Back to Work after Incapacity Benefit: Differences between Ethnic Minority and Native Dutch Workers

Contemporary pleas for an activating welfare state and social security system emphasize that getting benefit claimants back to work is more important than providing income compensation for social risks connected with unemployment or illness. The Dutch system of incapacity benefits, however, is far removed from this normative ideal of a proactive social security system. Resumption of work after a spell of incapacity benefit is the exception rather than the rule. This article examines possible ethnic differences in resumption of work following incapacity benefit. We use a unique register data file from Statistics Netherlands that contains information about all incapacity benefit claimants in the Netherlands in 1999. In the analysis we follow these benefit claimants for three years and examine what their labour market position was in 2002. We find that resumption of work after incapacity benefit is even more the exception for migrant workers with a Turkish or Moroccan ethnic background. Contrary to our assumption, this difference from native Dutch workers cannot be explained by unfavourable personal characteristics of Turkish or Moroccan benefit claimants – their personal characteristics (gender, age, low educational level) appear to be rather favourable for resumption of work. In the current literature, these differences in outcomes between ethnic groups are often attributed to certain ‘ethnic‐specific’ or cultural factors. This article argues that we should be careful of explaining different outcomes between ethnic groups by (alleged) cultural phenomena. There are other explanations possible such as differences in work motivation, lack of ‘transition facilities’ in companies and differential treatment by employers or social security officials.     

How to Design a "Liberal" Welfare State: A Comparison of Canada and the United States

My aim in this paper is to show how differences in the programmatic design of two otherwise "liberal" welfare regimes have generated substantially different patterns of welfare state retrenchment and distributive outcomes since the 1970s. Welfare regimes are distinguished by the principles and rules that regulate transactions between the three institutional nuclei from which individuals derive their "welfare" in modern capitalist societies—the state, the market, and the family. Liberal regimes are characterized by a preference for market solutions to welfare problems. While Canada and the United States both represent paradigmatic instances of the liberal regime type, there are long-standing differences in methods both of financing and distributing benefits. Differences in programme design led to substantially different retrenchment strategies from the end of the 1970s, which in turn produced dramatically different distributive outcomes: rising inequality and poverty rates in the United States compared to relative stability in the distribution of income among Canadian families.     

中国式“福利依赖”的制度设计探源——北京市城市居民最低生活保障制度案例研究

本文通过对北京市25户低保家庭的长期跟踪调查,总结分析了中国制度背景下福利依赖的类型及原因。中国低保制度把多种福利与低保资格捆绑在一起,收入和资产审查缺乏可操作性,制度设计上促进就业政策基本失效。以上这几方面构成了福利依赖的制度设计原因。从这个意义上来说。中国的福利依赖原因很大程度上并不是救助福利丰厚,而是福利缺失所致。即失去低保资格会使家庭的很多风险失去保护,并且我国缺乏家计调查和工作福利制的可操作性,这些与发达国家有关“福利依赖”问题的争论有着根本的区别。     

The impact of the use of the social welfare services or social security benefits on attitudes to social welfare policies

Muuri A. The impact of the use of the social welfare services or social security benefits on attitudes to social welfare policies
Int J Soc Welfare 2010: 19: 182–193 © 2009 The Author(s), Journal compilation © 2009 Blackwell Publishing Ltd and the International Journal of Social Welfare. This article investigates the attitudes of citizens and clients to social welfare services and social security benefits. The data come from a Finnish national survey conducted at the end of 2006. First, the article overviews the previous welfare‐state studies relating especially to the theoretical perspectives of self‐interest and legitimacy. The empirical analysis indicates (i) that a different operation of self‐interest can only weakly explain the differences in attitudes between services and benefits; (ii) that there is general support for Finnish social welfare services and social security benefits, which, however, is mixed with growing criticism among women and pensioners who are supposed to benefit most from the welfare policies; and (iii) that such determinants of attitude as gender, use and, to some extent, lifecycle have become as important as class‐related factors such as income and education.     

Industrial Relations as a Source of Social Policy: A Typology of the Institutional Conditions for Industrial Agreements on Social Benefits

The article's starting point is that the now‐conventional conceptualization of welfare state retrenchment as a shift from state provision of income support to market processes is misleading. Rather, state provision may be replaced by benefits negotiated collectively by trade unions and employers. As a first step to further investigate this development the article suggests a typology of institutional contexts within which industrial agreements on social benefits emerge. This typology is based on Thomas H. Marshall's distinction between political and industrial citizenship. Following the comparative method of the ‘parallel demonstration of theory’, the typology is applied to four countries where collective agreements on social benefits have recently been concluded, namely Denmark, France, the Netherlands and Germany. It is argued that, on the one hand, the state's activity or passivity in labour relations and, on the other hand, the timing of the institutionalization of political and industrial citizenship is decisive for the development of collectively negotiated benefits. The conclusion for comparative welfare state research is that, when viewing policies of welfare state retrenchment, the research should systematically include industrial relations and their historical trajectories in its frame of reference.     

