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All we need is…

Author

Listed:
  • Tess Penne

    (University of Antwerp)

  • Ilse Cornelis

    (Thomas More Kempen)

  • Bérénice Storms

    (University of Antwerp
    Thomas More Kempen)

Abstract

The right to adequate minimum income protection is one of the key principles included in the European Pillar of Social Rights (EPSR). The EPSR takes a right-based and normative approach, aiming specifically at fulfilling people’s essential needs, not only by guaranteeing sufficiently high income levels, but also by promoting labour market inclusion and access to affordable goods and services of good quality. This paper takes the EPSR as a starting point to propose a needs-based indicator that assesses the adequacy of minimum income protection including these three dimensions in a comprehensive way. We argue that Reference Budgets (RBs), priced baskets of goods and services that represent an adequate living standard, are well-suited to construct such an indicator. To illustrate this empirically, we use RBs for adequate social participation in Belgium which have been constructed for the first time in 2008 and have been regularly updated since then. Through a combination of hypothetical household simulations of essential out-of-pocket costs and designated tax-benefits for families living on different minimum income schemes, we are able to assess the adequacy of minimum income protection for a range of household types over the period 2008–2017. The paper shows that, the proposed indicator is a useful policy tool for both ex-ante and ex-post evaluations of the adequacy of social policy measures in light of the social protection and inclusion rights included in the Pillar.

Suggested Citation

  • Tess Penne & Ilse Cornelis & Bérénice Storms, 2020. "All we need is…," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 147(3), pages 991-1013, February.
    • Handle: RePEc:spr:soinre:v:147:y:2020:i:3:d:10.1007_s11205-019-02181-1
    DOI: 10.1007/s11205-019-02181-1
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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. Tess Penne & Tine Hufkens & Tim Goedeme & Berenice M L Storms, 2018. "To what extent do welfare states compensate for the cost of children? A hypothetical household approach to policy evaluations," JRC Working Papers on Taxation & Structural Reforms 2018-08, Joint Research Centre.
    3. Salvatore Babones & Jehane Simona Moussa & Christian Suter, 2016. "A Poisson-Based Framework for Setting Poverty Thresholds Using Indicator Lists," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 126(2), pages 711-726, March.
    4. Bea Cantillon & Sarah Marchal & Chris Luigjes, 2017. "Decent Incomes for the Poor: Which Role for Europe?," Journal of Common Market Studies, Wiley Blackwell, vol. 55(2), pages 240-256, March.
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    11. Tim Goedemé & Tess Penne & Tine Hufkens & Alexandros Karakitsios & Anikó Bernát & Bori Simonovits & Elena Carillo Alvarez & Eleni Kanavitsa & Irene Cussó Parcerisas & Jordi Riera Romaní & Lauri Mäkine, 2017. "What Does It Mean To Live on the Poverty Threshold? Lessons From Reference Budgets," Working Papers 1707, Herman Deleeck Centre for Social Policy, University of Antwerp.
    12. Sen, Amartya, 1983. "Poor, Relatively Speaking," Oxford Economic Papers, Oxford University Press, vol. 35(2), pages 153-169, July.
    13. Julie Janssens & Natascha Van Mechelen, 2017. "Who is to Blame? An Overview of the Factors Contributing to the Non-Take-Up of Social Rights," Working Papers 1708, Herman Deleeck Centre for Social Policy, University of Antwerp.
    14. Wim Van Lancker, 2013. "Putting the child-centred investment strategy to the test: Evidence for the EU27," Working Papers 1301, Herman Deleeck Centre for Social Policy, University of Antwerp.
    15. Besharov, Douglas J. & Couch, Kenneth A. (ed.), 2012. "Counting the Poor: New Thinking About European Poverty Measures and Lessons for the United States," OUP Catalogue, Oxford University Press, number 9780199860586.
    16. Bea Cantillon & Sarah Marchal & Chris Luigjes, 2015. "Decent incomes for the poor: which role for Europe?," ImPRovE Working Papers 15/20, Herman Deleeck Centre for Social Policy, University of Antwerp.
    17. Asghar Zaidi & Tania Burchardt, 2005. "Comparing Incomes When Needs Differ: Equivalization For The Extra Costs Of Disability In The U.K," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 51(1), pages 89-114, March.
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