Hostname: page-component-76fb5796d-vfjqv Total loading time: 0 Render date: 2024-04-25T13:56:36.524Z Has data issue: false hasContentIssue false

More than just Welfare Transfers? A Review of the Scope of Esping-Andersen's Welfare Regime Typology

Published online by Cambridge University Press:  15 December 2014

Daniel Buhr
Affiliation:
Institute of Political Science, University of Tübingen E-mail: daniel.buhr@uni-tuebingen.de
Volquart Stoy
Affiliation:
Institute of Political Science, University of Tübingen E-mail: volquart.stoy@uni-tuebingen.de

Abstract

With the Three Worlds of Welfare Capitalism (TWWC) Gøsta Esping-Andersen (1990) intended to provide a comprehensive typology covering welfare regimes as well as their effects on the economy. However, the initial TWWC-framework fell short of its promises as it ignored welfare services and the industrial sector of the economy. In the last twenty-five years many studies have analysed these previously overlooked aspects. In this article we review this research. We find that most empirical studies on welfare services, as well as on the economy, confirm the validity of the TWWC typology. However, insufficient attention has been paid to exposing the interplay between the different areas. In the second part of the article we provide two alternative explanations for the linkage between welfare regime and capitalism typologies. There is evidence for a functionalist explanation as proposed by the Varieties-of-Capitalism (VoC) framework, as well as for a political explanation delivered by the power resources approach.

Type
Themed Section on Twenty Five Years of the Welfare Modelling Business
Copyright
Copyright © Cambridge University Press 2014 

