INTRODUCTION
Within the Southern African Development Community (SADC), the majority of migrant workers target countries with stronger economies, including Botswana, Namibia and South Africa.Footnote 1 Of these countries, South Africa is by far the most significant “receiving country” for people who are looking for a better way of life in the region.Footnote 2
The term “migrant workers” is a wide concept. It refers to those persons who are engaged in a remunerated activity in a country of which they are not nationals.Footnote 3 It includes persons who enter a country with or without the necessary permission from the authorities of the receiving country. The one common feature is that the term covers non-citizen migrants. As pointed out by Mpedi and Smit, there are a number of distinct categories within the broader group of non-citizen migrants.Footnote 4 The groups include permanent residents, temporary residents, refugees, asylum-seekers and “irregular” or “undocumented” migrants. This last category is also referred to as “illegal migrants”. However, this term has been criticized for connoting something criminal and reprehensible about the persons it covers and the term “irregular migrants” is used for the purposes of this contribution.Footnote 5 Of the categories mentioned, irregular migrants undoubtedly form the most vulnerable group. Members of this group are often subjected to substandard living and working conditions, are always fearful of being deported and are in most instances excluded from the varying degrees of social protection coverage that governments provide.Footnote 6
It is problematic to obtain accurate estimates of how many irregular migrants live and work in SADC: such migrants do not want to be detected, and government and private agencies are not effective in determining reasonably accurate numbers. So, for example, according to one of the South African government's official web pages under the heading “State of South Africa's population report 2000” it is stated that estimates range between 2 million and 4 million irregular immigrants.Footnote 7 However, according to Crush, Williams and Peberdy, even though South Africans believe that 25 per cent of the population is foreign, the more accurate figure of irregular migrants is probably closer to 500,000.Footnote 8
Despite the uncertainty regarding the exact number of irregular migrants in southern Africa, one aspect that is clear is that the problem is not insignificant. Citizens and migrants compete for scarce resources in developing countries, while in many instances they struggle for survival.Footnote 9 In addition to scarce resources, the countries are faced with phenomena such as high HIV infectionFootnote 10 and unemployment rates.Footnote 11 These significant socio-economic problems are all contributory factors that increase the competition for available resources in the SADC region.
The overarching theme of this article concerns the question of to what extent irregular migrants can rely on “social protection”Footnote 12 in the SADC region and in Botswana and South Africa in particular. International, continental and regional norms relating to social protection and migrant workers have been adopted. In addition, the constitutions of a number of African countries contain the right to some form of social protection as a human right.Footnote 13 This article starts with a conceptualization of the term “social protection” as it is used in the rest of the discussion; it then traverses a number of significant international, continental and regional instruments pertaining to migration and social protection; the article provides a snapshot of the social protection measures that have been introduced in two neighbouring SADC countries, Botswana and South Africa; finally it considers suggestions by commentators and draws conclusions regarding the plight of irregular migrants in southern Africa.
SOCIAL PROTECTION AND SOCIAL SECURITY
The concepts “social protection” and “social security” are fairly flexible and the terms often overlap. Social protection is a wider concept than social security and includes, but is not limited to, the traditional sub-divisions of social security. Social security is often described as consisting of two main pillars, namely “social insurance” and “social assistance”.Footnote 14 Social insurance relates to formalized schemes that rely on contributions to an insurance scheme, such as unemployment insurance and disability insurance. Such schemes are employment-based and the contributions to such schemes are collected from the salaries of the contributors (or their employers); only the contributors are eligible to claim benefits from the insurance fund. Social assistance, on the other hand, includes formal programmes financed by taxes and which provide a safety-net for those who are not engaged in regular employment. State-funded health care, old-age pensions and child care for means-tested parents are examples of such schemes.Footnote 15
The term “social protection” is not limited to the protection of persons who have contributed to social insurance schemes or groups of people such as the elderly or indigent who receive basic social assistance benefits. The term also incorporates schemes and policies that promote employment, job creation and the improvement of economies.Footnote 16 As stated by the Asian Development Bank, social protection is a combination of guiding principles and plans developed to lessen poverty and vulnerability by promoting competent labour markets, limiting individuals' exposure to risk and ensuring that they can protect themselves against loss of income by promoting their capability to fend for themselves.Footnote 17
The director general of the International Labour Organization (ILO), Juan Somavia, introduced the concept and goals of the ILO's “decent work” agenda in 1999. This strategy adopts a broad approach, which reaffirms the ILO's primary goals “to promote opportunities for woman and men to obtain decent and productive work, in conditions of freedom, equity, security and human dignity”.Footnote 18 As this article will argue more comprehensively, it is submitted that the goals of social protection should be closely linked to the concept of decent work as espoused by the ILO.
