Welfare State Regimes Research Articles

Parenthood and poverty risk within couples: individual and household poverty risks by gender and education in four European countries

Abstract This study examines how the presence of children is associated with poverty risk within different-sex couples across welfare state regimes, using no- and full-income pooling scenarios. It focuses on whether partners can achieve an adequate living standard without relying on family ties, and how the costs of children shape poverty risk within these scenarios. Using cross-sectional EU-SILC data (2016–2019) on 30,150 coresidential couples from Austria, France, Spain, and Sweden, I use linear probability models (LPM) to estimate household and individual poverty risks among partners with/out children, by education, gender and country. The results indicate that poverty risks vary by gender, income pooling scenario and country. While partners bear household poverty risks together, there is a pronounced gender gap in individual poverty risk across countries. Men, regardless of their education and fatherhood status, have a relatively low individual poverty risk, with little difference between income pooling scenarios. Conversely, women, especially low-educated mothers, have a higher individual than household poverty risk. Observed cross-country variations highlight that the relationship between motherhood and poverty risk is context-specific. Although education is often promoted as a shield against poverty, in some countries, such as Austria, highly educated mothers also face a high individual poverty risk.

The comparative politics of solidarity: Political party discourse across three welfare state regimes

AbstractParty political conflict plays an essential role in shaping welfare policies, while they are simultaneously also shaped by these policies. As political parties grapple with the wicked challenges of our times, new forms of solidarity and solidarity conflicts arise across welfare regimes. Despite their significance, these dynamics have not received much recent attention. Our article aims to fill this gap. Through content analysis of party manifestos, we compare the solidarity frames of political parties within and between three distinct welfare regimes—Flanders (Belgium), Sweden, and the United States. Our results confirm our expectations drawn from political feedback literature: while party ideology influences parties' solidarity frame preferences and solidarity conflicts between parties, these preferences and conflicts are also influenced by a welfare regime's societal solidarity norms. Our article highlights the value of analyzing solidarity frames and political solidarity conflicts within welfare‐state regimes to better understand welfare politics and policies.Related ArticlesKönig, Pascal D. 2015. “Moral Societal Renewal or Getting the Country Back to Work: Welfare State Culture as a Resource and a Constraint for Policy Discourse.” Politics & Policy 43(5): 647–78. https://doi.org/10.1111/polp.12130.Mioni, Michele, 2021. “The ‘Good Citizen’ as a ‘Respectable Worker:’ State, Unemployment, and Social Policy in the United Kingdom and Italy, 1930 to 1950.” Politics & Policy 49(4): 913–39. https://doi.org/10.1111/polp.12425.Wagle, Udaya R. 2014. “The Heterogeneity Politics of the Welfare State: Changing Population Heterogeneity and Welfare State Policies in High‐Income OECD Countries, 1980‐2005.” Politics & Policy 41(6): 947–84. https://doi.org/10.1111/polp.12053.

Generating "Différance" or an Ontology That Is Same Old Same Old Comment on "The Generative Mechanisms of Financial Strain and Financial Well-Being: A Critical Realist Analysis of Ideology and Difference"

Glenn and colleagues carefully conducted a realist review of initiatives introduced in high-income countries intended to improve financial well-being (FWB) or reduce financial strain (FS) during the early days of the pandemic. They found that these initiatives were underpinned by either neoliberal or social equity ideologies, within which, social location acted on different groups. In this commentary, we suggest caution in applying labels such as neoliberalism and social equity when lumping social welfare policies; labour policies; housing and financial services policies; and service provision for health, seniors, childcare, and education across welfare state regimes. We also caution against aggregating equity-deserving groups from different contexts into a single otherness. We suggest a pragmatic reinterpretation of the study’s findings and in future examinations of post-pandemic recovery in accordance with long-standing pragmatic methods of working in public health that seek to improve population health and well-being through collective action.

The positive relationship between female employment and fertility rates: The role of family benefits expenditure and gender-role ideologies

This article interrogates the impacts of different types of family benefits expenditures on the positive relationship between female employment and fertility rates in developed welfare states. It does this by theorizing how these family benefits align with welfare state regimes’ preferences for different normative gender-role ideologies. Rather than treating family benefits as a monolith, this article investigates the impact of disaggregated expenditures in the Organisation for Economic Co-operation and Development (OECD) family policy database (1. services and in-kind benefits, 2. child-related cash benefits and 3. tax-based financial support for children) on both female employment and fertility rates. This is done using pooled time-series analysis covering the period 2000–9. The analysis yields evidence that expenditure most reflecting a ‘full egalitarian’ gender ideology including service and in-kind benefit provision has the most positive association with female employment and fertility due to an emphasis on defamiliarization. The picture for child-related cash benefits is mixed due to the presence of cash transfer provisions not employment-contingent captured in the indicator. In contrast, tax-based financial support for children harms female employment, reflecting a maternalistic ‘traditional’ ideological orientation, but is positive for fertility rates indicating a moderate pro-natal effect of tax-based financial support for children.

