scholarly journals “Welfare State” as a Variable Conceptual Model of a Modern Socially Oriented Market Economy

2021 ◽  
Vol 25 (1) ◽  
pp. 166-171
Author(s):  
Serhii Shcherbak ◽  

Annotation. Introduction. The article discusses the views of scientists on the “welfare state” model of the implementation of the principles of a socially oriented market economy. Purpose. Analysis of versatile scientific works and researches. Research of the theorical and methodological principles of “welfare state” as a variable conceptual model of modern socially oriented market economy. Results. The implementation of the tactical and strategic task that fundamentally faces the state and the national economy of Ukraine – a significant improvement in the welfare and level of social protection of citizens – is possible only if the socially oriented market economy is consistently developed according to the “state of general welfare” model. Fundamentally, this model should include, as shown earlier: effective private and public sectors of the economy, effective state macroeconomic regulation, high level of social protection and health care, correctly defined goals of investment and innovation development, stimulation of entrepreneurial initiative and competition, a clear focus on a high level of international competitiveness. Conclusions. The socially oriented market economy, built in developed countries in the last third of the twentieth century, was studied as a generalized and practically implemented model of the “welfare state”. Theoretical and methodological directions of its analysis as a conceptual model in variative theoretical and practical approaches and their application in the context of possibilities of realization of general principles, principles and peculiarities of certain countries are defined. It has been shown that in the target orientation of the “welfare state” as a conceptual model of the social market economy, the welfare of the country’s citizens occupies the first place, that is, the standard of living, which includes not only the material component (the level of income per capita), but also such a concept as quality of life (ecology, quality of food, medicines, social standards, etc.). The theoretic and methodological approach to the analysis of the socio-economic system as a model of development and functioning is substantiated, which allows to find out more thoroughly and clearly the main directions of society’s progress in the XXI century. Keywords: welfare state; socio-economic system; socially oriented economy; welfare of the nation; social protection.

Author(s):  
V. P. Vasiliev

The article analyzes the stages of formation of the principles of the welfare state, the development of its models. The basic model of a market economy does not deny the essential role of the state in socio-economic processes. It is shown that each of the stages is complementary to the fundamental characteristics of the phenomenon of the welfare state, based on new social practices. Historical evolution is represented by the enrichment functions of the state and business along the trajectory of the welfare state — social market economy — the welfare state. A central element of the social state is the social insurance institution, emerged in the socio-labor relations as a form of interaction of employees and employers with trade unions and the state. The dominant feature of the social market economy is to ensure free entrance of citizens in market activity and related functions of the state to ensure availability to markets of labor and capital, ensuring competition and private property rights. Welfare society based on a powerful upsurge of economic dynamics and productivity marks the transition to a new quality of life and overcoming social exclusion. Illustrates the emerging tendency to increase the share of the state in ensuring social economic dynamics. Identified positive and negative aspects of this process. For the practice of public administration in Russia proposed restructuring of the budget expenditures and insurance payments.


2021 ◽  
Vol 11 (5) ◽  
pp. 269-276
Author(s):  
Doğa Başar Sariipek ◽  
Gökçe Cerev ◽  
Bora Yenihan

The focus of this paper is the interaction between social innovation and restructuring welfare state. Modern welfare states have been reconfiguring their welfare mixes through social innovation. This includes a productive integration of formal and informal actors with support and leading role of the state. This collaboration becomes significantly important since it means the integration of not only the actors, but also their capabilities and resources in today’s world where new social risks and new social challenges have emerged and no actor can overcome these by its own. Therefore, social innovation is a useful tool in the new role sharing within the welfare mix in order to reach higher levels of satisfaction and success in welfare provision. The main point here is that this is not a zero-sum competition; gaining more power of the actors other than the state – the market, civil society organisations and the family – does not necessarily mean that the state lost its leading role and power. This is rather a new type of cooperation among actors and their capabilities as well as their resources in welfare provision. In this sense, social innovation may contribute well to the debates over the financial crisis of the welfare state since it may lead to the more wisely use of existing resources of welfare actors. Thanks to social innovative programs, not only the NGOs, but also market forces as well as citizens are more active to access welfare provisions and social protection in the broadest sense. Thus, social innovative strategies are definitely a solid step taken towards “enabling” or “active” welfare state.