In 2004 the World Commission on the Social Dimension of Globalization proposed a “social protection floor”; the ILO has developed this concept further as a means to extend the coverage of social protection.Footnote 19 In 2009 the UN System Chief Executives Board adopted a Global Initiative for a Universal Social Protection Floor.Footnote 20 This initiative does not establish a new international human rights instrument. However, it does establish social protection floor policies parallel to existing international instruments and obligations at international, regional and national levels.Footnote 21 This initiative also places the emphasis on social protection, rather than the more limited scope of social security,Footnote 22 and this is also where the emphasis falls in this contribution.
INTERNATIONAL, CONTINENTAL AND REGIONAL INSTRUMENTS
The UN and the ILO
The ILO has adopted conventions which provide for minimum standards of social security in general. Of particular significance is the ILO Social Security (Minimum Standards) Convention No 102 of 1952, which establishes minimum world-wide standards for nine branches of social security: medical care, sickness benefit, unemployment benefit, old-age benefit, employment injury benefit, family benefit, maternity benefit, invalidity benefit and survivors' benefit.Footnote 23
The UN and the ILO have recognized the need to protect migrants and their families in particular and have also adopted conventions dealing directly with protective measures for migrants.Footnote 24 In 1990 the UN adopted the International Convention on Migrant Workers.Footnote 25 This is probably the most significant overarching convention providing protection to migrants and their families and is the subject of further discussion below.
However, long before the adoption of this instrument, the ILO had been concerned with the protection of migrant workers. Dupper points out that, since the ILO's foundation in 1919,Footnote 26 the preamble to the ILO Constitution highlighted among other things the need for the “protection of the interests of workers when employed in countries other than their own”.Footnote 27 The ILO has adopted two significant conventions aimed specifically at addressing the plight of migrant workers: the Migration for Employment Convention (Revised) No 97 of 1949 (1949 Convention) and the Migrant Workers (Supplementary Provisions) Convention No 143 of 1975 (1975 Convention). Neither of these conventions makes direct reference to the protection of irregular migrants in particular. The 1949 Convention provides for the equal treatment of both migrant workers and other workers within member states, including in the areas of employment rights, social security rights and accommodation rights. However, article 6 specifically provides that this protection applies in respect of nationals and “immigrants lawfully within its territory”. By implication, this provision excludes irregular migrants.
Article 10 of the 1975 Convention mirrors article 6 of the older convention in this regard. It provides that states that have ratified the convention undertake to guarantee: “[e]qual opportunity and treatment in respect of employment and occupation, of social security, of trade union and cultural rights and of individual and collective freedoms for persons who as migrant workers or as members of their families are lawfully within its territory”.Footnote 28
The 1975 Convention further encourages member states to conclude bilateral (and multilateral) agreements with other countries that could ensure portabilityFootnote 29 of social security benefits and reciprocity of treatment.Footnote 30 Thus, for example, a person who has worked in a foreign country and has contributed to the receiving country's social security programmes should be able to return to their country of origin and continue to receive benefits from the receiving country's programmes.Footnote 31 The 1975 Convention is susceptible to criticism in so far as irregular migrants are not protected. Irregular migrants are generally in a more precarious position than regular migrants and this category is arguably in greater need of protection than regular migrants.Footnote 32
Böhning avers that, among the UN organizations, the ILO has the constitutional responsibility for protecting the “interests of workers when employed in countries other than their own”.Footnote 33 However, for a number of political reasons, the ILO was sidestepped when the UN adopted the International Convention on Migrant Workers in 1990. It took almost 13 years for a sufficient number of countries to ratify this convention before it could enter into force.Footnote 34 The fact that this took so long is indicative of the fact that there is a broad reluctance to adopt conventions that protect the human rights of migrants in general and irregular migrants in particular.Footnote 35
It is submitted that human rights gains pertaining to the protection of irregular migrant workers were made with the adoption of the International Convention on Migrant Workers.Footnote 36 This convention does not only cover the families of migrant workers; most of the convention applies to all migrant workers irrespective of their status. The preamble to the convention states that it should be borne in mind that “the human problems involved in migration are even more serious in the case of irregular migration and … [that] therefore … appropriate action should be encouraged in order to prevent and eliminate clandestine … trafficking in migrant workers, while at the same time … [protecting] their fundamental human rights”.
