Handbook on Social Protection Systems

Edited by Esther Schüring, Professor of Social Protection Systems, Department of Social Policy and Social Security Studies, Hochschule Bonn-Rhein-Sieg, University of Applied Sciences and Markus Loewe, Head of the Middle East and North Africa Research Team, Transformation of Economic and Social Systems Programme, German Development Institute / Deutsches Institut für Entwicklungspolitik (DIE), Germany

• Contents:Foreword xxviRalf RadermacherAcknowledgements xxviiList of abbreviations xxviii1 Introduction to the Handbook on Social Protection Systems 1Markus Loewe and Esther SchüringPART I INSTRUMENTSIntroduction: Instruments 38Chris de Neubourg2 Social transfers 41Esther SchüringCase study A: Non-contributory social cash transfers in Zambia 55Benson ChisangaCase study B: Universal basic income grant in theory and practice 61Brian Mathebula3 Social insurance 69Alexander M. van den HeeverCase study C: Transforming healthcare financing in Central and EasternEuropean countries 79Mirella CacaceCase study D: Challenges of pension funds in Iran 84Ali Akbar Taimazinani and Yaser Bagheri4 Labour market policies 91Andrea Salvini and Georg BolitsCase study E: Labour market policies in MENA countries 106Ghada Barsoum5 Social services 112Barbara Rohregger6 Micro-insurance 124Markus LoewePART II SYSTEM DESIGNIntroduction: System design 136Markus Loewe7 Financing 138Arthur van de Meerendonk8 Targeting 151Stephen Devereux9 Human rights approaches 164Markus Kaltenborn10 Actors 174Esther Schüring and Nicola Wiebe11 Systematic approaches to social protection 190Chris de Neubourg, Victor Cebotari and Julia KarpatiCase study F: The challenges of moving towards universal socialprotection in Bolivia 211Nicola WiebeCase study G: Comprehensive social protection reform in South Africa 218Alexander M. van den HeeverPART III POLICY COORDINATIONIntroduction: Policy coordination 224Daniele Malerba12 Harmonization of similar instruments 227Rachel Slater13 Coordination of different instruments 240Mira Bierbaum and Veronika WodsakCase study H: Poverty and social transfer coverage in the Kingdom of Eswatini 253Bernd Schubert14 Graduation 263Rachel Sabates-Wheeler15 Taxation and social protection 277Armin von SchillerCase study I: Simplified tax regimes and their impact on socialinsurance in Uruguay 290Fernanda Teixeira16 The humanitarian–development nexus 296Cécile CherrierCase study J: Emergency cash transfers in Yemen 308Francisco V. AyalaCase study K: Humanitarian cash transfer in Palestine 314Nicola Jones and Bassam Abu Hamad17 Social budgeting 321Krzysztof Hagemejer and Wolfgang ScholzPART IV GROUPS IN FOCUSIntroduction: Groups in focus 336Esther Schüring18 Gender and social protection 338Nicola JonesCase study L: Gender analysis of social protection in Iran 350Ali Akbar Taimazinani and Maryam Ebrahimi19 Disability inclusion and social protection 355Alexandre Côte20 Child-sensitive social protection 369Keetie Roelen21 The elderly and social protection 379Luis H. Vargas Faulbaum22 The informal sector and social protection 390Jairous J. Miti, Mikko Perkiö, Anna Metteri and Salla AtkinsCase study M: Extension of the contributory pension scheme tosmall-scale farmers in Zambia 404Jairous J. Miti, Mikko Perkiö, Anna Metteri and Salla Atkins23 Refugees and social protection 411Tamara A. Kool and Zina NimehPART V ADMINISTRATIONIntroduction: Administration 425Valentina Barca24 Delivering social transfers 427Valentina Barca and Madhumitha Hebbar25 Delivering social insurance 438Dominique La Salle26 Integrated information management 449Richard Chirchir27 Portability 459Dominique La Salle28 Decentralization 469Andrew WyattCase study N: Capacity development for social protection in Zambia 482Benson Chisanga and Jairous J. MitiPART VI POLITICAL ECONOMYIntroduction: Political economy 490Esther Schüring29 International actors and social protection 492Jeremy Seekings30 Public preferences 508Katja Bender31 The political economy of social protection adoption 521Miguel Niño-Zarazúa and Alma Santillán HernándezCase study O: Political economy of social protection in Kenya 537Barbara RohreggerCase study P: Political economy of the basic income grant in South Africa 542Brian Mathebula32 Acceptability of social protection reforms 549Eszter TimárPART VII EFFECTSIntroduction: Effects 560Francesco Burchi33 Data and analysis in social protection 562Franziska GassmannCase study Q: An evidence and gap map of effectiveness studies: socialprotection interventions in low- and middle-income countries 578Ashrita Saran and Latha Radhakrishnan34 Effects of social protection on poverty and inequality 583Ludovico Carraro and Marta S.L. Marzi35 Effects of social protection on food consumption and nutrition 597Francesco Burchi36 Effects of social protection on health 609Christoph Strupat37 Effects of social protection on economic development 622Garima Bhalla, Mari Kangasniemi and Natalia Winder Rossi38 Effects of social protection on social inclusion, social cohesion andnation building 636Gabriele KöhlerPART VIII MAJOR CHALLENGES AND REFORM OPTIONSIntroduction: Major challenges and reform options 648Krzysztof Hagemejer39 Demographic change 651John Woodall40 Globalization 663Joachim Betz41 The future of work 676Franziska Gassmann42 Climate change 688Daniele Malerba43 Pandemics and other macro crises 705John WoodallCase study R: A humanitarian social protection response to COVID-19in Kenya 717Larissa PelhamIndex

‘The Handbook on Social Protection Systems represents a valuable addition to the literature to understand the dynamics of social policy in the 21st century. The focus on the large and heterogeneous groups of nations usually placed under the category of the 'Global South' is valuable and necessary, not only because of the intense research that the complexity of their social protection policies deserves, but also given the need for specialists of any region, whether students or scholars, as well as public officials, politicians or members of non-governmental and international organisations, to learn from the experiences, issues and cases discussed in the book.’