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Book Review: Welfare States in the 21st Century: The New Five Giants Confronting Societal Progress by Ian Greener Ian Greener书评:《21世纪的福利国家:面对社会进步的新五巨头》
IF 0.7 Q2 Social Sciences Pub Date : 2023-07-31 DOI: 10.1177/13882627231190495
Kristina Koldinská
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引用次数: 0
Equal treatment as an instrument of integration. The CJEU's case law on social rights for third-country nationals under the EU migration directives 平等待遇作为融合的手段。欧洲法院关于第三国公民在欧盟移民指令下的社会权利的判例法
IF 0.7 Q2 Social Sciences Pub Date : 2023-07-09 DOI: 10.1177/13882627231185988
H. Verschueren
There is a growing tendency for the EU Member States to introduce conditions relating to the right to social benefits that are mostly disadvantageous to third-country nationals. These conditions are at risk of conflicting with provisions on the right to equal treatment with the nationals of the host country, as set down in a number of EU migration directives. This is all the more the case now that the Court of Justice of the European Union (CJEU) has recently given a broad interpretation of these provisions. Consequently, the Member States are to take these provisions as well as the CJEU's case law into account when seeking to limit access to social benefits for third-country nationals. This article examines the content and meaning of these provisions and the relevant case law of the CJEU. It concludes that it is apparent from this case law that the main objective of the right to equal treatment in these directives is to promote the integration of said third-country nationals into the host country and, therefore, the Member States may not make this right dependent on a prior sufficient level of integration in that host country.
欧盟成员国越来越倾向于引入与社会福利权有关的条件,而这些条件大多对第三国国民不利。这些条件有可能与一些欧盟移民指令中规定的与东道国国民平等待遇的权利相冲突。由于欧盟法院最近对这些条款做出了广泛的解释,情况更是如此。因此,成员国在寻求限制第三国国民获得社会福利时,应考虑到这些条款以及欧盟法院的判例法。本文审查了这些条款的内容和含义以及欧盟法院的相关判例法。它的结论是,从这一判例法中可以明显看出,这些指令中平等待遇权的主要目标是促进上述第三国国民融入东道国,因此,成员国可能不会使这一权利依赖于事先在东道国充分融入的程度。
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引用次数: 0
Increasing longevity, NDC implementation in Italy and Sweden, and all that 延长寿命,在意大利和瑞典实施国家自主贡献,等等
IF 0.7 Q2 Social Sciences Pub Date : 2023-06-15 DOI: 10.1177/13882627231176537
S. Gronchi, Sergio Nisticò, Mirko Bevilacqua
The aim of the paper is twofold. First, it addresses the delicate issue of divisor obsolescence within Non-financial Defined Contribution (NDC) pension schemes. It suggests a method to measure the impact of this obsolescence, referring to the Swedish mechanism of diversifying divisors by birth cohort. Given the serious impact of divisor obsolescence on the fairness and sustainability of NDC systems, the paper also proposes possible solutions to limit this impact. The second aim is to analyze the shortcomings of the Italian system in the light of the challenge to NDC architecture resulting from the obsolescence of divisors. The first anomaly is the current mechanism of periodical revision of the divisors, which prevents Italian workers from planning their retirement on the basis of definite and unchanging information. The second is the extremely wide retirement age range due to the existence of seniority pensions: this needs to be replaced by a small retirement age range with a sufficiently high and rigorous lower bound. Finally, the paper focuses on the need for all NDC systems to compute new divisors based on a much lower frontloading rate, as has recently been done in Norway. It finally suggests that the severe reductions in the replacement rates implied by a lower ‘frontloading’ can be avoided by either removing the survivors benefit from the old-age scheme or by giving workers the option to choose it ‘at their own expense’, as in the second pillar.
这篇论文的目的是双重的。首先,它解决了非财政固定缴款养老金计划中除数过时的微妙问题。它提出了一种衡量这种过时影响的方法,参考了瑞典按出生队列使除数多样化的机制。考虑到除数过时对NDC系统的公平性和可持续性的严重影响,本文还提出了限制这种影响的可能解决方案。第二个目的是根据除数过时对NDC架构的挑战,分析意大利系统的缺点。第一个反常现象是目前定期修订除数的机制,它阻止意大利工人根据确定和不变的信息计划退休。第二个是由于养老金的存在,退休年龄范围极宽:这需要用一个足够高和严格的下限的小退休年龄范围来取代。最后,本文重点讨论了所有NDC系统是否需要像最近在挪威所做的那样,基于低得多的前加载率来计算新的除数。最后,它表明,通过取消养老金计划中的幸存者福利,或者让工人“自费”选择养老金计划,可以避免较低的“前期负担”所意味的更替率的大幅下降,就像第二个支柱一样。
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引用次数: 0
Critical infrastructure of social and labour market integration: Capacitating the implementation of social service policies to the long-term unemployed in Germany and France? 社会和劳动力市场一体化的关键基础设施:促进对德国和法国长期失业者的社会服务政策的实施?
