Changing labour markets, changing welfare across the OECD: the move towards a social investment model of welfare as a response to competition

2017 ◽  
pp. 33-52
Author(s):  
Naomi Finch ◽  
Dan Horsfall ◽  
John Hudson
Keyword(s):  
Human Capital ◽  
Social Policy ◽  
Welfare State ◽  
Welfare States ◽  
Investment Model ◽  
Labour Markets ◽  
Social Investment ◽  
Economic Competition ◽  
The Social ◽  
Social Expenditures

This chapter examines in more depth one of the attempts to develop a ‘progressive’ modernisation of welfare: the social investment model. The notion of a ‘social investment welfare state’ has gained increasing ground over recent years, playing an important role in the discourse of international organisations such as the Organisation for Economic Co-operation and Development (OECD) and EU. It forms a part of a number of concepts — others include ‘active social welfare’, the ‘new welfare state’ and ‘new risk welfare’ — that might be grouped under the label ‘new welfare’. All are based around a shared view that developed welfare states have begun to place less emphasis on income protection and more emphasis on investing in human capital. Put differently, they stress the growing importance of the ‘productive’ elements of social policy, chiefly on the basis that this may square the circle of maintaining social expenditures while responding to increased economic competition. The chapter then reviews how far reform agendas match the reality of the social investment model theory and, moreover, evaluates the effectiveness of the approach in reconciling social and economic pressures.

The Scandinavian Origins of the Social Interpretation of the Welfare State

1989 ◽  
Vol 31 (1) ◽  
pp. 3-24 ◽  
Author(s):  
Peter Baldwin
Keyword(s):  
Social Policy ◽  
Working Class ◽  
Welfare State ◽  
Welfare States ◽  
Initial Development ◽  
Sufficient Power ◽  
The Social ◽  
The Status ◽  
The Cost ◽  
The Welfare State

If a question can be mal posée, surely an interpretation can be mal étendue. This has been the fate of the social interpretation of the welfare state. The cousin of social theories of bourgeois revolution, the social interpretation of the welfare state is part of a broader conception of the course of modern European history that until recently has laid claim to the status of a standard. The social interpretation sees the welfare states of certain countries as a victory for the working class and confirmation of the ability of its political representatives on the Left to use universalist, egalitarian, solidaristic measures of social policy on behalf of the least advantaged. Because the poor and the working class were groups that overlapped during the initial development of the welfare state, social policy was linked with the worker's needs. Faced with the ever-present probability of immiseration, the proletariat championed the cause of all needy and developed more pronounced sentiments of solidarity than other classes. Where it achieved sufficient power, the privileged classes were forced to consent to measures that apportioned the cost of risks among all, helping those buffeted by fate and social injustice at the expense of those docked in safe berths.

Social Investment

2021 ◽  
pp. 187-205
Author(s):  
Julian L. Garritzmann
Keyword(s):  
Social Policy ◽  
Welfare State ◽  
Knowledge Economy ◽  
Future Research ◽  
Social Investment ◽  
Investment Policies ◽  
Policy Paradigm ◽  
The Social ◽  
Human Skills

This chapter reviews the paradigm and spread of social investment policies, which come in many variants, and discusses them as key elements of the ‘knowledge economy welfare state’. Social investments are policies that aim to create, preserve, and mobilize human skills and capabilities. The chapter discusses the emergence of social investment as a new social policy paradigm, presents different variants of the social investment approach, provides a mapping of social investment policies around the globe, discusses effects of social investment policies, and weighs in on important debates regarding the politics of social investment. The chapter then closes with an outlook on avenues for future research.

When voters favour the social investment welfare state

2020 ◽  
Vol 21 (4) ◽  
pp. 194-205
Author(s):  
Marc Brazzill ◽  
Hideko Magara ◽  
Yuki Yanai
Keyword(s):  
Welfare State ◽  
Online Survey ◽  
Investment Strategy ◽  
Welfare States ◽  
Social Investment ◽  
Investment Policies ◽  
High Productivity ◽  
Developed Economies ◽  
Policy Context ◽  
The Social

AbstractWe investigate when voters favour social investment. Welfare states have transformed their core policies as a result of low economic growth and fiscal pressures. The social investment strategy, such as broader education provision and promotion of women's employment, aims at shifting the economy from the traditional Keynesian welfare state to the high-productivity economy by encouraging long-term and inclusive human capital formation. Social investment is popular among citizens in many developed economies, especially in the EU where governments promote social investment as part of their welfare policy packages. However, in Japan, the term ‘social investment’ is rarely used in policy discussions. Consequently, we ask what levels of voter support social investment policies have in such an environment; which voter characteristics are associated with social investment support; and whether voter support for social investment differs when placed in a broader policy context. To answer these questions, we conducted an online survey with a conjoint experiment. Our data analysis shows that social investment policies are popular among Japanese people, despite a lack of familiarity with the concept of social investment. We find that social libertarians and female respondents are more likely than social authoritarians and male respondents to support social investment. In addition, there is some evidence that higher income voters are favourable to social investment policies. Furthermore, voter support for social investment depends on the policy context. Support becomes weaker when social investment policies are presented in combination with decreasing levels of social security spending. Our results highlight what kinds of social investment policies could be achieved without damaging electoral fortunes.

scholarly journals Solidarity and Reciprocity in the Social Investment State: What Can be Learned from the Case of Flemish School Allowances and Truancy?

