Welfare policy discourse plays an important role in shaping how marginalised groups are identified and how poverty is addressed. Research on welfare policy discourse has mostly adopted a top-down perspective, examining how marginalised groups are constituted through interrelated discourses that are produced and enacted by powerful actors. However, little attention has been given to understanding how welfare policy discourse is used and enacted by marginalised groups themselves. This article focuses on asset-building discourse, a newly ascendant discourse which suggests that poverty can be alleviated through savings and building wealth. Drawing on in-depth interviews with 24 poor single mothers of colour participating in a matched savings programme, the article explores how poor women rely on asset-building discourse to make sense of their poverty challenges and how to overcome them. The study finds that the women express neoliberal ideals as they seek to portray themselves as committed to becoming self-sufficient, financially literate, disciplined savers and entrepreneurs. The findings indicate that the women feel empowered and see themselves as worthy citizens, irrespective of whether their economic situation has actually improved or whether they ultimately come to resist asset-building discourse's individualisation of their predicament.

Neoliberal governance has been associated with rising inequality and economic exclusion. Recent scholarship proposes that the social investment state (SIS) is a turn away from such inequality and exclusion-enhancing neoliberalism. The ideal SIS responds to neoliberalism-generated social ills by investing in the productive capacities of all its citizens. However, commentators ask whether an SIS addresses the plight of weaker elements in society, specifically that of disadvantaged ethnic minorities. This paper looks specifically at this question by utilising a critical-case study research design of a surprising example of social investment in disadvantaged ethnic minorities: the extensive labour market policies for Israeli Arabs. This paper introduces the concept of a neoliberal targeted SIS in which social investment programmes are developed for economic reasons, promoted by neoliberal actors (right-wing parties and Ministries of Finance), target narrow groups instead of being applied to all, and the preferred mode for the delivery of services is private. Egalitarian outcomes – to the extent that they materialise – might be thought of as a policy by-product.

The scholarship on state-building has devoted a significant amount of attention to the role of taxation in building state institutions and capacities. It has also emphasised the crucial role of taxation in driving state-society relations. Scholars have argued that the linkage between taxation and state building also applies to the area of social policy. In this paper, we draw on a fiscal-centred perspective on welfare state development that highlights the fiscal policy role of social insurance as a revenue raising institution to study the fiscal relationship between social insurance and state-building in Israel and Canada – two ‘most dissimilar cases’ that nonetheless feature strikingly similar patterns with regard to this relationship. As our findings show, in both cases, social insurance programmes were introduced, designed, and utilized to advance fiscal and economic policy capacity and thereby promote state building. Using these programmes and the commitments they created, political actors could legitimize the generation of revenues, build institutional infrastructure for tax collection, and create capital reserves for investing in the economy.

The debate on effects of globalisation on welfare states is extensive. Often couched in terms of a battle between the compensation and the efficiency theses, the scholarly literature has provided contradictory arguments and findings. This article contributes to the scholarly debate by exploring in greater detail the micro-level foundations of compensation theory. More specifically, we distinguish between individual policy preferences for compensatory social policies (unemployment insurance) and human capital-focused social investment policies (education), and expect globalisation to mainly affect demand for educational investment. A multi-level analysis of International Social Survey Programme (ISSP) survey data provides empirical support for this hypothesis. This finding provides an important revision and extension of the classical analytical perspective of compensation theory, because it shows that citizens value the social investment function of the welfare state above and beyond simple compensation via social transfers. This might be particularly relevant in today's skill-centred knowledge economies.

Minimum income protection (MIP) determines the disposable income a person obtains when she has no market or social insurance income, few assets and no family support. This last-recourse income, usually social assistance benefits plus associated transfers, constitutes a significant indicator of a country's commitment to social justice. Yet, we know little about the politics of MIP, in part because welfare state scholars have focused on more encompassing social insurance programmes, and in part because of a lack of good comparative data. This article takes the measure of MIP adequacy in 18 OECD countries for the 1990–2010 period, for single, able-to-work individuals, tracks its comparative evolution, and proposes an explanation of its determinants, with a times-series cross-sectional model. The main positive determinant of adequacy is a generous welfare state; the main negative force is the importance of the public debt. Overall, the politics of MIP appears consistent with that of the welfare state.

