Bringing the state in: A commentary on welfare states and social inequality

A long and extensive line of welfare state research reveals that the state is both a cause and consequence of social stratification. However, the findings of this research have largely been ignored in the literature on social stratification and mobility. Similarly, welfare state scholars largely work without reference to the research on social stratification and mobility. The papers presented in the volume are an important first step towards integrating the literatures these complementary literatures. In this commentary, I push these articles further by revealing linkages between the papers that are not fully developed in papers themselves. In particular, I highlight two ways in which the papers in this issue can be productively linked to raise new questions or provide new insight into old problems. I then discuss the reasons why and productive ways in which these two large and stand-alone literatures can be integrated. I end the commentary with a section describing productive avenues for future research that integrates both literatures.     

Until work do us part: Labour migration and occupational stratification in non-cohabiting marriage

While recent decades have seen considerable research on cohabitation without marriage, the study of marriage without cohabitation has not fared as well. Prior work on the latter has emphasized the importance of occupational stratification, but ignored the social context around occupation, particularly regarding labour mobility and economic development. In this paper, we outline the significance of contemporary labour mobility and concomitant occupational stratification for the risk of non-cohabiting marriage, and use data from the IPUMS–International project to provide a cross-national accounting of non-cohabiting marriage. We focus on two issues: first, how does prevalence vary across countries, across time, and with respect to economic development? Second, how do the core dynamics of labour mobility—including migration, occupational status, and economic development—influence the probability of non-cohabiting marriage? Results indicate broad cross-national differences in prevalence, increasing risk over time, and a pattern of accumulating risk associated with multifaceted social disadvantage.     

A Benefit Recipiency Approach to Analysing Differences and Similarities in European Welfare Provision

In comparative welfare state research, the question of how to measure and understand cross-country differences and similarities in extents of public welfare provision has led to a major discussion about the indicators that could be used for this purpose. Much scholarly attention approaching this so-called ‘dependent variable problem’ concentrates on social expenditure or on social rights data as indicators of ‘welfare stateness’ or ‘welfare generosity’. However, recently, micro-level data on benefit receipt as another promising but hitherto underused indicator was brought into this discussion. The article at hand extends existing knowledge about the conceptual, methodological and empirical potentials and challenges of this alternative indicator compared to the two prevailing indicators. For the empirical analysis, it uses cash benefit recipiency data from the EU-SILC to investigate differences and similarities in extents of public welfare provision between 29 European countries for the period 2003–2012. The study reveals parallels to findings from research in which indicators of social expenditure and social rights are applied, but it also adds new insights beyond their cost and paper reality. This is mainly the case where priority is given to household-related assistance benefits rather than individual insurance benefits. The main conclusion of the paper is that the benefit recipiency indicator—despite not being flawless and requiring further research—complements existing knowledge on differences and similarities in welfare provision by European welfare states.     

Welfare states and inequality: Institutional designs and distributive outcome

Comparative studies on inequality have suffered from severe methodological problems, which mean that issues related to the causes of cross-national variation in inequality remain unresolved. In comparative welfare state research, the preoccupation with expenditure data has also meant that the welfare state itself has remained a black box. By examining new comparative data on social policy institutions and income inequality among different population groups, this study provides a more precise empirical basis for evaluating different, and divergent, theories on the welfare state and equality. Three cases will be used as illustrations: family policy and child poverty, unemployment benefits and poverty among working aged, and old-age pensions and poverty among the elderly. The results suggest that the key for understanding the effect of the welfare state lies in the institutional design—in the level and distribution of social rights. The importance of the welfare state for social stratification deserves to be given more attention by sociological research in the future.     

Oecd Social Indicators for 2001: a Critical Appraisal

The OECD social indicators for 2001 were critically reviewed by analysing their interrelationships across all OECD countries during the late 1990s. First, findings were provided covering the underlying structure of subsets of indicators by similarity in content as suggested by the OECD. Second, an analysis of the selected key indicators yielded five social dimensions, which were interpretedas conceptual constructs underlying the set of OECDsocial indicators at the level of the entire OECD area. Third, the relationships of each indicator withthese social dimensions were observed to aid choosing of appropriate indicators for making and evaluating social policies. Fourth, the OECDcountries were ranked according to their overall social welfare, as defined by the OECD social indicators, basedon the scores of the countries on the social dimensions. Fifth, similarities among the OECD countries were examined and it was found that the countries formed six bipolar country dimensions. The findings showed that an easily interpretable structure underlies the OECD social indicators. The paper clarified the use of the OECD social indicators for 2001 as a tool for planning and decision-making and for cross-national analyses of social policies.     