IF 0.7 Q2 Social Sciences Pub Date : 2023-06-01 DOI: 10.1177/13882627231187609
Renate Reiter
Active social and employment services are a crucial infrastructure of the welfare state. As these services are designed to help people in need of support to overcome periods of insecurity in their life course, their effective provision has also been seen as an element of the implementation of the social investment (SI) welfare state. However, the transition to the SI state is linked to numerous preconditions. This is especially true with regard to vulnerable people like the long-term unemployed (LTU). The provision of social services that meet the specific needs of this group requires the actors responsible for implementing social and employment policies to have adequate operative capacities. This article compares Germany and France as two European welfare states that – confronted with persistently high long-term unemployment – have taken different reform paths over the last 20 years that partly run counter to their political-administrative systemic conditions and governance traditions to meet this challenge. Empirically, the article draws on a systematic content analysis of selected policy documents and secondary literature. It is shown that the recent German reform path of combining central steering responsibility with local scope for action can be a way to come closer to a social investment-oriented service policy for the LTU. However, the article also reveals that neither state (yet) has the necessary operative capacities for a shift towards an SI state. Overall, the changes in the understanding of the SI paradigm and the welfare state's constant reluctance to invest in implementation capacity make its sustainable application unlikely.
积极的社会和就业服务是福利国家的重要基础设施。由于这些服务旨在帮助需要支持的人克服生活中的不安全时期,因此有效提供这些服务也被视为实施社会投资福利国家的一个要素。然而,向SI状态的转换与许多先决条件有关。对于像长期失业者这样的弱势群体来说尤其如此。提供满足这一群体具体需求的社会服务,要求负责执行社会和就业政策的行为者具备足够的业务能力。本文将德国和法国作为两个面临长期高失业率的欧洲福利国家进行了比较,这两个国家在过去20年中采取了不同的改革道路,这在一定程度上违背了它们的政治、行政系统条件和治理传统,以应对这一挑战。从经验上讲,本文对选定的政策文件和二次文献进行了系统的内容分析。研究表明,德国最近将中央指导责任与地方行动范围相结合的改革路径可以更接近LTU的社会投资导向服务政策。然而,这篇文章也揭示了两个国家(还)都不具备向SI国家转变的必要操作能力。总的来说,对SI范式的理解发生了变化,福利国家一直不愿投资于实施能力,这使得其不太可能可持续应用。
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引用次数: 0
Book Review: The World Politics of Social Investment: Volume 1 & Volume 2 by Julian L. Garritzmann, Silja Häusermann, and Bruno Palier (eds.)The World Politics of Social Investment, Volume II: The Politics of Varying Social Investment Strategies by Julian L. Garritzmann, Silja Häusermann and Bruno Palier (eds.) 书评:《社会投资的世界政治:第一卷》Julian L. Garritzmann的第二卷,Silja Häusermann和Bruno Palier(编)社会投资的世界政治,第二卷:不同社会投资策略的政治由朱利安·l·加里兹曼,Silja Häusermann和布鲁诺·帕里尔(编)
Q2 Social Sciences Pub Date : 2023-06-01 DOI: 10.1177/13882627231184705
None Abhishek
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引用次数: 0
Social services as critical infrastructure – conceptualising and studying the operational core of the social investment state 作为关键基础设施的社会服务——概念化和研究社会投资国家的运营核心
IF 0.7 Q2 Social Sciences Pub Date : 2023-06-01 DOI: 10.1177/13882627231175566
Tanja Klenk, Renate Reiter
‘Social investment’ as an idea to justify social policy reforms has become more and more accepted in recent years and has decisively shaped agenda setting and policy formulation in European welfare states. The effectiveness of this new welfare state model, however, depends highly on the capacity to provide social services. Social services – job training, counselling and support for care work – are a key component of the social investment model. Drawing on the policy capacity approach, the article provides an analytical framework to study the ‘operational core’ of the social investment state. This implementation perspective allows us to assess whether governance actors actually have the resources to fulfil the social investment idea of enhancing citizens’ freedom to act. Empirically, the article concentrates on two selected European welfare states, Germany and France, countries with similar welfare systems but very different politico-administrative systems, and on two fields of social service provision that are addressed differently in the social investment debate: early childhood education and care (ECEC) and elderly care. Empirically, we use systematic content analysis to intensively study policy documents and secondary analyses. We show that both countries (still) lack policy capacities in these two sectors as a basis for resilient implementation of the social investment paradigm.
