Charting freedom: inequality beliefs, preferences for redistribution, and distributive social policy in contemporary South Africa
- Authors: Roberts, Benjamin J
- Date: 2019
- Subjects: South Africa -- Economic conditions South Africa -- Economic policy South Africa -- Social policy , Democracy -- Economic conditions -- South Africa Race discrimination -- South Africa Poverty -- South Africa Equality -- South Africa
- Language: English
- Type: text , Thesis , Doctoral , PhD
- Identifier: http://hdl.handle.net/10962/64999 , vital:28644
- Description: While the transition to democracy in South Africa extended civil and political rights and freedoms to all South Africans, there has been disagreement over the preferred nature and scope of social rights within post-apartheid society, reflecting debates over the trajectory of economic policy. Appreciable developmental gains have been made by the state over the last quarter-century, yet the challenges of poverty, unemployment and inequality persist, coupled with mounting popular discontent with the pace of transformation and political accountability. This has led to fundamental questions about social justice, restitution, and the kind of society we wish to promote. Appeals for a more inclusive, transformative social policy have also emerged, arguing that a wider vision of society is required involving multiple government responsibilities and informed by an ethic of equality and social solidarity. Against this background, in this thesis I study the views of the South African public towards economic inequality, general preferences for government-led redistribution, as well as support for social policies intended to promote racial and economic transformation. The research has been guided by several overarching questions: To what extent do South Africans share common general beliefs about material inequality? Does the public exhibit a preference for government redistribution in principle? And how unified or polarised are South Africans in their support for specific redress policies in the country? Responding to these questions has been achieved by drawing on unique, nationally representative data from the South African Social Attitudes Survey (SASAS), which has enabled me to chart social attitudes over a period of almost fifteen years between late 2003 and early 2017. Use has also been made of social citizenship as a guiding conceptual framework to understanding social policy predispositions and analysing attitudinal change. The results demonstrate that the public is united in its awareness of and deep concern about economic inequality. Since the early 2000s, a significant majority has consistently expressed the view that the income gap in the country is too large, articulated a strong preference for a more equitable social structure, and acknowledged the class and social tensions that economic inequality has produced. There is also a preference for a narrowing of earnings disparities, a more generous minimum wage, and regulatory limits on executive pay. While this suggests a desire for fair and legitimate remuneration, the analysis also reveals that South Africans are willing to tolerate fairly high levels of inequality. Nonetheless, these beliefs are generally interpreted as a desire for a more equitable and fair society. This preference for change is reflected in a fairly strong belief that government should assume responsibility for reducing material disparities. One’s social position, mobility history, awareness of inequality, political leaning and racial attitudes all have a bearing on how weak and strong this predisposition is, but the normative demand for political redistribution remains fairly widely shared irrespective of these individual traits. Greater polarisation is however evident with respect to redistributive social policy, especially measures designed to overcome historical racial injustice (affirmative action, sports quotas, and land reform). These intergroup differences converge considerably when referring to class-based policy measures. One surprising finding is the evidence that South Africa’s youngest generation, the so-called ‘Born Frees’, tend to adopt a similar predisposition to redress policy as older generations, thus confounding expectations of a post-apartheid value change. I conclude by arguing that there seems to be a firmer basis for a social compact about preferences for interventions designed to produce a more just society than is typically assumed. Intractably high levels of economic inequality during the country’s first quarter-century of democracy is resulting in a growing recognition of the need for a stronger policy emphasis on economic inequality in South Africa over coming decades if the vision enshrined in the Freedom Charter and the Constitution is to be realised. South Africans may not be able to fully agree about the specific elements that constitute a socially just response to economic inequality. Yet, the common identification of and concern with redressable injustice, coupled with a broad-based commitment to government redistribution and classbased social policies, could serve as a foundation on which to rekindle the solidaristic spirit of 1994 and forge progress towards a more equitable society.
