Worlds of Welfare Services: From Discovery to Exploration

A recent thread of debate in social policy research has been the ‘discovery’ of welfare services. Previous comparative studies in this field have been largely erratic and have led to different results. This ambiguity is mainly due to flaws inherent in the data sets. In order to overcome these problems, this article uses an alternative approach of operationalizing welfare services. Employment patterns in the welfare sector provide a holistic picture of welfare services regarding quantity, kind, and organization. Cluster analysis leads to a four‐cluster structure that bears high resemblance to the conventional welfare regime typology by Esping‐Andersen and its subsequent advancements. These findings are set in the context of the welfare regimes literature in order to enhance our understanding of the functioning of welfare regimes. The study suggests that the ideological orientation of the welfare state is a good starting point for a holistic framework of welfare regimes combining the transfer and the service component.     

Analyzing the Productive and Protective Dimensions of Welfare: Looking Beyond the OECD

Several theorists have argued that social policy in East Asia can be seen as representing a distinctive welfare ideal type based around ‘productive welfare’. However, we have contested such claims in earlier work (Hudson and Kühner 2009) and, in common with theorists such as Castells, have suggested that some of the welfare states of the Organisation for Economic Co‐operation and Development (OECD) have a distinct bias towards the ‘productive’ rather than ‘protective’ dimensions of welfare. In this article, we build on our earlier work, utilizing fuzzy set ideal type analysis (FSITA) to explore the balance between ‘productive' and ‘protective’ dimensions of welfare state activity. Here we extend our analysis beyond the OECD, incorporating a range of nations on the ‘fringe’ of the OECD from Latin America, East Asia and the non‐OECD parts of Europe. In so doing, we contest simple notions of welfare regimes aligning with regional blocks. Primarily, however, we highlight the advantages of the ‘diversity‐orientated’ approach to data analysis that fuzzy set methods facilitate in comparison with standard quantitative techniques. In particular, we utilize FSITA to avoid data availability and reliability issues that have plagued quantitatively informed classifications of global welfare regimes. Not least, we argue FSITA allows for the contextualization of cases in a way that is sealed to quantitatively driven, comparative research. Thus, we argue FSITA has an important role to play in attempts to extend the inclusiveness of the ‘welfare modelling business’ in a manner that reflects diverse and highly significant cases beyond the Western lens that dominates the literature.     

The Welfare Modelling Business

The paper starts out by identifying a substantial increase in the use of welfare state typologies within comparative studies. This has developed to a degree where many authors take it for granted that the world consists of a limited number of well-defined welfare regimes. This discussion took off in 1990 and it is expected to continue as an important dimension of welfare and social policy research long into the next millennium. It is shown that the idea of ordering welfare states according to ideal-typical models dates back to the late 1950s and was elaborated substantially during the early 1970s, though rather unnoticed. The publication of Esping-Andersen's The Three Worlds of Welfare Capitalism in 1990 is identified as the starting point for what has now become a whole academic industry, here entitled the Welfare Modelling Business. Different typologies with different degrees of differentiation are discussed: should we consider welfare capitalism to come in two, three, four or more models? Though the differentiation into regimes is widely recognized, there have, of course, been many discussions about problems and shortcomings. Two major issues are elaborated: the one-sided focus on social insurance provisions and the simultaneous neglect of personal social services; and the parallel one-sided focus on state and market and the neglect of civil societal institutions such as family and networks. The paper concludes that welfare typologizing must take into account the kinds of programmes analysed: context matters.     

Analysing the Welfare State in Poland, the Czech Republic, Hungary and Slovenia: An Ideal-Typical Perspective

This article applies ideal-typical welfare state theory in analysing the recent transition and the current position of welfare state systems in Eastern Central Europe, taking the cases of Poland, the Czech Republic, Hungary and Slovenia. The article argues that Eastern Central European welfare state systems have returned to their historical and cultural roots of welfare state formation and development, to the time before the onset of state socialism in Soviet times. First, social security policies and social and labour laws were established when the vast bulk of Eastern Central European countries were member states of the Austro-Hungarian Empire, sharing the same political economy, legal system and culture. Over the last 20 years, the socialist system of employment-based social services and benefits has been replaced with Bismarckian-type social security policy and systems. While there are major alterations here and there – in ideal-typical perspective – the four countries under scrutiny share all the major traits of Continental European (Christian Democratic) welfare regimes .     

