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Coordination of Social Security Schemes

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  • Ockert Dupper

Abstract

This paper will explore whether and to what extent the (legal) rules of coordination that originated and developed in the EU can be transposed to SADC – a region characterized by high levels of migration, weakly developed social security systems and the absence of suitable portability arrangements. The principle of coordination of social security is primarily aimed at eliminating restrictions that national social security schemes place upon the rights of migrant workers to such social security. One of the fundamental principles of social security coordination is that of portability, which is the ability to preserve, maintain, and transfer vested social security rights or rights in the process of being vested, independent of nationality and country of residence. The best practice around the world to ensure portability of social security entitlements consists of multilateral and bilateral social security agreements. These agreements originated and developed in the EU, and EU coordination arrangements arguably still represent the most sophisticated and developed system of its kind, and one that is worth emulating. In this paper, it is argued that any future attempts at coordinating social security schemes in SADC should start with employment injury schemes, which is the only social security scheme common to all SADC member states. The paper considers some of the issues that should be taken into account in designing social security agreements in SADC along the lines of the EU model.

Suggested Citation

  • Ockert Dupper, 2014. "Coordination of Social Security Schemes," KFG Working Papers p0060, Free University Berlin.
  • Handle: RePEc:erp:kfgxxx:p0060
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    References listed on IDEAS

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    1. Forteza, Alvaro, 2008. "The portability of pension rights : general principals and the Caribbean case," Social Protection Discussion Papers and Notes 46188, The World Bank.
    2. Olivier, Marius, 2009. "Regional overview of social protection for non-citizens in the Southern African Development Community (SADC)," Social Protection Discussion Papers and Notes 49171, The World Bank.
    3. Martin Ruhs, 2009. "Migrant Rights, Immigration Policy and Human Development," Human Development Research Papers (2009 to present) HDRP-2009-23, Human Development Report Office (HDRO), United Nations Development Programme (UNDP), revised Apr 2009.
    4. Rachel Sabates‐Wheeler & Johannes Koettl, 2010. "Social protection for migrants: The challenges of delivery in the context of changing migration flows," International Social Security Review, John Wiley & Sons, vol. 63(3‐4), pages 115-144, July.
    5. Holzmann, Robert & Koettl, Johannes & Chernetsky, Taras, 2005. "Portability regimes of pension and health care benefits for international migrants: an analysis of issues and good practices," Social Protection Discussion Papers and Notes 32750, The World Bank.
    6. Ruhs, Martin, 2009. "Migrant rights, immigration policy and human development," MPRA Paper 19206, University Library of Munich, Germany.
    7. Avato, Johanna & Koettl, Johannes & Sabates-Wheeler, Rachel, 2010. "Social Security Regimes, Global Estimates, and Good Practices: The Status of Social Protection for International Migrants," World Development, Elsevier, vol. 38(4), pages 455-466, April.
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    Cited by:

    1. Fornalé, Elisa, 2015. "Les régimes de sécurité sociale: une analyse comparative des accords existants," Papers 831, World Trade Institute.

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    Keywords

    social policy; regulations; social regulation; immigration policy;
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