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- Date Issued: 2019
Online Appendix: The Best and Worst Times of Life for South Africans: Evidence of universal reference standards in evaluations of personal well-being using Bernheim’s ACSA
- Authors: Moller, Valerie , Roberts, Benjamin J
- Date: 2018
- Language: English
- Type: Article
- Identifier: http://hdl.handle.net/10962/67024 , vital:29021
- Description: Online appendix to the authors’ paper published in Social Indicators Research under the title: ‘The Best and Worst Times of Life for South Africans: Evidence of universal reference standards in evaluations of personal well‐being using Bernheim’s ACSA’. From the introduction: The Anamnestic Comparative Self‐Assessment (Bernheim’s ACSA), a measure of personal well‐being, was applied in the 10th annual round of the nationally representative South African Social Attitudes Survey (SASAS), a research infrastructure that has been administered by the Human Sciences Research Council (HSRC) since 2003. The target population for the survey was individuals aged 16 and over who live in South Africa. The multi‐stage sampling frame used by SASAS is based on census enumerator areas and data is weighted to the South African population using Statistics South Africa’s mid‐year population estimates as a benchmark. A total of 2’521 persons were interviewed in October and November 2012 by trained fieldworkers in their homes. Each interview was conducted in the respondent’s home language. ACSA was translated into the eleven official national languages. The SASAS 2012 study of ACSA follows on two earlier South African studies conducted in the Eastern Cape Province: a small pilot study conducted in 2005/6, followed by a larger representative community survey with some 1’000 respondents in 2007. ACSA uses a self‐anchoring scale. SASAS 2012 survey respondents were asked to think, first of their best period in life, and then of their worst period in life. These two periods represent the anchors of an 11‐ point scale running from ‐5 over a mid‐point (0), to +5. Text placed above the negative ‐5 anchor of the scale read: ‘As bad as the WORST period in my life’; text above the positive +5 anchor read: ‘As good as the BEST period in my life’. The respondents were asked to rate their present well‐being relative to these two periods on the scale. Their descriptions of these two extreme periods were recorded verbatim at the time of the interview. Later they were classified by domain in life based on the guidelines for the standard multiple‐choice format provided for recording ACSA anchors. This classification system is recommended by the ACSA scales’ initiator, Jan Bernheim and his colleagues. This online appendix to our Social Indicators Research article (‘The best and worst times of life for South Africans: Evidence of universal reference standards in evaluations of personal well‐being using Bernheim’s ACSA’) reports in greater detail the substantive contents of the survey responses to the ACSA anchoring process. The anchors of the ACSA scale serve as the reference standards for evaluating one’s life. Importantly, our 2012 SASAS survey respondents were invited to make explicit their choice of reference standards when reviewing their lives. This data offers a unique opportunity to gain rich insights into what matters for South Africans when they think about their quality of life and personal well‐being.
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- Date Issued: 2018
The National Wellbeing Index in the isiXhosa translation: focus group discussions on how South Africans view the quality of their society
- Authors: Moller, Valerie , Roberts, Benjamin J , Zani, Dalindyebo
- Date: 2018
- Language: English
- Type: text , article
- Identifier: http://hdl.handle.net/10962/67135 , vital:29035 , https://doi.org/10.1007/s11205-016-1481-4
- Description: publisher version , The International Wellbeing Index covers two complementary measures, the Personal Wellbeing Index (PWI) and the National Wellbeing Index (NWI). The focus group study reported here tested the understanding of the NWI when translated into isiXhosa, a language spoken by 6 million South Africans, or 16% of the country’s population. A challenge for the NWI in measuring national well-being is the tendency for meaning to get ‘lost in translation’ in the wording of the instrument, owing to the disparities that exist between levels of living in developed and developing nations. The focussed discussions with native isiXhosa speakers conveyed the different shades of meaning associated with the six domains that make up the NWI. The isiXhosa keywords for the domains of social conditions, the natural environment, national security, and management of the country’s affairs (government) were readily understood, but discussants asked for further clarification of keywords for the domains relating to the economy and business. Conversations showed up the close link between personal and national well-being: discussants drew upon their personal and parochial life experiences along with their knowledge of current affairs to evaluate the nation’s quality of life. They described the social contract between citizens and their government to create a ‘caring society’ that promotes well-being across key domains of national life. Many of the reference standards used to evaluate national well-being were ones postulated to influence personal well-being (Michalos A.C, Social Indicators Research 16(4): 347–413 1985 ). The study also pointed to a potential problem for longitudinal studies if the bipolar satisfaction scale, formerly used to measure the International Wellbeing Index’s PWI and NWI, is changed to a unipolar one. Findings from this pilot study confirm the potential of the NWI as a tool for measuring national well-being cross-culturally.