East Asian Welfare Regimes: Testing the Hypothesis of the Developmental Welfare State

Following the three welfare regimes constructed by Esping‐Andersen, many scholars have addressed the question of whether there may be a further type of regime, differing from the categories of liberal, conservative and social democratic, pertaining to other parts of the world. Discussion has centred largely on East Asia and, in particular, on the notion of the developmental/productivist welfare regime. Yet these discussions have been based more on conceptual classification than empirical analysis. This article attempts to fill in the gap, with reference to the developmental characteristics of Taiwan, South Korea and Japan. A set of 15 indicators is developed for the factor and cluster analysis of 20 countries, based on data from the 1980s and 1990s. The results indicate the existence of a new group, consisting of Taiwan and South Korea, which is distinct from Esping‐Andersen's three regimes – unlike Japan, which remains a composite of various regime types. Regime characteristics peculiar to the cases of Taiwan and South Korea include: low/medium social security expenditure, high social investment, more extensive gender discrimination in salary, medium/high welfare stratification, a high non‐coverage rate for pensions, high individual welfare loading, and high family welfare responsibility. When compared with Esping‐Andersen's three regimes, the East Asian developmental regime shows similarity with his conservative model, in respect of welfare stratification, while the non‐coverage of welfare entitlements is similar to his liberal model. There is virtually no evidence of any similarity between the developmental welfare regime and Esping‐Andersen's social democratic regime type.     

From the Cradle to the Grave: Funeral Welfare from an International Perspective

This article reports on a pilot study examining funeral welfare for citizens from low income backgrounds. Through a review of funeral welfare provision in 12 capitalist democratic countries it seeks to inform the current system of state support in Britain, arguing that insufficient attention has been given to funeral costs as a policy issue. Mindful of the British welfare state's original ‘cradle to grave’ ethos, such attention is ever more pressing in light of rising funeral costs, an ageing population and projected increases in the death rate. Arguing that funeral costs are an issue of income support, the article draws on Esping‐Andersen's threefold welfare‐regime typology to situate the British system within a comparative study of funeral welfare that identifies similarities and differences both within and between the three welfare‐regime types. On the basis of an empirical example, the article further argues that systems of funeral welfare reflect the relationship between culture, politics and local practice. The findings indicate that the British system is hampered by a discourse of welfare dependency rather than entitlement, which stigmatises those who need support with funeral costs at a time when they are under pressure to ensure that the deceased person receives a ‘dignified’ send‐off.     

Welfare through Work: An Audit of Occupational Social Provision at the Turn of the New Century

Occupational welfare has been a relatively neglected area in both theoretical and empirical studies of the welfare state despite its importance to overall levels of social provision. Surprisingly, there has not yet been a comprehensive examination of British occupational social provision, as opposed to non‐wage benefits more generally or specific provision such as pensions, housing or childcare. This neglect can be explained both by the perception that occupational welfare plays a relatively insignificant role in contemporary welfare states and by a general lack of clarity regarding its definition and scope, factors which have added to the difficulties surrounding its conceptualization and measurement. Despite the lack of attention it has received, however, recent pressures have propelled the issue higher up the social policy agenda, increasing the need for a clearer conception of what constitutes occupational social provision and a more comprehensive assessment of its contemporary significance. This paper seeks to shed some light on to these areas by drawing on comparative and UK data in order to carry out an audit of occupational social provision.     

Welfare State Changes and Outcomes – The Cases of Portugal and Denmark from a Comparative Perspective

It is well known that welfare states ensure a certain level of social protection affecting levels of well‐being and the extent of inequalities in society. Changes within crucial domains of social policy, such as education, health, or social protection, have, therefore, a major effect upon individuals' opportunities. In this article I compare the effects of these changes in two countries from the mid‐1980s to the financial crisis of 2008. Portugal that was a latecomer in welfare state development and Denmark was at the forefront of de‐commodification and universalization of social rights. The conclusion of this article is that income inequality has been steadily increasing in Danish society; while in Portugal, despite improvements in many social domains (healthcare, poverty alleviation, unemployment protection), problems of inequality remain deeply embedded in the country's social and institutional structures.     

