Two important dimensions of the Swedish social insurance system are those of universality (encompassing the entire population) and of compensation for loss of income. The decisions basic to the Swedish social insurance system and thus to the Swedish Welfare State were made during the 1910s. A universal pension insurance system was decided upon in 1913. This was the world's first universal public insurance system. Pensions were provided both in cases of disability and of a person reaching the age of 67. Important factors explaining this decision were that Sweden had the oldest population in the Western world and thus high expenditures for poor relief, and that as the reporting and taxation of individual incomes had just been introduced it became possible to finance a universal pension system by means of compulsory contributions by the individual (a special earmarked tax).

The establishment of a pension insurance system provided the basis for a system of insurance for work-related injuries, in 1916. It included the entire workforce and was the most modern of its kind. The presence of a pension insurance system and insurance for work-related injuries pointed to the need for a sickness insurance system. This was designed to deal with simple cases of injury as well as with more serious cases of illness or injury that could lead to disability. A proposal was presented in 1919. A serious deflationary crisis after the First World War and high levels of unemployment during the period between the two world wars made it impossible to introduce a sickness insurance system.

The level of income which supplementary benefit provides can be viewed as the government-approved minimum income level for this country. This article reports on a study which looked at a particular group of people who are living on this state minimum, and investigated how they were managing financially. The study discovered that most of the male unemployed claimants who were interviewed had suffered an appreciable drop in their incomes and living standards compared with when they were in work, and this caused budgeting problems as they tried to cut back on their normal expenditure or to supplement their weekly income in various ways. Contrary to popular belief, the study found that it was the unemployed men with families who were least able to cope, although for them the relative drop in income between work and unemployment was less. They appeared to be hard pressed both in and out of work, and had less in the way of savings and stocks of clothing to cushion them for their period on benefit. The paper concludes, with the Supplementary Benefits Commission, that supplementary benefit incomes for the unemployed, especially those with families, are barely adequate to meet their needs at a level which would allow them to participate fully in the society in which they live.

This study identifies the general structural, political and institutional configurations which conditioned the emergence of national health insurance in Finland. Due to late industrialisation, the Finnish case allows the evaluation of the importance of the agrarian versus working class interests in the emergence of the Scandinavian model. The study also seeks to answer how the contending theoretical approaches of the development of the welfare state serve to explain the characteristics of Finnish sickness provisions. After the historical overview, the results of the historical processes are examined by comparing the quality of Finnish sickness insurance with the Swedish, German and British cases, each representing different ideal types of the modern welfare state.

The paper analyses the policy process which enabled the successful adoption of Australia's National Aboriginal and Torres Strait Islander Health Plan 2013–2023 (NATSIHP), which is grounded in an understanding of the Social Determinants of Indigenous Health (SDIH). Ten interviews were conducted with key policy actors directly involved in its development. The theories we used to analyse qualitative data were the Advocacy Coalition Framework, the Multiple Streams Approach, policy framing and critical constructionism. We used a complementary approach to policy analysis. The NATSIHP acknowledges the importance of Aboriginal and Torres Strait Islander (hereafter, Aboriginal) culture and the health effects of racism, and explicitly adopts a human-rights-based approach. This was enabled by a coalition campaigning to ‘Close the Gap’ (CTG) in health status between Aboriginal and non-Aboriginal Australians. The CTG campaign, and key Aboriginal health networks associated with it, operated as an effective advocacy coalition, and policy entrepreneurs emerged to lead the policy agenda. Thus, Aboriginal health networks were able to successfully contest conventional problem conceptions and policy framings offered by government policy actors and drive a paradigm shift for Aboriginal health to place SDIH at the centre of the NATSIHP policy. Implications of this research for policy theory and for other policy environments are considered along with suggestions for future research.

In social policy research the gender dimension has been relatively neglected in Britain. The attempt to selectively reduce public spending is examined with reference to its objective impact on men and women using official statistics and specialist reports. In addition, on the basis of a large-scale interview survey the subjective impact of and political reactions to the cuts are analysed by gender. The main findings are that this current social policy negatively affects women as both public sector workers and consumers more than men. Political reactions to the cuts were extensive but unrelated to gender per se. However, when one controls for economic activity and related variables, gender differences in terms of both political attitudes and behaviour were insignificant compared to the contrast between the economically active and inactive. The main social policy implication is that the restructuring of the welfare state hits women first and foremost.

