Models of a welfare state in European countries | Vestnik Tomskogo gosudarstvennogo universiteta. Ekonomika – Tomsk State University Journal of Economics. 2022. № 58. DOI: 10.17223/19988648/58/3

Models of a welfare state in European countries

The article is concerned with the evolution process of European-style social welfare state. The welfare state is considered as a set of institutionalized strategies in the context of social citizen rights, which provide protection for everyone who can and is experiencing economic and/or social difficulties. Nowadays, there has been a significant amount of interest in the concept of a welfare state. The concept passed a long way of formation through its implementation in models of countries' development and repeated crises. This interest is contingent on actual issues of evaluating effects that lie in the plane of the influence of various welfare state aspects on the socioeconomic processes taking place in countries. In this context, particular attention is focused on redistributive mechanisms. In some countries, income redistribution is a secondary goal and even a side effect if it appears at all in documents regulating the social policy of government. The approaches used within the framework of specific models have many differences either in the effectiveness of results or in the role of state institutions in terms of resource provision. The study of the approaches makes it possible to assess the impact of the welfare state on the level of income inequality. On the other hand, it is important to determine what kind of protection from social risks (age, unemployment, disability, etc.) different welfare state models can offer, how these ensure the preservation of an individual's income necessary to meet a sufficiently wide range of needs. In the furtherance of this goal, the existing welfare state models - liberal, social democratic, conservative and South/Mediterranean - were analyzed. The study focuses on methods of measuring the resource component of social models within the framework of the described cases. The analysis has revealed that welfare states differ from each other not only in the amount of social budget spending but also in approaches of building their social protection systems. These differences have a significant impact on operation of labour market, people's work and family life and also on the level of social protection and income equality promoted by societies. The results of the redistributive mechanisms' influence of social state models on the level of income inequality were analyzed. The article identifies problematic elements of models critically dependent on the budget that governments spend to reduce inequality. It is difficult to count on increases in the volumes of resources necessary to ensure a permanent protection of people from social risks under unpredictable financial markets and real economic consequences of global financial crises. The considered aspects allow formulating recommendations for the formation of a welfare state in the Russian Federation.

Download file
Counter downloads: 17

Keywords

welfare state, European nations, inequality, income redistribution, social policy, models, benefits, pensions

Authors

NameOrganizationE-mail
Petrov Alexey V.Siberian State Medical Universitylepyas@gmail.com
Всего: 1