Does the (socio-political) socialization context matter for paternal involvement?

Previous literature on paternal involvement emphasizes the influence of fathers’ socialization contexts, considering either welfare policies (Hipp and Leuze, 2015) or experiences with their own fathers (Brown et al., 2018; Parke, 1995). In this study, we combine those two branches of research and examine how fathers’ and their fathers’ (grandfathers’) socialization experiences (parental leave regulations in their early adulthood as an example of (de-)familization policies (Lohmann and Zagel, 2016)) predict paternal involvement today. To measure paternal involvement, we create an indicator for involvement that covers Lamb et al. (1985) three aspects of direct interaction, responsibility, and availability and the fact that a father has taken paternal leave for at least one of his children or not. We use the fact that a substantial proportion of the fathers in the German, national survey AID:A 2019 (Kuger et al., 2020) were socialized in another welfare state regime (6.3% of fathers have a direct and another 13.5% have an indirect migration background (their fathers were born in another country) covering birth cohorts from the 1970s to the 1990s; total N = 1053). We then add context-related information on their (fathers’ and grandfathers’) countries of origin from the OECD family database and estimate an SEM model to test potential direct and indirect effects. We find that more educated fathers who experienced extended parental leave regulations are more involved fathers today. Our results support, thus, that welfare state conditions influence individuals’ behaviour while education is a relevant moderator in this relationship.

Values and economic performance across European welfare state regimes: Direct and indirect effects through social capital, human capital and managerial skills.

The values that people hold are linked to their economic performance. These links can be either direct or indirect, operating through moderating variables such as social network participation, interpersonal trust, trust in institutions, human capital, managerial skills and hours worked. In this paper these effects are studied using structural equation modelling (SEM) methodology applied to European Social Survey data from 28 European countries in 2018. Schwartz classification of values is used, distinguishing between Self-Enhancement (Power, Achievement), Openness to Change (Self-Direction), Conservation (Tradition, Security, Conformity) and Self-Transcendence (Universalism, Benevolence) values. It is found that Power has the strongest positive direct effect on economic performance, further strengthened by a positive indirect structural effect through hours worked. Self-Direction is indirectly positively linked to economic performance through higher managerial skills and hours worked. Tradition has a strong negative direct effect on economic performance. Security is indirectly negatively linked with economic performance, owing to its negative effects on interpersonal trust, management skills and hours worked. Some of the identified effects are context-dependent and vary across European welfare state regimes. For example, Power is statistically significantly linked to economic performance only in the liberal and conservative regime. Values promoted by respective welfare state regimes are not necessarily associated with higher incomes within those regimes, e.g., Tradition and Security values promoted in the conservative and Mediterranean regime are associated with lower incomes. These findings may lead to a range of policy implications, particularly in relation to the policies on immigration, demographics, the labor market, and work-life balance. Unfortunately, due to the cross-sectional character of the dataset, causal relations among the variables of interest could not be identified.

Autonomy and paternalism – framing Swedish COVID-19 restriction policy

ABSTRACT Sweden became an outlier among the Nordic countries in handling the COVID-19 pandemic. While the Nordic countries have historically shared a social democratic welfare state regime, with strong cooperation and harmonization of social policies, their responses to the pandemic showcased fundamental differences to that of Sweden. In particular, Sweden’s prioritization of individual civil liberties over social rights diverged from the more coercive approaches of Finland and Norway, which placed greater emphasis on public health and social welfare. This study examines the media framing surrounding the contrasting Swedish approach and highlights the dichotomy between statist individualism/autonomy and welfare paternalism/interdependence that has been an inherent part of the Swedish welfare state framing. Employing interpretive policy analysis, the study explores the media narratives used by policy actors to frame their pandemic response in terms of individual autonomy and governmental paternalism. We identified two contrasting perspectives on governance regarding the COVID-19 policy strategy. One framing perspective backed the strategy, emphasizing the importance of safeguarding individual autonomy and minimizing central control. The other viewpoint demanded a lockdown and criticized the Swedish response as too lenient. This deviated from usual Swedish political alignments and created a polarized and lively debate around the core values of individual autonomy, agency, and central governmental paternalism.