1998 ◽  
Vol 31 (1) ◽  
pp. 113-142 ◽  
Author(s):  
Gérard Boismenu ◽  
Pascale Dufour

AbstractThis article underlines three principles of reference that renew discourse on and comprehension of the role of the state in social protection towards unemployed people. At a certain level of abstraction, those principles of reference are present in many countries. They lead to label and to understand situations in different terms of which we were familiar during the Welfare State apogee. At the same time, they permit and open up to various political orientations and mechanisms of implementation. This dualism is emphasized. Four countries are referenced for this discussion: Canada, France, Germany and Sweden. The study considers the way in which problems are stated in their principles and the implementation of programmes. Policies and programmes implemented reveal logics of intervention which suggest different ways to consider the articulation between the « integrated area » and the « excluded area » of the society.


Author(s):  
Evelyne Huber ◽  
Zoila Ponce de León

Latin American welfare states have undergone major changes over the past half century. As of 1980, there were only a handful of countries (Argentina, Brazil, Chile, Costa Rica, and Uruguay) with social policy regimes that covered more than half of their population with some kind of safety net to insure adequate care during their old age and that provided adequate healthcare services. With few exceptions, access to social protection and to healthcare in these countries and others was based on formal employment and contributions from employees and employers. There were very few programs, and those few were poorly funded, for those without formal sector jobs and their dependents. The debt crisis and the ensuing neoliberal reforms then damaged the welfare state in all countries, including these leading nations. Deindustrialization, shrinking of the public sector, and cuts in public expenditures reduced both coverage and quality of transfers and services. Poverty and inequality rose, and the welfare state did little to ameliorate these trends. With the turn of the century, the economic and political situation changed significantly. The commodity boom eased fiscal pressures and made resources available for an increase in public social expenditure. Democracy was more consolidated in the region and civil society had recovered from repression. Left-wing parties began to win elections and take advantage of the fiscal room which allowed for the building of redistributive social programs. The most significant innovation has been expansion of coverage to people in the informal sector and to people with insufficient histories of contributions to social insurance schemes. The overwhelming majority of Latin Americans now have the right to some kind of cash assistance at some point in their lives and to healthcare provided by their governments. In many cases, there have also been real improvements in the generosity of cash assistance, particularly in the case of non-contributory pensions, and in the quality of healthcare services. However, the least progress has been made toward equity. With very few exceptions, new non-contributory programs were added to the traditional contributory ones; severe inequalities continue to exist in the quality of services provided through the new and the traditional programs.


Author(s):  
Marjorie Cristina da Cruz Bernardino ◽  
Barbara Lucchesi Ramacciotti

This text proposes to present briefly topics related to the state and social protection theme and their impact on the quality of education. They aim to scrutinize the historical order and evolution of the state of social protection and its emergence, as well as its importance not only in Brazil but also in the world within the field of public policies. The discussions about the quality of education in Brazil raise questions about teacher training, financing, physical structure of the building, pedagogical practice, socioeconomic profile of the student and school management - elements considered determinants of the quality of education in a school unit. Within the framework of the discussions are the external evaluations as a way of qualifying the schools and the education systems in the country. The application of tests that assess the academic performance of students from public and private schools in Brazil became a constant from the 1990s, after the State reform and with a new political agenda for the educational area, in view of the reconfiguration of the economy and the valuation of criteria such as efficiency, effectiveness, productivity and competences for Brazilian education. The guiding problem of work is pubic and social policies as an instrument of the Welfare State. It is based on the hypothesis of the need for public policies at the federal, state and municipal levels that relate to the quality of education and to what is the citizen's right or need in its basic aspects. It is a study described in documentary review and literature. It is hoped to contribute between the relationship of the state of social protection and education and reaffirm its importance for the social and political development of citizens and citizenship.


Author(s):  
Staffan Kumlin

Abstract: Research on citizens’ support for government redistribution, social protection, and public services (shorthand: welfare state support) has been late to examine quality of government explanations. Slowly but surely in the 2000s, however, scholars have compensated a previous neglect. This literature provides examples of how research on welfare state attitudes is expanding beyond the much-studied rich Western welfare states. In terms of substantive questions, scholars increasingly seek to answer questions such as: Are citizens’ assessments of various “quality of government” aspects positive or negative across space and time? Are assessments multi- or unidimensional? What aspects of quality of government do citizens assess? Are evaluations rooted in relevant information and objective facts? Finally, how do quality of government factors affect normative support for the welfare state and its constituent policies and aspects?