In this article, we suggest that social policy may be on the cusp of a large-scale adoption of the notion of lived experience. However, within social policy and allied disciplines, the growing use of the term ‘lived experience’ is unaccompanied by discussion of what it may mean or imply. We argue that now is a good time to consider what this term could mean for social policy analysis. The peculiarities of Anglo-centric usage of the broader term ‘experience’ are explored, before we identify and discuss several roots from which understandings of ‘lived experience’ as a concept and a research strategy have grown: namely, phenomenology, feminist writing and ethnography. Drawing on multiple historical and contemporary international literatures, we identify a set of dilemmas and propositions around: assumed authenticity, questioning taken-for-grantedness, intercorporeality, embodied subjectivity; political strategies of recognition, risks of essentialising, and immediacy of unique personal experiences versus inscription of discourse. We argue that lived experience can inform sharp critique and offer an innovative window on aspects of the ‘shared typical’. Our central intention is to encourage and frame debate over what lived experience could mean theoretically and methodologically within social policy contexts and what the implications may be for its continued use.

Social class, with its potentially pivotal influence on both policy-making and electoral outcomes tied to the welfare state, is a frequent fixture in academic and political discussions about social policy. Yet these discussions presuppose that class identity is in fact tied up with distinct attitudes toward the welfare state. Using original data from ten surveys fielded in the United States and Western Europe, we investigate the relationship between class and general stances toward the welfare state as a whole, with the goal of determining whether class affects how individuals understand and relate to the welfare state. Our findings suggest that, although class markers are tied to objective and subjective positional considerations about one's place in the society, they nevertheless do not seem to shape stances toward the welfare state. What is more, this is equally true across the various welfare state types, as we find no evidence that so-called ‘middle-class welfare states’ engender more positive middle-class attitudes than other regimes. Based on our analysis, we propose that researchers would do better to focus on household income rather than class; while income may not be a perfect predictor of attitudes toward the welfare state, it is a markedly better one than class.

Increasing pressures on social systems have spurred innovations in service delivery models. One such innovation is an increased focus on co-production-based models of care, which focus on increased personal autonomy and service-user self-determination. However, there is little empirical evidence on how co-production interacts with other social policies, such as personalisation. This paper uses data from two qualitative case studies to explore the role of co-production for personalisation in the context of recent Scottish policy initiatives. We use Osborne et al.’s (2016) [‘Co-production and the co-creation of value in public services: a suitable case for treatment?’, Public Management Review, 18, 639–653] co-production matrix to understand what forms of co-production are used in personalisation, what factors act as drivers and barriers, how co-production relates to outcomes, and how co-production theory can inform social policy and legislative reform on personalisation.

The article charts the history and trajectory of neoliberalism provided in Foucault's 1979 lectures on ‘The Birth of Biopolitics’. In these fascinating contributions, first published in English translation ten years ago, Foucault identifies German and American forms of neoliberalism, defined in opposition to both the Beveridge reforms and Roosevelt's New Deal. In seeking to comprehend Foucault's articulation of neoliberalism it is important to locate it in the context of contemporary debates on the future of socialism and the reconfiguration of social policy. Despite theoretical problems with his account, the lecture series continues to aid our understanding of the contemporary evolution of social policy.

This article provides new evidence on the relationship between benefit conditionality and mental health. Using data on Temporary Assistance for Needy Families policies (TANF) – the main form of poverty relief in the United States – it explores whether the mental health of low-educated single mothers varies according to the stringency of conditionality requirements attached to receipt of benefit. Specifically, the article combines state-level data on sanctioning practices, work requirements and welfare-to-work spending with health data from the Behavioral Risk Factor Surveillance System and evaluates the impact of conditionality on mental health over a fifteen-year period (2000 to 2015). It finds that states that have harsher sanctions, stricter job search requirements and higher expenditure on welfare-to-work policies, have worse mental health among low-educated single mothers. There is also evidence that between-wave increases in the stringency of conditionality requirements are associated with deteriorations in mental health among the recipient population. It is suggested that these findings may reflect an overall effect of ‘intensive conditionality’, rather than of the individual variables per se. The article ends by considering the wider implications for policy and research.

