The boundaries between state and charitable activities within the NHS are set out in regulations but are also enacted, blurred, and contested through local practices. This article reports research on NHS Charities– charitable funds set up within NHS organizations to enhance statutory provision – in Scotland. We analysed financial accounts and conducted qualitative interviews with staff in 12 of the 14 NHS Charities in Scotland, where they are generally known as endowments. Our findings suggest that Scotland’s endowments are relatively wealthy in charitable terms, but that this wealth is unevenly distributed when population size and socio-economic deprivation are considered. We also identify two diverging organisational approaches to decisions, including those about appropriate and inappropriate fundraising. We argue that these approaches cohere with contrasting ‘state’ and ‘charitable’ institutional logics, which in turn imply different attitudes to potential inequalities, and to relationships with local publics.

This article analyses and compares disability policies for working-age individuals in Canada with a focus on the mode of policy provision and type of measure to determine the degree to which direct funding is used in this country. To consider policy diversity in this federal system, policies are compared using a mixed-methods approach. Using quantitative methods, federal, provincial and territorial policies are first compared using hierarchical cluster analysis. This provides evidence of three distinct clusters in Canada according to policy provision and measure type. In a second, qualitative analysis, the disability strategies of four provinces’ (British Columbia, Ontario, Newfoundland and Labrador and Quebec) are compared, to determine over arching policy orientations. Findings indicate that policy provision in Canada largely favours money over services. Furthermore, most provinces emphasize either health or integration measures over substantive measures. Despite these commonalities, significant variation persists across Canada. This extends to poverty and disability reduction strategies with two of the four provinces having a broader orientation while the other two provinces focus specifically on employment as a means of social inclusion. The article concludes with a discussion on the state of employment policies for individuals with a disability in Canada.

Social policy developed as a research field and academic discipline to ensure protection from social risks in the era of emerging capitalism and industrialization. While welfare states have successfully increased their citizens’ wellbeing, they have also contributed to the ecological crisis, while the shared scientific understanding of exceeded planetary boundaries and worsening climate change scenarios has not (yet) reshaped mainstream social policy research. In this article, we suggest that the established traditions in social policy research can nevertheless provide a solid ground for responding to the climate emergency and facilitating the sustainable transformation of society and the economy. With a focus on four of the research fields that are central in social policy scholarship – risks, citizenship, welfare regimes, and wellbeing – we develop an ecosocial research agenda. By discussing the classic and climate-adjusted understandings of these fields, we open future pathways for social policy research and invite scholars to engage with our proposed research agenda.

This paper charts responses to urgent appeals by welfare charities through crowd funding websites in order to examine the impact of the Covid19 pandemic on public generosity and social cohesion in the UK. It uses a relatively new method in social policy research, data-harvesting. Online public giving to local charities for vulnerable people sky-rocketed during the crisis, despite the long-established stigmatic treatment of the able-bodied poor of working age, a decade of benefit cuts, the increased stringency of Universal Credit and the long-term downward trend in charity incomes. Welfare policy and the rhetoric that surrounds it is increasingly divisive, although most welfare spending addresses needs or risks that confront all of us. The Covid19 lockdown can be seen as a natural experiment in social inclusion. This paper shows how policy discourse that stresses common humanity in the face of a collective challenge, rather than social divisions, can help build social cohesion.

The financialization of everyday life has received considerable attention since the 2008 global financial crisis. Financialization is thought to have created active financial subjects through the ability to participate in mainstream financial services. While the lived experience of these mainstream financial subjects has been the subject of close scrutiny, the experiences of financial subjects at the financial fringe have been rarely considered. In the UK, for example, the introduction of High-Cost, Short-Term Credit [HCSTC] or payday loan regulation was designed to protect vulnerable people from accessing unaffordable credit. Exploring the impact of HCSTC regulation is important due to the dramatic decline of the high-cost credit market which helped meet essential needs in an era of austerity. As such, the paper examines the impact of the HCSTC regulation on sixty-four financially marginalized individuals in the UK that are unable to access payday loans. First, we identify the range of socioeconomic strategies that individuals employ to manage their finances to create a typology of financial subjectivity at the financial fringe. Second, we demonstrate how the temporal and precarious nature of financial inclusion at the financial fringe adds nuance to existing debates of the everyday lived experience of financialization.