2012 ◽  
Vol 41 (4) ◽  
pp. 657-675 ◽  
Author(s):  
BEA CANTILLON ◽  
WIM VAN LANCKER
Keyword(s):  
Social Policy ◽  
Social Protection ◽  
Welfare States ◽  
Individual Responsibility ◽  
Policy Framework ◽  
Social Investment ◽  
Policy Paradigm ◽  
The Social ◽  
Disciplinary Policy ◽  
Policy Shift

AbstractIn this article, we discuss some of the new tensions that are emerging between the different foundations of the welfare state. Several developments have led to the advent of the social investment state, in which people are being activated and empowered instead of passively protected. We argue that this social policy shift has been accompanied by a normative shift towards a more stringent interpretation of social protection in which individual responsibility and quid pro quo have become the primordial focus. Using the Belgian (Flemish) disciplinary policy on truancy and school allowances as a case in point, we demonstrate that this social policy paradigm may have detrimental consequences for society's weakest: they will not always be able to meet the newly emerged standard of reciprocity. This implies an erosion of the ideal of social protection and encourages new forms of social exclusion. As these changes in the social policy framework are not confined to the Belgian case alone, our analysis bears relevance for all European welfare states.

Comparative Social Policy and Political Conflict in Advanced Welfare States: Denmark and Sweden

1979 ◽  
Vol 9 (2) ◽  
pp. 269-293 ◽  
Author(s):  
Gøsta Esping-Andersen
Keyword(s):  
Social Policy ◽  
Working Class ◽  
Welfare State ◽  
Political Conflict ◽  
Welfare States ◽  
The Political ◽  
Social Policies ◽  
Social Democratic ◽  
The Social ◽  
The Welfare State

There has developed an abundant literature on the social and political determinants of social policies, but few have addressed the question of how state policies, once implemented, affect the system of stratification in civil society. This article examines the political consequences of social policy in Denmark and Sweden, countries in which a social democratic labor movement has predominated for decades. Superficially, these two highly developed welfare states appear very similar. Yet, the political and social contexts in which their social policies have evolved differ substantially. I shall demonstrate the argument that the traditional welfare state approach may be conducive to a new and powerful political conflict, which directly questions the legitimacy of the welfare state itself, unless government is successful in subordinating private capitalist growth to effective public regulation. In Denmark, where social democratic governments have failed to match welfare state growth with more control of private capital, social policy has tended to undermine the political unity of the working class. Consequently, the Social Democratic Party has been weakened. Social welfare programs, in effect, have helped create new forms of stratification within the working class. In Sweden, social democratic governments have been quite successful in shifting a decisive degree of power over the private market to the state. This has helped avert a crisis of the welfare state, and has also been an important condition for continued social democratic hegemony and working-class unity. I conclude that social reform politics tend to be problematic from the point of view of the future power of social democratic movements.

scholarly journals Social policy in Slovenia and Montenegro: Comparing development and challenges

2020 ◽  
Vol 16 (3) ◽  
pp. 689-712
Author(s):  
Maša Filipovič Hrast ◽  
Uglješa Janković ◽  
Tatjana Rakar
Keyword(s):  
Social Policy ◽  
Family Policy ◽  
Social Situation ◽  
Welfare States ◽  
Social Investment ◽  
The Social ◽  
Welfare Systems ◽  
Path Dependent ◽  
The Individual ◽  
Welfare Model

AbstractSlovenia and Montenegro have a common past; however, they have also experienced diverse developments in the field of social policy over the last three decades. The social policy of the two countries is based on a Yugoslav welfare model, and yet the positions of the two countries were quite rather different even as part of Federal Yugoslavia, with Slovenia being one of the most developed territories within the federation, while Montenegro was one of the least developed. In this article, we will describe the position and main challenges of the transition of the two countries from 1990 in relation to the developments and changes in the core fields of social policy, such as the labour market and social assistance, family policy and old age policy. The emphasis will be on linking the diverse starting points, the process of transition and the direction of developments, within the framework of path dependent changes in the two welfare systems, as well as a discussion of the relevant structural pressures, such as the economic and social situation of the two countries and ways of coping with these pressures that were employed. In the conclusion, the changes within the individual fields of social policy will also be discussed in relation to the prevalent discourses of the neoliberal transformation of modern welfare states, along with the development of social investment perspectives within social policy as a whole.