The International Convention on Migrant Workers is divided into four parts. The first provides for the scope of application and definitions. The second provides that state parties shall adhere to international human rights instruments and directs that states should not discriminate against migrants on grounds such as sex, race, religion or nationality.Footnote 37 Part III forms the centrepiece of the instrument and establishes a set of human rights that apply to all migrant workers (both regular and irregular), while the final part establishes an additional set of “other [human] rights” that apply only to regular migrant workers and their families. Part III is of particular relevance, as it relates to the social and labour security of migrant workers. In relation to social security, article 27(1) states that “[m]igrant workers and their families shall enjoy in the State of employment the same treatment granted to nationals in so far as they fulfil the requirements provided for by the applicable legislation of that State”.Footnote 38 Article 27(2) adds that: “[w]here the applicable legislation does not allow migrant workers … a benefit, the States concerned shall examine the possibility of reimbursing interested persons the amount of contributions made by them”.Footnote 39
A number of salient aspects stand out when the social security article is interpreted. First, states are not compelled to provide migrants (regular or irregular) with the same social security benefits as their citizens. States remain at liberty to set their own requirements in their social security legislation which need to be met before a person becomes entitled to benefits. This could include being a national or that only regular migrants may apply.Footnote 40 Secondly, the article sets a relative weak directive in respect of contributions made by migrant workers. There is no compulsion contained in the provision, as it directs that states “shall examine the possibility [of] reimbursing” contributors the amount of contributions they made to social security schemes.Footnote 41
The International Convention on Migrant Workers provides much stronger protection in respect of labour security than in the case of social security. Article 25 protects individual employment rights and directs that all migrant workers “shall enjoy treatment not less favourable than that which applies to nationals of the State” in respect of, among other things, remuneration and other working conditions (such as overtime, paid holidays and the termination of employment).Footnote 42 The article goes further and directs that “it shall not be lawful to derogate in private contracts of employment” from the equality of treatment to which nationals are entitled.Footnote 43 Finally, article 25 protects irregular migrants directly in so far as “employers shall not be relieved of any legal or contractual obligations … in any manner by reason of such irregularity [in their stay or employment]”.Footnote 44
The provisions relating to labour protection are the strongest and most meaningful in protecting the rights of irregular migrant workers. The word “shall” is used, and no discretion is provided in relation to the setting of additional requirements in legislation as is the case with the social security clause. Furthermore, irregular migrants are specified, in so far as employers may not be relieved of any of their individual labour law obligations which may be relevant to nationals in a particular jurisdiction.
Article 28 of the convention protects the rights of migrant workers pertaining to emergency medical care. It provides that all migrant workers and their families “shall have the right to any medical care that is urgently required”. It further directs that such care “shall not be refused them by reason of any irregularity with regard to stay and employment”. The right to emergency medical care has been called the “bottom line” pertaining to social protection.Footnote 45
To summarize, the ILO conventions do not protect irregular migrants, and the most influential stride towards the protection of the human rights of irregular migrants has been made with the adoption by the UN of the International Convention on Migrant Workers. It is submitted that two policy considerations might have played a significant role when the convention was formulated. First, once irregular migrants have entered a country, they should not be subjected to a situation where unscrupulous employers can exploit them by providing them with less favourable working conditions than those provided to regular migrants and nationals. If this were to be permitted, it could provide fertile ground for practices such as human trafficking. Secondly, it places financial burdens on states to provide social security services; apart from medical care, states are not compelled to provide social security services to irregular migrants. They are, however, at liberty to do so. Therefore, it has been accepted at an international level that states are entitled to include requirements pertaining to nationality in social security legislation.