Early childhood education (ECE) and development is internationally recognised as important to child health and wellbeing and to enabling children to become healthy productive adults. This paper analyses Australian ECE policy current in 2019. It uses the institutional framework of ideas, actors and institutions to determine the extent to which ECE policy recognises and acts on social determinants of health and health equity. We found that the policies supported integrated approaches, intersectoral collaboration and partnerships with parents and families. Evidence was important in formulating the ideas underpinning ECE policy. ECE was widely recognised as a social determinant of health, and the impacts of other social determinants of health and health equity were acknowledged. The ECE policies tended to be future-focused and not respond to social determinants that influence children and their families in the present time. The policies lacked strategies to address social determinants, or to engage with other sectors for this purpose. While some policies focused on breaking the cycle of disadvantage, they did not explore potential policy responses to pathways from intergenerational disadvantage to reduce poverty. Despite this, Australian ECE policy has achieved significant coherence, with shared understandings of the purpose and benefits of ECE.

The EU and OECD’s use of poverty lines set at a percentage of national average income is testimony to the widespread acceptance of Peter Townsend’s purely relative poverty definition. It has often been defended, including by Townsend, as a development of Adam Smith’s reference to ‘necessaries’ differing across social contexts. This article contends that Townsend’s definition is clearly inconsistent with Smith’s work but entirely consistent with a passage by Wilhelm Schulz which established the term ‘relative poverty’ and asserted that people’s material needs are proportionate to their nation’s economic output per head; Karl Marx quoted that passage in a short piece that criticised Smith. A recent defence of Townsend’s definition is its supposed international public endorsement in empirical studies of socially perceived necessities. A review of this evidence finds that publics, like Smith and British poverty researchers before Townsend – most notably Seebohm Rowntree – see the extent of material need as affected by social context but not proportionate to national average income. Publishing purely relative and absolute purchasing power poverty statistics together offers a way of portraying hardship levels that is balanced to reflect publics’ more narrowly relative understanding of material needs.

Non-take-up of means-tested benefits is a widespread phenomenon which undermines the effectiveness and fairness of social policies. The digitalisation of the welfare state creates new opportunities for proactively contacting people who are potentially entitled to benefits, but do not take up their social rights. In this study, we report on how new data flows were used to reach out to potential beneficiaries of the Increased Reimbursement of health care, a programme targeted at low-income households in Belgium. By randomizing the period in which potential beneficiaries were contacted, we were able to identify a three- to four-fold increase in take-up among those contacted as a result of the outreaching activities. Households that did not respond to the intervention, the never takers, have lower pre-intervention healthcare expenditures. This suggests that non-take-up was reduced primarily among those who would expect to benefit most from receiving the Increased Reimbursement. Exploiting the combination of rich administrative data with experimental evidence, we also find that early responders are mostly older and have higher historic health expenditures than late responders. Furthermore, results point to the need for balancing well the inclusiveness of the intervention with an increased number of applications by ineligible people.

This study aims to deepen our understanding of social investment expansion proposing a political learning mechanism to link existing institutional and political explanations. When resources are limited, increased spending in social investment often comes at the expense of politically costly retrenchment of established social insurance policies. Previous studies suggest that this trade-off results in existing entitlements crowding out new policies, and that party ideology plays less of a role in determining social policy expansion. I argue that this is because parties face an electoral dilemma, as individual preferences for social investment and social insurance have been shown to differ between groups that partly overlap in their voting behaviour. Applying a policy diffusion framework to the analysis of childcare expenditure, this study proposes that policymakers learn from the political consequences of past decisions made by their foreign counterparts and update their policy choice accordingly. The econometric analysis of OECD data on childcare expenditure shows that governments tend to make spending decisions that follow those of ideologically similar cabinets abroad and that left-wing governments with a divided electorate tend to reduce childcare expenditure if a previous expansionary decision of a foreign incumbent is followed by an electoral defeat. The findings have implications for the study of the politics of social policy development.

This article uses extensive ethnographic methods to explore the lived reality of a Danish workfare programme. The programme requires social assistance recipients to perform manual labour for their benefits at municipal work sites. The contrast between the political rhetoric that justifies the workfare programme and the lived reality of it is striking. While the programme is justified as a means to put the passive unemployed to work, there is a norm of working less, not more at the site. The participants spend most of their time waiting or conducting seemingly meaningless work assignments. However, over time, the majority of the participants begin to embrace this modus operandi at the site. This article answers this apparent paradox by turning to concepts from the anthropology of industrial work. Such concepts allow us to analyse how camaraderie exists amongst participants as well as work supervisors at the site. Particularly, the camaraderie is based on group solidarity, an informal regulation of work efficiency and an alternative system of value. Hereby, the article adds to previous findings on the ‘lived experiences’ of welfare recipients.