Child support and income inequalities: a cross-continental comparison from welfare design to judicial implementation

Abstract This article analyses why and how child support policy contributes to income inequalities as well as to cross-national variation. It uses an in-depth comparison between France and Quebec (Canada) and drives on a multi-method empirical design to assess how this policy has been designed within each welfare state regime from the 1970s to the 2020s and how family lawyers and lower court judges implement it. It shows that national conceptions of solidarity and justice differ, along with the differences between those two legal systems, leading to cross-national variations regarding child support policy. In Quebec, the neo-liberal wave and the powerful feminist movement have converged to ensure that fathers are made to face up to their financial responsibilities towards their children, which has positive effects on the wealthiest and middle-class families. In contrast, in France, the feminist movement has been less influential while the long-standing family policy has favoured state protection towards lone mothers. As a result, the financial risks involved in separation are (partially) compensated by a state system of redistribution, rather than by private remedies, which lead the French system to be more effective for lower-class families. As a result, national context still matters a lot in the part institutional arrangements and professional practices play in income inequalities after parental separations.

The flexibility of family co-ordinators in complex family interventions: building relations over time with families living in sustained poverty

ABSTRACT Complex family interventions represent innovative yet contested policy approaches to child poverty and their follow-up with families with complex needs laid down in several national policies. Across welfare state regime contexts, the role of the family co-ordinator is central to these approaches. This role and the work of co-ordinators in interaction with families, family members, and other services deserve further exploration to increase knowledge of the contribution of such interventions. In this article, we explore the role of the family co-ordinator in the Norwegian family intervention programme, New Patterns – Safe Upbringing. The research builds upon fieldwork conducted over several intervals (2019–2021). Family co-ordinators were followed in their everyday work practices, and they were interviewed over several rounds. In our analysis, we look at how the family co-ordinator role and relations with families evolve over time as knowledge increases and the family situation changes. Our research findings demonstrate the importance of flexibility and temporality in complex family interventions, including their role for instigating trust in the relationships between family co-ordinators and families, their role as cultural and system interpreters, and as such providing means for successful targeted support.

Bordering social reproduction: The welfare/immigration regimes of Quebec and Ontario in Canada

This article makes three crucial, related arguments. First, most European analyses of immigration and social welfare fail to consider how these policies intersect to shape the social reproduction of populations, instead sticking to notions of welfare chauvinism, social citizenship, and deservingness. Second, welfare/immigration analyses are usually set at the national level, but subnational comparisons can challenge tidy welfare state regime categorizations, revealing both nuance and policy opportunities. Third, a focus on social reproduction regimes that includes welfare and immigration policies reveals how jurisdictions border the extraction of social reproductive labour, with impacts on who gets in and under which conditions, and on the distribution of paid and unpaid social reproductive work within immigrant and established families in Canada. Developing our feminist border analysis, we illustrate our approach through a comparative analysis of Quebec and Ontario to show how social reproductive borders extract care labour and from whom, under diverging policy regimes.

A problem of gendered injustice? Objective and subjective poverty among older women and men across European welfare regimes

Using European Social Survey data, this article studies the prevalence of objective and subjective poverty among older women and men (60+ years) in 21 European countries. Objective poverty refers to whether one’s disposable income falls below the poverty line, whereas subjective poverty relates to the capacity to make ends meet. It analyzes gender differences in these two dimensions of poverty and the role of gender as an explanation to these phenomena while controlling for other individual-level variables as well as the role of welfare state regimes. The results show that older women are more exposed to objective poverty than men, and that female gender remains strongly and positively correlated with this kind of poverty even when controlling for other variables. They also show that other individual-level variables, such as partnership, paid work and education curbs objective poverty, while the type of welfare regime does not matter. As to subjective poverty, on the other hand, there is no significant association with female gender, nor with the type of welfare regime, while individual-level variables such as subjective health, partnership and paid work are negatively correlated with this dimension of poverty. Subjective poverty is somewhat more influenced by contextual factors than objective poverty although the type of welfare state regime is not significantly associated with subjective or objective poverty.

