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Social policy research on the ageing workforce from the perspective of employees and employers
(2024)
This paper documents the reversal of pension privatization and the reforms that took place in the 1990s and 2000s in Poland. The report analyses the political economy of different reform proposals, and the characteristics of the new pension system, including laws enacted, coverage, benefit adequacy, financing and contribution rates, governance and social security administration, social dialogue, positive impacts and other key issues of Poland’s pension system.
The changing world poses many challenges to public policies, including social policies – among them social protection policies, which are the main focus of this handbook. Here, in this part of the handbook, we take on a number of these challenges: demographic changes and their interaction with social protection policies; roles of social protection in coping with the consequences of the COVID-19 pandemic (both topics discussed in Chapter 39 and 43 by Woodall); the challenges of globalisation (discussed in Chapter 40 by Betz) and the limitations it imposes on state sovereignty and its ability to decide on the size of publicly funded programmes, in particular social protection; challenges to labour markets and social effective protection coverage posed by automation and digitalisation of businesses (discussed in Chapter 41 by Gassmann) and, last but not least, potential roles of social protection in facilitating population’s adjustments to climate change (discussed in Chapter 42 by Malerba).
What does the right to social security mean if the majority of the world’s population still lives in overwhelming insecurity? What is the significance and role of international social security standards, developed by the International Labour Organization (ILO2) over decades? What are the economic, labour market and political factors determining differences between countries with respect to population coverage by social security schemes and systems? How can past and recent experiences of countries in the Global North and in the Global South be used to expand social security coverage, and what role can be played by the new standard in this area – the ILO Social Protection Floors Recommendation 202, adopted in 2012?
Social Insurance
(2018)
Extending coverage through contributory social insurance or other contributory programs is tempting for governments as a potential avenue for mobilizing new resources and creating new fiscal space. Such extension has clear limits, however: it applies only to those in the labor market who have employment status with high degree of formality and whose incomes are significantly above subsistence level and received regularly. It also requires administrative structures with capacity to regularly register incomes of those covered, and to collect contributions.
This chapter analyzes the potential of social insurance (also called contributory social protection) in the 16 Asian countries reviewed in this publication to fill the protection and coverage gaps in income security. It focuses on pensions, but also reviews other benefits temporarily replacing lost labor income due to events such as sickness, maternity, and unemployment. As current labor market structures largely determine the chances of extending coverage through these means, this chapter also examines their characteristics and analyzes coverage by the different forms of social insurance and assesses the potential for extension.
Social protection measures require sustainable financing – creating and maintaining adequate fiscal space at the national level. Good governance of social protection at all stages – planning policies, policy reforms, and implementation – requires continuous monitoring of its performance and finances, including long-term projections and simulations of cost and benefits of different social protection programs and overall social protection systems. These projections and simulations should take into account demographic trends, including demographic ageing.
Emerytalne fakty i mity
(2018)
W każdym systemie emerytalnym tkwi wewnętrzna sprzeczność. Z jednej strony system emerytalny powinien być stabilny, bo to jedyny sposób na to, by zbudować zaufanie do instytucji nim zarządzających, zaufanie niezbędne, by skłonić uczestników systemu (pracowników i pracodawców) do regularnego płacenia przez kilkadziesiąt lat składek i podatków przeznaczonych na finansowanie systemu emerytalnego.
Poland
(2018)
Poland belongs to the first wave of pension reformers in Central and Eastern Europe. The Polish pension reform of the late 1990s can serve as a case study for the challenges faced when implementing a radical paradigmatic pension reform towards a privatized DC scheme. This report analyses the background of the original reform, discusses its political, social and economic impact and explains the reasons for later reform reversals. The report stresses that the two re-reform waves, which took place in 2011 and 2013, were mainly driven by fiscal considerations. Since the current system maintains the DC scheme applied to both public and private tiers, the recent reversal of privatization will not improve benefit levels.
This paper seeks to explore the framework within which the International Labour Office should promote a principled, practical approach to social security policy in the new millennium. Integration has to be built around a joint coherent policy vision and building such a policy vision requires debate. This paper is a product of a joint effort of members of the ILO Social Security Department and social security specialists working in the ILO field offices.
Social budgeting
(2021)
At the beginning of 2020 with the globally spreading pandemic of COVID-19 and all its social and economic consequences, the importance of having comprehensive, universal and effective social protection systems became once again – like during all the major economic and social crises before – very clear (Gentilini et al. 2020; Chapter 43 of this volume). Countries with strong social protection systems, although needing to enhance many benefit provisions and extend coverage to reach those in non-standard forms of employment, still were coping better with the pandemic and had better chances of cushioning the resulting economic downturn. However, we know from past experience that after the crisis is over, austerity measures may focus again on limiting social expenditure under all kinds of excuses.
Introduction: The paper analyses – basing itself on reports and other documents created by different parts of the International Labour Organisation (ILO) – the process which led to the adoption of Social Protection Floor Recommendation No. 202 and the shift in focus of social policy advice towards basic protection and to the Global South countries. We look at the actions of different actors which shape the standard setting and policy stand of the organisation. Objective: To provide a comprehensive analysis of the historical trajectory of ILO social security standards, examining the evolution of principles, conventions, and the global dynamics that have shaped the organization's approach to social protection over time. Materials and methods: The methods include examining ILO documents, relevant subject literature, and the author's participant observations from over twenty-years of service in the ILO's Social Security Department, aiming to provide insights into the decision-making processes within the organization. Conclusion: We conclude that change was brought by: 1) shift in the membership of the ILO and of its decision-making bodies towards the increased presence and powers of representatives from countries of the Global South, 2) the shift in the global development community policy priorities towards poverty reduction, 3) emergence of experimental social assistance schemes in Global South countries, with designs often ignoring principles embedded in the ILO standards. The Social Protection Floor Recommendation complements previous standards in response to the challenges of widespread poverty and informality and spreading atypical forms of employment. It provides two directions of policy responses: 1) formalizing informal employment relationships and 2) expanding universal or targeted rights-based social assistance schemes. Assistance provided by ILO to member states focuses now more on building the non-contributory schemes and on identifying the fiscal space necessary to close the coverage gaps. Nowadays, the ILO must collaborate more than before with other development partners and the main challenge is to build among them awareness and acceptance of the principles of the ILO social security standards.
Introduction: As historically verified, countries with comprehensive, well designed social protection systems in place are better prepared to cope with large scale catastrophes of all kinds, always in such situation there is still a need for government interventions other than social protection and larger scale discretionary social protection or related interventions. Objective: The article presents the actions of countries to minimize the negative social effects of the COVID-19 coronavirus pandemic. The text is an attempt to answer how social security systems should be adapted to aforementioned crisis? Materials and methods: The text uses research methods such as: literature criticism and statistical analysis of data and revision of implemented state intervention policies based on reports of Organisation for Economic Cooperation and Development, International Labour Organizaton, European Foundation for the Improvement of Living and Working Conditions and International Monetary Fund. Results: 1) For social security institutions of key importance to ensure continuity of operations of all services – of contributory social insurance as well of social assistance - was to ensure continuous payment of all benefits due and quick response to the new entitlement emerging. It is also necessary to ensure that all citizens are fully insured, regardless of the form of contract under which they perform work. 2) In many countries, special emergency measures that extended coverage and increased benefits were taken by governments without clearly identifying the sources of funding and very often burdening social security funds with non-statutory expenses and affecting their long-term financial sustainability. 3) In the longer run, there is a need to ensure universal health care coverage of the adequate quality, there is a need to develop policies which will secure at least minimum income security to all – independently of their labour market status, forms of employment, sex, ethnicity or nationality.