- Full Text: false
- Date Issued: 2018
New Beginnings in an Ancient Region: well-being in Sub-Saharan Africa
- Authors: Moller, Valerie , Roberts, Benjamin J
- Date: 2017
- Language: English
- Type: book chapter , text
- Identifier: http://hdl.handle.net/10962/61701 , vital:28050 , https://link.springer.com/chapter/10.1007/978-3-319-39101-4_7
- Description: In this chapter, we trace the well-being of people living in the sub-Saharan region of Africa over time, focusing on what are universally considered to be main ingredients of the good life in modern times: health, education, and the income and resources needed to meet basic needs and to prosper. The people of sub-Saharan Africa do not have a common identity, but we have isolated some of the experiences and commonalities that bind the people of the region. The glory of earlier civilizations and of traditional religious beliefs and rituals that cemented the social order and the disruption of African society by foreign incursions during the period of discovery and the Atlantic slave trade and colonialism all had their impact on the African imagination. Well-being in Africa south of the Sahara suffered when people living in Africa were oppressed and exploited between the fifteenth and early twentieth centuries. The winds of change in the 1960s brought freedom and a new sense of dignity. Since independence, there are signs of improvements in key domains of life, but the modern states of sub-Saharan Africa are still addressing the many political and development challenges they face. Optimism and resilience are characteristic of the people living south of the Sahara who have faith that their dreams of a better life will come true.
- Full Text: false
- Date Issued: 2017
Waiting for happiness in Africa
- Authors: Moller, Valerie , Roberts, Benjamin J , Tiliouine, Habib , Loschky, Jay
- Date: 2017
- Language: English
- Type: text , book
- Identifier: http://hdl.handle.net/10962/67225 , vital:29061 , https://s3.amazonaws.com/sdsn-whr2017/HR17-Ch4_lr.pdf
- Description: publisher version , From Introduction: Are the people in Africa really among the least happy in the world? And if African countries do have a ‘happiness deficit’, what are the prospects of Africa achieving happiness in the near future? These are questions we shall try to address in this chapter. The World Happiness Report (WHR), published since 2012, has found that happiness is less evident in Africa than in other regions of the world. It reports Gallup World Poll (GWP) ratings of happiness, measured on the ‘ladder of life’, a scale of 0 to 10, with 10 indicating greatest happiness. On the map of the Geography of Happiness, published in an earlier World Happiness Report Update 2015, the happiest countries in the world are shaded green, the unhappiest red. Africa stands out as the unhappiest continent, being coloured almost entirely in shades of glaring red (See Fig. 4.1). In 2017, the WHR reports that average ladder scores for over four in five African countries are below the mid-point of the scale (see Fig. 4.2). And only two African countries have made significant gains in happiness over the past decade . There are also considerable inequalities in life evaluations in African countries, and this inequality in happiness has increased over the past years . In this chapter, we shall tentatively seek a number of explanations for the unhappiness on the African continent, which is home to about 16% of the world’s population. It will be no easy task to identify factors that may have shaped perceptions of well-being among the 1.2 billion African people who live in 54 nation states with different historical, cultural, and socio-economic backgrounds. Nonetheless, we shall attempt to describe some of the positive and negative experiences in the lives of people in African countries that likely impact on personal well-being. We shall also try to identify the prospects for change and development that could spell hope for increasing the happiness of African people in future.
- Full Text: false
- Date Issued: 2017
Shadow of the Sun – the distribution of wellbeing in Sub-Saharan Africa
- Authors: Roberts, Benjamin J , Gordon, Steven Lawrence , Moller, Valerie , Struwig, Jare
- Date: 2015
- Language: English
- Type: text , book
- Identifier: http://hdl.handle.net/10962/67235 , vital:29062 , https://doi.org/10.1007/978-94-017-9178-6_23
- Description: publisher version , Despite the enthusiasm that prevailed during sub-Saharan Africa’s initial wave of independence, representations of quality of life in the region over the last half-century focused on themes that typically characterize failed states: maladministration, violence and conflict, disease, impoverishment and suffering. Although considerable hardship persists, the subcontinent experienced impressive economic growth over the last decade. This, together with increasing gains from state-led social spending, has prompted a new narrative that speaks of promise and opportunity. Against this backdrop, the chapter reviews quality of life in the region using select objective and subjective wellbeing measures. The results confirm the general pattern of recent social progress, though lingering deprivation, inequality and often difficult political conditions. While this situation is reflected in relatively low life satisfaction evaluations, it is also accompanied by a resolute optimism that attests to the resilience of the region’s citizens in the face of adversity. The chapter also assesses the influence of certain objective conditions on subjective wellbeing at the macro-level.