References

Cambridge Dictionary. Welfare state. URL: https://dictionary.cambridge.org/dictionary/english/welfare-state
Encyclopaedia Britannica. Welfare state. URL: https://www.britannica.com/to-pic/welfare-state
Polanyi K. The great transformation: the political and economic origins of our time. 1944. URL: https://inctpped.ie.ufrj.br/spiderweb/pdf_4/Great_Transformation.pdf
Hennock E.P. The Origin of the Welfare State in England and Germany, 1850-1914: Social Policies Compared. Cambridge : Cambridge University Press, 2007. 400 p.
Stein K., Sander A. The Emergence of the Welfare State. The Oxford Handbook of the Welfare State / ed. by F.C. Castles, S. Leibfried, J. Lewis, H. Obinger, Ch. Pierson. Oxford : Oxford University Press, 2010 Р. 61-80. URL: https://books.google.ru/books?id=vGtEEAAAQBAJ&pg=PA92&lpg=PA92&dq=Kuhnle,+Stein,+and+Anne+Sander.+%E2%8 0%9CThe+Emergence+of+the+Welfare+State.%E2%80%9D+.&source=bl&ots=bk5KFcJRp
Acemoglu D., Alesina A., Bickerton Ch.J. et al. The search for Europe: contrasting approaches. 2016. URL: https://www.bbvaopenmind.com/wp-content/uploads/2017/11/BBVA-OpenMind-book-the-search-for-europe-contrasting-approaches-1.pdf
Jones I. Faith in the public square in 1941 and 1991: two Malvern Conferences reviewed // Journal of Beliefs & Values. 2016. № 37:3. Р. 247-258. doi: 10.1080/13617672.2016.1237249
Прохода В.А. Оценка национальной системы здравоохранения жителями России и других европейских стран // Политика и общество. 2018. № 10. С. 65-77. doi: 10.7256/2454-0684.2018.10.27654. https://nbpublish.com/library_read_article.php?id=27654
Ipsos MORI. Global trends 2014. URL: https://www.ipsos.com/sites/default/files/publication/1970-01/ipsos-mori-global-trends-2014.pdf
Quigley A. Maintaining Pride in the NHS: The Challenge for the New NHS Chief Exec. 2014. URL: https://www.ipsos-mori.com/newsevents/blogs/makingsenseofsociety/1553/Maintaining-pride-in-the-NHS-The-challenge-for-the-new-NHS-Chief-Exec.aspx#gallery[m]/0/
Barr N. The Welfare State as Piggy Bank: Information, Risk, Uncertainty, and the Role of the State. Oxford University Press, 2001. 320 p. doi: 10.1093/0199246599.001.0001. https://oxford.universitypressscholarship.com/view/10.1093/0199246599.001.0001/acprof-9780199246595
Levell P., Roantree B., Shaw J. Redistribution from a lifetime perspective // IFS Working Papers. 2015. W15/27, Institute for Fiscal Studies.
Piketty Th. Capital in the twenty-first Century. Cambridge, MA : Belknap Press, 2014. 816 p.
Gosta E.-A. The three worlds of welfare capitalism. 2008. URL: https://www.researchgate.net/publication/243774920_The_Three_Worlds_Of_Welfare_Capitalism
Petmesidou M., Guillen A. Economic Crisis and Austerity in Southern Europe: Threat or Opportunity for a Sustainable Welfare State? // South European Society and Politics. 2014. № 19. URL: http://www.tandfonline.com/toc/fses20/current#.VDf0RRac6So
OECD. The OECD tax-benefit model for Sweden. Description of policy rules for 2020. URL: https://www.oecd.org/els/soc/TaxBEN-Sweden-2020.pdf
OECD. The OECD tax-benefit model for Germany. Description of policy rules for 2020. URL: https://www.oecd.org/els/soc/TaxBEN-Germany-2020.pdf
OECD. Social Expenditure Update. 2020. URL: https://www.oecd.org/els/soc/OECD2020-Social-Expenditure-SOCX-Update.pdf
Scruggs L.Comparative Welfare Entitlements Project Data Set. Version 2022-01. 2022. URL: https://www.cwep.us/home/data
Carsten J., van Kersbergen C.J. The Politics of Inequality. Red Globe Press, 2016. 200 p.
OECD. Basic income policy option. 2017. URL: https://www.oecd.org/social/Basic-Income-Policy-Option-2017.pdf
World bank. DataBank. 2022. URL: https://data.worldbank.org/indicator/SI.POV.GINI?end=2019&most_recent_year_desc=true&start=1967&view=chart
OECD Social Expenditures Database (SOCX). OECD Main Economic Indicators Database. 2022. URL: https://www.oecd-ilibrary.org/sites/d6831cac-en/index.html?itemId=/content/component/d6831cac-en#:~:text=Public%20spending%20on%20cash% 20old,spen-ding%20on%20average%20in%202015.
Rothstein B. Just Institutions Matter: The Moral and Political Logic of the Universal Welfare State. N.Y. : Cambridge University Press, 1998. 254 p.
Korpi W., Palme J. The paradox of redistribution and strategies of equality. Welfare state institutions, inequality, and poverty in the western countries // American sociological review. 1998. Vol. 63, № 5. Р. 661-687.
Adema W., Fron P., Ladaique M. How much do OECD countries spend on social protection and how redistributive are their tax/benefit systems? // International Social Security Review. 2014. URL: https://onlinelibrary.wiley.com/doi/10.1111/issr.12028
Rawls J. A Theory of Justice. Cambridge, MA : Belknap Press, 1971. 538 p.
 Models of a welfare state in European countries | Vestnik Tomskogo gosudarstvennogo universiteta. Ekonomika – Tomsk State University Journal of Economics. 2022. № 58. DOI: 10.17223/19988648/58/3

Models of a welfare state in European countries | Vestnik Tomskogo gosudarstvennogo universiteta. Ekonomika – Tomsk State University Journal of Economics. 2022. № 58. DOI: 10.17223/19988648/58/3

Download full-text version
Counter downloads: 256