The definition of a dignified standard of living that resulted from the first two groups, presented at the beginning of this paper, was reviewed by the four subsequent groups to explore the extent to which there was agreement about this across groups. This same definition was used throughout to identify the elements that the case study households would need in order to achieve this standard; pilot study was relatively narrow in scope, concentrating on items in the living room and on leisure. In all groups, participants were clear that a dignified standard of living referred to a condition beyond survival and made a distinction between ‘living with dignity’ and ‘basic material needs’.
5.1 Setting the Stage: What Constitutes a Dignified Life
People in the groups undertaken in Mexico agreed that a dignified standard of living should include food, clothing, housing, public services, transport, access to healthcare, access to education, and leisure time, as well as employment opportunities. The first item that groups operationalized in relation to this definition was housing. All participants of the pilot study in Mexico were clear that as a minimum, housing in urban Mexico should be constructed from durable materials in its entirety (walls, floor, and roof made of cement or brick), and that all houses should have basic services. The rationale for having durable materials as a minimum was that ‘such material is more resistant to the climate (in Mexico)… it gives security. If there is a hurricane or something, all that you have worked to achieve will not be gone’ (Female, Monterrey, Group 1).
Another characteristic of housing expressed as needed by members of all groups in Mexico was the need to have separate areas within the house. Participants in the groups agreed strongly that, in order to live with dignity, housing should have distinct areas for sleeping, cooking, bathing, doing laundry and socializing. The arguments for having these separate areas were linked to privacy, hygiene, security, as well as physical and mental health. For example, it was stated that the living area was an area to socialize with friends and having a separate area for sleeping was needed ‘for privacy, if your children have a get together and you want to be in pajamas’ (Female, Monterrey, Group 1).
A central finding of this pilot study is that the overall conception and description of what constitutes a dignified standard of living was shared across all groups. Using this definition of a dignified standard of living in Mexico, there was agreement that such a standard entails having a house with a living area that enables people to relax and socialize, as well as including a budget to take part in leisure activities outside the house.
5.2 Living Room: Sitting and Sharing
The items in the living room that participants identified and discussed as necessary to achieve a dignified standard of living include some that serve a practical purpose and some that also serve a social function. In the first category, groups consistently talked about including elements to satisfy practical needs of storage and lighting. Groups agreed that it was necessary to have a bookcase to keep the living area tidy, a lamp (in addition to the central light fitting) to help with eye health, and curtains to protect the area from direct sunlight and also provide safety and privacy. The quality and duration of these goods were discussed, and there was clear consensus that these should not be the cheapest version available because they would not provide value for money and/or could be made of materials that could be risky for children, but also that they did not need the most expensive ones. In order to meet a minimum dignified standard of living, it was agreed by groups that these items would need to be of low-to-mid quality, with each lasting 10 years.
One element that also serves a practical purpose but where there was a clear geographical variation within Mexico is a fan. This was considered to be a necessity in Monterrey, which has a semi-desert climate reaching very high temperatures in the summer, but not in Mexico City, which has a mild climate throughout the year. Groups in Monterrey were clear that while a fan would be sufficient to satisfy the need of maintaining good health, air conditioning would be a luxury, and therefore should not be included.
Some items in the living area would serve a dual function, being both practical and satisfying the need for social participation. For example, groups included comfortable seating for family and guests that would be of mid-low quality and would last 7 years. Participants argued that sofas would serve the purpose of providing somewhere to sit, citing health and comfort reasons, as illustrated in the following discussion:
Moderator: Why is it important to have a place to sit?
Female 1: To be comfortable.
Male 1: To be able to rest.
Female 2: To talk to others at ease. To watch TV… To spend time with others…
Female 3:… with family
Female 4:… with friends, with everyone
(Monterrey, Group 5)
Across all groups, participants agreed that sofas also help to fulfill the needs of social participation, allowing family members ‘to have the right to invite friends over… because it is part of a dignified life to have the opportunity to share with others, to laugh, to enjoy’ (Male, Mexico City, Group 3). All groups also agreed that family were likely to come over to one’s house unannounced, which is customary in the country: ‘if one or two visitors turn up, your father-in-law or your mother-in-law, then you have somewhere to invite them to take a seat’ (Female Mexico City, Group 4); and it is important to have visitors over ‘to spend time together … for family unity … to be part of society’ (Mexico City, Group 4). The conversations held in groups with regard to spending time with family echo the findings of other research that highlights the importance of family ties in Mexican culture (García-Coll and Vázquez García
1995; Sabogal et al.