Volunteering for Human Service Provisions: Lessons from Italy and the U.S.A.

The increased reliance on volunteers in all industrialized democracies has been parallelled by growing fiscal crises in most states, widespread criticism of welfare, and increased demand for social services. While volunteer work is presumed to be an alternative to public services, its feasibility is not yet clear. We suggest that a cross-national comparison of two significantly different countries would provide more information about volunteerism as a partial substitute for public services. We compared the United States where volunteerism is a widespread tradition and Italy where there has been a “rediscovery” of volunteerism since the 1980s. Differences between the two countries in the practice of volunteerism are examined from several perspectives. They include the relationships between volunteers and the statutory sector, the professionalization of volunteer activity, the role of citizen participation in a capitalistic society, and the Lockean principle of limited government. Finally, we conclude that while there are many differences in welfare provision between the United States and Italy, they do have a common element: increased reliance on volunteers for every aspect of day-to-day life; however, this reliance is mostly ideologically-based and may prove unfounded and costly.     

National approaches to developing social indicators

The basis for selecting social indicators in ten national publications released to date are primarily measures of welfare and measures reflecting public policy and social concerns. The orientation of the volumes from the U.S., France, Canada, Norway, Philippines, Malaysia, Great Britain are discussed. The selection of time series that reflect social processes is proposed and an orientation presented around the concepts of the vital processes, socialization and participation, mobility and stratification, maintaining security, and control and coordination by which social order is attained. A bibliography identifies the national reports known to the author.     

Levels and patterns of internal migration in Europe: A cohort perspective

Europe displays important variations in the level of internal migration, with a clear spatial gradient of high mobility in northern and western Europe but lower mobility in the south and east. However, cross-national variation in levels of internal migration remains poorly understood, because it is analysed almost exclusively using cross-sectional data and period measures. This paper seeks to advance understanding of cross-national variation in migration levels in 14 European countries by drawing on a recently proposed suite of migration cohort measures, coupled with internationally comparable retrospective residential histories. It shows that differences in migration levels are mainly attributable to variation in the extent of repeat movement, which is underpinned by the differences in mean ages at first and last move that together delineate the average length of migration careers. Cohort analysis provides a robust foundation for exploring the demographic mechanisms underpinning variation in migration levels across countries and over time.     

Welfare Regimes for Aging Populations: No Single Path for Reform

We consider recent trends in pension policies in OECD countries in light of demographic aging associated with welfare regime type (Liberal, Social Democratic, Continental, and Southern European). These regime types represent different responsibilities assumed for social security on the part of the market, the state, and the family. While there are significant differences in labor market characteristics, the demographic similarities in aging bring similar pressures for pension reforms across OECD countries. These reforms address fiscal issues in state pensions, typically by increasing the length of the working life, placing more of the pension responsibility on individuals, or converting to defined‐contribution approaches. Our study shows that there is no single path for pension reform. While there are some variations, welfare states tend to follow their traditional paths, which differ across welfare regime types.     

Employment Quality: Are There Differences by Types of Contract?

Measuring welfare state generosity in developing and transitional welfare states is often challenged not only by lack of comparative quantitative data, but also by issues of conceptual stretching. This paper demonstrates and discusses the use of one of the key measures of welfare entitlement generosity developed in the comparative welfare state research in the context of post-communist countries of Central and Eastern Europe (CEE). With the new time series data provided by the Comparative Welfare Entitlements Dataset CWED2, comparative approaches including the CEE countries have become feasible. This paper first discusses quantitative measures of welfare entitlement generosity in the tradition of the social rights of citizenship approach and how they can be applied for cross-country comparisons. It then demonstrates empirically how the emerging CEE welfare states’ generosity compares to mature “old” OECD welfare states. Finally, the paper shows the potential and the pitfalls of quantitative measures of welfare state generosity by discussing, to what extent do indicators of social security scheme generosity measure the same in established and emerging welfare states, which functional equivalents may be relevant in the context of emerging welfare states and how far can we stretch our theoretical concepts.     

Measuring socioeconomic status in health research in developing countries: Should we be focusing on households,communities or both?

Research on the effects of socioeconomic well-being on health is important for policy makers in developing countries, where limited resources make it crucial to use existing health care resources to the best advantage. This paper develops and tests a set of measures of socioeconomic status indicators for predicting health status in developing countries. We construct socioeconomic indexes that capture both household and community attributes so as to allow us to separate the social from the purely economic dimensions of the socioeconomic status within a cross-national perspective, with applications to data from Demographic and Health Surveys (DHS) fielded in five African countries in the 1990s. This study demonstrates the distinctive contributions of socioeconomic indexes measured at the household vs. community level in understanding inequalities in health and survival and underlines the importance of going beyond the purely economic view of socioeconomic status to cover the multidimensional as well as multilevel concept of economic and social inequality.     