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- Date Issued: 2015
The Personal Wellbeing Index in the South African isiXhosa translation: a qualitative focus group study
- Authors: Moller, Valerie , Roberts, Benjamin J , Zani, Dalindyebo
- Date: 2015
- Language: English
- Type: text , article
- Identifier: http://hdl.handle.net/10962/67125 , vital:29034 , https://doi.org/10.1007/s11205-014-0820-6
- Description: publisher version , International scholars who rely on the Personal Wellbeing Index (PWI) to compare cross-cultural quality of life have often been confronted with the problems of nuances getting ‘lost in translation’. This qualitative study explored the meaning of the isiXhosa version of the PWI in focus group discussions with native speakers. Participants in the study discussed how they understood and rated their lives on each item in the index. The discourse conveyed the different shades of meaning associated with the PWI items of life satisfaction and eight domains of life. The study found that PWI items related to material well-being, living standards, achievements in life and future (financial) security were best understood. The PWI items referring to personal relationships and community connectedness were seen as nearly identical in meaning. Both translation and cultural factors may be responsible for the conflation of these two items. Noteworthy is that the PWI item on religion and spirituality was seen to embrace both Christian and traditional African beliefs and practice, without prejudice. A new item on daily activities was piloted with good results. The focus group study also showcased the manner in which discussants worked with the rating scale and drew on social comparisons when evaluating global and domain satisfactions. It is concluded that cognitive testing of PWI items in different translations will serve not only to appraise the validity of PWI ratings across cultures, but importantly also opens a window on what makes for a life of quality in a particular social setting.
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- Date Issued: 2015
South African hopes and fears twenty years into democracy: a replication of Hadley Cantril's pattern of human concerns
- Authors: Moller, Valerie , Roberts, Benjamin J
- Date: 2014-05
- Subjects: Cantril, Hadley, 1906-1969
- Language: English
- Type: text , Book
- Identifier: vital:546 , http://hdl.handle.net/10962/d1017240 , ISBN 9780868104850
- Description: Fifty years have elapsed since Hadley Cantril (1965) published his work on the Pattern of Human Concerns. His line of inquiry has stood the test of time. In late 2012, the nationally representative South African Social Attitudes Survey (SASAS) replicated Cantril’s 1960s questions and methodology to elicit South Africans’ hopes and aspirations and worries and fears for self and country and their ratings of where self and country stood – past, present and will stand in future. Although Cantril’s ‘ladder‐of‐life’ scale is still regularly used as a measure of subjective well‐being, to our knowledge his full line of preliminary questioning has not been fielded again to date. Our study found that South African aspirations for self were mainly material ones for a decent standard of living and the means to achieve this goal. Hopes for the nation concentrated on economic and political progress to consolidate South Africa’s democracy. A large number of personal and national hopes were mirrored in fears that these aspirations might not be met. Cantril’s method also allowed us to review the main concerns and ratings across the diverse groups of citizens that make up the ‘rainbow nation’. There was a substantial degree of consensus on top hopes and fears but levels of standing on the Cantril ladder of life were still graded according to apartheid‐era inequalities with black South Africans scoring lower than other race groups. Nonetheless, the majority of South Africans rated their present life better than five years ago and projected life to get better in future. Such optimism may place considerable pressure on the state to deliver on personal and societal hopes as the country enters its third decade of democracy.
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- Date Issued: 2014-05
South Africa, quality of life
- Authors: Moller, Valerie , Roberts, Benjamin J
- Date: 2014
- Language: English
- Type: text , book
- Identifier: http://hdl.handle.net/10962/67255 , vital:29064 , https://doi.org/10.1007/978-94-007-0753-5
- Description: publisher version , The aim of this encyclopedia is to provide a comprehensive reference work on scientific and other scholarly research on the quality of life, including health-related quality of life research or also called patient-reported outcomes research. Since the 1960s two overlapping but fairly distinct research communities and traditions have developed concerning ideas about the quality of life, individually and collectively, one with a fairly narrow focus on health-related issues and one with a quite broad focus. In many ways, the central issues of these fields have roots extending to the observations and speculations of ancient philosophers, creating a continuous exploration by diverse explorers in diverse historic and cultural circumstances over several centuries of the qualities of human existence. What we have not had so far is a single, multidimensional reference work connecting the most salient and important contributions to the relevant fields. Entries are organized alphabetically and cover basic concepts, relatively well established facts, lawlike and causal relations, theories, methods, standardized tests, biographic entries on significant figures, organizational profiles, indicators and indexes of qualities of individuals and of communities of diverse sizes, including rural areas, towns, cities, counties, provinces, states, regions, countries and groups of countries.
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- Date Issued: 2014