1987), which has ‘a strong sense of familism that implies that family members should be close to one another and support one another’ (Hardway and Fuligni
2006, p. 1246).
Another item in this category serving more than one purpose or function is a television. Participants said that a 32 inch television would satisfy the need of keeping oneself informed and updated about issues like weather, and political or economic news, while also providing a source of entertainment, ‘… and recreation is part of a dignified life’ (Female, Mexico City, Group 3). Even though some participants recognized that watching too much television could contribute to isolation and health problems, there was clear consensus that a television is needed to achieve a dignified standard of living because it would help to fulfill the need for social interaction. It was clear from groups that watching television with other family members or friends was a social norm. The following discussion around why a television would help the case study to achieve the standard of living described in the definition illustrates this point:
Moderator: Why is it important to have a television (to have a dignified standard of living)?
Female 1: It provides entertainment… to entertain the family because it provides leisure but also helps you bond together.
Female 2: (It provides) information, isn’t it?
Male 1: To spend time together.
Female 3: Yes, to spend time together.
Female 4: To distract oneself, to forget about everything for a little while.
(Mexico City, Group 4)
Groups agreed that the television would need to be a ‘smart TV’ given that a change in technology in January 2016 (SCT
2016) forced Mexican households to switch from an analogue to a digital signal. Even though research on ‘social television’—in terms of interaction on social media while watching television—is relatively new (Lin et al.
2016), research regarding television as a form of social interaction has a longer history (Levy
1978; Rubin et al.
1985). This research has found that watching television with others and watching the same program as others are each associated with feelings of belonging and the need for company (Cohen and Lancaster
2014), which were implied in the conversations held in groups in Mexico. Similarly, participants in MIS research in other countries have agreed that having a television helps to fulfill the need for information, connectedness, and social interaction (see Collins et al.
2012 for Ireland and Davis et al.
2016 for the UK).
Following from discussions about the purpose and function of a television, groups also discussed the inclusion of a subscription video streaming service such as Netflix under the rationale that households would have a smart TV and an internet connection anyway. Those in favor of including Netflix as something that is needed to meet a dignified standard of living argued that it provided a wider variety of entertainment than ‘normal TV’ and that the opportunity to access content would allow people to feel integrated in society and to have something to talk about with others. Conversely, participants who argued against including Netflix as a necessity, stated that those purposes could be satisfied with ‘normal TV’ and that there was no need to pay for these extra services. This issue was discussed and debated at length in all four groups who were tasked with building the lists and the final decision was that paying for streaming TV goes beyond the minimum needed to live a decent standard of living.
With regard to access to the internet, there was consensus that having an internet connection in the household is needed ‘to live a dignified life today’ (Male, Monterrey, Group 6). Virtually all participants agreed that having access to the internet is necessary in today’s society in order to enable access to information, as a tool for children to be able to do homework, for accessing employment opportunities, and for undertaking tasks such as paying bills or looking for information on crime. The issue of using the internet for safety reasons came out consistently across the pilot groups; participants highlighted the importance of being able to stay in contact with children when they go out or using the internet to check if there are problems like a shoot-out in any part of the city. Research in Mexico has found that given the high risk that journalists in traditional media have been facing in the last few years, social media has become more prominent as a source of information on security risks (Gonzalez de Bustamante and Relly
2014): ‘Current technological advances have allowed for the use of the Internet as a safe haven to broadcast news related to drug trafficking activities from various regions of the country in an uncensored, unrestricted manner through the use of social networks’ (Correa-Cabrera and Nava
2011, NA).
Access to technology has also been found in the literature as associated with inequality; ‘technological progress rather than trade has been the mechanism through which the unequalizing effects have been operating’ (Behrman et al.
