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Some Useful Sources

Published online by Cambridge University Press:  26 February 2015

Monica Pinilla-Roncancio
Monica Pinilla-Roncancio*
Affiliation:
School of Social Policy, University of Birmingham E-mail: MVP190@student.bham.ac.uk
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Type
Themed Section on Twenty Five Years of the Welfare Modelling Business
Information
Social Policy and Society , Volume 14 , Issue 2 , April 2015 , pp. 323 - 327
Copyright
Copyright © Cambridge University Press 2015 

Main books of Esping-Andersen

Esping-Andersen presented for the first time a classification of eighteen OECD countries in three welfare regimes in his 1990 book. He revisited these issues and responded to critics in his 1999 book.

Esping-Andersen, G. (1990) The Three Worlds of Welfare Capitalism, Princeton, NJ: Princeton University Press.

Esping-Andersen, G. (1999) Social Foundations of Postindustrial Economics, Oxford: Oxford University Press.

Critiques of Esping-Andersen

A number of commentators have discussed and criticised Esping-Andersen's original classification. Some of the most important critiques have been related to the misspecification of states, including the Mediterranean countries, Australia, New Zealand, the UK and Japan. Others focus on the neglect of the gender dimension and methodological critiques associated with the decommodification index used by Esping-Andersen.

Arts, W. and Gelissen, J. (2001) ‘Welfare states, solidarity and justice principles: does the type really matter?’, Acta Sociologica, 44, 4, 283–99.

Arts, W. and Gelissen, J. (2002) ‘Three worlds of welfare capitalism or more? A state-of-the-art report’, Journal of European Social Policy, 12, 2, 137–58.

Aspalter, C. (2011) ‘The development of ideal-typical welfare regime theory’, International Social Work, 54, 6, 735–50.

Castles, F. (1993) Families of Nations: Patterns of Public Policy in Western Democracies, Dartmouth: Aldershot.

Castles, F. G. (1995) ‘Welfare state development in Southern Europe’, West European Politics, 18, 2, 291–313.

Castles, F. G. (2002) ‘Developing new measures of welfare state change and reform’, European Journal of Political Research, 41, 5, 613–41

Ferragina, E. and Seeleib-Kaiser, M. (2011) ‘Welfare regime debate: past, present, futures?’, Policy and Politics, 39, 4, 583–611.

Ferrera, M. (1996) ‘The “Southern Model” of Welfare in Social Europe’, Journal of European Social Policy, 6, 1, 17–37.

Gal, J. (2010) ‘Is there an extended family of Mediterranean welfare states?’, Journal of European Social Policy, 20, 4, 283–300.

Hicks, A. and Kenworthy, L. (2003) ‘Varieties of welfare capitalism’, Socio-Economic Review, 1, 1, 27–61.

Kasza, G. (2002) ‘The illusion of welfare “regimes”’, Journal of Social Policy, 31, 2, 271–87.

Minas, C., Jacobson, D., Antoniou, E. and McMullan, C. (2014) ‘Welfare regime, welfare pillar and southern Europe’, Journal of European Social Policy, 24, 2, 135–49.

Scruggs, L. A. and Allan, J. P. (2008) ‘Social stratification and welfare regimes for the twenty-first century: revisiting the Three Worlds of Welfare Capitalism’, World Politics, 60, 4, 642–64.

van der Veen, R. J. and van der Brug, W. (2013) ‘Three worlds of social insurance: on the validity of Esping-Andersen's, British Journal of Political Science, 43, 2, 323–43.

Beyond Esping-Andersen's regimes

Other authors have expanded the idea of welfare regimes, including the time dimension, the role that other non-market institutions, such as the family, play in a welfare state, and wider schemes such as varieties of capitalism and other types of classification.

Amable, B. (2003) The Diversity of Modern Capitalism, Oxford: Oxford University Press.

Castles, F. G. (2008) ‘What welfare states do: a disaggregated expenditure approach’, Journal of Social Policy, 38, 1, 45–62.

Castles, F., Leibfried, S., Lewis, J., Pierson, C. and Obinger, H. (2010) The Oxford Handbook of the Welfare State, Oxford: Oxford University Press.

Danforth, B. (2014) ‘Worlds of welfare in time: a historical reassessment of the three-world typology’, Journal of European Social Policy, 24, 2, 164–82.

Deeg, R. and Jackson, G. (2007) ‘The state of the art: towards a more dynamic theory of capitalist variety’, Socio-economic Review, 5, 1, 149–79.

