Intergenerational solidarity: the paradox of reciprocity imbalance in ageing welfare states

In this article a new theoretical framework is applied to a research field that is somewhat fragmented, namely that of intergenerational solidarity in ageing welfare states. Inspired by utilitarian considerations many scholars tend to problematize the lack of reciprocity characterizing intergenerational exchanges. As some generations are longer old and more numerous they may receive excessive state‐administered support of the younger generations, especially in a democratic setting. However, in reality there is limited empirical evidence of intergenerational conflict and theoretical explanations of this paradox are rare. An integrated and dynamical approach that incorporates Durkheim's solidarity theory, Honneth's intersubjective recognition theory, and the current work on reciprocal exchange is necessary in order to understand the survival of intergenerational solidarity in ageing welfare states. According to this model reciprocal recognition leading to the empathization of exchanges is the driving force of intergenerational solidarity in a prefigurative and democratized culture where the status of the young has risen dramatically. Hence, we come to the paradoxical conclusion that attempts to preserve intergenerational solidarity by openly denouncing excessive transfers and trying to bypass them institutionally sometimes might be counterproductive because they may erode their empathic underpinnings.     

Family Studies and Intergenerational Studies

ABSTRACT

This paper reviews key sources in the field of family studies in order to identify, in research and program development, intersections of theoretical, methodological, or programmatic interests. The purpose of the paper is to begin a dialogue between researchers and practitioners in the fields of family studies and intergenerational studies to foster collaborative projects in research and programming. The authors have chosen to limit the literature reviewed to sources that contain landmark reviews of research on intergenerational relationships from the perspective of the family studies field: Decade reviews that appeared in the primary journal of the National Council on Family Relations, the Journal of Marriage and the Family(Broderick, 1971a; Berardo, 1980; Booth, 1990; Milardo, 2000); the Handbook of Marriage and the Family(Sussman & Steinmetz, 1987; Sussman, Steinmetz, & Peterson, 1999); Families: Intergenerational and Generational Connections(Pfeifer & Sussman, 1991).     

Risk and the welfare state

The British welfare state developed as a state-centred response to the problem of handling the risks encountered in a typical life-course. The influential work of Giddens and others implies that the traditional welfare state is under attack from two directions: a changing international politico-economic environment limits the freedom of national governments to pursue independent policies involving relatively high taxation to finance social spending. At the same time, changes in the experience of risk and declining confidence in the expertise of welfare state planners and professionals undermine support for state-centred solutions. This approach fails to acknowledge that available non-state services are often inadequate to meet many everyday life risks and that the authority of private sector advisers, insurers and professionals is also increasingly open to question. This article discusses whether people reject welfare state solutions to problems of risk in the context of research on the perceptions and behaviour of people buying or selling their homes, considering provision for long-term care needs and defrauding social security carried out by the ESRC's Economic Beliefs and Behaviour programme. Individual responses endorse the continued provision of state welfare in order to meet unprovided risks alongside disenchantment with the record of both state and private professionals and planners and awareness that state retrenchment requires greater individual responsibility for meeting one's own needs. The theory of risk society requires development to recognize that citizens are not necessarily alienated from state welfare.     

Social welfare in rural Europe

Rural development has been identified by EU leaders as one of the priorities of European structural policies, and as one of the objectives of cohesion policy. Yet despite this commitment, we are very poorly informed about how ordinary people live across the rural areas of Europe, their incomes and quality of life, and their perceptions of policies and economic and social change. This paper argues that greater attention should be devoted to issues of poverty, disadvantage and social exclusion in rural Europe by both policymakers and researchers. This is particularly crucial at the present time as rural Europe is subject to major structural changes deriving both from changes in rural economy and society and from policy initiatives such as the Maastricht Treaty and the Single European Act. These are over and above the wider trends operating throughout Europe in relation to employment, fiscal crisis and ageing, for example. A central requirement is for the articulation of policies for tackling economic and social exclusion (e.g. Poverty 3, Exclusion 1), on the one hand, with those directed towards rural development (e.g. Leader 2), on the other. Fundamental household survey work is required to increase our understanding of what constitutes rural disadvantage, which client groups are affected, and how policies can contribute towards relieving their disadvantage, preferably through client-based instruments rather than less appropriate area-based approaches. The last part of this paper presents preliminary results of such a survey, focusing on issues of employment, housing, poverty and quality of life.     

Computerizing the welfare state

Although computer technology is central to the operation of the modern welfare state, there has been little analysis of its role or of the factors shaping the way in which it is used. Using data generated by expert informants from 13 OECD countries, this paper provides an indicative comparison of the aims of computerization in national social security systems over a 15-year period from 1985 to 2000. The paper seeks to identify and explain patterns in the data and outlines and examines four hypotheses. Building on social constructivist accounts of technology, the first three hypotheses attribute variations in the aims of computerization to different welfare state regimes, forms of capitalism, and structures of public administration. The fourth hypothesis, which plays down the importance of social factors, assumes that computerization is adopted as a means of improving operational efficiency and generating expenditure savings. The findings suggest that, in all 13 countries, computerization was adopted in the expectation that it would lead to increased productivity and higher standards of performance, thus providing most support for the fourth hypothesis. However, variations between countries suggest that the sociopolitical values associated with different welfare state regimes have also had some effect in shaping the ways in which computer technology has been used in national social security systems.     