2003, p. 26) across Latin America. Even though technology has the potential to encourage and enable progress, including industrial development, access to the internet has also been regarded as a tool for income generation in developing countries (Kenny
2002). The relationship between access to technology and the structural inequalities in the country was something that was raised by participants, as illustrated in the words of one of the participants when discussing the definition of a dignified life:
I would add access to technology but freely available. (…) For example, when there was the Formula 1 event in Mexico, the children who sang the national anthem were given a tablet (as a way to say thank you) but then they got to their communities and try to explain to them that it would not work because there was no internet (Male, Monterrey, Group 1).
An item that was regarded by groups as closely related to entertainment and social inclusion but with little practical purpose was a videogame console, an item on which there were a range of opinions. Participants who considered this to be a necessity in order to achieve a decent standard of living indicated that it would provide leisure and ‘the opportunity to be in touch with people in other countries’ (Female, Mexico City, Group 3) who are playing the same game. Further, some argued that it provided entertainment for children in a safe environment and that playing inside the house is better than outside because it gives ‘peace of mind to the parents; children are entertained for hours and hours’ (Female, Mexico City, Group 3), referring to safety issues, particularly given the crime rates in Mexico. Other arguments included that children need to play similar games to their friends, because otherwise ‘they would feel rejected, isolated’ (Male, Mexico City, Group 4). Similar to the arguments against Netflix, those who were against including a videogame console in the list of items needed to have a decent standard of living stated that there were other options to obtain leisure and entertainment inside the house, such as board games or going to the park. The final decision reached by groups was not to include a videogame console in the list.
Another issue that prompted debate amongst participants was interior decoration, which for many in groups did not serve a practical purpose and would therefore not be classified as necessary for achieving a decent standard of living. However for other participants in groups having a decorated living area was seen as being necessary to achieve a dignified life because decorative elements give comfort, peace of mind, warmth, happiness (Mexico City, Group 3), ‘family ties’ (Female, Mexico City, Group 4) and can help people ‘to feel connected, to feel part of society… you need to arrive to a homely place, that gives you a sense of belonging, that you like it when you arrive… to have a pretty house, with decoration, where you feel like you want to be there’ (Male, Monterrey, Group 5). Research elsewhere has found that personalization of one’s house is associated with self-identity and with shaping social relations (Fidzani and Read
2014; Hirschman and Belk
2014) and that elements used to personalize a living space could have social meaning (association with others), memory meaning (reminder of a person, place, or moment), and self-meaning (representation of oneself), apart from the functional properties and the enjoyment that decorative items may bring (Kamptner
1995).
In this study, being able to decorate the living area was also linked to feeling part of society because it would provide the ability to display pictures of family members or cultural references and because it is a space in which to spend time with family and friends:
Female 1: It gives you warmth, harmony; you feel united.
Male 1: Unity.
Female 1: It is very important; I think the living area is the most important area.
Male 1: Yes, because you are with your son, your wife, with friends. (Decoration is important) because it welcomes you, it makes you feel fine.
(Mexico City, Group 3)
Those in favor of including some decorative items indicated that mirrors, vases, portraits, framed photographs or similar elements improve the emotional wellbeing of people, and help families ‘to have a sense of belonging’ (Male, Monterrey, Group 5). Nevertheless, other members of the groups reminded fellow participants that their task was to find a standard of living that would allow anyone in Mexican society to live beyond survival and that personalizing one’s home is a way to feel better about oneself (e.g. diplomas or sports awards) and to show some form of connection with loved ones (e.g. family photographs). The final consensus was that a budget should be included to purchase items that could reflect individual choices and preferences, not necessarily a specific list of decorative items. The decision was to include a modest budget of 1000 Mexican Pesos per year (45 USD), so households could decide how to spend it.
5.3 Leisure: Beyond Material Needs
The second element or domain discussed in this pilot study was leisure, which was articulated in the definition of a dignified life that came out of the orientation groups, as having free time. Participants were clear that social participation is a crucial part of a dignified standard of living; ‘you cannot only live to work; neither only to study. You need some leisure time to detach from the stress that (work) entails and to strengthen family ties’ (Female, Monterrey, Group 1). Similarly, MIS research carried out in other countries has found that the public agree that a decent standard of living includes opportunities to participate in society (Correia et al.
2016; Davis et al.
2016).
