Social policy models in theory and in practice
More details
Hide details
Instytut Polityki Społecznej, Uniwersytet Warszawski
Publication date: 2020-06-05
Problemy Polityki Społecznej 2009;12:15–55
Since Esping-Andersen’s contribution /in Three Worlds of Welfare Capitalism/ there is a broad literature about welfare (state) models or regimes. The author tried to show a so called modeling business achievements but with some deeper theoretical and empirical insights. The fi rst concerns three functions of welfare state models: descriptive, explanative and evaluative, and each with two separate variants. The study is rooted in literature and illustrated with new exemplifi cation. In the second one he analyzed the dynamics of models on the basis of fuzzy set methodology and its results. They allow to verify main hypotheses about changes of the welfare state i.e. frozen landscape, retrenchment, workfare or productive transformations, with a certain precision. The aim of the last part of the article is to analyze recent European Union social policy initiatives as viewed through the lenses the welfare models.
Abrahamson, P. (1999). “The Welfare Modelling Business”. Social Policy and Administration, tom 33, nr 4.
Adema, W., Ladaique, M. (2005). Net Social Expenditure, 2005 Edition More comprehensive measures of social support. OECD Social, Employment and Migration Working Papers, nr 29.
Arts, W., Gelissen, J. (2002). “Three worlds of welfare capitalism or more? A state-of-the-art report”. Journal of European Social Policy, tom 12, nr 2.
Atkinson, A. B. (2001). “Makroekonomia i wymiar społeczny”. Problemy Polityki Społecznej. Studia i Dyskusje, nr 3.
Atkinson, A., B. (1998). Poverty in Europe. Oxford: Blackwell.
Barr, N. (2004). Economics of the Welfare State (IV wyd.). Oxford: Oxford University Press.
Beckerman, W. (1979). Poverty and the Impact of Income Maintenance Programmes in Four Developed Countries. Geneva: International Labour Organization.
Berkel, R. van, Valkenburg, B. (2007). Making It Personal: Individualising Activation Services in the EU. Bristol: Policy Press.
Berr, P. T. de, Vrooman, C., Wildeboer Schut, J. M. (2001). “Measuring Welfare State Performance: Three or Two Worlds of Welfare Capitalism?”. Luxembourg Income Study Working Paper nr 276.
Bonoli, G. (2006). “New social risks and the politics of post-industrial social policies”. W: K. Armingeon, G. Bonoli (red.), The Politics of Post-Industrial Welfare States: Adapting post-war social policies to new social risks, Abington: Routledge.
Castles, F. G. (2008). “What Welfare States Do: A Disaggregated Expenditure Approach”. Journal of Social Policy, tom 38, nr 1.
Castles, F. G., Obinger, H. (2007). “Social expenditure and the politics of redistribution”. Journal of European Social Policy, tom 17, nr 3.
Castles, F. G., Mitchell, D. (1992). “Identifying Welfare State Regimes: The Links Between Politics, Instruments and Outcomes”. Governance: An International Journal of Policy and Administration, tom 5, nr 1.
Castles, F. G., Mitchell, D. (1993). “Worlds of Welfare and Families of Nations”. W: F. G. Castles (red.), Families of Nations: Patterns of Public Policy in Western Democracies, Vermont: Dartmouth.
Cerami, A. (2006). Social Policy in Central and Eastern Europe: The Emergence of e New European Welfare Regime. Berlin: Lit Verlag.
Chambers, D. E., Wedel, K. R. (2005). Social Policy and Social Programs: A Method for the Practical Public Policy Analyst. Allyn & Bacon.
Clasen, J. (2004). Reforming European Welfare States: Germany and the United Kingdom Compared, Oxford: Oxford University Press.
Cook, L. J. (2007). Postcommunist Welfare States: Reform Politics in Russia and Eastern Europe. Ithaca: Cornel University Press.
Cook, B. (2006). “Conceptual framework for analysis of welfare state developments“. The Centre of Full Employment and Equity Working Papers nr 06-06.
Cousins, M. (2006). European Welfare States: Comparative Perspectives. London: SAGE.
Danecki, J. (red.) (1991). Postęp i regres społeczny. Raport z badań prowadzonych w latach 1987–1990. Warszawa: Instytut Polityki Społecznej UW.
Eichhorst, W., Kaufmann, O., Konle-Seidl, R. (red.) (2008). Bringing the Jobless into Work? Experiences with Activation Schemes in Europe and the US. Springer.
Esping-Andersen, G. (1990). Three Worlds of Welfare Capitalism. Princeton University Press.
Esping-Andersen, G. (1996). “After Golden Age?”. W: G. Esping-Andersen (red.), Welfare States in Transition: National Adaptations in Global Economies, London: SAGE.