The Hutubi Rural Social Security Loan programme is a policy innovation in a rural area of China, which loans savings in social security accounts back to peasants for them to buy assets for agricultural and other development. In contrast to the nationwide recession in rural social security, this programme has shown its success in proliferating rural social security funds and retaining social security participants. With a focus on the administrative data of the loan programme, this study aims to provide an in-depth understanding of the loan programme and examine how asset building is possible for the poor when institutional incentives are offered. The findings show that when proper policy incentives are provided, poor peasants can build assets. The Hutubi programme may be a good model for other rural areas in China and other developing countries.

The paper starts with a brief discussion of recent developments of economic restructuring of the State Owned Enterprises in China and their related reforms in social insurance and social assistance. It then reports the findings of an attitude survey of residents in Shanghai in 1996 towards the social and economic consequences of economic reform. It reveals that, despite the fact that most people feel better off with the reforms, there is still a need for the state to play a role in social protection.

In the context of an austere financial climate, local health care budget holders are increasingly expected to make and enact decisions to decommission (reduce or stop providing) services. However, little is currently known about the experiences of those seeking to decommission. This paper presents the first national study of decommissioning in the English National Health Service drawing on multiple methods, including: an interview-based review of the contemporary policy landscape of health care decommissioning; a national online survey of commissioners of health care services responsible for managing and enacting budget allocation decisions locally; and illustrative vignettes provided by those who have led decommissioning activities. Findings are presented and discussed in relation to four themes: national-local relationships; organisational capacity and resources for decommissioning; the extent and nature of decommissioning; and intended outcomes of decommissioning. Whilst it is unlikely that local commissioners will be able to ‘successfully’ implement decommissioning decisions unless aspects of engagement, local context and outcomes are addressed, it remains unclear what ‘success’ looks like in terms of a decommissioning process.

Despite the general consensus that individualistic utility-optimising behaviour reduces popular support for the welfare state, we still know little about how and to what extent such negative effects of self-interested calculus are mediated by other attitudinal factors, particularly solidaristic values and principles. Using individual-level data from the Japanese General Social Survey, this study seeks not only to qualify existing findings on welfare preference formation but also to explore the hypothesis that the negative impact of economic self-interest is offset or moderated by solidarity-oriented values and beliefs. The author finds that the oft-made claim that material interest and individualistic ideologies undermine welfare support can be replicated in the context of Japan. The results also provide evidence in support of the liberal nationalist contention that popular discourse on welfare is significantly directed by a sense of national unity. Data from Japan also elucidate the fact that a strong sense of social trust significantly weakens the salience of self-oriented cost–benefit calculations. These findings suggest that solidarity-related variables such as national identity and interpersonal trustworthiness should receive more attention in future research on welfare attitudes.

The sizeable presence of migrant care workers in the private care market in many European countries is confirmed by several studies that have explained the phenomenon through functional arguments, stressing the economic convenience of transnational markets and the crucial role played by public regulation. This paper focuses instead on the public and institutional discourses that have contributed to legitimising this private care market, characterised by the worsening of employment conditions and the decrease in care quality. The main argument of this paper is that the social recognition of these workers provides the public with the new concepts and rationales that determine the actual shape of the private care market.

Migrant care workers are usually, compared to other migrant workers, more welcome in the host society and less targeted by xenophobic attitudes, especially where their labour helps to meet a lack of public provision as is happening in Southern European countries. Nevertheless, their rights are not fully granted either as citizens or as workers: basic requirements in this migrant care market include for instance reduced wages, great flexibility, and informal contracts.

Our hypothesis is tested through the reconstruction of the public regulation and a content analysis of the public discourse that has accompanied this regulation for ten years (2002–2012) in Italy. The two main national newspapers have been taken into account. This analysis provides evidence on how market dynamics have been shaped by a deliberate political construction, which has relieved governments of the task of finding a public solution to care needs and has relegated migrant care workers to a subordinate social position, which is functional in making the care market work.