The African Union (AU)
The AU recognizes the importance of implementing a coherent and integrated strategy regarding the social protection of migrants at continental and regional (such as SADC) levels. As far back as 2001 the AU expressed the need for member countries to develop and implement co-ordinated migration policies. The AU Executive Council recommended that member countries should work towards the free movement of people and stressed the need to strengthen “inter-regional co-operation in matters concerning migration on the basis of the established processes of migration dialogue at regional and sub-regional levels”.Footnote 46
More recently, in 2006, the AU adopted its migration policy framework for Africa,Footnote 47 which expresses the need for a comprehensive migration policy in Africa. It calls on member countries to adopt principles from the ILO's 1949 and 1975 Conventions and the UN International Convention on Migrant Workers. The AU migration policy framework contains a number of guidelines relating to how policies can be developed to promote the free movement of people and to strengthen regional co-operation in matters concerning migration. It also recommends that member countries should seek collective solutions through dialogue and regional agreements, establish transparent labour migration policies, strengthen measures to prevent trafficking, and resolve conflicts relating to migration by balancing national security and migrants' rights.Footnote 48 Apart from pointing out that strategies should be implemented to protect irregular migrants from trafficking, the policy framework does not provide specific protection to this vulnerable group within the broader group of migrants.
Olivier confirms that, despite the existence of AU instruments relating to the regulation and protection of migrants in general, “the adoption, implementation and monitoring of international and regional standards … appear to be problematic”.Footnote 49 The author further clearly makes the point that social security regimes still operate under circumstances where free movement is not encouraged and where there is a glaring absence of the implementation of overarching and integrated migration policies.Footnote 50
Southern African Development Community
On 17 August 1992, in Windhoek, Namibia, the SADC Treaty that transformed the Southern African Development Coordinating Conference into SADC was signed.Footnote 51 The motto, contained in the SADC coat of arms, reads “[t]owards a common future”. Article 3 of the SADC Treaty states that member states shall establish a priority list of relevant conventions (including the ILO's eight core conventions)Footnote 52 and take appropriate action to ratify and implement these instruments. Article 5 spells out one of SADC's main objectives to be “to promote sustainable and equitable economic growth and socio-economic development through deeper cooperation and integration”. As mentioned by Nyenti and Mpedi, the objectives of the SADC Treaty “envisage a regional collaborative approach, as they can be achieved only through the development of regional social security mechanisms”.Footnote 53
In August 2003, the SADC heads of state signed the Charter of Fundamental Social Rights in SADC (the SADC Charter). Adapting the objectives of the SADC Treaty, the SADC Charter among other things emphasizes the harmonization of social protection for those who have work and those who are striving to enter the job market. Article 10 provides that: “every worker … shall have a right to adequate social protection … and enjoy adequate social security benefits. Persons who have been unable to enter or re-enter the labour market … shall be able to receive sufficient resources and social assistance.” Other goals include the alignment of policies regarding freedom of association and collective bargaining,Footnote 54 equal treatment for men and woman,Footnote 55 protection of children and young people,Footnote 56 protection of elderly personsFootnote 57 and protection of people with disabilities.Footnote 58 It is notable that the SADC Charter does not extend these protective measures to irregular migrants.
Whereas the SADC Charter contains general overarching goals, the Code on Social Security (the SADC Social Security Code) focuses on the implementation of social security in the SADC region.Footnote 59 It is a non-binding document and encourages states to work towards the free movement of persons; it also suggests that immigration controls should be progressively reduced.Footnote 60 The code specifically promotes social protection for migrants, foreign workers and refugees. It encourages member states to protect regular migrants in so far as they should be entitled to participate in the social security schemes of host countries and to enjoy equal treatment regarding social security alongside nationals of the host country.Footnote 61 However, the instrument is narrowly construed in so far as it provides that social protection should be extended to “all lawfully employed immigrants” by means of bi- or multi-lateral arrangements between member states and national legislation.Footnote 62
On the positive side, the SADC Social Security Code encourages member states to facilitate the exportability of benefits, which includes the payment of benefits by the host country.Footnote 63 In respect of irregular migrants the code provides that such persons “should be provided with basic minimum protection … and should enjoy coverage according to the laws of the host country”.Footnote 64
Compared to the UN International Convention on Migrant Workers the SADC Social Security Code (and for that matter all of the SADC instruments) does not provide any meaningful social protection to irregular migrants or their families. This is especially relevant in respect of the protection relating to labour security for irregular migrants. It must be remembered that the International Convention on Migrant Workers specifically protects irregular migrant workers against exploitation, in that irregular migrants may not be subjected to employment practices that do not comply with individual labour law protection.