Informal care in Sweden: a typology of care and caregivers

This study describes and analyses the types of informal care provided in Sweden and whether it is possible to distinguish different types of carers. Data were collected in a Swedish county in 2000, by means of telephone interviews. The net sample consisted of 2,697 individuals 18–84 years old, and the response rate was 61 per cent. The results showed that there were large differences in the numbers of male and female carers when the data were divided into a typology of care categories based on different caring tasks. Women were much more likely than men to be involved at the 'heavy end' of caring, i.e. providing personal care in combination with a variety of other caring tasks. Men were more likely to provide some kind of practical help for a mother or a neighbour/friend. Even though the Swedish welfare state has been described as universal and characterised by an extensive system of benefits and services intended to cover the entire population, the results here indicate that informal care plays an important role and that the gender role patterns are similar to those observed in other types of welfare state. When discussing support systems it is important for social policy to develop programmes that take into account the support needs of both caregivers and care recipients, and not to see their needs in isolation from the social care system as a whole.     

Radical alternative conceptualizations of the classical welfare state? Contrasting the United Kingdom and the Netherlands with Norway

In many countries, new, broad, and normative “conceptions of society” gained prominence that represent fundamentally different discursive alternatives to the classical welfare state. We present two political projects that contain radical alternative conceptualizations of the classical welfare state, the “Big Society” in Britain and the “Participation Society” in the Netherlands, and contrast these with Norwegian developments, where no such a radical alternative conceptualization of the welfare state can be found. We show that the British and Dutch political projects were attempts to replace the welfare state, whereas there is no comparable big idea about a radical overhaul of the welfare state in Norway. Our analysis contributes to a better understanding of a fundamental shift in welfare state reform, namely a radical reconsidering of the ideational and normative foundation that defines and underpins what the welfare state is or should be.     

Cooperation between social security and employment services: Evaluation of a reform strategy in the Netherlands

Since the early 1990s in the Netherlands a process of restructuring social security has been going on. A central element is the introduction of regional Centres of Work and Income, stimulating people living on benefits to return to paid work and making services more client–oriented. In these centres, social security organizations and employment services are supposed to cooperate. In practice this cooperation is hard to accomplish. The intended activation of clients is hardly realized. The problems encountered by this policy are characteristic of a top–down reform strategy in a corporatist welfare state like the Netherlands.     

Charity or Entitlement? Generational Habitus and the Welfare State among Older People in North‐east England

Current UK policies aimed at reducing pensioner poverty involve targeting those in greatest need by supplementing their incomes with means-tested welfare benefits. It is believed that such policies provide more resources for those in greatest need. However, non-uptake of state welfare benefits by many older UK citizens exacerbates the widening income gap between the richest and poorest pensioners. We examine the underlying beliefs and discourses among those currently in retirement who lived through a time when welfare programmes had more of a putative abstract universalism than is now the case. Based on the narratives of people aged over 60 in North-east England, we show how the collective forces of structure and individual practice in relation to welfare accumulate over a lifetime and influence the ways in which people interact with the welfare system in later life. We find that the reasons for the apparent lack of agency among older people in relation to claiming benefit entitlements are linked to the particular social, economic and political circumstances which have prevailed at various points prior to and since the inception of the UK welfare state. We argue that the failure of some older citizens to operate as citizen consumers can be conceptualized in terms of a generational welfare 'habitus', the consequences of which are likely to exacerbate inequalities in later life.     

Levels or worlds of welfare? Assessing social rights and social stratification in Northern and Southern countries

Since Esping‐Andersen's Three Worlds, it has become a truism of welfare state research that welfare states do not vary linearly along a single dimension but have to be conceptualized as multidimensional phenomena that cluster into types caused by the political economy of class coalitions. However, when moving beyond the 18 original countries of Esping‐Andersen's analysis, the situation is less clear. Although additional worlds have been identified in the Global North and the Global South, these are usually not conceptualized along the same dimensions as the original three worlds and are rarely empirically compared with them. This paper tackles these omissions by explicitly comparing Northern and Southern countries within Esping‐Andersen's framework. It poses the question whether the central insight of welfare state research, namely, that there are not just gradual differences between welfare states, but different types with qualitative differences, expands beyond classic welfare states. Based on newly generated data on social rights and social stratification, we employ cluster analysis with 45 Northern and Southern countries. This analysis produces mixed results. We do find different types of welfare states with qualitative differences, but these do not fully correspond to Esping‐Andersen's Three Worlds. Moreover, our findings also point to a conceptual issue in welfare regime research: regimes are not just defined and measured in terms of different logics of welfare provision but also take into account degrees of welfare stateism. We argue that this issue is poised to become ever more pressing with the geographical expansion of welfare state research.     