THE EFFECT OF INCOME SECURITY IN OLD AGE ON HEALTH OUTCOMES: A COMPARISON BETWEEN CHINA AND THE US

Abstract This paper examines the social determinants of health, particularly the social, political, and economic context of socioeconomic status and health outcomes. Many studies on the political economy of health have highlighted the effects of welfare states on health and health inequalities, typically using welfare state regimes as proxies for social policies. Few research studies have described the association between frailty phenotype and financial wellbeing, however, particularly considering the three-legged stool of retirement income security (public pensions, private pensions, and personal savings/assets) across different welfare state regimes. This study investigates the effects of old-age income disparities on frailty among older adults in the United States and China. Specifically, this paper examines the associations between different sources of old-age income (public and private pensions, personal savings and assets, earnings, workplace subsidies, worker’s compensation, household subsidies, and unemployment insurance benefits) and the five-item frailty phenotype from the RAND Health and Retirement Study (HRS) and the China Health and Retirement Longitudinal Study (CHARLS). The findings reveal that health outcomes measured by the Fried’s frailty phenotype vary considerably by country and income type.

Food Insecurity and Social Policy: A Comparative Analysis of Welfare State Regimes in 19 Countries.

We sought to determine whether a country's social policy configuration-its welfare state regime-is associated with food insecurity risk. We conducted a cross-sectional study of 2017 U.N. Food and Agriculture Organization individual-level food insecurity survey data from 19 countries (the most recent data available prior to COVID-19). Countries were categorized into three welfare state regimes: liberal (e.g., the United States), corporatist (e.g., Germany), or social democratic (e.g., Norway). Food insecurity probability, calibrated to an international reference standard, was calculated using a Rasch model. We used linear regression to compare food insecurity probability across regime types, adjusting for per-capita gross domestic product, age, gender, education, and household composition. There were 19,008 participants. The mean food insecurity probability was 0.067 (SD: 0.217). In adjusted analyses and compared with liberal regimes, food insecurity probability was lower in corporatist (risk difference: -0.039, 95% CI -0.066 to -0.011, p = .006) and social democratic regimes (risk difference: -0.037, 95% CI -0.062 to -0.012, p = .004). Social policy configuration is strongly associated with food insecurity risk. Social policy changes may help lower food insecurity risk in countries with high risk.

Do welfare regimes matter? Perceptions of welfare in contemporary word

PurposeThis paper takes an ideal type of different welfare regimes as a starting point. It investigates with survey data people's experiences and expectations towards the welfare state and its functioning against various social risks. The paper discusses questions like, are there differences in perceptions between welfare regimes? And what is the role of the welfare state regime in explaining those differences?Design/methodology/approachThis research article is based on OECD survey data and classical welfare state classifications. The analysis of welfare regimes provides both a theoretical and methodological structure for study. The study-applied analysis of variance (one-way ANOVA) to test a hypothesis that regimes matter analyses more nuanced aspects of current and prospects to the near future welfare state provision.FindingsThis examination suggests that welfare regimes still matter even though the differences in averages were not as immense as expected. Perceptions in different welfare regimes also have priorities related to the willingness to pay more taxes in order to receive better access to services and financial support if needed. In Nordic countries, the acute priority based on survey data is investment in education and re-training. In Continental Europe, more financial support is needed for pensions. Overall, respondents representing emerging Eastern European and Mediterranean welfare regimes think that welfare provision should be financed more compared to other welfare regime respondents. Health is a universal and unifying issue, particularly in ageing welfare states, and brings health as a traditional and central question again.Originality/valueRespondents' perceptions work as people's voice and assessments are used to gain a contemporary understanding of welfare and about welfare state functioning.

Welfare state regimes and social policy resistance to fiscal consolidations

AbstractWe study how welfare states regimes influence the effect of episodes of fiscal consolidations on the four main components of the welfare state: social investment, pensions, healthcare and labour market insurance. Welfare state regimes are associated with distinct social policy legacies that feedback into political competition by shaping the size and influence of different coalitions of constituents. Using data from 1980 to 2014 in 16 OECD countries, we find that labour market insurance is more vulnerable to consolidations in Liberal regimes, while social investments are more resistant to consolidations in Nordic regimes. In the Continental regime, which overlaps with Social Health Insurance systems, healthcare is more resistant to consolidations. Finally, pensions are more resistant to consolidations in the Southern regime. These findings contribute to the study of the comparative political economy of welfare state retrenchment.

No evidence that social-democratic welfare states equalize valued outcomes for individuals with disabilities

It is acknowledged that generous welfare states can provide better outcomes to their populations in terms of objective and subjective indicators of well-being, yet there is little comparative evidence of the role that the welfare state regime plays in lessening disability-based inequalities. Using a large comparative data set of most European societies, Tukey's honestly significant difference and generalized Hausman tests for six welfare state regimes, we examine the assumption that social-democratic countries perform better in mitigating disability-based inequalities than conservative, liberal, Southern, Eastern European, and the former Soviet Union welfare state regimes. We compare the valued outcomes for individuals with and without disabilities regarding their education, labour market participation, material well-being, and life satisfaction. The main finding of this study is that the most generous welfare states in Europe do not perform better, and in some cases, perform worse, than other less comprehensive welfare state regimes in closing the gap in valued outcomes between individuals with disabilities and the rest of the population. We discuss potential explanations of these inequalities such as the nature of expectations and changing characteristics of welfare state regimes, and difficulties related to measuring disabilities across European societies.