Mapping vulnerability to climate change-related hazards: children at risk in a US–Mexico border metropolis

There are significant human impacts associated with climate change. This paper introduces a model for identifying small area risks associated with children’s vulnerability to climate change-related hazard exposures, which is transferable to other regions and adaptable to varied population and exposure scenarios. The cross-national El Paso-Ciudad Juárez (US-Mexico) metropolis serves as the study area for model implementation, which involves mapping social vulnerability, hazard exposure, and cumulative climate change-related risks. This study addresses two limitations of extant fine-scale climate change vulnerability mapping studies. First, rather than focusing on one exposure variable, it assesses the combined risks of multiple exposures (extreme heat, peak ozone, and floods) and, thus, offers a model for mapping neighborhood-level cumulative climate change exposure risks. Second, it provides a model for small area spatial analyses of climate change vulnerability within low-/middle-income countries and in contexts where climate change risks (and appropriate responses) are cross-national in scope.     

The Role of Family Policy in Explaining the International Variation in Child Subjective Well-Being

The article proposes an innovative analyse for cross-national differences in the subjective child well-being introducing new indicators and measures. This dimension addresses the issue of welfare support to parents and child early education. The question of this research is to what extend family policies can explain the variability of subjective child well-being components in different European countries. Based on this question, the two objective of this proposal are: (1) to review the existing literature with respect to conceptualization, measurement, and correlates of children’s subjective well-being, with a special emphasis on the context of family policies and family well-being in different European welfare states, and (2) to analyse the relation between these policies and subjective child well-being. In order to get these aims we have elaborated two indexes: the index of child subjective well-being and family policy index. Data for HBSC (Health Behaviour in School-aged Children) for the first index and data from OECD Family Database is used to build these indicators. We found that the index of child subjective well-being is comparatively higher in those countries where family policies are more generous in the areas of preschool education, family services, family spending and duration of paid parental leave.     

社会经济地位、社会流动与民族间的阶层认同差异

作为民族分层的关键指标,主观阶层认同对于研究族际冲突意识和冲突行为具有重要意义。本研究利用全国性调查数据,对民族间的阶层认同差异及其影响因素进行分析。研究发现,虽然当前少数民族社会经济地位要略低于汉族,但其阶层认同与汉族相比并不存在显著差异。究其原因,这可能与少数民族实现向上社会流动的比例高于汉族有关,即虽然相对较低的社会经济地位对于少数民族的阶层认同有拉低作用,但这种效用却被少数民族相对较高的向上社会流动机会所消融。本研究的启示在于,在民族关系问题日益重要的今天,我们在注重发展民族地区经济的同时,还要努力提高各民族成员向上社会流动的机会,促进各民族之间的社会交往和文化交融。     

The intersection of social protection and mobilities: a move towards a ‘Practical Utopia’ research agenda

Currently, a number of contributions in mobility studies are looking for fruitful intersections with other ‘adjacent’ approaches . In this spirit, our theoretical paper argues to study one particular aspect: the intersection of social protection and mobilities. Currently, the provision of social services in the ‘West’ is strongly entrenched within nation-state logics, which assume that clients’ immobility is a precondition of service delivery and that national citizenship is the desirable conditionality of gaining social rights. To overcome such a wide-spread conflation of social security with state security, we introduce the heuristic concept ‘social protection’. It allows social security to be imagined beyond a state-centric perspective and avoids the pitfalls of either a citizenship or a migration approach by taking on a mobility perspective. Thus, for scholars anchored in mobility studies we propose how to develop a social security perspective in a progressive way. For readers from other areas, e.g. citizenship, migration or social policy, we will show how a mobility perspective enriched by a No Border approach can overcome a narrow Western, statist and static perspective on social security. Our goal is to conceptually open up what we call a ‘practical utopia’ research agenda, one that expands our political horizons for future and present socialities.     

Predictors of satisfaction with environmental quality in eight European countries

This paper reports comparative social indicator data from eight member countries of the European Economic Community (EEC): Germany, France, Italy, the United Kingdom, Belgium, Denmark, Ireland and the Netherlands. Nationwide representative samples in each country were interviewed in 1977 in the context of a harmonized study of subjective social indicators. A major purpose of the study was to examine the cross-cultural generalizability of the influence of objective and subjective characteristics in predicting three measures of environmental quality: (1) Satisfaction with Housing, (2) Satisfaction with Neighbourhood, and (3) Satisfaction with Health Services, as well as in predicting the global measure of Life Satisfaction. Stepwise multiple regression analyses were performed on each of the four dependent variables for each of the eight countries. The cross-national comparability of predictors was examined and similarities and differences were discussed.     