User participation has become one of the most important concepts in the social care sector in many European countries, but the literature has mostly paid attention to disabled people or those with mental health problems. This article compares the user participation policies directed at social care for older people in Norway and England. Using a discourse analytical approach, a selection primarily of White papers from the 1960s until today are analysed. The analysis draws on the literature's discourse discussion, including a democratic/rights based discourse (full citizenship), a consumer discourse (consumers’ rights to choose welfare services), a co-production discourse (users and state/local authorities partnerships), and nuances of these discourses. The analysis shows that, while both countries start with variations of a democratic discourse, Norway develops a temporary and weak consumer discourse in a middle phase, then moves to co-production in current times. England, on the other hand, develops a comprehensive consumer discourse but also a surprisingly strong co-production discourse – the idea of a ‘Big Society’ – in early and current times.

The aim of this study is to investigate cross-country variability in transition rates from unemployment to further education among young adults, as well as how barriers in educational systems affect these transition rates. Previous research on adult further education has largely neglected the role of policies, and has not taken unemployed people into account.

Two dimensions of educational policies are investigated. (1) Barriers facing prospective students with regard to previous academic achievements (e.g. second chance opportunities); and (2) financial barriers (e.g. high costs). It is hypothesized that low barriers are associated with higher transition rates into education, especially for unemployed young adults with lower levels of education.

The aim is approached by investigating how differences in transition rates across countries are linked to the design of educational policies. Cross-country standardised individual-level panel data from 29 European countries are taken from EU-SILC. Multilevel multinomial models are fitted.

Results show that lower barriers in the education system are associated with higher probabilities that unemployed young adults leave unemployment to re-enter further education, although only partial support is found for the hypothesis that unemployed young adults with lower levels of education gain relatively more from low barriers. Low barriers are sometimes associated with lower transition rates into employment.

The translation perspective explores the travel of policy ideas, programmes and practices across international boundaries, focusing on the process through which interpretative agents introduce and adjust borrowed policy items to a new policy context. Current research emphasises the significance of local networks’ support for translation's efficacy. However, we know little about how such networks are maintained and stabilized over time or how changing configurations and capacities may affect translation's prospects. This paper explores the case of Israel's attempted institutionalisation of workfare – an enduring international policy fashion – from 1998 to the present day. We follow the stabilization and destabilization of the local translation network across different levels and sites of policy design and implementation, analysing emerging conflicts and agreements at each site. We use the metaphor ‘episodes of translation’ to explore translation's value as a concept accounting for local policy change. In order for translation-led policy change to maintain legitimacy and actualisation in contested domains, ongoing engagement of existing and emerging policy actors is essential. This case demonstrates how when networks become destabilized, translation-led policy change may come to a halt.

This paper addresses policy change in Britain since 2010 across the three fields of domestic welfare, migration and asylum, and analyses the association between welfare, conditionality and control through the lens of civic stratification. Drawing on the work of Richard Munch and Mary Douglas, it moves beyond existing literature in this area to show that the more complex the classification in play, and the more severe its boundary implications, the more likely the emergence of contestable margins. Informed by Munch's ‘battlefield’ approach, it provides a discussion of contestable margins in each of the three policy fields and outlines the nature and source of challenges that emerge within the ‘institutional battlefield’. A concluding section reflects on what is revealed by viewing welfare, migration and asylum within the same conceptual frame, identifying an emergent welfare paradigm that displays recurrent problems across all three fields.

This paper explores the key features of the emerging welfare mix for Syrian refugees in Turkey and identifies the modes of interaction between humanitarian assistance programmes, domestic policy responses and the Turkish welfare system. The welfare mix for Syrian refugees is a joint product of humanitarian assistance programmes implemented by international and domestic non-governmental organisations (NGOs) and domestic social policy programmes. Three policy domains are considered: social assistance schemes, employment and health care services. The paper suggests that granting of temporary protection status to Syrian migrants in Turkey and the agreement between Turkey and the EU shaped the welfare mix by empowering the public sector mandate vis-à-vis the humanitarian actors. As a result, the role of the public sector increases at the expense of NGOs, especially in social assistance and health care, while NGOs are increasingly specialised in protection work (especially in mental health support), where the Turkish welfare system has been weak. Employment has been essentially disregarded, in both humanitarian and social policy programmes, which casts doubt on the prospect of successful economic integration. Finally, this paper argues that the convergence of the rights of immigrants and citizens may well occur in mature components of less comprehensive welfare systems.

