Adequate Income in Portugal

Project title
Adequate Income in Portugal

Project reference

Start and end dates
16/01/2012 to 15/10/2014

Fundação para a Ciência e a Tecnologia

Chief Investigator
Dr José Pereirinha (GHES/ISEG/ULisboa)

Research team

Researcher Name Institutional AFiliation
José Pereirinha GHES-ISEG-ULisboa
Elvira Pereira CAPP-ISCSP-ULisboa
Francisco Branco CESSS-FCH-UCP
Dália Costa CAPP-ISCSP-ULisboa
Francisco Nunes UECE-ISEG-ULisboa
Anabela Correia CAPP-ISCSP-ULisboa
Margarida Ferreira CAPP-ISCSP-ULisboa
Susana Brissos GHES-ISEG-ULisboa


ISEG Instituto Superior de Economia e Gestão
ISCSP Instituto Superior de Ciências Sociais e Políticas
UCP Universidade Católica Portuguesa
EAPN Portugal European Anti-Poverty Network



 Institutional Filiation
Abigail Davis

Centre for Research in Social Policy (CRSP)

Donald Hirsch

Centre for Research in Social Policy (CRSP)

Eduarda Ribeiro

Ministério do Trabalho e da Solidariedade Social

John Veit-Wilson

Newcastle University

Manuela Silva

Instituto Superior de Economia e Gestão

Noel Smith

Centre for Research in Social Policy (CRSP)


Adequacy, understood as sufficient resources to support a certain minimally-acceptable level of living, is becoming a central concept in the European policy debate: several international and European commitments recognize the right for all to have an adequate level of resources to lead a decent and dignifying standard of living and the need for an adequate income support for those who lack sufficient resources. This research project intends to contribute to this goal by developing a standard which will answer the question “What level of income is needed to allow an acceptable standard of living in Portugal?”
This research project will combine the ‘consensual budget standards’ with the ‘expert budget standards’ approach to estimate an adequate level of income (poverty threshold), replicating, with the required adaptation to Portugal, the methodology to determine a Minimum Income Standard for the UK, developed in partnership between Centre for Research in Social Policy (CRSP) at Loughborough University and the Family Budget Unit at York University.
The expected outputs of this research are: a) a methodology to construct reference budgets and estimate an adequate level of income well adapted to the Portuguese reality, based upon a consensual approach with a sound scientific support; b) a methodology for annual updating of the income standard; c) an estimation of the adequate level of income for different household types in Portugal; d) an assessment of poverty in Portugal and of the social policies designed to combat it, using the estimated standard; e) to investigate the historical context of the results of such research.