Hostname: page-component-586b7cd67f-t7fkt Total loading time: 0 Render date: 2024-11-28T18:03:57.275Z Has data issue: false hasContentIssue false

What Welfare States Do: A Disaggregated Expenditure Approach1

Published online by Cambridge University Press:  01 January 2009

FRANCIS G. CASTLES*
Affiliation:
Research School of Social Sciences, Australian National University, Canberra email: [email protected]

Abstract

This article suggests that an alternative to a social rights of citizenship approach to comparing welfare states is to use disaggregated programme expenditure data to identify the diverse spending priorities of different types of welfare state. An initial descriptive analysis shows that four major categories of social spending (cash spending on older people and those of working age; service spending on health and for other purposes) are almost entirely unrelated to one another and that different welfare state regimes or families of nations exhibit quite different patterns of spending. The article proceeds to demonstrate that both the determinants and the outcomes of these different categories of spending also differ quite radically. In policy terms, most importantly, the article shows that cross-national differences in poverty and inequality among advanced nations are to a very large degree a function of the extent of cash spending on programmes catering to the welfare needs of those of working age.

Type
Article
Copyright
Copyright © Cambridge University Press 2008

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Adema, W. and Ladaique, M. (2005), Net Social Expenditure, 2005 Edition: More Comprehensive Measures of Social Support, OECD Social, Employment and Migration Working Papers No. 29, Paris: OECD.Google Scholar
Armingeon, K., Leimgruber, P., Beyeler, M. and Menegale, S. (2006), ‘Comparative political data set 1960–2004’, Institute of Political Science, University of Berne.Google Scholar
Buhr, P. and Leibfried, S. (1995), ‘“What a difference a day makes”: the significance for social policy of the duration of social assistance receipt’, in Room, G. (ed.), Beyond the Threshold: The Measurement and Analysis of Social Exclusion, Bristol: Policy Press.Google Scholar
Castles, F. G. (1994), ‘Is expenditure enough? On the nature of the dependent variable in comparative public policy analysis’, Journal of Commonwealth and Comparative Politics, 33: 3, 349–63.CrossRefGoogle Scholar
Castles, F. G. (1995), ‘Welfare state development in Southern Europe’, West European Politics, 18: 2, 291313.CrossRefGoogle Scholar
Castles, F. G. (1998), Comparative Public Policy: Patterns of Post-war Transformation, Cheltenham: Edward Elgar.Google Scholar
Castles, F. G. (2002), ‘Developing new measures of welfare state change and reform’, European Journal of Political Research, 41: 613–41.CrossRefGoogle Scholar
Castles, F. G. (2004), The Future of the Welfare State, Oxford: Oxford University Press.CrossRefGoogle Scholar
Castles, F. G. (2006), ‘The growth of the post-war public expenditure state: long-term trajectories and recent trends’, TranState Working Paper No 35, Bremen University.Google Scholar
Castles, F. G. and Obinger, H. (2007), ‘Social expenditure and the politics of redistribution’, Journal of European Social Policy, 17: 3, 206–22.CrossRefGoogle Scholar
Esping-Andersen, G. (1990), The Three Worlds of Welfare Capitalism, Cambridge: Polity Press.Google Scholar
Esping-Andersen, G. (1993), ‘Budgets and democracy: towards a welfare state in Spain and Portugal, 1960–1986’, in Budge, I. and McKay, D. (eds.), Expanding Democracy: Research in Honour of Jean Blondel, London: Sage.Google Scholar
Ferrera, M. (1996), ‘The “southern model” of welfare in social Europe’, Journal of European Social Policy, 6: 1, 1737.CrossRefGoogle Scholar
Goldthorpe, J. (1997), ‘Current issues in comparative macrosociology: a debate on methodological issues’, Cognitive Social Research, 16: 126.Google Scholar
Heston, A., Summers, R. and Aten, B. (2006), Penn World Table Version 6.2, Center for International Comparisons of Production, Income and Prices at the University of Pennsylvania.Google Scholar
Huber, E. and Stephens, J. (2001), Development and the Crisis of the Welfare State, Chicago: University of Chicago Press.CrossRefGoogle Scholar
Katzenstein, P. (1985), Small States in World Markets, Ithaca: Cornell University Press.Google Scholar
Kittel, B. (1999), ‘Sense and sensitivity in pooled analysis of political data’, European Journal of Political Research, 35: 225–53.Google Scholar
Leibfried, S. (1993), ‘Towards a European welfare state?’, in Jones, C. (ed.), New Perspectives on the Welfare State in Europe, London: Routledge.Google Scholar
Leisering, L. and Leibfried, S. (1999), Time and Poverty in Welfare States: United Germany in Perspective, Cambridge: Cambridge University Press.Google Scholar
Luxembourg Income Study (LIS) (2007), Key Figures, Accessed at http://www.lisproject.org/keyfigures.htm, May 2007.Google Scholar
Myles, J. and Quadagno, J. (2002), ‘Political theories of the welfare state’, Social Science Review, March: 3457.Google Scholar
OECD (1996), Social Expenditure Statistics of OECD Member Countries (Provisional Version), Paris: OECD.Google Scholar
OECD (2007a), OECD Social Expenditure Database, 1980–2003, Paris: OECD.Google Scholar
OECD (2007b), The Social Expenditure Database: An Interpretative Guide, Paris: OECD.Google Scholar
Schmidt, M. (1996), ‘When parties matter: a review of the possibilities and limits of partisan influence on public policy’, European Journal of Political Research, 30: 2, 155–83.Google Scholar
Scruggs, L. (2004), Welfare State Entitlements Data Set: A Comparative Institutional Analysis of Eighteen Welfare States, Version 1.1, Storrs: University of Connecticut.Google Scholar
Taylor-Gooby, P. (ed.) (2004), New Risks, New Welfare: The Transformation of the European Welfare State, Oxford: Oxford University Press.CrossRefGoogle Scholar
Titmuss, R. (1950), Problems of Social Policy, London: HMSO & Longmans Green.Google Scholar
Van Kersbergen, K. (1995), Social Capitalism: A Study of Christian Democracy and the Welfare State, London: Routledge.Google Scholar
Wilensky, H. (1975), The Welfare State and Equality, Berkeley, CA: University of California Press.Google Scholar