Esping-Andersen, G. (1997). Hybrid or Unique?: the Japanese Welfare State Between Europe and America. Journal of European Social Policy, tom 7, nr 3.
Esping-Andersen, G. (1999). Social Foundations of Postindustrial Economies. Oxford: Oxford University Press.
Fenger, H. J. M. (2007). “Welfare regimes in Central and Eastern Europe: Incorporating post-communist countries in a welfare regime typology”. Contemporary Issues and Ideas in Social Sciences, tom 3, nr 2.
Ferrera, M. (1996). “The southern model of welfare in social Europe”. Journal of European Social Policy, tom 6, nr 1.
Galbraith, J. K., Garcilazo, E. (2005). “Equality and Employment in the European Service Sector Economy, 1995–2000”. The University of Texas Inequality Project, Working Paper nr 31.
Gallie, D. (red.) (2007). Employment Regimes and the Quality of Work, Oxford: Oxford University Press.
Giddens, A. (2006). “Social Model for Europe?”. W: A. Giddens, P. Diamond, R. Liddle (red.), Global Europe, Social Europe, Cambridge: Polity Press.
Golinowska, S. (2003). „Od państwa opiekuńczego (welfare state) do państwa wspierającego pracę (workfare state)”. W: B. Balcerzak-Paradowska (red.), Praca i polityka społeczna wobec wyzwań integracji, Warszawa: Instytut Pracy i Spraw Socjalnych.
Goodin, R. E., Headey, B., Muffels, R., Dirven, H.-J. (1999). The Real Worlds of Welfare Capitalism. Cambridge: Cambridge University Press.
tom 58, nr 2.
Korpi, W., Palme, J. (1998). “The Paradox of Redistribution and Strategies of Equality: Welfare State Institutions, Inequality and Poverty in the Western Countries”. American Sociological Review, tom 63 nr 5.
Księżopolski, M. (1999a). Polityka społeczna. Wybrane problemy porównań międzynarodowych. Katowice: Wydawnictwo Naukowe „Śląsk”.
Księżopolski, M. (1999b). Modele polityki społecznej. Warszawa: Instytut Pracy i Spraw Socjalnych, Instytut Polityki Społecznej UW.
Księżopolski, M. (2004). „Co dalej z polityką społeczną w Polsce? Od socjalistycznych gwarancji do paternalistyczno-rynkowej hybrydy”. W: M. Rymsza (red.), Reformy społeczne. Bilans dekady. Warszawa: Instytut Spraw Publicznych.
Lee, S. S. (2008). A Critique of the Fuzzy-set Methods in Comparative Social Policy. COMPASSS.
Mabbet, D., Bolderson, H. (1999). “Theories and methods in comparative social policy”. W: J. Clasen (red.), Comparative Social Policy: Concepts, Theories and Methods. Oxford: Blackwell.
Nicaise, I. (2002). The Active Welfare State: A Response to Social Exclusion?. Bruges, Vives Lecture.
O’Connor, J. S., Olsen G. M. (red.) (1998). Power Resources Theory and the Welfare State: A Critical Approach. Toronto: University of Toronto Press.
Obinger, H., Wagschal U. (2001). “Families of Nations and Public Policy”. West European Politics, tom 24, nr 1.
Pennings, P. (2005). “The Diversity and Causality of Welfare State Reforms Explored with Fuzzy-Sets”. Quantity & Quality, tom 39, nr 3.
Pierson, C. (2006). Beyond the Welfare State?: The New Political Economy of Welfare, Polity Press.
Pierson, P. (2001). “Coping With Permanent Austerity: Welfare State Restructuring in Affl uent Democracies”. W: P. Pierson (red.), The New Politics of the Welfare State, Oxford: Oxford University Press.
Pierson, P. (1994). Dismantling the Welfare State? Reagan, Thatcher and the Politics of Retrenchment, Cambridge: Cambridge University Press.
Powell, M., Barrientos, A. (2008). An Audit of the Welfare Modelling Business, referat przedstawiony na dorocznej konferencji ESPAnet.
Powell, M., Hewitt, M. (2002). Welfare state and welfare change. Buckingham, Phildelphia: Open University Press.
Ragin, C. C. (2008). Redesigning Social inquiry: Fuzzy Sets and Beyond. Chicago: University of Chicago Press.
Rhodes, M. (2001). “The Political Economy of Social Pacts”. W: P. Pierson (red.), The New Politics of the Welfare State, Oxford: Oxford University Press.
Rose, R., Shiratori, R. (red.) (1986). The Welfare State East and West. Oxford: Oxford University Press.