This paper looks at rights in practice to understand how migrant EU citizens’ formal social rights translate into substantive ones. It highlights a factor thus far overlooked in the literature on welfare states and migrants’ social rights: namely, the actors involved in welfare delivery. The argument is based, first, on non-profit organisations’ (NPOs) function as ‘rights intermediaries’; and second, on the distinct make-up of the ‘welfare mix’ across countries, with which NPO’s role in the provision of services, and hence their capacities and autonomy, varies. Focusing on EU citizens’ cross-border social rights, and drawing on in-depth research in Germany and Sweden, the paper reveals how NPOs defend and facilitate access to rights in both countries. Yet NPOs’ extensive role in the German welfare sector generates greater capacities for NPOs to pursue inclusive objectives than what is available to their Swedish counterparts, which occupy a much more limited position as welfare providers. This, it is argued, can be important for understanding how boundaries of social citizenship are drawn in each country.

This article contributes to the literatures on the governance of activation and the territorial structure of the welfare state by drawing attention to the institutional designs of active welfare states and the architectures of decentralisation, as well as to their manifestations and implications. With the end of capturing dissimilar intergovernmental models of activation, this paper develops a framework of ‘centre–regional’ relations, which we apply to the cases of Italy and Spain – two countries that have devolved active labour market policy powers to their regions but have organised power-sharing structures very differently. The findings suggest that when it comes to active welfare states, horizontal arrangements are linked to salient institutional variations across the territory. By contrast, hierarchical structures, which are characterised by a dominant role of central level governments, are linked to higher levels of cohesion. These findings are relevant as they expose the manifestations and implications of distinct decentralisation models on activation regimes, welfare states, as well as on welfare clients.

The concept of commissioning has risen in prominence in recent years as a result of ongoing reforms to the funding and delivery of public services in the UK. The model of commissioning constructed by policy has however been overlaid on existing practices, which themselves differ between different service areas. This paper, focusing on commissioning of third sector organisations (TSOs) in the field of community mental health services, shows that its introduction has not led to the straightforward public sector ‘marketisation’ that advocates desire or that critics fear. Instead, commissioning has led to an indeterminate outcome or ‘halfway house’ position in which the status and role of commissioning remains somewhat muddled – both internally to participants within public sector organisations and externally in terms of the experience of the interface by TSOs. We found that commissioning as it is actually practiced remains contested and political – it is a highly relational process dependent on personal practices and skills and on personal relationships between stakeholders – and is therefore not fully managerialised or marketised. This has implications for the policy and practice of commissioning and the interpretation of more ‘open’ public services.

Legislation in 1985 and 1986 has attempted to give new impetus to the growth of occupational and personal pension schemes. This article demonstrates that, because of the interaction between occupational pensions and means-tested social security provision, many of today's pensioners receive little or no financial benefit from their occupational pension. The evidence presented is consistent with the thesis that the pensioners who are worst affected by the ‘pension trap’ include those who, as workers, were low-paid and experienced interrupted employment. As a consequence they reached retirement with small state and occupational pensions, limited savings and no house which they owned. Many are women. The penetration of occupational and personal pensions is currently lowest among the same groups of workers and it could be that the Government's policy to extend the coverage of private pensions will result in an increase in the severity of the pension trap. Some measures for reducing the impact of the pension trap are discussed.

Since coming to power in May 1997, New Labour has been criticised by many Party traditionalists for failing to follow the democratic socialist path laid out by the Attlee, Wilson and Callaghan governments. However, New Labour believes that adherence to a doctrinaire political philosophy is ill suited to contemporary economic and social realities. Accordingly, they have opted to govern on a ‘non-ideological’ pragmatic basis. To this end, they have sought to ensure that the welfare state operates in a way that complements, rather than conflicts with, economic imperatives. While New Labour continues to maintain that the welfare state should be used to tackle opportunity barriers, it no longer believes that the task of the welfare state is to extend opportunities for selflessness, enhance social solidarity or deliver greater equality of outcome.