Ebbinghaus, B. and Manow, P. (eds.) (2001) Comparing Welfare Capitalism: Social Policy and Political Economy in Europe, Japan and the US, London: Routledge.

Greve, B. (ed.) (2012) The Routledge Handbook of the Welfare State, Abingdon: Routledge.

Goodin, R., Headey, B., Muffels, R. and Dirven, H.-J. (1999) Real Worlds of Welfare Capitalism, Cambridge: Cambridge University Press.

Goodin, R. E. and Rein, M. (2001) ‘Regimes on pillars: alternative welfare state logics and dynamics’, Public Administration, 79, 4, 769–801.

Hall, P. and Soskice, D. (eds.) (2001) Varieties of Capitalism: The Institutional Foundations of Comparative Advantage, Oxford: Oxford University Press.

Holden, C. (2003) ‘Decommodification and the workfare state’, Political Studies Review, 1, 3, 303–16.

Kammer, A., Niehues, J. and Peichl, A. (2012) ‘Welfare regimes and welfare state outcomes in Europe’, Journal of European Social Policy, 22, 5, 455–71.

Powell, M. and Barrientos, A. (2004) ‘Welfare regimes and the welfare mix’, European Journal of Political Research, 43, 1, 83–105.

Pierson, P. (2000) ‘Three worlds of welfare state research’, Comparative Political Studies, 33, 6/7, 791–821.

Rice, D. (2013) ‘Beyond welfare regimes: from empirical typology to conceptual ideal types’, Social Policy and Administration, 47, 1, 93–110.

Saint-Arnaud, S. and Bernard, P. (2003) ‘Convergence or resilience? A hierarchical cluster analysis of the welfare regimes in advanced countries’, Current Sociology, 51, 5, 499–527.

Saxonberg, S. (2013) ‘From defamilialization to degenderization: toward a new welfare typology’, Social Policy and Administration, 47, 1, 26–49.

Schröder, M. (2009) ‘Integrating welfare and production typologies: how refinements of the varieties of capitalism approach call for a combination of welfare typologies’, Journal of Social Policy, 38, 1, 19–43.

Sinn, H.-W. (1995) ‘A theory of the welfare state’, The Scandinavian Journal of Economics, 97, 4, 495–526.

Stoy, V. (2014) ‘Worlds of welfare services: from discovery to exploration’, Social Policy and Administration, 48, 3, 343–60.

Beyond cash benefits to services

One of the main critiques of the classification presented by Esping-Andersen (1990) was that it was based on cash benefits and ignored services. Authors included in this section have studied how the provision of services is an important and relevant factor in the way welfare systems are classified.

Bambra, C. (2005a) ‘Cash versus services: Worlds of welfare and the decommodification of cash benefits and health care services’, Journal of Social Policy, 34, 2, 195–213.

Bambra, C. (2005b) ‘Worlds of welfare and the health care discrepancy’, Social Policy and Society, 4, 1, 31–41.

Bambra, C. (2007) ‘Going beyond the three worlds of welfare capitalism: regime theory and public health research’, Journal of Epistemology Community Health, 61, 12, 1098–102.

Bambra, C. (2011) ‘Health inequalities and welfare state regimes: theoretical insights on a public health “puzzle”’, Journal of Epistemology Community Health, 65, 9, 740–5.

Brennenstuhl, S., Quesnel-Vallée, A. and McDonough, P. (2012) ‘Welfare regimes, population health and health inequalities: a research synthesis’, Journal of Epistemology Community Health, 66, 5, 397–409.

Fosse, E. (2011) ‘Different welfare states – different policies? An analysis of the substance of national health promotion policies in three European countries’, International Journal of Health Services, 41, 2, 255–72.

Jensen, C. (2008) ‘Worlds of welfare services and transfers’, Journal of European Social Policy, 18, 2, 151–62.

Stoy, V. (2014) ‘Worlds of welfare services: from discovery to exploration’, Social Policy and Administration, 48, 3, 343–60.

Welfare regimes in developing countries

Following the first classification of welfare regimes in 1990, different authors have applied a similar methodology to identify and classify welfare systems in developing countries. Some have compared countries in different regions of the world; others have created classifications of countries from a same region; and others have used statistical techniques to classify countries into different clusters without considering the region where they belong.

Abu Sharkh, M. and Gough, I. (2010) ‘Global welfare regimes: a cluster analysis’, Global Social Policy, 10, 1, 27–58.