1978 ◽  
Vol 7 (2) ◽  
Author(s):  
Georg Vobruba

AbstractThe origin of the function of the Welfare State is to be explained as a reaction, firstly, to forceful social claims by the working class and, secondly, to its hereby increasing political weight which the state had to take into account for the sake of its own survival. With the adoption of social obligations, the state in capitalism enters into a specific dependence from the economic system. Since the state is not a producer, it has to acquire the necessary financial means from the economic system to function as a Welfare State. The extraction of financial means from the economic system (especially in the form of taxes) can occur all the more easily, the more smoothly the economic system itself functions. The state is, therefore ‚out of its own interests‘ dependent on the promotion of the economic system. The intervention of the Welfare State affects, on the other hand, the function of the economy. Whilst the Welfare State provides an, at least rudimentary, existence beyond the labour market and occupation, it evades the constraintive situation: wage labour or starvation, to which the non owners of the means of production were subject to under ‚classical‘ conditions, and therefore strenghtens their conflict potential. The corollary of this is that the function of the capitalist crisis to purge wage costs, can no longer unfold itself. Consequently this results in a change of the particular character of capitalist crisis and in a development, which in its tendency burdens the state with ever increasing social problems, to be solved, without enableing the state to sufficiently expand its financial margin.


2020 ◽  
Vol 8 (1) ◽  
pp. 103-113
Author(s):  
Kerem Gabriel Öktem

Over the past decades, the geography of comparative welfare state research has transformed. Whereas scholars used to focus on a limited number of advanced industrialised democracies, they now increasingly study developments in Europe’s periphery, East Asia, and Latin America. So, does this mean that the welfare state has spread around the world? To answer this question, we analyse different ways to measure welfare states and map their results. With the help of International Labour Organization and International Monetary Fund data, we explore measurements based on social expenditures, social rights, and social security legislations and show that each of them faces serious limitations in a global analysis of welfare states. For some measurements, we simply lack global data. For others, we risk misclassifying the extent and quality of some social protection systems. Finally, we present a measurement that is grounded in the idea that the welfare state is essentially about universalism. Relying on a conceptualisation of the welfare state as collective responsibility for the wellbeing of the entire population, we use universal social security as a yardstick. We measure this conceptualization through health and pension coverage and show that a growing number of countries have become welfare states by this definition. Yet, it is possible that at least some of these cases offer only basic levels of protection, we caution.


Author(s):  
Peter C. Caldwell

This book has described the development of expert understandings of the welfare state over the course of the “old” Federal Republic of Germany, from 1949 to 1989. It started with calls for a “social” market economy and a “social” rule of law, posing an ethical imperative to two central systems of the modern world, economy and law: Is there a way that capitalism might not just reinforce individualism and inequality, that it might contribute to binding together a political society? Can the rule of law and individual rights serve to protect the weak, rather than simply enabling the strong? That first discussion remained at first distant from concrete institutions of the welfare state, even though both terms generated in this discussion, “social market economy” and “social ...


2011 ◽  
Vol 4 (1) ◽  
pp. 1-28 ◽  
Author(s):  
Bo Rothstein ◽  
Marcus Samanni ◽  
Jan Teorell

The hitherto most successful theory explaining why similar industrialized market economies have developed such varying systems for social protection is the Power Resource Theory (PRT), according to which the generosity of the welfare state is a function of working class mobilization. In this paper, we argue that there is an under-theorized link in the micro-foundations for PRT, namely why wage earners trying to cope with social risks and demand for redistribution would turn to the state for a solution. Our approach, the Quality of Government (QoG) theory, stresses the importance of trustworthy, impartial, and uncorrupted government institutions as a precondition for citizens’ willingness to support policies for social insurance. Drawing on data on 18 OECD countries during 1984–2000, we find (a) that QoG positively affects the size and generosity of the welfare state, and (b) that the effect of working class mobilization on welfare state generosity increases with the level of QoG.


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