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

Alestalo, M., Bislev, S. and Furåker, B. (1991) ‘Welfare state employment in Scandinavia’, in Kolberg, J. E. (ed.), The Welfare State as Employer, Armonk, NY: Sharpe, pp. 3658.Google Scholar
Amable, B. (2003) The Diversity of Modern Capitalism, Oxford and New York: Oxford University Press.CrossRefGoogle Scholar
Anttonen, A. and Sipilä, J. (1996) ‘European social care services: is it possible to identify models?’, Journal of European Social Policy, 6, 2, 87100.CrossRefGoogle Scholar
Bambra, C. (2004) ‘The worlds of welfare: illusory and gender blind?’, Social Policy and Society, 3, 3, 201–11.CrossRefGoogle Scholar
Bambra, C. (2005) ‘Cash versus services: “worlds of welfare” and the decommodification of cash benefits and health care services’, Journal of Social Policy, 34, 2, 195213.CrossRefGoogle Scholar
Bambra, C. (2007) ‘Defamilisation and welfare state regimes: a cluster analysis’, International Journal of Social Welfare, 16, 4, 326–38.CrossRefGoogle Scholar
Bastian, M., Heymann, S. and Jacomy, M. (2009) ‘Gephi: an open source software for exploring and manipulating networks’, Third International AAAI Conference on Weblogs and Social Media, San Jose, California, 17–20 May, http://www.aaai.org/ocs/index.php/ICWSM/09/paper/view/154 [accessed 27.10.2014].Google Scholar
Bettio, F. and Plantenga, J. (2004) ‘Comparing care regimes in Europe’, Feminist Economics, 10, 1, 85113.CrossRefGoogle Scholar
Ebbinghaus, B. (2006) Reforming Early Retirement in Europe, Japan and the USA, Oxford: Oxford University PressCrossRefGoogle Scholar
Ebbinghaus, B. and Manow, P. (2001) ‘Introduction: studying varieties of welfare capitalism’, in Ebbinghaus, B. and Manow, P. (eds.), Comparing Welfare Capitalism, Social Policy and Political Economy in Europe, Japan and the USA, London and New York: Routledge, pp. 124.Google Scholar
Esping-Andersen, G. (1990) The Three Worlds of Welfare Capitalism, Princeton, NJ: Princeton University Press.Google Scholar
Esping-Andersen, G. (1997) ‘Welfare states without work: the impasse of labour shedding and familialism in continental European social policy’, in Esping-Andersen, G. (ed.), Welfare States in Transition: National Adaptions in Global Economics, London: Sage, pp. 6687.Google Scholar
Esping-Andersen, G. (1999) Social Foundations of Postindustrial Economies, Oxford and New York: Oxford University Press.CrossRefGoogle Scholar
Esping-Andersen, G. and Korpi, W. (1984) ‘Social policy as class politics in post-war capitalism: Scandinavia, Austria, and Germany’, in Goldthorpe, J. H. (ed.), Order and Conflict in Contemporary Capitalism, Oxford: Clarendon Press, pp. 179208.Google Scholar
Estevez-Abe, M., Iversen, T. and Soskice, D. W. (2001) ‘Social protection and the formation of skills: a reinterpretation of the welfare state’, in Hall, P. A. and Soskice, D. W. (eds.), Varieties of Capitalism: The Institutional Foundations of Comparative Advantage, Oxford and New York: Oxford University Press, pp. 145–83.CrossRefGoogle Scholar
Gornick, J. C. and Jacobs, J. A. (1998) ‘Gender, the welfare state, and public employment: a comparative study of seven industrialized countries’, American Sociological Review, 63, 5, 688710.CrossRefGoogle Scholar
Hall, P. A. and Soskice, D. W. (2001a) ‘An introduction to varieties of capitalism’, in Hall, P. A. and Soskice, D. W. (eds.), Varieties of Capitalism: The Institutional Foundations of Comparative Advantage, Oxford and New York: Oxford University Press, pp. 168.CrossRefGoogle Scholar
Hall, P. A. and Soskice, D. W. (eds.) (2001b), Varieties of Capitalism: The Institutional Foundations of Comparative Advantage, Oxford and New York: Oxford University Press.CrossRefGoogle Scholar
Iversen, T. and Wren, A. (1998) ‘Equality, employment, and budgetary restraint: the trilemma of the service economy’, World Politics, 50, 4, 507–46.CrossRefGoogle Scholar
Jensen, C. (2008) ‘Worlds of welfare services and transfers’, Journal of European Social Policy, 18, 2, 151–62.CrossRefGoogle Scholar
Kautto, M. (2002) ‘Investing in services in West European welfare states’, Journal of European Social Policy, 12, 1, 5365.CrossRefGoogle Scholar
Korpi, W. (1983) The Democratic Class Struggle, London: Routledge & Kegan Paul.Google Scholar
Leitner, S. (2003) ‘Varieties of familialism: the caring function of the family in comparative perspective’, European Societies, 5, 4, 353–75.CrossRefGoogle Scholar
Manow, P. (2001) ‘Comparative institutional advantages of welfare state regimes and new coalitions in welfare state reforms’, in Ebbinghaus, B. and Manow, P. (eds.), Comparing Welfare Capitalism: Social Policy and Political Economy in Europe, Japan and the USA, London and New York: Routledge, pp. 146–64.Google Scholar
Mares, I. (2001) ‘Firms and the welfare state: when, why, and how does social policy matter to employers?’, in Hall, P. A. and Soskice, D. W. (eds.), Varieties of Capitalism: The Institutional Foundations of Comparative Advantage, Oxford and New York: Oxford University Press, pp. 184212.CrossRefGoogle Scholar
Palier, B. (2012) ‘Turning vice into vice: how Bismarckian welfare states have gone from unsustainability to dualization’, in Natali, D. and Bonoli, G. (eds.), The Politics of the New Welfare State, Oxford: Oxford University Press, pp. 233–55.Google Scholar
Palier, B. and Thelen, K. A. (2010) ‘Institutionalizing dualism: complementarities and change in France and Germany’, Politics and Society, 38, 1, 119–48.CrossRefGoogle Scholar
Peters, B. G. (1998) Comparative Politics: Theory and Methods, Basingstoke: PalgraveCrossRefGoogle Scholar
Scharpf, F. W. (2001) ‘Employment and the welfare state: a continental dilemma’, in Ebbinghaus, B. and Manow, P. (eds.), Comparing Welfare Capitalism, Social Policy and Political Economy in Europe, Japan and the USA, London and New York: Routledge, pp. 270–83.Google Scholar
Schmid, J. (2010) Wohlfahrtsstaaten im Vergleich: Soziale Sicherung in Europa: Organisation, Finanzierung, Leistungen und Probleme, Wiesbaden: VS Verlag für Sozialwissenschaften.Google Scholar
Schröder, M. (2009) ‘Integrating welfare and production typologies: how refinements of the varieties of capitalism approach call for a combination of welfare typologies’, Journal of Social Policy, 38, 1, 1938.CrossRefGoogle Scholar
Schröder, M. (2013) Integrating Varieties of Capitalism and Welfare State Research: A Unified Typology of Capitalisms, Basingstoke: Palgrave Macmillan.CrossRefGoogle Scholar
Stoy, V. (2014) ‘Worlds of welfare services: from discovery to exploration’, Social Policy and Administration, 48, 3, 343–60.CrossRefGoogle Scholar
Swenson, P. (1991) ‘Bringing capital back in, or social democracy reconsidered: employer power, cross-class alliances, and centralization of industrial relations in Denmark and Sweden’, World Politics, 43, 4, 513–44.CrossRefGoogle Scholar
Swenson, P. (2002), Capitalists against Markets: The Making of Labor Markets and Welfare States in the United States and Sweden, Oxford and New York: Oxford University Press.CrossRefGoogle Scholar
Thelen, K. (1994) ‘Beyond corporatism: toward a new framework for the study of labor in advanced capitalism’, Comparative Politics, 27, 1, 107.CrossRefGoogle Scholar
Thelen, K. (2010) ‘Economic regulation and social solidarity: conceptual and analytic innovations in the study of advanced capitalism’, Socio-Economic Review, 8, 1, 187207.CrossRefGoogle Scholar
Wendt, C. (2009) ‘Mapping European healthcare systems: a comparative analysis of financing, service provision and access to healthcare’, Journal of European Social Policy, 19, 5, 432–45.CrossRefGoogle Scholar
West, A. and Nikolai, R. (2013) ‘Welfare regimes and education regimes: equality of opportunity and expenditure in the EU (and US)’, Journal of Social Policy, 42, 3, 469–93.CrossRefGoogle Scholar
Willemse, N. and de Beer, P. (2012) ‘Three worlds of educational welfare states? A comparative study of higher education systems across welfare states’, Journal of European Social Policy, 22, 2, 105–17.CrossRefGoogle Scholar
Woods, D. R. (2009) ‘Welfare states and stratification: variations in employment and care responsibilities’, in Koistinen, P., Mosesdottir, L. and Serrano-Pascual, A. (eds.), Emerging Systems of Work and Welfare, Frankfurt am Main: Peter Lang Verlag, pp. 115–44.Google Scholar