialogue and collaboration among policy makers and stakeholders to ensure that social security systems are equitable, effective, inclusive, and sustainable in an increasingly globalized world.

Towards the dream of universal social protection: lessons from Pakistan's Ehsaas

Towards the dream of universal social protection: lessons from Pakistan's Ehsaas

The social protection of children and youth in Colombia: interpretive review

Introduction: The rights of social protection policies for children and youth need to be discussed for their strengthening to guarantee universality or to create new forms of that policies. Method: Documentary review supported by content analysis techniques and interpretive analysis of four social protection systems for children and youth: integral social security, family subsidy, social assistance, and the national system of family welfare. For the analysis, theoretical-political references to universal social protection and the doctrine of the protection of the rights of children and young people were considered. Results: The social protection systems analyzed are described in terms of implementation mechanisms, participation of children and youth criteria, financing, and rectory. The life course approach and its universality, institutional appropriation, and participation of children and young people were discussed. Conclusion: The social protection systems analyzed show social protection strategies for children and young people within the framework of the Social Constitutional State, but they are implemented through welfare, compensatory and targeted policies that contrast the perspectives of needs with that of the protection of children’s rights, and provide insufficient support for the principles of equality, participation, and universality.

Informal Worker Access to Formal Social Protection in Sub-Saharan Africa: Evidence from Kenya and Tanzania

Based on a combination of detailed survey data and in-depth interviews with informal workers in the construction, micro-trade, and transport sectors in urban areas of Kenya and Tanzania, this article explores the extent to which informal worker associations facilitate member access to formal social insurance schemes. The article provides unique insight into what characterises informal workers, and the circumstances under which associations may ensure social protection for their members. The analysis shows that members of informal worker associations are significantly more likely to participate in formal insurance schemes compared with non-members, albeit with some variation across location, sector, and worker types. These divergences relate partly to sector-specific and institutional constellations, as well as the ways in which informal worker associations function. Moreover, the article shows that informal worker associations often play a dual role by providing both direct short-term social cushioning and enabling enrolment in formal social insurance schemes. Their part in ensuring the achievement of universal social protection must therefore not be underestimated.

How to strengthen the institutions of work

While decent work is a universal objective, it is particularly critical for key workers, given the importance of their work for the basic functioning of economies and societies. Regulation, either through laws or collective bargaining agreements, in concert with other institutions of work – workers’ and employers’ organizations, labour administration and inspection systems, and courts and tribunals – is needed to achieve the following objectives: (1) Safety and health protections that apply to all branches of economic activity and all workers, regardless of their employment status; (2) Equality of treatment for all contractual arrangements and other safeguards; (3) Safe and predictable working hours; (4) Wages that reflect key workers’ social contribution; (5) Universal social protection, including coverage of paid sick leave; (6) Training for an adaptive and responsive key workforce.

The Schumpeterian Consensus: The New Logic of Global Social Policy to Face Digital Transformation

AbstractDigitalisation emerged as a central problem in global social governance in the past decade. ‘Digital transformation’ was expected to bring new social risks, requiring a redesign of the welfare state. This study examines the social policy responses of international actors on the digitalisation agenda in the 2010s and early 2020s. Inspired by sociological institutionalism, it shows different trajectories followed by UN agencies, the OECD and the World Bank in terms of addressing the social implications of this transformation. Despite these divergent organisational agendas, the article reveals the emergence of a new transnational policy paradigm, the ‘Schumpeterian consensus’, overcoming the antagonism between ‘economic’ and ‘social’ institutions from previous decades. In this paradigm, the ‘Schumpeterian investment state’ is seen as a mediator between the creative and destructive potential of technological change. Its social model encourages governments to invest in skills, universal social protection and flexicurity for the digital era.

Tackling the 'Planned Lack of Care': Could a Right to Development Treaty Promote Universal Social Protection Systems?

The opportunity offered by the adoption of a Treaty on the Right to Development could relaunch aspirations of sovereignty, self-determination and cooperative solidarity, breaking with the structural inequalities among and within nations. The aim of this article is to mobilize political actors in favour of the Treaty as a stepping-stone to achieve universal social protection systems.

Building universal social protection systems for all: What role for targeting?

Building universal social protection systems for all: What role for targeting?

Barriers to Healthcare Access for Immigrants in Costa Rica and Uruguay.

Access to public health has been, is, and will be a necessary right for any person in the world, motivating the proposal of universalist approaches as the best way to provide this service. However, we know that universalism is limited, at best, when it concerns immigrants. In this article, we focus on Costa Rica’s and Uruguay’s health systems, generally acknowledged as Latin America’s most universal, to argue that there are important barriers that limit immigrants’ access to public health insurance and health care. Applying a model based on the work by Niedzwiecki and Voorend (2019) that allows us to disaggregate the barriers to access into legal, institutional, de facto, and agency barriers, our analysis shows that migration and social policy interact to create barriers of different magnitudes, often conditioning healthcare access on migratory status, formal employment, and/or purchasing power. These limitations to universal social protection create important vulnerabilities, not only for the immigrants involved, but also for the health systems, and therefore for public health, highlighting the limitations of universalism.