When translating what is needed in relation to leisure into specific items, two issues are evident from the discussions in Mexico. Firstly, most recreational activities are assumed to be undertaken as a family, rather than as individuals or independently, and secondly holidays are agreed to be an important aspect of living with dignity. When describing the type of leisure activities that are required to live a dignified life, participants talked mainly about going to the movies, eating out, and going to the park, all done as a family; ‘weekends always in family’ (Female, Mexico City, Group 4). Groups recognized that there are many free options available that would enable families to spend quality time with each other; for example, ‘going out with your child to the park, spending time together, having quality time’ (Male, Monterrey, Group 6). However, there was agreement that living with dignity implies not having to be limited to doing free activities and that people should be able to go out, paying for some activities that afforded ‘the opportunity to spend time with your family, to clear your mind, and to be relaxed before starting a new week’ (Male, Monterrey, Group 5). The final decision of groups in Mexico was to include a budget for activities that would allow families to fulfill their need for social participation. Participants agreed that using a model built on going out to the movies and having a family meal in an inexpensive restaurant would need a budget of 1500 Mexican Pesos per family (70 USD), twice a month.
Secondly, all groups in their discussions of free time as part of a dignified standard of living, mentioned the need to have some holidays away from home. The reasons given for including holidays as part of a decent standard of living included: physical health, mental health, rest and de-stressing, a change in routine, spending time with family, building memories, having a good quality of life, learning and embracing culture. All groups agreed that as a minimum, families with children in Mexico need a 1-week holiday each year to a destination within the country. The legal period of annual leave in Mexico is between 6 and 10 days per year in the first 3 years of employment
1 (LFT
1970) and official figures estimate that the Mexican population go on holiday for 6 days on average (SECTUR
2013). Given these legal limitations on annual leave, it is understandable that all groups agreed a 1-week holiday and not a longer duration, taking also into consideration distances in Mexico, assuming transport by road: ‘it takes one day just to travel; it takes 24 h just to get where you want to go’ (Male, Monterrey, Group 6).
When defining the details of the annual holiday, groups were clear that the budget would need to cover the cost of an all-inclusive four-star hotel. When asked why it would need to be a four-star hotel, there was strong consensus that other options such as a self-catering apartment would cost a similar amount and that a hotel of this standard provides a level of hygiene, security, and safety that other options do not. The issue of security has clearly influenced what is needed in order to meet a minimum dignified standard of living, as illustrated in this conversation:
Female 1: For a decent standard of living, it’s a hotel.
Male 1: A hotel.
Moderator: What about one, two, three stars for a dignified standard of living?
Female 2: Three.
Male 1: Four! In a three-star hotel there is no safety; the four stars one provides safety.
Female 3: If you go to a three stars… there are cockroaches!
Female 4: The four stars one is safe.
Male 2: It also gives you peace of mind.
(Mexico City, Group 4)
5.4 Structural Issues Around Living Standards: Work as a Fundamental Factor
Conducting groups using the MIS methodology allowed us to explore questions concerning structural issues around wellbeing and the practicalities of achieving a decent standard of living in Mexico. A clear theme that came out of the groups was the central importance of work. On the one hand, work was described as a means of personal development ‘because it gives you stability; work is always linked to emotional stability’ (Female, Mexico City, Group 2); ‘life is about being happy and work is also part of that’ (Male, Mexico City, Group 4) and a way of ‘personal development. It is a step in your life, and in one way or another you are going a step up’ (Male, Mexico City, Group 2). It is interesting to note that work has been identified as an element of wellbeing, but is not included in the dimensions of the official poverty measurement.
On the other hand, work was consistently regarded as ‘the pillar to obtain everything else. I think work is the pillar, because everything else is derived from there; education, health services, food, everything’ (Female, Mexico City, Group 2). This view indicates a broader Mexican context, where safety nets are ‘conspicuously absent or ill-designed and insufficient’ (Gasparini and Lustig
2011, p. 2) and where social policies have mainly been narrowly targeted, oriented primarily to those living in poverty. Government actions aimed at increasing people’s economic wellbeing principally take the form of cash transfers or monetary aids to specific groups, for example the recently launched Program for the Promotion of Social Economy (
Programa de Fomento a la Economía Social) which provides a monetary aid for those whose income is below the poverty line and who would like to start a small business.
