Database Specific
Database Specific Abstract AbstractThis indicator measures the income of selected jobless families that claim Guaranteed Minimum Income (GMI) benefits. Values are expressed both in national currency and as a percentage of the median disposable income in the country. When the country's poverty line is defined as a fixed percentage of the median disposable income, the normalization of GMI amounts in terms of the median disposable income allows measuring the gap between benefit entitlements and the povery line. For instance, if the poverty threshold is 50% of the median disposable income, a value of the indicator of 30% means that benefit entitlements are 20 percentage points below the povery line.
Data Characteristics Data Characteristics Date last updated Date last updatedThe first annual release of tax-benefit indicators is in February. It includes new year T-1 indicators for the majority of OECD and EU countries plus updates for all previous years. The second release of tax-benefit indicators is in May and includes updates for all available years and countries plus new year T-1 indicators for any remaining countries that was not possible to update in the first release.The third and final annual release is in November. It includes updates for all previous years and new year T-1 indicators for any remaining countries that was not possible to update in May.
Other data characteristics Other data characteristics1.Values are adjusted for family size ("equivalised") using the square root of family size.
2. Median disposable incomes are calculated for the whole country before housing costs (or other forms of “committed” expenditure). Values are from national surveys in or close to the reference year.
3. The net household income of the family claiming GMI benefits includes only cash benefit entitlements and no other income sources. No entitlement to unemployment benefits is assumed.
4. Where GMI benefit entitlements change over time, calculations refer to the second month of benefit receipt. Where receipt of GMI benefits is subject to activity tests, such as active job-search or being available for work, these requirements are assumed to be met by all household members.
5. Where benefit rules are not determined on a national level but vary by region or municipality, results refer to a “typical” case (e.g. Michigan in the United States, the capital in some other countries). A full description of the policies included in the calculations for each country is available here.
6. Family benefits are included in the calculations subject to relevant income and eligibility conditions. Calculations for families with children are for families with two children aged 4 and 6. Neither childcare benefits nor childcare costs are considered. Adults are aged 40, are both out of work, and are assumed to have full work capacity.
7. If housing benefits are included in the calculations, these are calculated assuming a household renting in the private market paying rent equal to 20% of the average wage. Rent levels are the same for all family types.
8. For a detailed description of the assumptions underlying the OECD Tax-Benefit model and the related policy indicators, please see the methodology document.
9. For more information, visit the project webpage or contact the OECD tax-benefit team.
Reference period Reference periodIndicators calculated before 2018 are based on the policy rules and parameters that were in place on the 1st of July of the selected year. Indicators calculated from 2018 onwards are based on the policy rules and parameters that were in place on the 1st of January of the selected year (7th of April for the United Kingdom and 1st of April for New Zeland)
This indicator measures the income of selected jobless families that claim Guaranteed Minimum Income (GMI) benefits. Values are expressed both in national currency and as a percentage of the median disposable income in the country. When the country's poverty line is defined as a fixed percentage of the median disposable income, the normalization of GMI amounts in terms of the median disposable income allows measuring the gap between benefit entitlements and the povery line. For instance, if the poverty threshold is 50% of the median disposable income, a value of the indicator of 30% means that benefit entitlements are 20 percentage points below the povery line.
Indicators calculated before 2018 are based on the policy rules and parameters that were in place on the 1st of July of the selected year. Indicators calculated from 2018 onwards are based on the policy rules and parameters that were in place on the 1st of January of the selected year (7th of April for the United Kingdom and 1st of April for New Zeland)
The first annual release of tax-benefit indicators is in February. It includes new year T-1 indicators for the majority of OECD and EU countries plus updates for all previous years. The second release of tax-benefit indicators is in May and includes updates for all available years and countries plus new year T-1 indicators for any remaining countries that was not possible to update in the first release.The third and final annual release is in November. It includes updates for all previous years and new year T-1 indicators for any remaining countries that was not possible to update in May.
1.Values are adjusted for family size ("equivalised") using the square root of family size.
2. Median disposable incomes are calculated for the whole country before housing costs (or other forms of “committed” expenditure). Values are from national surveys in or close to the reference year.
3. The net household income of the family claiming GMI benefits includes only cash benefit entitlements and no other income sources. No entitlement to unemployment benefits is assumed.
4. Where GMI benefit entitlements change over time, calculations refer to the second month of benefit receipt. Where receipt of GMI benefits is subject to activity tests, such as active job-search or being available for work, these requirements are assumed to be met by all household members.
5. Where benefit rules are not determined on a national level but vary by region or municipality, results refer to a “typical” case (e.g. Michigan in the United States, the capital in some other countries). A full description of the policies included in the calculations for each country is available here.
6. Family benefits are included in the calculations subject to relevant income and eligibility conditions. Calculations for families with children are for families with two children aged 4 and 6. Neither childcare benefits nor childcare costs are considered. Adults are aged 40, are both out of work, and are assumed to have full work capacity.
7. If housing benefits are included in the calculations, these are calculated assuming a household renting in the private market paying rent equal to 20% of the average wage. Rent levels are the same for all family types.
8. For a detailed description of the assumptions underlying the OECD Tax-Benefit model and the related policy indicators, please see the methodology document.
9. For more information, visit the project webpage or contact the OECD tax-benefit team.