The SADC Treaty makes provision for member states to conclude protocols that will give effect to the aims and objectives of the treaty. Alongside protocols covering aspects like trade and economic co-operation is the SADC Protocol on Health.Footnote 65 The aims of this protocol include the formulation and implementation of regional health policies to attain an acceptable standard of health for the people in SADC. The protocol contains broad and vague statements, and Nyenti and Mpedi make the point that it cannot be foreseen that this instrument will have much of an impact on the regulation of health and social protection in the region.Footnote 66 Furthermore, SADC developed a Draft Protocol on the Freedom of Movement of Persons in 1995 based on the vision of a region where people, goods and capital could move freely across borders.Footnote 67 The weaknesses of the draft protocol are that it fails to take into consideration that the region consists of national economies of diverse capacities. It therefore does not take account of the socio-economic realities of the different countries in the region.Footnote 68 The protocol does not make specific reference to irregular migrant workers or to social protection in general, but encourages member states to conclude bilateral agreements to facilitate the movement of persons.Footnote 69
SOCIAL PROTECTION IN BOTSWANA AND SOUTH AFRICA
Background
How have migrant-receiving countries in southern Africa responded to the instruments relating to the social protection of, among others, irregular migrant workers adopted by the UN, ILO, AU and SADC? More pertinently, to what extent have Botswana and South Africa included in their constitutions and legislative frameworks protection for migrant workers, and has any impact been made on human rights protection for irregular migrant workers?
In a study covering the constitutional right to social security of 30 African countries, Fombad concludes that, since the 1990s, constitutional reforms have resulted in a significant improvement in the recognition of human rights in Africa.Footnote 70 He mentions that many of the modernized constitutions “now contain provisions aimed at promoting democratic governance, constitutionalism, respect for the rule of law and human rights”.Footnote 71 The study mentions that 14 of the 30 African constitutions have specified “social security as a distinct right”.Footnote 72 However, the constitutions of only two of those countries, South AfricaFootnote 73 and Kenya, specify this right and other related constitutional social security protection in depth. Added to this, the constitutions of numerous African countries contain socio-economic rights and rights associated with social protection in sections that categorize them as “state policy” or “fundamental objectives and directive principles”, which are specified not to be enforceable by the judiciary.Footnote 74
The majority of migrants to SADC countries come from other SADC countries.Footnote 75 It is widely accepted that the SADC region is a deprived and poor region in the world.Footnote 76 Poverty, unemployment, low levels of education, HIV/Aids and irregular migration pose significant socio-economic challenges to the governments of these developing countries. To illustrate the point, in South Africa, which serves as a magnet for migrant workers in the region, nearly half of the country's roughly 50 million population earn below an extremely low poverty median of R 524 (approximately EUR 37) per month.Footnote 77 During the financial crisis of 2008–10, South Africa lost 1 million jobs, and the official unemployment rate of just over 25 per cent does not include the discouraged who have given up seeking employment, which increases the rate to 37.4 per cent.Footnote 78 The two receiving countries discussed below are neighbours. They are both members of SADC, are signatories to the SADC Charter and each has a constitution. However, what needs to be determined is whether or not these countries provide any social protection to irregular migrant workers.
