Review of Income and Wealth

AbstractReflecting their weaker labour force attachment and lower earnings, women consistently report feeling greater economic insecurity than men across the Member countries of the Organisation for Economic Co‐operation and Development (OECD). Similar gender gaps emerge in perceptions of social protection systems: women are far less confident than men in their ability to access benefits and services and receive adequate income support when they need it, both in working age and old age. Results from the cross‐national OECD Risks that Matter (RTM) Survey illustrate that, on average, across countries, about half of women feel that they could not easily receive public benefits if they needed them, compared to 43 per cent of men. This perceived inaccessibility likely reflects gender gaps in perceived “hassle costs” associated with social programme applications and the intra‐household allocations of administrative burden, but it also likely reflects women’s lower social security contributions. This article illuminates gender gaps in the design of social programmes and suggests ways by which governments can better mainstream gender when improving the accessibility and adequacy of social protection.

AbstractThe article presents an analysis of the factors that shape gender gaps in old‐age pension coverage and outcomes in Viet Nam. The authors argue that gender norms shape not only women's roles and constraints in society, but further influence policy discourse that impact women's access to employment and social security over their life course. Drawing on a mix of quantitative, qualitative and actuarial evidence from the International Labour Organization and other key actors working on women's employment and access to social security in Viet Nam, such as Viet Nam Women's Union, the article seeks to illustrate the confluence of demand and supply side factors that underly gender gaps in old‐age pensions. A key finding from Viet Nam, relevant for many parts of the region and the world, is that women are discriminated against in social security systems by design. This is particularly stark in the legacy design of social insurance systems, that were once tailored to serve a predominantly male, formal workforce. Moreover, without introducing an explicit gender lens in the design of social insurance schemes, for example eligibility criteria and benefit calculations, any proposals for policy reform further risk exacerbating rather than mitigating existing gender gaps in social insurance schemes. The authors propose key recommendations for both Vietnamese policy makers and international actors to address such gender gaps and help achieve the government's commitments towards an inclusive social security system.

AbstractLittle is known about the effects of the receipt of child‐centred cash transfers by men. This article tests whether caregiver sex matters in determining stunting (low height for age) in child beneficiaries of Brazil's Bolsa Família and South Africa's Child Support Grant using household survey data. Overall, we find that caregivers’ socioeconomic and education status are more influential alongside the region of residence. However, among households at intermediate levels of poverty, female recipients are significantly less likely to have stunted children. Improving the complementary service environment while encouraging more men to apply for benefits and to assume caregiving responsibilities could be a transformative, gender‐sensitive policy intervention.

AbstractStreet‐level bureaucrats are the “human face” of social protection delivery systems around the world. To date, most social protection literature approaches questions of gender with respect to policy and programme design and expected and unexpected outcomes. Mounting interest in gender‐responsive and rights‐based social protection systems, however, additionally begs a focus on the gendered individuals who mediate the relationship between citizens and these systems, representing the State as duty bearer of realizing the right to social protection. Much of the existing work on street‐level bureaucrats (SLBs) focuses on their use of discretion in frontline work and how this shapes beneficiary experiences. This article adapts and extends Durose and Lowndes' (2024) framework for understanding gender and SLB discretion: 1) as shaped by the gendered laws, policies and guidance of institutions where SLBs work, 2) as reflective of SLBs as gendered actors, and 3) as having gendered effects on policy beneficiaries. While their framework was developed in a high‐income context and to understand a different sector (policing), these three analytical propositions hold for SLBs in social protection systems. Yet, we suggest that understanding the role of SLBs in social protection systems requires two additional considerations from a human rights perspective: 4) discretion as shaped by the gendered social, political and economic contexts in which SLBs operate and social protection systems exist, and 5) moving beyond discretion, SLBs as rights‐holders themselves, of the right to social security and the right to decent work. The article develops this framework in conversation with scholarship on social protection systems in the broad range of contexts in which they operate. In doing so, the article offers an analytical contribution to the emerging literature on gender‐responsive social protection systems from a “frontline delivery” and human rights perspective, including their relation to Sustainable Development Goals 5 – gender equality – and 1.3 – social protection systems for all.

AbstractA wide and established body of research evidence has consistently shown how the effective provision of social protection benefits and the promotion of gender equality are among the key tools for addressing shocks, vulnerability and poverty. It is largely to this end that these ideals implicitly feature throughout the United Nations 2030 Sustainable Development Agenda and explicitly in two Sustainable Development Goals (SDGs). The first is SDG 1 on poverty reduction, target 1.3 of which calls for the implementation of nationally appropriate social protection systems, measures and floors for all. The second is SDG 5, which aims to achieve gender equality and empowerment for all women and girls. Despite this, women across the world continue to receive contributory social security benefits that are notably lower than those of men. There is, therefore, a need for a critical and deeper understanding of policy, legislative and programmatic factors that underlie gender gaps in social protection provision. To contribute to knowledge in this regard, and while not aiming to address the intractable challenge of labour market formalization, this article draws on qualitative data from case studies conducted in 2022 among informal economy and other traditionally unprotected workers in three countries in sub‐Saharan Africa (Mozambique, United Republic of Tanzania, and Togo), the region with the highest proportion of informal workers. The aim was to explore the extent to which these workers, who are predominantly women, have access to the various elements of maternity protection. The results showed the extent to which explicit legislative and policy frameworks as well as knowledge and service context often limit women’s access to maternity protection. The article draws on the key findings to provide strategic recommendations for designing and effectively implementing more gender‐responsive social protection benefits in developing economy contexts.

AbstractThis article contributes to the debate concerning pension financialization and how countries are adapting their pension systems to respond to demographic ageing. We do so by examining the statutory pension systems of Canada and Finland, which diverge interestingly from current international trends. The Canadian and Finnish public pension schemes reflect two tendencies often associated with pension financialization: an increasing reliance on financial markets and an investment policy with a diversified asset allocation. However, unlike in many other countries, this has not resulted in heightened individual risks in old‐age income security caused by a shift from defined benefit to defined contribution pensions – an otherwise common trend internationally.

AbstractMigration 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.