Ageing, public finance and social security in South Africa
DOI:
https://doi.org/10.21504/sajg.v7i1.124Abstract
South Africa has a relatively youthful population but ageing is nonetheless an important economic issue. The number of older persons is increasing rapidly, as the population starts the ageing process from a low base. The care of the white elderly in the past followed an expensive institution-based model that is now making way for a more affordable model based on greater integration of older people in the community. Both occupational/private pensions and means-tested social pensions for poor individuals are remarkably advanced for a middle-income developing country and the integration of these two modes of social security for retirement, in which the means test plays a crucial role, is problematic.References
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Ardington, E. & Lund, F. 1995. Pensions and development: how the social security system can complement programmes of reconstruction and development. Development Paper 61. Midrand; Development Bank of Southern Africa.
Atkinson, A. B. 1983. The economics of inequality. Second edition. Great Britain: Billing & Sons.
Basson, D. 1987. Debat oor voorsorgfondse kry momentum. (Debate on provision funds gathers momentum.) Finansies & Tegniek, November 27.
Case, A. & Deatou, A. 1996. Large cash transfers to the elderly in South Africa. Discussion Paper 176. Princeton, N J: Research Program in Development Studies.
Chinkanda, E.N. 1989. Care of the aged - attitudes of urban blacks. In: Ferreira, M., Gillis, L.S. & Moller, V. (Eds) Ageing in South Africa: social research papers. Pretoria: Human Sciences Research Council, pp 143 157.
Donaldson, A.R. 1993. Basic needs and social policy: the role of the state in education, health and welfare. In: Lipton, M. & Simkins, C. (Eds) State and market in post apartheid South Africa. Johannesburg: University of the Witwatersrand Press, pp. 271-320.
Ferreira, M., Gillis, L.S. & Moller, V. (Eds) 1989. Ageing in South Africa: social research papers. Pretoria: Human Sciences Research Council.
Iliffe, J. 1987. The African poor: a history. Cambridge: Cambridge University Press.
International Monetary Fund. 1995, South Africa-selected economic issues. IMF Staff Country Report No.95/21. Washington, DC: IMF.
Kinsella, K. & Ferreira, M. Aging trends: South Africa. International brief. Washington, DC: US Bureau of the Census, International Programs Center.
Kruger, J.J. 1992a. State provision of social security: some theoretical, comparative and historical perspectives with reference to South Africa. M.A. dissertation. Stellenbosch: University of Stellenbosch.
Kruger, J. 1992b. An overview of the South African social security system. In: Coetzer, G.J., Kinghorn, J. & Van der Berg, S. (Eds) Working documents on the post-apartheid economy 5. Stellenbosch: Stellenbosch Economic Project.
Lawton, M.P. 1989. Social changes affecting the lives of older people. In: Ferreira, M., Gillis, L.S. & Moller, V. (Eds) Ageing in South Africa: social research papers. Pretoria: Human Sciences Research Council, pp. 3-23.
Le Roux, P, 1991. Whither with pensions in a post-apartheid South Africa? In: Working documents on the post-apartheid economy 2. Stellenbosch: Stellenbosch Economic Project.
Legal Resources Centre. 1987. Social pensions in South Africa. Durban: Legal Resources Centre.
Lund, F.J. 1993. Stale social benefits in South Africa. International Social Security Review, 46(1): 5-25.
Lund, F.J. 1992. Aspects of the state social security system. In: Coetzer, G.J., Kinghom, J. & Van der Berg, S. (Eds) Working documents on the post apartheid economy 5. Stellenbosch: Stellenbosch Economic Project.
Mouton Committee. 1990. Draft situation analysts. Mimeo. Cape Town.
Mouton Committee. 1992. Report of the Committee of Investigation into a Retirement Provision System for South Africa. Volumes 1 and 2. Johannesburg: Government Printer.
Race Relations Survey 1991/92 and 1993/94. 1992 and 1995. Johannesburg: South African Institute of Race Relations.
Rumney, R. 1988. Saving pensions. Finance Week, May 5-11, pp. 35-36.
Sadie, J.L. 1993. A projection of the South African population, 1991-2011. Bureau of Market Research Report 196. Pretoria: University of South Africa.
Sephton, B., Cooper, D. & Thomson, C. 1990. A guide to pension and provident funds: legal and policy considerations. Cape Town: University of Cape Town, Labour Law Unit.
Smith Committee. 1995. Report of the Committee on Strategy and Policy Review of Retirement Provision in South Africa. Pretoria: Department of Finance.
South Africa (Republic). Department of Welfare. 1997. White Paper on Social Welfare. Pretoria: Government Printer.
South Africa (Republic). Presidents Council. 1988. Report of the Committee for Social Affairs of the President's Council on the socio-economic and spatial implications of ageing. PC1/1988. Cape Town: Government Printer.
South Africa (Republic). Social Security Committee, 1944. Report of the Committee on Social Security. Pretoria: Government Printer.
Van der Berg, S. & Kruger, J. 1995. Fiscal prospects and options for the South African welfare vote. Unpublished paper for the World Bank. Stellenbosch: University of Stellenbosch.
Van der Berg, S. 1997. South African social security under apartheid and beyond. Development Southern Africa, 14(4).
Van der Berg, S. 1994a. Social security and the alleviation of poverty. Unpublished paper for the Development Bank of Southern Africa. Stellenbosch: University of Stellenbosch.
Van der Berg, S. 1994b. Issues in South African social security. Unpublished paper for the World Bank. Mimeo. Washington, DC.
Van der Merwe, T. 1996. Bestaansbeveiliging: n ekonomicse perspektief. (Social security: an economic perspective.) D.Litt. et Phil, thesis. Pretoria: University of South Africa.
Vittas, D. 1994. Policy issues in contractual savings in South Africa. Draft paper.
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1998-04-01
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