APPENDIX F: ESTIMATING RELIANCE ON MEANS TESTING

2019 ◽  
pp. 737-742
Keyword(s):  
2004 ◽  
Author(s):  
Jonathan Gardner ◽  
J. Michael Orszag ◽  
Paul Thornton
Keyword(s):  

2020 ◽  
Vol 66 (4) ◽  
pp. 499-524
Author(s):  
Elizabeth Fox

Abstract Until recently, the Mongolian welfare system was entirely category based. However, a new food stamps programme funded by loans from the Asian Development Bank, which targets aid according to proxy means testing, has been introduced as part of the bank’s aim to push Mongolia towards a fiscally sustainable welfare model. The food stamps programme is presented as efficient and responsible in contrast to Mongolia’s universal child money programme. Based on long-term participant observation research in the ger districts of Ulaanbaatar, areas inhabited by many rural-urban migrants living in poverty, this paper compares the two programmes, interweaving street-level accounts of the experiences of residents and bureaucrats alike with the respective histories and funding sources of the two programmes. Doing so provides a multi-level analysis of the emergent welfare state in Mongolia, unpicking the ‘system’ that ger district residents encounter, linking the relative influence of international financial institutions to democratic and economic cycles, and offering a critique of the supposed efficiency of targeted welfare programmes.


SAGE Open ◽  
2021 ◽  
Vol 11 (2) ◽  
pp. 215824402110278
Author(s):  
Gentian Qejvanaj

Social assistance is a cash transfer program targeting the poorest households. China has created the Dibao (DB), meaning minimum livelihood guarantee, the most extensive unconditional cash transfer program globally with over 70 million people covered, whereas in Albania, the Ndhime Ekonomike (NE) meaning financial help covers around 15% of the total working-age population. Both programs are means-tested, have strict requirements for eligibility, and have been enlarged and modified in time to improve targeting and tackling leakage. In this article, we will look at similarities and common issues first, and then calculate the cost of enlarging both programs to all working-age population with no means-testing. We argue that a UBI (universal basic income) can increase private expenditure in health and education while costing less than 1% of gross domestic product (GDP) in both countries’ rural areas. We will conclude by looking at how the COVID-19 outbreak is pushing developing countries toward a UBI by first adopting a temporary basic income (TBI).


2016 ◽  
Vol 22 (1) ◽  
pp. 10-44 ◽  
Author(s):  
T. Kenny ◽  
J. Barnfield ◽  
L. Daly ◽  
A. Dunn ◽  
D. Passey ◽  
...  

AbstractWith the UK population ageing, deciding upon a satisfactory and sustainable system for the funding of people’s long-term care (LTC) needs has long been a topic of political debate. Phase 1 of the Care Act 2014 (“the Act”) brought in some of the reforms recommended by the Dilnot Commission in 2011. However, the Government announced during 2015 that Phase 2 of “the Act” such as the introduction of a £72,000 cap on Local Authority care costs and a change in the means testing thresholds1 would be deferred until 2020. In addition to this delay, the “freedom and choice” agenda for pensions has come into force. It is therefore timely that the potential market responses to help people pay for their care within the new pensions environment should be considered. In this paper, we analyse whether the proposed reforms meet the policy intention of protecting people from catastrophic care costs, whilst facilitating individual understanding of their potential care funding requirements. In particular, we review a number of financial products and ascertain the extent to which such products might help individuals to fund the LTC costs for which they would be responsible for meeting. We also produce case studies to demonstrate the complexities of the care funding system. Finally, we review the potential impact on incentives for individuals to save for care costs under the proposed new means testing thresholds and compare these with the current thresholds. We conclude that:∙Although it is still too early to understand exactly how individuals will respond to the pensions freedom and choice agenda, there are a number of financial products that might complement the new flexibilities and help people make provision for care costs.∙The new care funding system is complex making it difficult for people to understand their potential care costs.∙The current means testing system causes a disincentive to save. The new means testing thresholds provide a greater level of reward for savers than the existing thresholds and therefore may increase the level of saving for care; however, the new thresholds could still act as a barrier since disincentives still exist.