School meals today are provided on a compromise basis; some pupils are charged and others are not. The compromise thus rejects two types of universalistic principles: allocating private benefits by the market and provision of merit goods collectively free of charge. The article examines, empirically and conceptually, the changing meaning of school meals; the demand and supply of school meals and the allocation of public subsidies to non-needy children; conflicting goals of expert nutritionists, egalitarians, redistributionists, efficient managers, and parents and children. The article concludes by considering political constraints on rationalising the programme in the name of universalistic principles. These constraints include the inheritance of commitments from previous governments, collective responsibility of spending and Treasury ministers; intra-party divisions between frontbench and backbench MPs; and low political salience of charging as an issue.

‘Making work pay’ is the keystone of New Labour's strategy to reduce welfare dependency. This strategy is especially directed at lone parents, through increased financial support for childcare, a specific ‘New Deal’ and reduced benefits for non-working lone parents. Reducing welfare dependency for lone parents has several possible objectives; minimising welfare expenditures, maximising the employment rate, improving the socioeconomic status of women, or improving conditions for their children. This article analyses the implications of each of these objectives for policy design, using evidence from other countries as well as the United Kingdom, and examines the internal coherence of New Labour's policy approach to lone parents and its coherence with other policies on the family and on lifelong learning. The potential effectiveness of ‘making work pay’ is examined through the findings of recent literature, leading to arguments for a carer's allowance.

Policies that reduce applications for disability insurance by improving employment prospects of people at risk of applying could be an effective way to control the costs of such programmes. Yet little is known about whether potential applicants would respond to such policies. This paper uses administrative records merged with the Survey of Income and Programme Participation to document employment transitions preceding applications for Social Security Disability Insurance (DI) in the US. Most future applicants report a health shock shortly before they stop working, but they typically remain out of work for some months before they apply for DI. Classifying episodes of non-employment by beginning events reveals that spell length, job search, Unemployment Insurance participation and DI application processing time differ notably by reason of job loss. These findings suggest that applicants generally do not apply immediately after job loss and that those not directly affected by an illness or injury tend to consider other options before applying for benefits. Social policies aimed at increasing re-employment opportunities for such individuals could therefore be effective in reducing application rates.

In the context of a mixed economy of welfare, public policy in the UK and elsewhere has long promoted third sector involvement in delivering public services. A growing research literature consistently highlights the challenges third sector organisations face engaging with a demanding public services commissioning environment, but it tends to lack a theoretical basis and can offer misleading accounts of third sector organisations as relatively passive and powerless in the face of wider forces. This article argues that third sector organisations actively operate within and seek to shape a commissioning context which advantages some strategies and some types of organisation over others. To provide stronger theoretical foundations for understanding public services commissioning and the third sector, the concept of ‘strategic selectivity’ (Hay, 2002) is applied to in-depth qualitative longitudinal data from third sector organisations delivering a range of public services. The article contributes new theoretical insights into the dynamic ways in which social policies and public services are organised. The analysis highlights how differently positioned organisations seek to read, navigate pathways through, and transform an uneven public services commissioning landscape.

Modern welfare regimes rest on a range of actors – state, market, family/households, employers and charities – but austerity programmes diminish the contribution of the state. While changes in this ‘welfare mix’ require support from the population, attitude studies have focused mainly on people’s views on state responsibilities, using welfare regime theory to explain differences. This paper contributes to our understanding of the welfare mix by including other providers such as the market, the family or employers, and also introduces social risk theories, contrasting new and old risks. Regime theory implies differences will persist over time, but risk theory suggests that growing similarities in certain risks may tend to promote international convergence. This article examines attitudes to the roles of state, market, family, charity/community and employer for pension and childcare in Germany and the UK. We collected data using deliberative forums, a new method in social policy research that allows citizens space to pursue extended lightly moderated discussion and permits researchers to analyse people’s justifications for their attitudes. Our research indicated patterns of convergence especially in preferences for childcare, but that regime predominates in people’s justifications for their attitudes: regime differences in attitudes are resilient.