Rymsza, M. (2003). „Aktywna polityka społeczna w teorii i praktyce”. W: T. Kaźmierczak, M. Rymsza (red.), W stronę aktywnej polityki społecznej. Warszawa: Instytut Spraw Publicznych.
Schroeder, M. (2008). “Integrating Welfare and Production Typologies: How Refi nements of the Varieties of Capitalism Approach call for a Combination of Welfare Typologies”. Journal of Social Policy, tom 38, nr 1.
Scruggs, L. (2008). “Social Rights, Welfare Generosity, and Inequality”. W: C. Anderson, P. Baramendi (red.), Democracy, Inequality, and Representation. Russell Sage Foundation.
Scruggs, L., Pontusson, J. (2008). New Dimensions of Welfare State Regimes in Advanced Democracies. Referat przedstawiony na dorocznej konferencji American Political Science Association.
Scruggs, L., Allan, J. (2006a). Welfare-state decommodifi cation in 18 OECD countries: a replication and revision. Journal of European Social Policy, tom 16, nr 1.
Scruggs, L., Allan, J. (2006b). Social Stratifi cation and Welfare Regimes for the 21st Century: Revisiting the “Three Worlds of Welfare Capitalism”. Referat przedstawiony na Międzynarodowej Konferencji Europeistów. Opublikowany w World Politics tom 60, nr 4, 2008.
Seeleib-Kaiser, M. (2008). “Multiple and Multidimensional Welfare State Transformation”. W: M. Seeleib-Kaiser (red.), Welfare State Transformations: Comparative Perspectives, Houndmills, Basingstoke: Palgrave Macmillan.
Serrano Pascual, A. (2007). “Activation regimes in Europe. A Clustering Exercise”. W: A. Serrano Pascual, L. Magnusson (red.), Reshaping welfare states and activation regimes in Europe. Brussels: Peter Lang.
Serrano Pascual, A., Magnusson, L. (red.) (2007). Reshaping welfare states and activation regimes in Europe. Brussels: Peter Lang.
Siaroff, A. (1994). “Work, Welfare and Gender Equality: a New Typology”. W: D. Sainsbury (red.) Gendering Welfare States. London: SAGE.
Sihvo, T., Uusitalo, H. (1995). “Economic Crises and Support for the Welfare State in Finland 1975–1993”. Acta Sociologica, tom 38, nr 3.
Smeeding, T. (2005). Poor People in Rich Nations: the United States in Comparative Perspective. Luxembourg Income Study Working Paper nr 419.
Spicker, P. (2000). Welfare State: A General Theory. London: SAGE.
Starke, P. (2008). Radical Welfare State Retrenchment: A Comparative Analysis. Palgrave.
Stone, D. (2002). Policy Paradox: The Art of Political Decision Making New York: W.W. Norton & Company.
Supińska, J. (1991). Dylematy polityki społecznej. Warszawa: Instytut Polityki Społecznej, Uniwersytet Warszawski.
Szarfenberg, R. (2008a). Krytyka i afi rmacja polityki społecznej. Warszawa: Instytut Filozofi i i Socjologii PAN.
Szarfenberg, R. (2008b). „Teoria i logika systemu transferów społecznych”. Polityka Społeczna nr 5/6.
Szarfenberg, R. (2009). „Komparatystyka ewaluacyjna i europejska polityka społeczna”. W: A. Rączaszek, W. Koczur (red.), Polityka społeczna w procesie integracji europejskiej. Przegląd Problemów. Katowice: Wydawnictwo Akademii Ekonomicznej w Katowicach.
Szumlicz, T. (2005). Ubezpieczenie społeczne teoria dla praktyki. BydgoszczWarszawa: Ofi cyna Wydawnicza Branta.
Szumlicz, T. (1994). Modele polityki społecznej. Warszawa: Szkoła Główna Handlowa.
Thelen, K. (2004). How Institutions Evolve: The Political Economy of Skills in Germany, Britain, the United States, and Japan. New York: Cambridge University Press.
Titmuss, R. M. (1974). Social Policy. London: Allen and Unwin.
Trampusch, C. (2005). “Institutional Resettlement: The Case of Early Retirement in Germany”. W: W. Streeck, K. Thelen (red.), Beyond Continuity: Institutional Change in Advanced Political Economies, Oxford: Oxford University Press.
Uusitalo, H. (1985). “Redistribution and Equality in the Welfare State: An Effort to Interpret the Major Findings of Research on the Redistributive Effects of the Welfare State”. European Sociological Review, tom 1, nr 2.
Vis, B. (2007). “States of welfare or states of workfare? Welfare state restructuring in 16 capitalist democracies, 1985–2002”. Policy & Politics, tom 35, nr 1.