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The Erosion of the Portuguese Minimum Income Protection Scheme

Author

Listed:
  • Luis Manso

    (Joint Research Centre, European Commission, Belgium; Centre for Research and Studies in Sociology, University Institute of Lisbon (ISCTE‐IUL), Portugal)

  • Renato Miguel Carmo

    (Centre for Research and Studies in Sociology, University Institute of Lisbon (ISCTE‐IUL), Portugal)

  • Maria Clara Oliveira

    (Centre for Research and Studies in Sociology, University Institute of Lisbon (ISCTE‐IUL), Portugal / Faculty of Economics, University of Coimbra, Portugal)

  • Jorge Caleiras

    (Centre for Research and Studies in Sociology, University Institute of Lisbon (ISCTE‐IUL), Portugal / Collaborative Laboratory for Labor, Employment and Social Protection (CoLABOR), Portugal)

Abstract

While minimum income protection (MIP) is central on a European level, as demonstrated by the European Pillar of Social Rights, national policies display huge variations, reflecting different domestic guidelines and political and socio‐economic dynamics. The literature has shown that the adequacy of MIPs and their role in social protection systems varies significantly, not only between countries but also over time. However, as most studies adopt large- N comparative perspectives, it is not possible to identify whether policy changes affect the programs’ generosity or how. This article bridges this gap by taking Portugal as a specific case study and examining the degree of generosity of its MIP—the Guaranteed Minimum Income (GMI), later renamed Social Insertion Income (SII). GMI/SII has outlasted other schemes and is unique within the Southern European welfare regime, partly because, since it started, it has undergone several transformations, which have impacted its ability to provide adequate coverage. The article applies a hypothetical simulation approach to assess the impact of policy change on the generosity of GMI/SII over time. The results demonstrate that alterations introduced over time have had negative effects on different aspects of the adequacy of GMI/SII—and to varying degrees.

Suggested Citation

  • Luis Manso & Renato Miguel Carmo & Maria Clara Oliveira & Jorge Caleiras, 2025. "The Erosion of the Portuguese Minimum Income Protection Scheme," Social Inclusion, Cogitatio Press, vol. 13.
  • Handle: RePEc:cog:socinc:v13:y:2025:a:10135
    DOI: 10.17645/si.10135
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    References listed on IDEAS

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    1. Tess Penne & Irene Cussó Parcerisas & Lauri Mäkinen & Bérénice Storms & Tim Goedemé, 2016. "Can reference budgets be used as a poverty line?," ImPRovE Working Papers 16/05, Herman Deleeck Centre for Social Policy, University of Antwerp.
    2. Tine Hufkens & Tim Goedemé & Katrin Gasior & Chrysa Leventi & Kostas Manios & Olga Rastrigina & Pasquale Recchia & Holly Sutherland & Natascha Van Mechelen & Gerlinde Verbist, 2019. "The Hypothetical Household Tool (HHoT) in EUROMOD: a new instrument for comparative research on tax-benefit policies in Europe," International Journal of Microsimulation, International Microsimulation Association, vol. 12(3), pages 68-85.
    3. Carlos Farinha Rodrigues, 2012. "Minimum Income in Portugal: Changing the Rules in Times of Crisis," Working Papers Department of Economics 2012/05, ISEG - Lisbon School of Economics and Management, Department of Economics, Universidade de Lisboa.
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