In response to the economic vulnerability of single mothers and in keeping with a neoliberal ideology, many Western countries have encouraged increased labour-market participation, often through welfare-to-work (WTW) programmes. One practice adopted in these programmes is deepening knowledge of pension savings and increasing financial savviness. Feminist research points to women's lower economic status than men at retirement, especially divorcees and widows. Based on perceptions of single mothers participating in a WTW programme in Israel and their trainers, this study examines how such mothers, in a framework of vulnerability, experience policy imperatives regarding paid labour and examines their attitudes to pension savings. Findings reveal that, in reaction to the imperative of pension savings, some single mothers believed their present employment provided them with a more secure economic future, while others rejected this belief. The trainers also had divided opinions, despite their role in encouraging mothers to follow the imperative.

The standard of living of older people is a critical policy matter, given Australia's ageing population. Conventional living standard assessments continue to rely on disposable income as a defining indicator, despite it not encompassing the full range of potential consumption possibilities that affect an individual's economic living standard. This article proposes a series of three economic resource metrics that sequentially append the disposable income metric with the value of non-cash benefits and services arising from the receipt of public goods and/or services from home ownership in the form of a ‘full’ income metric, and then the inclusion of wealth in the form of two derived ‘potential consumption’ metrics. Using data from the Household, Income and Labour Dynamics in Australia Survey, the findings demonstrate that augmenting disposable income with income streams from non-cash services and annuitised wealth substantially improves the relative economic position of older Australians. It also highlights the heterogeneity in economic living standard outcomes for different demographic sub-groups of older people that would otherwise be drawn using a disposable income analytic lens. The article argues that an expanded economic resource perspective is necessary for informing ageing and social policy.

Active labour market policy (ALMP) is a well-established strategy but one aspect is greatly neglected – employer participation – about which there is a lack of systematic evidence. The question of why and how employers participate in ALMP, and whether there may be some shift from employers solely being passive recipients of job-ready candidates to having a more proactive and strategic role, is addressed by drawing on new research into Talent Match, a contemporary UK employability programme which places particular emphasis on employer involvement. The research findings point to a conceptual distinction between employers’ roles as being reactive gatekeepers to jobs and/or being proactive strategic partners, with both evident. It is argued that the Talent Match programme demonstrates potential to benefit employers, jobseekers and programme providers, with devolution of policy to the local level a possible way forward. The conclusion, however, is that the barrier to wider replication is not necessarily a problem of practice but of centralised control of policy and, in particular, commitment to a supply-side approach. Empirical, conceptual and policy contributions are made to this under-researched topic.

If gender is neglected in the design and implementation of mainstream social welfare models, unequal social and economic outcomes for men and women tend to be reproduced. This paper contributes to debates about how social protection can contribute to promoting gender equality by considering the gendered redistributive and transformative effects of three types of social security instruments in South Africa: social assistance, unemployment insurance and public employment programmes. All the instruments have some pro-poor and gendered design innovations. The Child Support Grant has had better outcomes than the other instruments, but redistributive and transformative gender effects across the social security spectrum are disappointing. Limited social transformation is largely due to implementation inefficiencies and unresponsive institutions. To serve both economically redistributive and socially transformative ends, gender-sensitive synergies between social security instruments and with other multisectoral interventions could be strengthened, such as access to social services (especially quality child care) and access to basic services (such as water, electricity, transport and internet services).

This article investigates to what extent austerity-oriented measures introduced in the Portuguese health sector during the recent economic crisis were associated with changes in the public opinion on healthcare. We conducted multivariate regression analyses of cross-sectional, biannual data from the European Social Survey (2002–2015) for 13,271 individuals living in private households in Portugal. In line with our expectations, healthcare evaluations of the general population improved until 2010 but declined with the implementation of comprehensive austerity measures introduced under the Memorandum of Understanding after 2011. Healthcare evaluations of vulnerable social groups – older and retired individuals, individuals with poor health, low income and education – declined particularly strongly. In addition, differences in healthcare evaluations between more and less vulnerable social groups were more pronounced after 2011. Interestingly, healthcare evaluations of the general population and of some of the most vulnerable groups ‘recovered’ in 2015, when most of the Memorandum measures were implemented. Our findings contribute to the literature on the effects of austerity measures on welfare attitudes and stress the need to analyse the differential impact of crisis-induced welfare state reforms across social groups.