The scientific debate on social investment (SI) is moving from an ideological and normative approach towards a more realistic one. Scholars are paying closer attention to the actual developments in social policy and to the contextual conditions and impacts of SI policies. Considering this, two main issues arise. First, that SI policies are politically feasible and likely to have positive impacts only if specific contextual conditions are met. Second, SI policies were supposed to have a positive impact on both inequalities and economic growth: a strong theoretical assumption that needs to be carefully tested. The Italian case will be used here to illustrate this new perspective and the consequences of the lack of contextual pre-conditions. For this reason, the article is divided into three parts. The first part will present our theoretical argument in the context of the most recent analytical accounts of SI policy in Europe. In particular we will argue that, given the lack of crucial structural pre-conditions, SI policies may have ambiguous and even unexpected negative impacts on both economic growth and equal opportunities. In the second and third parts, we will present empirical evidence of this ambiguity considering childcare and apprenticeship reforms in Italy. More specifically, based on empirical research carried out in Italy, we want to answer two questions: (1) Why is the Italian welfare state so ‘unfriendly’ to SI policies? What are the main factors explaining the limited room for SI policies? (2) When an SI approach is promoted in specific policy areas in Italy, what is its social and economic impact? Do these interventions achieve the positive results to be expected according to the SI approach? Finally, the last part synthesises the main arguments and aims to open a critical discussion on the structural pre-conditions of SI policies and the need for further analysis of the political economy contexts in which SI policy develops.
While over-indebtedness has emerged as a new social risk among Europeans as a consequence of economic recessions, its associations with health and disability are poorly understood. This study utilises longitudinal, register-based data to assess the associations of over-indebtedness with disability retirement. Severely over-indebted people were identified from the Finnish credit information register. For each over-indebted person, one matched control was retrieved from the population register (total N: 54,494). Register data on socio-demographics, health-related factors and pensions were used to analyse the incidence of disability pensions due to different diagnoses among over-indebted people and their controls during the period 1995–2009 using Cox regression analysis. The analyses showed that over-indebtedness was strongly associated with the risk of disability retirement in all diagnostic groups. The associations were stronger among women than among men. The adverse effects of over-indebtedness on health and disability should be acknowledged. In addition to standard socio-demographic indicators, debtor status may add to our knowledge of the predictors of poor health. Policymakers should adopt measures to prevent over-indebtedness and to overcome its harmful effects.
This article contributes to the ongoing discussion on how tolerance may be fostered in Western European countries and to the question of how contextual factors such as welfare state expenditures may contribute to this formation. Tolerance is understood as a basic democratic principle that helps civil societies cope with rising levels of diversity stemming from increased immigration and individualism. Within the tolerance literature, it is commonly agreed upon that a comprehensive welfare state is capable of bridging class divides and overcoming social categorization. However, over the past decades, European welfare states experienced an ongoing influx of immigrants, challenging their general purpose and increasing notions of ‘welfare chauvinism’. Drawing on insights from both tolerance and welfare state solidarity literature, we implement hierarchical analyses based on Eurobarometer data to assess the potential influence of welfare state universalism on political and social tolerance in 15 Western European countries. Moreover, we demonstrate that this relationship is highly conditional on the degree of ethnic heterogeneity within a country.
Since the mid-1990s, welfare states have introduced various ‘activation’ policies designed to promote employment. Most typologies distinguish between a Nordic-style ‘train-first’ approach focused on developing jobseekers’ employability and an Anglo-Saxon ‘work-first’ approach that instead emphasises quick job (re-)entry. These typologies tell us what activation means for the unemployed (male) worker. However, by ignoring the family, they overlook what activation means for the (female) parent-worker with childcare responsibilities. To contribute to filling this gap, this article uses fuzzy-set ideal-type analysis to compare 22 countries representing five ‘worlds’ of welfare by how (de-)activating their labour market policies, parental leave provisions, childcare services and the scheduling of primary education are for lone mothers. It reveals that cross-national variations in support for maternal activation are not well captured by the Nordic-style ‘train-first’/Anglo-Saxon ‘work-first’ dichotomy. Hence, despite the greater attention to gender and ‘new social risks’ within comparative social policy scholarship in recent years, the activation literature remains gender-blind.