The Role of Distributional Coalitions in Welfare Regimes: Chile, Costa Rica and El Salvador

Do social policies in Latin America promote or discourage distribution? And if they do promote distribution, are coalitions a prerequisite? Drawing from a typology of welfare regimes elaborated for 18 Latin American countries, this article explores responses to these questions by addressing three emblematic cases: Chile, Costa Rica and El Salvador – that is, countries where the management of social risks primarily revolves around markets, states and families, respectively. Although the article is exploratory, findings suggest that societal coalitions have been, and are likely to continue to be, weak in market welfare regimes, strong in state welfare regimes and contingent to policy sectors in familialistic welfare regimes.     

More than Just DNA – Tax,Welfare and the Family. An examination of the concept of family in the Tax Transfer system,with particular reference to family benefits

One of the core issues taken into account in tax transfer systems is the family circumstances of a particular recipient. Family tax transfer payments may be delivered through either the tax or the welfare system. However, the fundamental requirement is that there is a family, maintaining children. The concept of what is a family is a social rather than a legal construct. While marriage and spouse have legal definitions, family structures evolve and change over time. In this paper I explore the concept of family as it is used in the Australian income tax and welfare legislation. I consider the impact of the legislative construct of family on the entitlements to tax credits, and whether the definition of family is appropriate to ensure that the benefits improve the equity of the taxation system, and properly reflect the structure of the contemporary family unit.     

Varieties of Liberalism: Canadian Social Policy from the 'Golden Age' to the Present

The dominant welfare regimes approach, like the historical-institutionalism on which it draws, predicts path-dependent responses to contemporary challenges. According to this, Canada's social policy regime clearly belongs to the (mainly Anglo-American) 'liberal' family, where markets and families retain a key role, supplemented by modest state supports. Yet, as some have recognized, there are important differences among liberal regimes and within a particular welfare regime over time. There are, in other words, 'varieties of liberalism'. This article argues, moreover, that in the contemporary period Canadian welfare reform has been characterized by warring principles for redesign. While some have sought to deepen the postwar social project, the main trends have been neo-liberal restructuring and, more recently, policies inspired by 'inclusive liberalism', though less deeply than under Blair's government in the UK. The continued existence of such alternatives suggests the need for a more nuanced conception of path-dependent change, consistent with recent revisionist trends in historical-institutionalism.     

韩国社会福利法人组织的运作模式研究

在韩国,提供社会福利服务的主体是公共部门和民间部门。公共部门的主体是中央和地方政府,民间部门包括个人、社会福利法人、宗教团体、志愿者团体等。在民间部门中起主导作用,处于核心地位的是社会福利法人组织。在社会福利法人中,国家资源和民间资本结合在一起,共同承担着增进国民福利的责任。本文主要分析韩国社会福利法人的特征,考察韩国社会福利法人发展现状和运营模式,探讨社会福利法人发展过程中存在的问题及改善方案。     

Targets and Taxes: Explaining the Welfare Orientations of the Australian Public

Australia's welfare model – targeted payments alongside low but progressive taxation – exemplifies the targeted approach, prioritizing the needs of poorer citizens within the constraints of low taxation. But does this approach match the welfare orientations of Australia's voters? Does the public hold other views about welfare, emerging out of competing interests in welfare debates? We consider results of two questions included in the Australian Survey of Social Attitudes 2005. The first question asks respondents about four welfare goals that outline competing welfare orientations: targeting poverty, expanding health and education, enforcing the welfare rules and reducing welfare. The second question asks about four taxation goals drawing on similar orientations as established for welfare: targeting tax cuts, taxing for welfare, enforcing tax rules and reducing overall tax. Asking about both enables us to tell whether voters approach tax and welfare ‘consistently’ and to see whether, in Australia's case, there is a preference for Australia's targeting model. We reach three conclusions: (1) voters hold diverse preferences about welfare and taxes, but the targeted model has a relatively strong voter base; (2) voters hold ‘pro‐welfare’ orientations, choosing poverty reduction and expanding public services over both paternalism and cutting welfare, and (3) multivariate analysis indicates a level of consistency in welfare and tax orientations among voters.     