In the digital age, financial inclusion continues to be connected to social inclusion. While most personal financial transactions are shifting from cash currency to digital transactions, we must ensure that marginalized members of society are not unbanked and excluded from financial opportunities. Many countries are declaring their intention to transform to cashless societies. India is one such country. As a case study, we investigated rural Indian villages that declared themselves as cashless to assess the financial reality of villagers. We conducted a survey of households (N=3,159) within villages across seven Indian states. In each state, we studied a village that was officially declared cashless and a nearby comparison village. Our findings suggest that the comparison villages did as well as the cashless villages, as financial inclusion via digital banking was minimal to nonexistent. Alongside significant state variations, we found that financial literacy and online access were the best predictors of performing any digital banking activity. This study concludes with a warning against rushing toward digital banking and the formation of cashless societies, as marginalized populations may be excluded.

Pension adequacy is gaining importance as old-age poverty remains a pressing problem. In many advanced welfare states, the population is ageing rapidly and recent pension reforms have led to cuts in public pension provision. There are, however, few comparative longitudinal studies on the relationship between pension generosity and old-age poverty. This study provides a comparative empirical assessment of how the prevalence and depth of old-age poverty relates to generosity of public pension benefits in 14 advanced OECD welfare states from 1980-2010. We focus on the role of mandatory public pension provision of mainly first tier schemes that grant the major share of retirees’ income in most countries. We use data on theoretical pension replacement rates for retirees who had different working-age incomes. In order to address endogeneity issues, we adopt an instrumental-variable approach. Our main finding shows that pensions systems and earnings-related schemes, in particular, are quite efficient in reducing the risk of old-age poverty. Yet they still do very little to alleviate poverty among those pensioners in the most disadvantaged situations. We also found that redistribution within the pension system does not substantially contribute to poverty alleviation.

A welfare state’s tax system does not solely redistribute from rich to poor (vertical) but also between family types (horizontal). Different types of families are treated differently due to gendered (de)familialization policies in the tax code, such as joint filing for spouses or single-parent relief. In this study I aim to examine the tax system’s modification of horizontal income inequality between the six most prevalent family types of non-retiree households. To answer my research aim I draw on harmonized data from 30 countries provided by the Luxembourg Income Study (LIS). I estimate pre- and post-fiscal income inequality measured as between-family-type Theil indices. Using multivariate linear regression, I examine the association of the percentage change in inequality and the prevalence of family type-related tax characteristics. The results show that welfare states with familialization tax policies reduce less horizontal income inequality compared to welfare states without familialization tax policies. As familialization tax policies provide additional benefits for breadwinners with dependents, they discourage labour market participation of secondary earners and might exacerbate gender inequalities.

The present article investigates how begging performed by citizens of new EU-member states in Eastern Europe was debated in parliaments in Denmark, Sweden and Norway during the period 2007–2017. The empirical analysis shows significant cross-country divergences: In Denmark, efforts targeted controlling migration, either directly or indirectly, via various deterrence strategies. In Sweden, the emphasis was rather on alleviating social needs while migrants reside in the country and trying to decrease their incentives to migrate in the first place by ameliorating conditions in sending countries. In Norway, one predominant framing revolved around the issue of human trafficking of beggars. Despite substantial differences, the analyses show a gradual shift in a similar direction in all three countries. While a social frame was initially more commonly understood as the appropriate way to approach begging, over time a criminal frame has gained ground in all three countries. The article argues that this development must be understood in light of marginalized intra-EU migrants’ legal status as both insiders and outsiders in the Scandinavian welfare states. Due to these individuals’ “in-between status”, neither conventional social policy nor immigration control measures are perceived as available, making policymakers more prone to turn to criminal policy tools.

This article furthers understanding of the value of experiential knowledge for social policy and practice. It draws on new empirical material to critically explore the opportunities and challenges inherent in lived experience support work with multiply disadvantaged adults. Reflecting on the experiences of those delivering a ‘navigator’ service, particular attention is paid to an ambiguity around the ways in which experiential knowledge might generate more productive models of relationship-based work, the positioning of lived experience in relation to ‘expert’ ways of knowing as well as the potential risks that the navigator role poses to those employed in the position. The discussion is situated within a wider body of literature that helps us to understand these practical, ideological and political tensions within the wider context of neoliberal welfare reforms.