Partisanship,continuity, and change: Politics in Finnish unemployment benefit reforms 1985–2016

The apparent decline of partisan effects on social policies since the 1980s has encouraged the development of theories that challenge the traditional partisan politics theory. Although the new politics approach pointed to institutional path-dependence and to the unpopularity of radical retrenchment, recent research has highlighted shifts in electoral landscapes, differences in party systems and institutional contexts, and changing party-voter linkages. This in-depth case study contributes to debates on partisan effects by focusing on Finland, whose dualistic unemployment benefit system and institutional and political conditions provide an interesting case to analyse changing partisan effects. The aim is to explain, through qualitative policy analysis, why government partisanship has not had a significant effect on unemployment benefit levels since 1985. The explanations are different for earnings-related and flat-rate benefits. For the former, retrenchment efforts have seen a distinct partisan divide, but trade unions have thwarted most cutbacks; thus, although partisanship has not mattered much for policy outcomes, power resources have remained important as inhibitor of cuts. For the latter, parties that in the late 1980s still had differing priorities have since converged on policies emphasizing activation and work incentives. Universal flat-rate benefits have lacked political support and have been left to stagnate. The study suggests that one single theory is not sufficient to explain developments even in one single welfare policy—there are too many aspects to cover—not to speak of the entire welfare state consisting of an array of different schemes.     

The State and its Welfare State: How do Welfare State Changes Affect the Make‐up of the Nation State?

With respect to changes in the welfare states of OECD countries, scholars most of the time are looking for common trends; that is, they look for similar movements in different states, such as welfare state retrenchment, recalibration, etc. As we show in this article, data on welfare state spending and financing do not, however, support such stark tendencies like retrenchment. We therefore suggest looking for corridor effects rather than level effects, i.e. analysing changes in the dispersion of welfare state regimes rather than shifts in the mean values. Our analysis suggests that convergence, i.e. decreasing diversity among states in spending, financing and regulation patterns, may have been the most important pattern of welfare state change in the last three decades – a pattern easily overlooked in past and current research. Convergence of welfare state regimes also affects our views on the modern nation state itself since the varieties of welfare capitalism in the twentieth century are themselves an expression of the sovereignty and autonomy of the nation state. If nation states are forced to surrender national particularities, to mellow their characteristic differences and to move incrementally towards a one‐size‐fits‐all common model via ‘shrinking corridors’, such a blurring of welfare regimes, such a beclouding of difference, should also be regarded as a significant change taking place in the centre of the Western nation state's make‐up.     

Micro‐level dynamics of social assistance receipt: Evidence from four European countries

This study investigated the monthly dynamics of social assistance benefit receipt – in particular the incidence of long‐term benefit receipt – in four European countries: Luxembourg, The Netherlands, Norway and Sweden. The analysis is based on four separate administrative panel data sets, each covering the 96‐month period from January 2001 to December 2008. Benefit dynamics were found to vary considerably across countries. In the two Nordic countries, long‐term benefit receipt was found to be a rare exception. Most recipients, however, had multiple spells and the majority of benefit leavers returned to benefits within a few months of leaving. In Luxembourg and The Netherlands, long‐term benefit receipt was frequent, but benefit leavers were much less likely to return to benefit receipt after exit. The total duration of benefit receipt per individual across spells was two to three times as high in The Netherlands and Luxembourg as in Norway and Sweden.     

Organizational Restructuring in European Health Systems: The Role of Primary Care

The main goal of this paper is to review the strategies developed across European health care systems during the 1990s to improve coordination among health care providers. A second goal is to provide some analytical insights in two fields. On the one hand, we attempt to clarify the relationships between pro‐coordination strategies and organizational change in health care. Our main conclusion is that the specific features of health care impede the operation of either market or hierarchical coordination mechanisms. These can, however, be selectively successful if applied as levers to promote the role and impact of the pro‐cooperative coordination strategies which are ultimately required to foster adequate inter‐professional and inter‐organizational coordination. On the other hand, we try to cast some light on the ongoing debate on convergence versus path dependency within the broader field of welfare state reform. Evidence on pro‐coordination reforms in health care apparently supports some insights from previous work on the centrality of the socio‐political structure to account for varying patterns of selective path dependency across countries. In particular, the informal power resources of specialist physicians vis‐à‐vis primary care professionals and the state are critical to explain the different rhythm and fate of pro‐coordination reforms across Europe. Against received wisdom, the evidence examined suggests that selective path dependency might apparently be compatible with a general trend towards convergence understood as hybridization.     