社会福利社会化视角下的社会福利社区化

随着经济发展和社会结构的变迁,社会福利社会化成为我国社会福利体制改革的必然趋势。在这一发展趋势中,作为社会成员生活中心的社区就成为我国社会福利社会化的最佳载体。社会福利社区化的实现是我国社会福利社会化的重要体现。     

Developmental Social Policy,Social Welfare Services and the Non‐profit Sector in South Africa

The potential and challenge of constructing a democratic developmental welfare state through synergistic state‐civil society relations is the focus of this article. The author argues that while South Africa's pluralist approach, involving a leading role for the state in partnership with voluntary organizations, is a viable policy option to address the country's developmental challenges, anomalies between policy proclamations and actual practice raises questions about the efficacy of the partnership model and the gendered nature of welfare provision. Key governance issues and challenges, namely financial policies and institutional capability, underlie current failures in the delivery of welfare and care services, resulting in the non‐realization of these constitutionally guaranteed social rights. Further public action is needed to remedy the situation. Non‐profit organizations can advocate for policy reforms and challenge the instrumental nature of state‐civil relations and the abrogation of state responsibility for welfare services in contemporary South Africa.     

论社会转型期城市社区福利的模式变迂

计划经济时代中国城市建立了与单位制相适应的传统社区福利模式,该模式以单位福利制为主体、民政福利和社区福利服务为补充,满足了当时城市居民的基本生活需求。随着中国进入体制转轨和社会转型期,传统社区福利模式面临着严峻的挑战。中国将要建立的社区福利模式是一个社会化、开放型的福利体系,它以社会化福利机构和项目为主体、以经过改造的国家福利和职业福利为补充。     

社会福利体系中的专业社会工作服务

现代社会的飞速发展,促进了人民物质文化生活的不断提高,但同时也存在着更多的风险和不确定性。人们会遇到各种需要运用专业知识和技术协助解决的个人、家庭和社区问题,而社会工作就是这些助人的专业之一。它注重人的价值观,同时也强调人的价值,特别关注的是通过强化社会功能来帮助人们解决个人、家庭和社区的问题。本文将基于社会工作在西方国家社会福利体系中扮演的重要角色,分析二者的关系,探讨社会工作在我国社会福利体系建立和完善过程中的大有可为之处。     

论社会转型期城市社区福利的模式变迁

计划经济时代中国城市建立了与单位制相适应的传统社区福利模式,该模式以单位福利制为主体、民政福利和社区福利服务为补充,满足了当时城市居民的基本生活需求。随着中国进入体制转轨和社会转型期,传统社区福利模式面临着严峻的挑战。中国将要建立的社区福利模式是一个社会化、开放型的福利体系,它以社会化福利机构和项目为主体、以经过改造的国家福利和职业福利为补充。     

Welfare Policies and the Construction of Welfare Relations in a Residual Welfare State: The Case of Hong Kong

Each welfare system has its own welfare relations for shaping and maintaining certain types of welfare practices and welfare ideologies. Welfare relations concern the distribution of welfare responsibilities among various social institutions, the public's welfare expectations and entitlements, and the status of welfare recipients. Welfare policies, which are a legal basis of the dominant class's philosophy as well as a mechanism for policing welfare recipients' use of benefits, play an important role in shaping and constructing the welfare relations of a country. This paper discusses how welfare policies construct the required welfare relations with regard to Hong Kong's social security system. It is argued that the persistence of Hong Kong's residual welfare model is partly based on the residual welfare relations which facilitate family-centred and market-oriented welfare practices.     

Towards the Disintegration of Child Welfare Services

This paper examines market issues in the provision of children's services in the light of the changing role and practice of local authorities contracting for welfare services. In adult services, where there has been a legal requirement to reorganize on market lines, the services have had to modify some of their earlier contracting practices to take account of the complex requirements of health and welfare services and it is argued that relational contracting offers a more appropriate paradigm for these. Following the implementation of the Children Act 1989, although not a requirement of the Act, many of the organizational systems in relation to markets, originally developed for adult services, have been adopted for children's services. Two areas of services for children, day care and fostering services, are discussed in order to demonstrate that these contracting systems are inappropriate and often dysfunctional for the children concerned. It is argued that there is a widening gap between contracting systems in adult and children's services which needs to be addressed. In general, it is concluded that the philosophies of the market place are flawed when applied to children's services.