Botswana
Compared to South Africa, Botswana has the older constitution. The Botswana Constitution of 1966 hardly makes any mention of the protection of social security or labour security rights, let alone the rights of migrant workers.Footnote 79 According to Ntseane and Solo: “[t]he constitution of Botswana contains a bill of fundamental rights, containing political and social rights also known as first generation rights. Since it was crafted as far back as 1966, it does not have socio-economic rights or second generation rights, as do recent constitutions.”Footnote 80
However, despite this lack of constitutional protection, a number of ad hoc and fragmented social security schemes have been put in place in Botswana. According to a 2007 World Bank country report on Botswana, covering access to social services for non-citizens in SADC, the social security services that have been implemented in Botswana include a programme for destitute persons, an orphan care programme and a universal old age pension.Footnote 81 However, the protection of social security in Botswana is not rights-based and this means that those who are in need of assistance have no legal basis upon which to insist on the provision of social security benefits.Footnote 82
The National Policy on Destitute Persons was implemented in 1980; its aims are to ensure that the Botswana government provides minimum assistance to needy people and improve their welfare conditions and alleviate poverty. The 2005 Revised National Policy on Destitute Persons defines a destitute person as an individual who: due to disability or a chronic health condition, has insufficient income or assets; is incapable of engaging in sustainable economic activity due to old age disability, or is terminally ill; or is a child under 18 who is in need and may not be assisted under the orphan care programme.
The National Policy on Destitute Persons was designed to protect citizens. An individual who wants to apply must prove citizenship and, in the absence of such proof, assistance is provided only on a temporary basis. Irregular migrants are reported to the Botswana Department of Immigration and, according to the World Bank Report, “[n]on-citizens who have illegal status are eventually repatriated to their country of origin”.Footnote 83 This exclusionary trend in respect of the provision of social services is also present in both the orphan careFootnote 84 and the universal old age pension programmes,Footnote 85 which are dependent on citizenship.
The 2007 World Bank report concludes that the Botswana government has “adopted an exclusive approach with respect to social services for non-citizens and portability of these services in SADC”.Footnote 86 The report sums up the situation by stating that: “[g]iven the inadequacy of financial revenues, there is an understanding that neighbouring governments should provide for their own citizens. There are other realities and challenges with the implementation of existing schemes such as shortage of personnel, access and adequacy of services, and financial sustainability of schemes.”Footnote 87
In 2004 Ntseane and Solo argued that Botswana should ideally conduct a comprehensive review of all social security programmes and that they should be brought under one umbrella ministry. They also suggested that social security programmes should be provided with a legal base.Footnote 88 The Botswana Employment Act, 1982 defines an employee as “any person who has … entered into a contract of employment for the hire of his labour”.Footnote 89 The scope of the Employment Act is therefore not expressly limited to citizens only. However, there is no indication that migrant workers will be protected under the provisions of the Employment Act. Unemployment benefits in Botswana are not afforded to irregular migrants as they are only granted to citizens.Footnote 90 Unfortunately, there is no available literature or evidence which indicates that any progress is being made towards the protection of either social security rights or any other broader social rights for irregular migrants in Botswana.
South Africa
Commentators are in agreement that South Africa has a progressive and modern constitutionFootnote 91 which protects most if not all categories of human rights that are ordinarily included in international human rights instruments.Footnote 92 It contains a Bill of Rights which protects civil, political and socio-economic rights.Footnote 93 No distinction is drawn between these categories of rights; all have equal force and function in an integrated fashion. In Grootboom the Constitutional Court confirmed that these rights are enforceable through the judiciary and emphasized that the right of access to land, the rights of children and the right to adequate shelter are inter-related to realize ultimately the constitutional right to human dignity.Footnote 94 The 1996 Constitution further directs that the courts “must consider international law”, and “may consider foreign law” when interpreting the Bill of Rights.Footnote 95
The 1996 Constitution enshrines “everyone['s]” right to have access to “healthcare services”, “sufficient food and water” and “social security”.Footnote 96 The word “everyone” is used and no limiting criteria are attached to a person, such as citizenship, migration status or legality of work. However, these social security rights are qualified in so far as the section provides that the “state must take reasonable legislative and other measures, within its available resources” to achieve the realization of these rights.Footnote 97 On the face of it, and by virtue of the wide meaning of “everyone”, surely it means that irregular migrants would also be entitled to social security protection under the 1996 Constitution to the extent that the state has sufficient resources to realize these rights. Commentators such as Brand, Liebenberg and Sinclair have strongly criticized decisions of the Constitutional Court where it was not willing to extend socio-economic rights to “everyone” on grounds such as insufficient resources and based on the excuse of the separation of powers.Footnote 98
Also included in the 1996 Constitution under the heading “Labour relations” is a somewhat unusual provision which states that “[e]veryone has the right to fair labour relations”.Footnote 99 It is submitted that links can be drawn between this right and the ILO's decent work agenda. It should be remembered that this initiative promotes opportunities for everyone to obtain decent and productive work, in conditions of freedom, equity, security and human dignity. Before turning to the potential that lies in the 1996 Constitution in extending social protection to irregular migrants, this article now provides a brief overview of some of the social security and labour security protective measures provided for in the South African legal framework.