How institutional context alters social reproduction dynamics: Ethnic track placement patterns in the U.S. and Germany

How does institutional context shape the way family dynamics, especially ethnic background and parental resources, affect track placement? We contrast the track placement patterns of immigrants and ethnic majority students in two countries marked by drastic differences in the social organization of schooling. Drawing on German (GSOEP) and U.S. (NELS) data, we find that, in general, more family resources pull students from lower to higher tracks, but ethnic inequalities in these resources favor the ethnic majority groups in both countries. In addition, institutional context conditions which parental resources shape educational outcomes, and how they do so. We find that the effects of parental ties exacerbate ethnic inequalities between whites and Latinos in the U.S.; whereas in Germany, parents’ community ties play a compensatory role for immigrants, who benefit from interactions with secular and ethno-religious groups. Our findings confirm previous cross-national research, but they also highlight the need to elaborate the relationship between institutional context and ethnically specific reproduction mechanisms within countries.     

Conditional Solidarity: Social Class,Experiences of the Economic Crisis,and Welfare Attitudes in Europe

The aftermath of the Global Financial and Economic Crisis of 2007/2008 turned out as a veritable “stress test” for European welfare states. Aiming to stabilize citizens’ living conditions and mitigate socio-economic hardship, European governments have engaged in active crisis management. Yet, the protective capacities of European welfare states vary, as does individuals’ exposure to crisis-induced social risks. Hence, the crisis has impacted countries and the members of different social classes unequally. Against this backdrop, this paper asks how Europeans’ perceptions of the personal impact of the crisis are associated with their welfare attitudes, focusing on variations between social classes and across nations. Using cross-sectional Eurobarometer survey data from 2010 for 27 European countries, I find that perceived crisis impact is associated with greater support for welfare state responsibility and redistribution. However, this association is not homogeneous but moderated by an individual’s class position as well as national economic conditions and social spending levels. More specifically, on the individual level, perceived crisis impact is associated with more favourable welfare attitudes not only among its traditional supporters—such as the working class or the unemployed—but also among its traditional opponents, notably the self-employed. Furthermore, where social spending is higher, welfare state support is less strongly related to perceived crisis impact, suggesting that more encompassing welfare states mitigate the subjective impacts of the crisis. However, redistribution appears to be slightly more contested between those affected and those not affected by the crisis under better economic conditions. Given the challenges facing welfare states across Europe, it remains to be seen how stable a basis of popular support can be formed on these grounds.     

Conflict Between Work and Family: An Investigation of Four Policy Measures

Welfare states enact a range of policies aimed at reducing work-family conflict. While welfare state policies have been assessed at the macro-level and work-family conflict at the individual-level, few studies have simultaneously addressed these relationships in a cross-national multi-level model. This study addresses this void by assessing the relationship between work-family and family-work conflict and family-friendly policies in 10 countries. Applying a unique multi-level data set that couples country-level policy data with individual-level data (N = 7,895) from the 2002 International Social Survey Programme, the author analyzes the relationship between work-family and family-work conflict and four specific policy measures: family leave, work scheduling, school scheduling, and early childhood education and care. The results demonstrate that mothers and fathers report less family-work and mothers less work-family conflict in countries with more expansive family leave policies. Also, in countries with longer school schedules mothers report less and women without children more work-family conflict.     

The Reconstruction of a Social Network Abroad. An Analysis of the Interaction Patterns of Erasmus Students

Abstract

Most studies of interaction patterns of international students focus on ‘degree mobility’ and flows from ‘non-Western’ towards ‘Western’ countries. Nevertheless, in Europe, the shorter alternative of ‘credit mobility’ is more prevalent. However, empirical evidence on social network formation within this specific group of international students remains limited. Therefore, in this article, we study the formation of interaction patterns of students who study for a delineated period in another European country, based on a research project conducted in Austria, Belgium, Italy, Norway, Poland and the UK. The results show that specific interaction patterns can be explained from a flow perspective. Moreover, our study shows that students’ networks abroad are already formed before actual departure. In addition, we provide empirical evidence that institutional as well as group practices encourage or impede interaction between exchange and local students. Two transversal dimensions are especially relevant in the explanation of how groups are formed abroad: language proficiency and shared social spaces.