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Sociology 2251 · Chapter 3

Social stratification and inequality

Open and closed systems of stratification, life chances, intersectionality, labelling and Marxist theories, how governments, welfare states and NGOs try to reduce inequality, and how migration, ecological issues and globalisation affect inequality between societies.

Written for the 2025–2027 syllabus · 8 min read

Social stratification is the way a society ranks people into layers (strata) according to wealth, power and status, like layers of rock. This chapter covers what the layers are, how they affect people's lives, what is done about inequality, and global inequality.

3.1 What is social stratification?

Open and closed societies

Closed systemOpen system
Position decided byascribed status (birth)achieved status (effort and ability)
Social mobilitylittle or nonepossible: people can move up or down
Examplethe caste system in India: a person's caste, from birth, decides their occupation and who they can marryclass system in many modern societies
Idealmeritocracy: rewards go to the people with talent and effort

Key terms:

  • Poverty and wealth: absolute poverty means lacking basic necessities (food, shelter); relative poverty means having much less than others in the same society.
  • Power: the ability to get your own way, even against opposition.
  • Social mobility: movement between layers: upward, downward, or across; within a lifetime or between generations.
  • Modern slavery: forced labour, human trafficking and debt bondage that still exist today, showing extreme inequality.
  • Caste system: a closed system of hereditary groups, linked to the Hindu religion and strongest in India. Status is ascribed, with strict rules on marriage and occupation. It is illegal to discriminate on caste in India, but caste still affects people's lives.

Life chances

Life chances are a person's opportunities to gain things society values (education, a good job, health, housing, a long life). They are affected by age, gender, ethnicity and social class:

AreaExample of inequality
Educationmiddle-class pupils usually achieve higher grades
Employmentwomen often paid less (gender pay gap); some ethnic minorities face discrimination in hiring
Healthpoorer people are more likely to suffer illness
Housingthe poor live in cheaper, more crowded and less safe housing
Life expectancypeople in richer areas live longer

Intersectionality means that these identities overlap and combine. A poor, elderly, ethnic-minority woman may face several disadvantages at once, which is more than adding them up.

Theories of inequality

Labelling theory (interactionist): people are given a label by others, and the label can shape their behaviour.

  • Stereotypes lead to labels ("lazy", "troublemaker").
  • A master status is a label that overrides all others in how people see you (such as "criminal" or "refugee").
  • A self-fulfilling prophecy happens when a person lives up to a label that was put on them: a pupil labelled "failure" stops trying and then fails.
  • Rosenthal and Jacobson (1968) found that pupils whose teachers were told they would do well made greater gains, which supports labelling.

Marxism (conflict): society is divided between the bourgeoisie (who own the means of production) and the proletariat (workers). Inequality is built into capitalism:

  • Exploitation: workers produce more value than they are paid.
  • Ideological control: the ruling class spreads ideas (through school, media) that make inequality seem natural.
  • Poverty trap: low pay and poor opportunities keep people poor.
  • Reserve army of labour: unemployed people who can be hired cheaply, which keeps wages down and workers frightened of losing their jobs.

3.2 What attempts have been made to reduce social inequalities?

Government action and legislation

MeasureHow it reduces inequality
Progressive taxationricher people pay a higher percentage of income in tax
Redistribution through benefitstax money is paid to people with less (unemployment, child and disability benefits)
Minimum wagea legal minimum hourly pay
Equal opportunities lawsmake discrimination (by sex, race, age, disability) illegal
Other measuresfree school meals, subsidised housing, scholarships, quotas

Welfare states

A welfare state is a system in which the government protects its citizens' wellbeing. It may provide:

  • free or universal education
  • unemployment benefits
  • pensions for the elderly
  • low-cost housing
  • free healthcare
  • universal basic income (a regular payment to everyone, with no conditions; discussed and trialled in some places)

These improve life chances, especially for the poor, the sick and the old, but they cost a great deal and need high taxes.

Non-Governmental Organisations (NGOs)

NGOs are independent, non-profit organisations (such as the Red Cross, Oxfam, Edhi Foundation, Médecins Sans Frontières). Globally they work to reduce poverty, provide medical assistance, promote business (micro-loans, training) and improve education.

How successful have these attempts been?

ViewCriticism
New Rightthe welfare state creates an underclass and a dependency culture: people rely on benefits instead of working; it undermines the family (Charles Murray)
Culture of povertypoor people develop a way of life (fatalism, living for today) that passes down generations and keeps them poor
Marxistthe welfare state does not remove inequality; it makes capitalism more bearable, keeping workers healthy and quiet, while the rich keep their wealth
Feministequality laws are not enforced enough, and the welfare state assumes women will provide unpaid care in the family; patriarchy remains
Criticisms of NGOsdepend on donations, may not tackle the causes of poverty, can create dependence, are not accountable to local people

3.3 How has globalisation affected inequalities between societies?

Migration

Immigration is moving into a country; emigration is moving out of one. Reasons:

  • Push factors (make people leave): poverty, unemployment, war, persecution, natural disasters.
  • Pull factors (attract people): jobs, higher wages, safety, education, family already there.

Effects on societies:

  • increased cultural diversity (food, languages, festivals)
  • economic: migrants fill labour shortages and send remittances home, but may put pressure on housing and services; the home country can lose skilled workers (brain drain)
  • negative perceptions: migrants are often stereotyped and blamed for problems, which can lead to prejudice and discrimination

Global ecological issues

  • Transnational companies (TNCs) operate in many countries; they can bring jobs and investment but also exploit cheap labour, cause pollution and move production where regulations are weak.
  • Climate change and pollution affect poorer countries most, though they cause least of the problem.
  • Urbanisation (growth of cities) can bring jobs but also slums, overcrowding and pollution.

Explanations for global inequality

ExplanationIdea
Marxistrich capitalist countries and TNCs exploit poor countries' labour and resources
ColonialismEuropean powers took resources and shaped economies for their own benefit, leaving a legacy of dependence and inequality
Feministpatriarchy worldwide: women are paid less, own less land and have less education, so are more likely to be poor
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