Civil Society, Neighbourhood Diversity and Deprivation in UK and Sweden

This paper explores the relationship between neighbourhood level density of civil society organisations (CSOs), diversity, and deprivation. We compare the UK and Sweden, two countries with different civil society traditions and welfare state regimes. We use data on formal civil society organisations to examine whether diverse neighbourhoods have lower levels of civil society infrastructure. In the UK, contrary to what could be expected from Putnam's assertion that diversity has a negative effect on trust, thus limiting civil society activities at the neighbourhood level, we observe a positive relationship between the density of CSOs and diversity. In Sweden, we find different patterns. First, we observe a negative correlation between CSO density and diversity. Second, we find lower density of formal CSOs in areas with high diversity and high economic disadvantage and higher density in areas characterised by low diversity and high disadvantage.

The prevalence of grandparental childcare in Europe: a research update

We investigate (a) how the proportion of European grandparents providing childcare changed over a period of 15 years, (b) how these proportions differ by gender and education, and (c) how countries not covered in earlier analyses fit into previously identified regional patterns of grandparental childcare in Europe. Using data from Waves 1, 2, and 8 of the Survey of Health, Ageing and Retirement in Europe (SHARE), our descriptive analysis provides estimates of the prevalence and intensity of grandparental childcare in 26 European countries as well as of the changes therein over time and across socio-demographically defined groups. Overall, the prevalence and intensity of grandparental childcare in Europe has remained fairly stable over time, with minor increases. Proportions of grandparents providing any childcare strongly vary, however, across countries (from 24 to 60%). Grandmothers are generally more likely to provide childcare than grandfathers, while differences based on educational levels are less clear-cut. Central and southeastern Europe, representing the bulk of the ‘new’ countries in the analysis, exhibit patterns of grandparental childcare closely resembling those observed in Mediterranean countries. Our analysis revealed an overall stability over time rather than change in grandparents’ provision of childcare in Europe, with substantial variations across welfare state regimes and within countries when accounting for grandparents’ gender and educational levels. Including countries that had previously been excluded from other studies challenges the ‘narrative’ that has emerged around a negative macrolevel association between the provision of extensive and intensive grandparental childcare.

Impacts of population aging on the quantity and quality of pharmaceutical innovation: evidence from OECD countries

ABSTRACT Against the backdrop of rapid population aging, we examine the impacts of population aging on pharmaceutical innovation based on the panel data of OECD countries between 1997 and 2018. We show that population aging effectively boosts the quantity and quality of pharmaceutical innovation before the share of older adults approaches 14%, the threshold for the aged society. Once the country enters the aged society, however, population aging is no longer associated with the quantity of pharmaceutical patents, and even significantly depresses the quality of patenting. Moreover, the type of welfare state regimes plays a notable moderating role. High welfare states could effectively amplify the positive effects of aging or attenuate the negative impacts of aging on pharmaceutical innovation. Our results suggest that the dividend of aging in pharmaceutical industry does exist in the early stage of aging, and the government needs to plan ahead to ameliorate the deterioration of innovation in aged and super-aged societies.

Free Movement versus European Welfare States? Variations of the Fiscal Effects of EU Migrants across Welfare State Regimes

Strong claims have been made about the incompatibility between large-scale migration and advanced welfare states. The free movement of workers within the European Union (EU) offers an interesting case for the study of the fiscal effects of unrestricted labor migration in different types of welfare states This article therefore investigates the alleged tension between advanced welfare states and liberal migration policies by analyzing how the fiscal effects of EU migrants vary across European welfare state regimes. In contrast to arguments commonly made in public debates, we argue and explain why theoretical reasoning should lead us to expect limited differences in fiscal effects of EU migrants in different welfare states. The empirical analysis, covering twenty-nine countries during 2004–15, shows that the net fiscal impact of EU migrants in the different welfare state regimes of West European countries is positive, and we find no major differences in the fiscal impacts of EU migrants across Western regimes. These results from the EU case cast doubts on the claim that advanced welfare states are incompatible with large-scale immigration because of adverse fiscal effects, and on the idea that broad institutional characteristics of welfare states have substantial consequences for the fiscal impact of migration.