Aspalter, C. (2003) The Welfare State in Emerging-Market Economies with Case Studies from Latin America, Eastern-Central Europe and Asia, Taiwan: Casa Verde Publishing.

Aspalter, C. (2006) ‘The East Asian welfare model’, International Journal of Social Welfare, 15, 4, 290–301.

Barrientos, A. (2009) ‘Labour markets and the (hyphenated) welfare regime in Latin America’, Economy and Society, 38, 1, 87–108.

Fleury, S. (2011) ‘The hidden Welfare State in Brazil’, Whatever happened to North–South?, IPSA Conference, Sao Paulo, Brazil, 16–19 February.

Gough, I., Wood, G., Barrientos, A., Bevan, P., Davis, P. and Room, G. (eds.) (2004) Insecurity and Welfare Regimes in Asia, Africa and Latin America, Cambridge: Cambridge University Press.

Haggard, S. and Kaufman, R. R. (2008) Development, Democracy, and Welfare States: Latin America, East Asia, and Eastern Europe, Princeton, NJ: Princeton University Press.

Huber, E. (1996) ‘Options for social policy in Latin America: neoliberal versus social democratic models’, in Esping-Andersen, G. (ed.), Welfare State in Transition. National Adaptation in Global Economics, London: Sage, pp. 141–91.

Huber, E. (ed.) (2002) Models of Capitalism: Lessons from Latin America, Pennsylvania: The Pennsylvania State University Press.

Huber, E. and Stephens, J. (2001) ‘Welfare state and production regimens in the era of retrenchment’, in Pierson, P. (ed.), The New Politics of the Welfare State, Oxford: Oxford University Press, pp. 107–45.

London, J. D. (2013) ‘Welfare regimes in China and Vietnam’, Journal of Contemporary Asia, 44, 1, 84–107.

Martínez Franzoni, J. (2008) ‘Welfare regimes in Latin America: capturing constellations of markets, families, and policies’, Latin America Politics and Society, 50, 2, 67–100.

Martínez Franzoni, J. and Voorend, K. (2009) ‘The role of distributional coalitions in welfare regimes: Chile, Costa Rica and El Salvador’, Social Policy and Administration, 43, 4, 364–81.

Riesco, M. (2009) ‘Latin America: a new developmental welfare state model in making?’, International Journal of Social Welfare, 18, s1, S22–S36.

Wood, G. and Gough, I. (2006) ‘A comparative welfare regime approach to global social policy’, World Development, 34, 10, 1696–712.

Useful data sources in Welfare State

Several authors and institutions have made available different data sources, which are used in the analysis of welfare regimens around the world. Some of those sources are:

Cross National Data Center in Luxembourg (LIS) (2014) Complementary databases: Country-level data, http://www.lisdatacenter.org/resources/other-databases/ [accessed 22.09.2014]. In this web page a comparative welfare states data set could be found. It includes data on 22 rich countries from 1960–2011.

European data center for work and welfare (EDAC) (2014) Social Citizenship Indicator Project, SCIP, http://uvtapp.uvt.nl/fsw/spits.edac.frmShowGIW_indicators?v_id=207 [accessed 22.09.2014]. This project was initiated by Walter Korpi and contains data from 18 OECD countries, for the period 1930–1995.

Stephens, J. and Huber, E. (2014) Common Works, http://www.unc.edu/~jdsteph/common/data-common.html [accessed 22.09.2014]. This web page includes information on social policy in Latin American and the Caribbean from 1945 to 2008. In addition, the web page includes the codebook of the comparative welfare states dataset.

The MacroData Guide (2014) Comparative welfare state dataset, http://www.nsd.uib.no/macrodataguide/set.html?id=8&sub=1 [accessed 22.09.2014]. The web contains the dataset compiled by Evelyne Huber, Charles Ragin and John Stephens on comparative welfare states.

University of Pennsylvania. (2014) Center for International Comparisons of Production, Income and Prices, http://www.rug.nl/research/ggdc/data/penn-world-table [accessed 22.09.2014]. The Penn World Table is a database with information from 167 countries between 1950 and 2011.

University of Connecticut, Detlef Jahn and University of Greifswald (2014) Comparative welfare entitlements dataset (CWED), http://cwed2.org/ [accessed 22.09.2014]. The CWED contains information on the structure of social insurance benefits in 33 countries. The principal investigators are Lyle Scruggs, Kati Kuitt and Detlef Jahn.