VOLUME 18: SUCCESSFUL SOCIAL PROTECTION FLOOR EXPERIENCES

Chapter 4:The Rural Social Insurance Programme - Brazil

Country details


INTRODUCTION

Brazil’s Rural Social Insurance (Previdência Social Rural), which was expanded and consolidated by the 1988 Federal Constitution, had a slow and gradual evolution before it finally established itself as a true guarantor of protection for rural workers. These workers are subject to much greater social insecurity than urban workers, who have always had at least some bargaining power through their class organizations.

SUMMARY

• The Brazilian rural social insurance model is formally contributory. Yet, owing to the particularities of rural activity, contribution rules are not the traditional rules applicable to the urban system, thereby requiring a high level of subsidy.

• The model targets workers engaged in activities particular to the agrarian sector regardless of whether they live in rural or urban areas.

• The insured persons under this regime are salaried workers, producers who are physical persons and specially insured persons (family agricultural workers).

Financing

• For specially insured individuals, the amount of contributions collected is based on the commercialization of their production (2.1 per cent). This does not prevent them from contributing on a voluntary basis and as an individual contributor in order to obtain benefits higher than the minimum.

• The rural producer who is a physical person contributes on the basis of commercialized product (2.1 per cent corresponding to the employer’s quota) and on the basis of income declared as an individual contributor (the personal quota). The value of this income will always be at least equal to the minimum wage and the contribution will be 11 per cent.

• Like the urban worker, the salaried rural worker contributes 8 per cent, 9 per cent or 10 per cent of his/her monthly income.

• The rural producer who is a legal person contributes 2.6 per cent of the value of the product commercialized.

Benefits

• Benefits have a minimum value of one official minimum wage.

• Retirement due to contribution time, old-age pension, disability pension, illness aid, maternity salary, accident aid, survivor’s pension and reclusion aid.

• Old-age pensions at 60 years of age if male and 55 if female, given 15 years of rural work (for the specially insured) or 15 years of contributions (for rural producers who are physical persons and for salaried rural workers).

• A person who falls in the category of “specially insured” must be a physical person who inhabits a rural estate or a neighbouring urban or rural agglomerate. He or she must work individually or in a family economy regime and may eventually be able to enlist the help of third parties for mutual cooperation reasons so long as: (a) he/she is a producer – a property owner, property user-owner, inhabitant, partner or sharecropper,1 bailee or rural renter – who exploits agriculture within four fiscal modules, or is a latex gatherer or other vegetal extractor who makes these activities his/her main means of earning a living; (b) is an artisanal fisherperson or person employed in a similar activity who makes fishing his/her usual profession and means of earning a living; (c) is the spouse or child under 16 years of age (or child-equivalent) of the insured person as defined in (a) and (b) above and can provide proof of working with his or her respective family.

With the introduction of the “specially insured” concept in 1992, the Rural Social Insurance system began guaranteeing universal access to it by both male and female rural workers under the regime for the specially insured.

• Rural workers under a family economy regime have been guaranteed the same treatment as that given to urban workers. With the exception of retirement due to contribution time, rural workers have access to the same benefits: old-age, disability and survivor’s pensions as well as a maternity salary, and accident, sickness and reclusion aid.

• In practice, social insurance rights have been extended to a particular group of workers regardless of their capacity to contribute to social security.

The differentiated treatment has resulted in a significant expansion of social protection among agricultural workers. In 2008, insurance coverage among agricultural workers reached 79.8 per cent while it was 65.9 per cent among workers employed in other economic sectors.

Previdência Social Rural is formally a contributory programme. Yet, owing to the particularities of rural activity, it has contributory rules that are different from the traditional rules of the urban scheme, which entails a high degree of public subsidy. The model is geared towards workers who carry out activities particular to the agricultural sector regardless of whether they reside in rural or urban areas. Under this regime, the insured include salaried workers and individuals who are producers as well as individuals in the special insurance category (family agricultural workers).

Each insured individual receives benefits specific to the contributory rules that apply to him or her. In the case of individuals under the category of “specially insured persons”, contributions are collected on the basis of the value of their commercialized production. This, however, does not prevent them from being able to contribute voluntarily as individual contributors so as to obtain benefits above the minimum level. Rural producers who are physical persons contribute to social security based on the value of their commercialized production – corresponding to the employer’s quota. Through the individual’s quota, they also contribute based on the income declared, which will always be at least equivalent to the official minimum wage. Salaried rural employees contribute on the basis of their monthly wages, in the same manner that urban employees do, whereas employers’ contributions are a percentage of the value of commercialized production.

The concept of “specially insured persons” was introduced into legislation in 1991 with the intent of offering special treatment to a portion of rural workers who are involved in family economy regimes, thus extending social protection to the family as a whole. The pensions of people insured under this category are strongly tied to certain months of the year and to the type of agricultural product grown. Furthermore, the selling price of their products usually suffers oscillations due to the bargaining power of buyers (generally large food suppliers) and to the presence of intermediaries that also receive a portion of profits at negotiations. Given this unstable financial flux, specially insured persons have very low incomes; therefore, the additional resources necessary for the full functioning of the regime must be guaranteed by the State.

This social insurance model, which is contributory yet heavily subsidized by the State, was responsible for the payout of 7.9 million pensions amounting to R$45.5 billion in 2009. In the same year, the contributions collected totalled only R$4.6 billion, which resulted in the State needing to finance R$40.9 billion – 1.3 per cent of GDP.

The social gains are already evident since they have been enabling elderly agricultural workers to have a dignified life. Moreover, the monthly pensions paid out by the social insurance system represent an impetus for increased activity in the service, goods and other sectors, especially for smaller and poorer towns.

Data from the National Household Sample Survey (Pesquisa Nacional por Amostra de Domicílio, PNAD) show that social welfare benefits are directly responsible for the reduction in poverty and indigence4 in rural areas. Using the survey, it is possible to establish a comparison of the evolution of the poverty and indigence rates with and without the effect of social transfers in rural areas since 1992 (graph 1). It can be observed that under both circumstances, there is a reduction in the rates since 2001 and a tendency for the two curves to diverge. In 1992, the difference between the poor and indigent in rural areas who received transfers and those who did not was 4.5 and 8.6 percentage points, respectively. In 2001, that difference rose to 8.9 and 13.5 percentage points, and, by 2008, it had reached 14.6 and 15.1 percentage points, respectively

By 2008, 53.5 per cent of the rural population was still poor but this figure would have jumped to 68.1 per cent if there had been no social insurance transfers. In absolute terms, this represents a reduction of 4 million people. Similarly, 26.1 per cent of the rural population was indigent in 2008, but without social transfers, this percentage would have been 41.3 per cent, indic indicating a reduction of 4.1 million people.

Recognition that Previdência Social Brasileira (Brazilian Social Insurance) (urban and rural) contributes strongly to the reduction of poverty, especially among the elderly, is growing. This becomes more apparent in rural areas, given that pensions are the main sources of income for many rural families. As such, family structures themselves have undergone significant alterations: pensioners have acquired a better standard of living and they have gone from fulfilling the role of “dependant” to that of “provider” within their family.


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