Attitudes towards the welfare state have several dimensions

The dimensions and structures of opinions on the welfare state are not well known. This study distinguishes five dimensions based on previous literature: responsibility for welfare, financing of the welfare state, the use of benefits, the adequacy of the welfare state benefits and the effects of the welfare state. One or more attitude indicators are formed for each dimension by means of factor analysis of empirical material. Examination of the correlations between the dimensions and attitudes yields two opinion structures. A supportive attitude structure is founded on the concept that public authorities have responsibility for welfare services, a positive attitude towards public financing of welfare services, and on the concepts that the amount and quality of services and the level of income transfers is not adequate. The critical cluster of attitudes is formed by the reliance on private responsibility, negative attitude towards public financing and on the concepts that benefits are overused and that the welfare state makes its clients passive. Finally, the variation in attitudes among the population of Finland are studied by means of regression analysis. Social class, age and political party sympathies are the most important explanatory factors for a range of attitudes.     

Benefit dependency: The pros and cons of using “caseload” data for national and international comparisons

Policy‐makers in advanced welfare states have increasingly expressed concerns over large numbers of working‐age people claiming social security support. Accordingly, policies aimed at reducing the level of “benefit dependency” have gained prominence. However, such policies rest on shaky empirical evidence. Systematic collections of national “caseload” data are rare, social security programmes overlap and administrative categories vary over time. The internationally inconsistent treatment of national transfer programmes provides a further challenge for cross‐national comparisons. This article first identifies and discusses several of these problems, and ways in which they may be addressed. It then employs administrative claimant data from six European countries as a way of illustrating trends over time and across countries. The underlying aim is to explore the scientific potential of benefit recipient numbers as an indicator for welfare state change over time and across countries.     

Welfare attitudes and social class: the case of Hong Kong in comparative perspective

Based on a survey of Hong Kong residents, this article explores the attitudes towards the welfare state and whether or not there are significant differences between different social classes with regard to their approval of the welfare state. The findings were then compared with those for Sweden and the USA. The study shows that Hong Kong residents strongly approve of the welfare state. The strength of their support is similar to that in Sweden and is far stronger than in the USA. In Hong Kong, the influence of social class on attitudes towards the welfare state is negligible. In some cases, the privileged classes expressed greater approval for the welfare state than the underprivileged classes. This is in striking contrast to the experiences in Sweden and the USA where the underprivileged classes are more supportive of the welfare state than are the privileged classes.     

义利观转换与公有制兴起的思想基础

在走向现代化过程中,通过义利观的转换来实现利益原则的合法化,是一个必经的过程。在中国传统经济思想中,义高于利是正统看法,不过仍然重视公利,认为其高于私利。于是,在晚清国家生存竞争过程中,追求国家富强这一公利成为中国思想界新的"义",从而经由"公利"的过渡,完成了义利观的转换,实现了利益原则的合法化。作为追求"公利"的手段,公有制也因此获得在中国兴起的心理支持。而公有制之所以被视为追求国富的手段,是因为它在此时受到了三种经济思潮的综合影响:国家掌握财富的传统经济思想、动员储蓄与实现快速工业化的现代经济学思想、消灭私有制以超越现代化弊病的社会主义思想。这三种思潮的合流,成为支持公有制兴起的思想基础。     

Risks and Resources: Social Capital among Social Assistance Recipients in Norway

Based on a nationally representative panel study covering the period 1985–2003, a Norwegian cohort is investigated with regard to the risks of receiving social assistance benefits. Traditionally, welfare dependency, poverty and receipt of social assistance have been explained by beneficiaries’ human capital deficits, the structural or institutional design of the welfare system, or the level of welfare benefits. This article investigates the potentially mediating effects of social capital on the risks of receiving social assistance in youth and young adulthood. In addition, the role of the institutional welfare design on the accumulation of social capital itself is examined. The resulting analyses suggest that even if individuals’ social capital is related to the risks of receiving social assistance, it is rather the respondents’ human capital and welfare recipiency in itself that are the driving force behind paths leading individuals into further social assistance recipiency. The article concludes with an analysis suggesting that the institutional design of the Norwegian social assistance benefits reduces social capital for the beneficiaries.