Intergenerational equity and an explicit construction of welfare criteria

Ranking infinite utility streams includes many impossibility results, most involving certain Pareto, anonymity, or continuity requirements. We introduce the concept of the future agreement extension, a method that explicitly extends orderings on finite time horizons to an infinite time horizon. The future agreement extension of the given orderings is quasi-transitive, complete, and pairwisely continuous. Furthermore, its asymmetric part is larger than that of any other pairwisely continuous extension of the orderings. In case of anonymous and strongly Paretian orderings, their future agreement extension is variable step anonymous and strongly Paretian. Characterizations of the future agreement extensions of the utilitarian and leximin orderings are obtained as applications.     

Family,welfare state generosity and the vulnerability of older adults: A cross-national study

The availability of family can be considered a protective factor for aging well. In this article, we examine to what extent the family situation of older people creates vulnerability with respect to their quality of life. Because not everyone is vulnerable to the same degree, we try to identify the conditions under which older people benefit more from having family resources. Based on the resources perspective, we argue that the impact of family resources on life satisfaction is stronger for older people with fewer resources at both the individual level (material, physical and non-familial social resources) and the country level (welfare state services targeted at older adults). To test our hypotheses we make use of the fourth wave of the European Values Study, and the MULTILINKS Social Policy Indicators database. In general our data offer support for the idea that the presence of intimate family ties (with partner and children) can be considered an important resource for achieving psychological well-being, whereas their absence or loss may act as a constraint. Our vulnerability argument is partly supported by the findings. Partner resources are more important for the life satisfaction of older people with a low education and health problems. Similarly, having children only improves the life-satisfaction of lower educated older adults. However, family resources are not more important for older people with fewer material resources or for older people living in countries with low services levels targeted at older adults.     

Intergenerational families in child welfare: Assessing needs and estimating permanency

Much of the empirical literature on intergenerational child maltreatment focuses on the mechanisms that explain how maltreatment is transmitted across generations. Few studies have examined child protective service outcomes associated with intergenerational families. The current study addresses this gap in the literature. This study compares 1196 caregivers, most of whom are single African American females, and 2143 children from first and second generation child welfare-involved families. All families have a history of substance abuse. We sought to understand how first and second generation families differ with regard to social and economic status indicators, as well as whether intergenerational child welfare involvement is associated with permanency outcomes. Our findings indicate that second generation families experience significantly more risk factors at the time of case opening, and are two-thirds as likely to be reunified as compared with first generation families. The singular effects of generation status disappeared, however, once the interaction between mental health diagnosis and second generation status was entered into the model, suggesting that it is not just being intergenerationally involved in the child welfare system that reduces the chance of reunification, but rather second generation caregivers have more mental health problems that are associated with a lower likelihood of reunification.     

Positional satisfaction and state welfare

Fred Hirsch's book. The Social Limits of Growth (1977) has proved enormously fruitful in provoking and structuring debate about the relationship between economic development and individual satisfaction in advanced democracies. In this paper, we attempt to review the approach of the book, to explain why it is so influential and to test one aspect of the argument.     

Fragile families in the American welfare state

The proportion of children born out of wedlock is now over 40%. At birth, about half of these parents are co-habiting. This paper examines data from the Fragile Families and Child Wellbeing study (N = 4271) to describe for the first time the role of welfare state benefits in the economic lives of married, cohabiting, and single parent families with young children. Surprisingly, total welfare state benefits received by the three family types are relatively similar. Nearly half of the full incomes of fragile families come from welfare state transfers. For single parent families the proportion is slightly more than two thirds. Though aggregate welfare state transfers are approximately equal across family type and thus change very little as marital status changes, these transfers and the taxes required to finance them cushion family status changes and substantially narrow the gap in full income between married and fragile families.     

Gender relations and the family farm in Western Europe

The paper focuses upon the impact of changing relations between farmers and spouses in the context of the restructuring of the rural economy and increasing female participation in labour markets. It is based upon a study of the connections between the succession process in agriculture and family relationships [Blanc, M. and Perrier-Cornet, P. (1989) Renouvellement des forces de travail et formes de production familiales en agriculture (les installations d'agriculteurs au cours de la decennie soixante-dix). Montpellier, INRA, Departement d'Economie et de Sociologie Rurales, Montpellier]. It argues that for farmer's wives, off-farm work, participation in other farm-based enterprises and occupational status result from a negotiation of power relations within the farm operating couple. Such changes are bringing about a distinct form of pluriactivity among farm families, with an emerging trend towards husbands being occupied full-time on-farm and wives off-farm.The paper deals with the future of family farming in connection with these changes. The role played by the ideology of family farming in sustaining these emerging forms of production is examined. The individuation of aspirations, especially for women, is considered an important factor in terms of labour market involvement. However, it is argued that the resolution of the impact of such changes on the domestic sphere and the farm is dependent upon a process of negotiation between the farmer and spouse.