2016 ◽  
Vol 35 (3) ◽  
pp. 323-335 ◽  
Author(s):  
Tyler L. Renshaw

The present study reports on an investigation of the generalizability of the technical adequacy of the Positive Experience at School Scale (PEASS) with a sample of students ( N = 1,002) who differed substantially in age/grade level (i.e., adolescents in middle school as opposed to children in elementary school) and ethnic identity (i.e., majority Black/African American as opposed to majority Latino/a) in comparison with the measure’s primary development sample. Findings from confirmatory factor analyses indicated the original latent structure of the PEASS was tenable in the current sample and that the measure was invariant across gender and grade level, with some small demographic differences identified via latent means testing. Additional psychometric findings regarding the technical adequacy of the PEASS with this sample, including its observed scale characteristics and simulated classification utility with criterion measures of academic self-efficacy and school connectedness, are also presented. Implications for future research and practice are discussed.


2002 ◽  
Vol 4 (1) ◽  
pp. 5-24 ◽  
Author(s):  
Patrick Ring ◽  
Roddy McKinnon

Across the European Union, national governments are re-assessing the institutional mechanisms through which pension provision is delivered. This articles sets the debate within the wider context of the ‘pillared’ structural analysis often adopted by international institutions when discussing pensions reform. It then sets out a detailed discussion of developments in the UK, arguing that the UK is moving towards a model of reform akin to that promoted by the World Bank – referred to here as ‘pillared-privatisation’. The themes of this model indicate more means-testing, greater private provision, and a shift of the burden of risk from the government to individuals. An assessment is then made of the implications of UK developments for other EU countries. It is suggested that while there are strong reasons to think that other countries will not travel as far down the road of ‘pillared-privatisation’ as the UK, this should not be taken as a ‘given’.


1993 ◽  
Vol 22 (4) ◽  
pp. 487-505 ◽  
Author(s):  
Neena L. Chappell

ABSTRACTCanada, like all industrialised countries, has become concerned over health care costs. Canada has reason to be concerned, with the most expensive system, on a per capita basis, of any country with national health insurance. This paper briefly reviews Canada's health care system, examines the rhetoric being adopted throughout the country at the current time, and discusses the changes which are now occurring. An assessment of whether change will lead to a more cost efficient and appropriate system for an aging society is then presented. It is concluded that there are profound changes taking place in the health care system in all provinces in Canada. Most of the changes to date reflect a restricting of current medical care by making ineligible previously eligible procedures, introducing user fees where there were none before, and in some instances including means testing where there was none before. In addition, hospital budgets are being cut and beds are being closed. However, a corresponding expansion of community programmes, while evident in the rhetoric, is less evident within current actions.


2021 ◽  
Vol 8 (1) ◽  
pp. 91-115
Author(s):  
Hillary A. Dachi

This study examined the mechanisms employed to finance student loans in Tanzania and who benefits and how. The findings show that student loans are financed by the public exchequer. The number of students fromhigh-income families accessing these loans is disproportionate to their representation in Higher Education Institutions, while the share for middle and low-income students reflects their representation. There is also animbalance between male and female beneficiaries across programmes, notably in the Science, Technology, Engineering, and Math (STEM) disciplines. It is concluded that such disparities are the result of the fact thatthe student loan scheme seeks to satisfy a number of government policy objectives in relation to higher education beyond access and equity, and that means testing is not rigorously conducted. Key words: Higher Education, higher education policy, financing higher education, higher education student loans, public subsidisation of higher education


2021 ◽  
Author(s):  
Nhat An Trinh

Cross-country research argues that the design of welfare states and social protection systems shapes the intergenerational transmission of inequality. Studies that examine this relationship within a country are however lacking from the literature. Using difference-in-differences estimation and data from the Socio-Economic Panel, I analyse whether children of unemployment assistance recipients have lower educational attainment after changes to eligibility criteria, benefit levels and conditionality were introduced in Germany in 2005. I find that differences in the probability to attend the academic secondary school track between children of unemployment assistance recipients and children living in families, where no benefits are claimed, increased by 13 percentage points. In part, this was driven by the introduction of means-testing that changed the composition of unemployment assistance recipients towards the more disadvantaged. However, a further worsening in the financial conditions of these already disadvantaged families following reductions in benefit criteria appear as the main driver of the observed effect. By contrast, changes in parental subjective wellbeing due to increased benefit conditionality and stigma do not appear to play a significant mediating role.


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