Viewed from a developing country's perspective and within a regional context, South Africa has a reasonably well developed social security framework. As pointed out by Mpedi and Govindjee, “imperfect as it is”, the South African social security system caters for all of the ILO's so-called classical contingencies, namely illness, maternity, employment injury, unemployment, invalidity, old age, death, medical care and family.Footnote 100 So, for example, under the category social insurance: the Compensation for Occupational Injuries and Diseases ActFootnote 101 and the Occupational Diseases in Mines ActFootnote 102 provide for compensation caused by occupational injuries and diseases; the Unemployment Insurance ActFootnote 103 regulates temporary unemployment insurance; the Medical Schemes ActFootnote 104 regulates the registration of primarily private medical schemes; the Pension Funds ActFootnote 105 provides for the registration and dissolution of pension funds; and the road accident fundFootnote 106 provides for payments to accident victims. In South Africa public insurance schemes extend to workers in the formal sector.Footnote 107 In most instances irregular migrant workers work in the informal and flexible job market, which automatically excludes most irregular migrant workers due to the fact that they do not contribute to any of the public social insurance schemes.Footnote 108
The Social Assistance ActFootnote 109 (SAA) is the primary legislation in South Africa regulating the provision and implementation of social assistance. The SAA makes provision for various forms of social grants, which are mainly funded through taxation. Social assistance is defined as “a social grant including social relief of distress”.Footnote 110 The basic grants are only for a number of limited categories and the SAA initially unequivocally applied only to South African citizens.Footnote 111
The South African Constitutional Court has played a progressive role in extending the scope of coverage of social assistance legislation to some categories of migrant workers, but has it done enough? In the Khosa and Mahlaule cases, Mozambican migrants who had obtained permanent residence in South Africa lodged a constitutional challenge against the SAA limiting the right to social assistance to South African citizens.Footnote 112 The court held that the right to social security vests in “everyone” and that permanent residents are bearers of this right. The court read the words “or permanent resident” after the word “citizen” in each of the challenged sections of the SAA, but the court was not prepared to extend the constitutional right to social security to irregular migrants.
The authors argue that the court has not done enough in the Khosa and Mahlaule cases and that it missed a golden opportunity to extend social security protection (in respect of social assistance in particular) to irregular migrants. Even though the scarcity of recourses is a seriously limiting factor, and the extension of social assistance would have budgetary and distributive consequences for government, this ought not to be the end of the enquiry. The information that is critical to the determination of the adequacy of resources lies within the realm of government, and the onus must surely be on it to divulge the cost implications of such an extension and to provide proof that it lacks sufficient resources to comply with the constitutional imperative to provide everyone with some form of social assistance.Footnote 113
The counter-argument to this, however, may be the fact that even the most progressive of international instruments regulating the position of migrant workers, namely the International Convention on Migrant Workers, does not suggest any compulsion on states to extend social security protection to irregular migrants. As mentioned above, states are at liberty to include requirements pertaining to nationality in social security legislation. However, the authors argue that this does not bar states from extending social security rights to irregular migrants, and this is especially true in instances where a country's constitution directs that the state should work progressively towards the extension of social security rights.
To what extent does the legislative regime in South Africa provide labour security to irregular migrants? It must be borne in mind that the International Convention on Migrant Workers provides labour protection to irregular migrants in so far as they may not be exposed to exploitation in the workplace, and that the 1996 Constitution protects everyone's right to fair labour practices. In a significant positive development, the South African labour courts ruled in Discovery Health Footnote 114 and “Kylie” Footnote 115 that persons who fall in the category of irregular migrants and those engaged in illegal work fall within the definition of “employee” and are consequently entitled to the constitutional promise of fair labour practices. Despite the fact that a person's right to temporary residence may have expired, or the fact that a person may be engaged in illicit work such as prostitution, such persons are still entitled to protection against unfair dismissal and sub-standard employment conditions. Even though this opens the door to the possibility of extending social security protection to irregular migrants, this has not happened thus far.