In Mexico, ‘work is where most of household income is generated as well as the inequalities related to its distribution’ (CEPAL
2014, p. 140). It is well known in the literature (Levy
2008) that one of the main problems in Mexico is informal labor. It is estimated that about 60% of people who work do so informally (Ortega Díaz
2013), meaning lower tax collection for the state and lack of social benefits such as pensions or health insurance for those who are working informally. Even for those working in the formal labor market, there are no income protection measures related to unemployment—like schemes found in European countries. Despite the creation of an unemployment benefit, which the Mexican Congress approved in 2013, and which was due to start at the beginning of 2016, this has not yet been implemented (El Economista
2016). This situation is illustrated in the words of one of the participants: ‘If there is no work, there is no income, and you don’t have anything else’ (Female, Mexico City, Group 2). Consistently, there was awareness that in Mexico, virtually the only way to achieve a dignified standard of living was through work-related income:
Female 1: I consider that we have to know the income of the family to know what is decent.
Male 1: Translated into a commercial society that is the one we live in, what is decent is what you can afford. All this translates into money and it’s a lot of money.
Female 2: Unfortunately, dignity does have a price.
(Mexico City, Group 3)
Given the narrowness of income protection policies in Mexico, people living in poverty ‘do any kind of thing to survive’ (Tello
2010, p. 22). In this research, there was a generalized assumption that work is the best, if not the only, way to achieve a decent standard of living in Mexico. Further, participants were in clear agreement that, even if work is secured, wages are not sufficient to obtain the standard of living that they were describing:
a lot of the times, you have a job and are working for eight hours (a day) … and your salary should be enough to achieve a decent living standard. But in Mexico that is not possible… I know a lot of people who are working with all their effort but it is not enough, and then you have to sell something on the side, sell shoes or something (Female, Mexico City, Group 2).
Existing evidence indicates that real minimum wages in Mexico have declined almost 75% since the late 1970s, with the worst annual figures during the 1980s (− 6.4% annually) and with little or no change after 2000 (Escobar Toledo
2014). The inadequacy of wages was a topic that consistently emerged in groups. All emphasized that despite the fact that work is the way to achieve a dignified life in Mexico, wages and particularly the minimum wage, do not help families to meet the standard of living that groups had agreed to be the minimum necessary to live with dignity, ‘the minimum wage does not allow you to have a dignified life’ (Female, Monterrey, Group 1).
Looking at wage figures since 2005, evidence indicates that the minimum wage has only covered between 77 and 81% of a person’s food basket for those living in urban areas (Escobar Toledo
2014). As one would expect, if the minimum wage is not sufficient to acquire a food basket, it is way below the budget that would be needed to purchase the goods and services that constitute a decent standard of living, as shown in the following discussion:
Male 1: A lot of people get stuck and cannot provide their children with the education that they would like to, so if children reach certain age and cannot study, then they have to work and that is a chain for many people.
Male 2: In fact, the minimum wage is not even enough for public (education).
2
(Monterrey, Group 1)
This discussion on the (in)adequacy of wages in Mexico is an area in which the MIS approach could potentially make a significant contribution to policymaking. One of the criticisms that has been made of existing ways of defining wages, not only in Mexico but globally, is that ‘the specific method by which human needs are incorporated into the process of determining minimum wages and poverty levels is often not transparent’ (Shelburne
1999, p. 3). In Mexico, the debate on wage adequacy has regained prominence in the last few years among scholars and policymakers. For example, the director of the National Commission for Evaluation, the body responsible for measuring poverty and evaluating social policy in Mexico, recently argued that increasing the income of families is the most relevant element in poverty reduction (as cited in FORBES
2016). The National Commission for Minimum Wages in Mexico states ‘the minimum wage should be sufficient to satisfy the normal needs of a family head in material, social and cultural aspects as well as to provide for the compulsory education of children’ (CONASAMI
2016). Nevertheless, with more than 13% of the economically active population earning the minimum wage and around 65% of the active population earning at most three times the minimum wage (INEGI
2015), this intention is still far from reality and a clear sign that the minimum wage should be reconsidered.