Taking social investment seriously in developed economies

2017 ◽  
Author(s):  
Anton Hemerijck
Keyword(s):  
Economic Policy ◽  
Latin America ◽  
Social Policy ◽  
Welfare State ◽  
Developing Economies ◽  
Policy Research ◽  
Policy Instruments ◽  
Social Investment ◽  
Developed Economies ◽  
The Social

This chapter looks at the new integration of social with economic policy from the developing economies perspective. It will highlight the key social policy instruments in what were seen as ‘pre-welfare state’ economies, before surveying the ‘social policy spring’ occurring notably in Latin America and in Asia. The chapter will draw out the main learnings for social policy research from the new productivist models associated with Inclusive Growth.

From Solution to Problem

2019 ◽  
pp. 163-193
Author(s):  
Peter C. Caldwell
Keyword(s):  
Social Policy ◽  
Social Science ◽  
Welfare State ◽  
Welfare States ◽  
Unintended Consequences ◽  
Western World ◽  
Aid Workers ◽  
The West ◽  
The Social ◽  
The Welfare State

The 1970s and 1980s saw two important changes in the West German discussion of the welfare state. First, global trade put direct economic pressure on expensive welfare states in the western world. Second, the social science discussion of the welfare state shifted to a language of systems, which no longer viewed the welfare state as a tool of state or society, but asked about how systems of social policy could have unintended consequences—how social solutions could pose their own problems. Young Marxists, breaking with the SPD, questioned the possibility of a welfare state that could aid workers under capitalism; conservative state theorists questioned whether democracy, with its demands for state solutions, could paralyze the state. The result was a more complex reading of how the modern word created complex challenges for individuals and states alike, especially well articulated in the work of Kaufmann and Luhmann.

The Redistributive Impact of ‘Old’ and ‘New’ Social Spending

2013 ◽  
Vol 42 (3) ◽  
pp. 513-539 ◽  
Author(s):  
MARIA VAALAVUO
Keyword(s):  
Social Policy ◽  
Welfare State ◽  
Social Action ◽  
Elderly Care ◽  
The Elderly ◽  
Welfare States ◽  
Social Spending ◽  
Social Investment ◽  
Social Risks ◽  
The Rich

AbstractThe welfare state literature has recently identified a shift from the protection against traditional risks to social investment. In this new future-oriented and activation-based social policy, the focus is on the redistribution of opportunities instead of income. Even if vertical redistribution from the rich to poor may be only one rationale of social action, it should not be overlooked when directing social policy from insurance to investment. This article has two objectives: first, it investigates how real this shift is in macro-economic terms, and, secondly, whether the increased focus on new social risks and social investment has possibly changed welfare states’ commitment to redistribute from the rich to poor. I compare the distribution of benefits from ‘old’ spending categories (such as retirement or unemployment) with those from ‘new’ ones (such as having care responsibilities). Analysing six European countries representing different welfare state regimes, I find no evidence that new social spending would mean necessarily renouncing egalitarian ambitions. On the contrary, in all countries the distribution of new spending is more equal or pro-poor than the spending on old social risks. Different households benefit in distinct ways: the elderly benefiting the most from traditional spending (with the exception of elderly care that is categorised here as ‘new’ social spending) and families with children and single parents from new spending.

scholarly journals What Do Parties Want? An Analysis of Programmatic Social Policy AIMS in Austria, Germany and the Netherlands

2005 ◽  
Vol 7 (2) ◽  
pp. 115-137 ◽  
Author(s):  
Martin Seeleib-Kaiser ◽  
Silke van Dyk ◽  
Martin Roggenkamp
Keyword(s):  
Social Policy ◽  
The Netherlands ◽  
Welfare State ◽  
Welfare States ◽  
Social Democrats ◽  
State Research ◽  
The Social ◽  
Depth Analysis ◽  
Comparative Welfare State Research

Comparative welfare state research has argued for some time that whether Social Democrats or Christian Democrats are in government makes a difference with regard to specific welfare state design. The theory is based on the fact that, historically, the social policy aims of Social Democrats and Christian Democrats have differed. Can these policy differences still be assumed after almost three decades, which have been characterised by a discourse about ‘necessary’ welfare state retrenchment, adaptation, and modification? Based on an in-depth analysis of the social policy aims of the Social Democrats and Christian Democrats in Austria, Germany, and the Netherlands since 1975, we argue that, the differences between the two welfare state parties in formerly conservative welfare states have largely faded away.

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