The social political debate on immigration as a challenge to the welfare states has been remarkably silent on gender and family issues. This article argues that immigrants’ use of welfare benefits targeted at families may be particularly problematic, because such benefits embody certain normative tensions that other social policies do not. It is suggested that tensions may be particularly high in Scandinavia, given the Scandinavian countries’ long-term commitment to facilitating employment for women. What happens when immigrants in the Scandinavian countries use policies targeted at families to maintain gender-complimentary family practices and home-based motherhood? Will such practices be met by reforms that streamline benefits around the principle of universal employment? The article highlights policy arrangements that have been described as detrimental to immigrant women’s employment in Norway, Sweden and Denmark, and reviews whether they have been reformed in recent years and, where relevant, what arguments have been used to motivate reforms. The analysis shows that many of the relevant benefits recently have been reformed to become less accommodating of home-based care work. However, politics clearly matter, and it is not given that immigrants’ use of benefits will always be a trump card. Also, dynamics vary according to how controversial the welfare arrangement in question was before it was highlighted as an immigrant issue. A third finding is that even when benefit arrangements that have been highlighted as particularly detrimental to immigrant women’s employment are targeted, politicians often downplay the integration issue when arguing for reform.
Proponents of user choice argue that this type of policy arrangement improves the quality of public social services since users are expected to select the most highly performing providers. In order for users to make informed choices, however, they need quality information about the services offered by different providers. In this article, we carry out a case study, investigating whether information about service quality was presented to users of home-based elderly care in Sweden. The analysis is based on unique data regarding the information of 223 providers in 10 municipalities. The results suggest that the information was poor and lacking in important quality dimensions. This indicates a lack of real user power since it is virtually impossible for users to make informed choices without relevant information. It also makes it less likely that the general quality level of home-based services will increase as a result of the user choice.
This article analyses programmes of cash allowances for children and compares their effectiveness in combating child poverty in Russia and four European Union (EU) countries representing alternative family policy models – Sweden, Germany, Belgium and the United Kingdom. Using microsimulation models, this article estimates the potential gains if the Russian system were re-designed along the policy parameters of these countries and vice versa. The results confirm that the poverty impact of the programme design is smaller than that of the level of spending. Other conditions being equal, the best distributional outcomes for children are achieved by applying the mix of universal and means-tested child benefits, such as those employed by the United Kingdom and Belgium. At the same time, the Russian design of child allowances does not appear to be less effective in terms of its impact on child poverty when transferred to European countries in place of their current arrangements.
The central instruments of social policy include not only social programmes but also how social problems and social inequality are represented in the media. In this article, these representations are analysed, with a particular focus on the meanings attached to actors, events and phenomena in the field of social policy and how they are produced and diffused through society by means of language, symbols and images. The aim of the study is to provide an analysis of the representations of social inequality and social policy in one of modern Russia’s official state-run newspapers. The various means of explaining social inequality in the official print media will also be revealed and explained here. This is achieved through a content analysis of the articles in Rossiiskaya Gazeta [Russian Newspaper] from 2005 to 2012.
This article assesses 27 European parental leave policies regarding their compliance with an ideal leave policy model that best supports gender equality in the division of labour. Given the difficulties in defining such an ideal leave model, the article makes this assessment in two stages. Stage 1 exploits the most salient results of the empirical literature in order to define an ideal leave model that foresees the provision of 14 months of well-paid leave, where half of the leave is reserved for fathers. An ‘Equal Gender Division of Labour’ indicator is developed to assess the performance of different countries regarding their compliance with the ideal leave model. Stage 2 tests the sensitivity of the results with regard to three different scenarios that account for alternative assumptions about (1) the actual duration of leave that is supposed to be ‘ideal’, (2) the significance of providing leave only in combination with payments and (3) the importance of reserving some of the provided leave for fathers.
European governments are increasingly retreating from public pension provision and promoting the expansion of private pension funds. Analysts of comparative social policy have traditionally considered that the politics of pension privatisation is driven by politicians’ and socioeconomic actors’ concerns about the generosity and costs of pension arrangements. But, when they are fully funded instead of being financed on a pay-as-you-go basis, pensions generate funds that are injected into the financial system. The existence of such a welfare–finance nexus means that stakeholders in the pension system are also attentive to how pension funds invest their assets, and may try to actively shape the institutional design of pensions in accordance with such financial concerns. This article focuses on the role of organised labour and business, that is, employers and the financial industry, in pension privatisation and develops theoretical expectations on how these actors’ interest in maximising control over private pension funds’ financial assets affects pension politics. The argument is tested with a case study of French pension privatisation between the 1980s and the 2000s.