SUGGESTIONS AND CONCLUSIONS
The promotion of concepts like social protection, decent work and the right to fair labour practices should be encouraged, and emphasis should not only be placed on protecting the social security rights of migrant workers (and irregular migrants in particular). This, it is argued, will be the best point of departure in the quest to provide some protection to irregular migrants against exploitation in countries where they work. Unfortunately, international instruments, such as the UN International Convention on Migrant Workers, do not adequately protect irregular migrant workers' social security rights, but they do at least provide some guidance pertaining to the protection of irregular migrants' labour rights. Even though neither South Africa nor Botswana has signed it,Footnote 116 the instrument could still be used as a policy guide, and the Constitutional Court of South Africa in particular could be influenced by the convention when it interprets social and labour security legislation under the auspices of its 1996 Constitution.
Against the background of the startling figures noted above regarding poverty and unemployment in South Africa (which serves as an example of one southern African country), there can be no doubt that there is a huge challenge for the migrant-receiving countries in SADC to create jobs. The authors argue that placing the focus on the provision and extension of social security alone will not have the desired effect of improving the lives of citizens and migrant workers alike. A more holistic approach (in terms of which the focus falls on social protection rather than mere social security) must be followed by governments in the region to improve the chances for citizens and migrants to gain entry into the job market. Such plans of action have been introduced and redesigned with seemingly little effect in the most significant receiving country in the region.Footnote 117 However, hope should not be lost by states in the region and hard work towards the effective implementation of such social protection strategies should receive the continuous and urgent attention of governments in the region. In the interim, while the alleviation of poverty has not yet occurred, a gradual and continued expansion of the provision of social insurance and social assistance schemes in respect of vulnerable groups such as irregular migrants should not be neglected. As succinctly argued by Sinclair, South Africa should guard against neglecting the goals of the welfare state by migrating to the ideals of a developmental state in totality, which generally places greater emphasis on economic growth and job creation rather than catering for the social security needs of vulnerable groups in society.Footnote 118
Migration has developed into a long-standing feature of the southern African region, particularly in relation to work in the agriculture and mining sectors.Footnote 119 A five-country study conducted in 2005 indicates that migration is regarded as a career rather than a localized event in southern Africa.Footnote 120 From an historical perspective, research suggests that cross-border trade and migration have made industrial development possible in the region.Footnote 121 However, despite the fact that the African Charter and the SADC Social Security Code encourage states to work towards the free movement of persons, evidence suggests that the countries in the SADC region are much more intent on protecting their own borders and deporting irregular migrants, than on extending human rights protection to irregular migrants.Footnote 122 Olivier points out that “[s]ecurity concerns, in the form of control and deportation, appear to characterise the migration laws and policies of the various SADC countries”. He adds that “[m]igration in the region is viewed as a ‘problem’, rather than an opportunity”.Footnote 123 What is needed is a mind shift and realization by southern African states that cross-border trade, the transfer of skilled and unskilled labour and the establishment of an economically vibrant and entrepreneurial culture in the region will also benefit the economic growth of neighbouring states.
Practical examples of how cross-border movement can be realized include developing and implementing a regional policy framework (and appropriate country policy frameworks) that will balance the demands of national security and the orderly flow of migrants in the SADC region.Footnote 124 Such an initiative should ideally be developed in line with the AU Migration Policy Framework for Africa and the SADC Social Security Code, which recognize the strategic and economic advantages of the free movement of people in the region. Added to this, targeted bi- and multi-lateral social security agreements should be negotiated and entered into, and the relevant countries' legal systems should be amended to ensure the enforceability of such agreements.Footnote 125 In the final instance, social risks, such as HIV/Aids, unemployment and poverty, should be addressed, and governments should integrate migrants into the labour market rather than merely focus on the payment of benefits when social risks occur.Footnote 126