This article conceptualizes recent momentum for basic income in the context of the legitimization crisis of neoliberalism and the dissolution of the ‘progressive neoliberal’ governing bloc that secured its hegemony for more than two decades. Through an assessment of the ideas of Friedrich Hayek and Milton Friedman, it argues that basic income is one of the few policy solutions in the mainstream discourse that improves social welfare and income security, while also remaining consistent with neoliberalism’s inner logic. Accordingly, it holds the potential to temporarily stabilize neoliberalism’s political crisis by offering a consensus issue around which a new centrist coalition could emerge. Although much of the basic income literature has focused on grassroots coalitions and synergies between left and right, it has largely overlooked the emergence of the historical forces that have pushed it onto the mainstream policy agenda.

This article presents empirical findings about the distinctiveness of smaller voluntary sector organisations (VSOs) involved in welfare service provision, based on in-depth, qualitative case study research. We identify a series of organisational features and practices which can mean that smaller VSOs are distinctive from larger organisations. These include how they are governed and managed, their approach to their work, and their position relative to other providers. To explain our findings, we draw on the concept of stakeholder ambiguity. This idea was posited by Billis and Glennerster (1998) and is commonly cited in relation to distinctiveness. We identified several manifestations of stakeholder ambiguity and confirm the concept’s explanatory importance, although we argue that our understanding of distinctiveness is enhanced when stakeholder ambiguity is considered alongside other closely related features, such as being embedded in a local geographic community and informal familial care-based organisational cultures. Our findings also highlight the fragility of smaller VSOs. We argue that this combination of distinctiveness and fragility creates a tension for social policy makers, many of whom recognise the value of smaller VSOs and the risks that they face but must weigh this against a requirement to allocate resources for statutory services as effectively as possible.

A growing number of studies investigate the relative importance of the major deservingness criteria (control, attitude, reciprocity, identity, need) in explaining the perceived welfare deservingness of different social groups. This paper addresses the roles of those criteria in predicting the perceived deservingness of a rarely examined group, single mothers. We conducted a survey in Hungary and compare the responses to direct questions about deservingness to the results of a vignette-based survey experiment in which the deservingness criteria were translated to characteristics of hypothetical mothers. Our results show that in the absence of deservingness cues (direct questions), respondents relied on the attitude, reciprocity/control, identity (measured by traditional family values), and need criteria to the same extent. On the other hand, in the presence of specific deservingness cues (vignette experiment), people disregarded their family values and stereotypes, and the perceived need became the strongest predictor of single mothers’ deservingness. These results support the existence of the deservingness heuristic, however, compared to previous literature that emphasized the role of perceived control and reciprocity of recipients, in the case of single mothers, the deservingness heuristic seems to direct people’s attention to the perception of need.

Labour markets for personal and household services (PHS) are rife with informal employment. Some policies aim to combat informality in PHS with subsidized service vouchers, but their effects are poorly documented. This contribution evaluates the Belgian service vouchers (1) documenting their formalization effectiveness, and (2) accounting for the persistence of informal employment. To this end, we exploit several types of data and methods.

A first analysis, based on Eurobarometer data, brings in evidence that informal PHS purchased were approximately halved under the policy introduced in 2001. Second, a discrete choice experiment shows that households prefer formal employment, including those that currently employ informally. Third, a survey in the Brussels metropolitan area shows that the persistence of informal employment lies in the relationship of informal employers with their domestic, from whom they are not willing to part. They nevertheless intend to switch to formal employment in the case of turnover. One thus expects partially delayed effects of formalization policies in general, and of the service voucher system in particular. Overall, these results are in line with Portes’ claim that informality is facilitated by strong social relationships, and by differences in price and transaction costs.

The expansion of social pensions in Latin America was part of a larger process aimed at extending protections to informal workers and other individuals not covered by social insurance. These reforms were enacted by governments of different colours, and varied considerably with regard to the scope of the new programmes. While previous comparative studies have privileged economic factors and electoral dynamics to explain these differences, this article extends these frameworks to incorporate the interplay between contentious and institutional politics. It uses a two-step qualitative comparative analysis to investigate the long-term effect of protests on reforms extending the coverage of social pensions under different constellations of political, economic and institutional conditions in 18 Latin American countries (2000-2011). The results show that protest was present in almost all configurations of expansion, but that its effect was contingent on the ideology of governments, the levels of political competition and the strength of unions.