近年来,“社会投资”作为一种证明社会政策改革合理性的理念越来越被接受,并决定性地影响了欧洲福利国家的议程制定和政策制定。然而,这种新的福利国家模式的有效性在很大程度上取决于提供社会服务的能力。社会服务——工作培训、咨询和护理工作支持——是社会投资模式的关键组成部分。本文借鉴政策能力方法,提供了一个分析框架来研究社会投资国家的“运营核心”。这种执行视角使我们能够评估治理行为者是否真的有资源来实现增强公民行动自由的社会投资理念。从经验上讲,这篇文章集中于两个选定的欧洲福利国家,德国和法国,这两个国家的福利制度相似,但政治行政制度截然不同,以及在社会投资辩论中不同处理的两个社会服务领域:幼儿教育和护理(ECEC)和老年护理。实证上,我们使用系统的内容分析来深入研究政策文件和二次分析。我们表明,这两个国家(仍然)缺乏这两个部门的政策能力,这是有弹性地实施社会投资模式的基础。
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引用次数: 1
Introduction to the Special Issue on social services as critical infrastructure: Taking stock of the promises of the social investment state 作为关键基础设施的社会服务特刊导言:评估社会投资国家的承诺
IF 0.7 Q2 Social Sciences Pub Date : 2023-06-01 DOI: 10.1177/13882627231190049
Tanja Klenk, Renate Reiter
This Special Issue focuses on social services as the critical infrastructure of the social investment model of the welfare state. It addresses social services as a research topic that is still underexposed in comparative welfare state research and examines this topic with a systematising intention in a broad European comparative and methodologically diverse perspective. It brings together different strands of scholarly discussion that have hitherto been poorly connected – social services, critical infrastructure, social investment and the welfare state's capacity to strengthen social resilience through providing social services. The authors of the Special Issue undertake a critical examination of the development of the capacities to implement social service policies in different European welfare states and different service sectors over the last two decades. Taken together, the articles illustrate that – in practice and in contrast to the expectations of academic proponents of the social investment paradigm – there is (still) a bias towards investing, in particular, in those services which are anticipated as having significant economic and social ‘pay offs’ (e.g. early childhood education and care). Furthermore, the articles identify implementation challenges that pose severe obstacles to the realisation of the social investment model.
本期特刊关注社会服务作为福利国家社会投资模式的关键基础设施。它将社会服务作为一个在比较福利国家研究中仍未充分暴露的研究主题,并以广泛的欧洲比较和方法多样化的角度,以系统化的意图来研究这个主题。它汇集了迄今为止联系不紧密的不同学术讨论——社会服务、关键基础设施、社会投资以及福利国家通过提供社会服务来增强社会弹性的能力。特刊的作者对过去二十年来不同欧洲福利国家和不同服务部门实施社会服务政策的能力发展进行了批判性审查。综上所述,这些文章表明,在实践中,与社会投资范式的学术支持者的期望相反,(仍然)存在对投资的偏见,特别是那些预计具有重大经济和社会“回报”的服务(例如幼儿教育和护理)。此外,文章还指出了对实现社会投资模式构成严重障碍的实施挑战。
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引用次数: 0
Establishing social services for health promotion in health insurance states: Germany, Switzerland and Austria compared 在健康保险国家建立促进健康的社会服务:比较德国、瑞士和奥地利
IF 0.7 Q2 Social Sciences Pub Date : 2023-06-01 DOI: 10.1177/13882627231188671
Caspar Lückenbach, Verena Biehl, T. Gerlinger
Prevention and health promotion are important areas of welfare state activity and can be considered parts of the critical infrastructure. They have been considerably expanded in Western welfare states in recent years. In the health insurance states of Germany, Switzerland and Austria, new forms of organisation have emerged. The article describes the evolution and status quo of the organisation of prevention and health promotion in the three countries and explores the legitimisation patterns for the chosen institutional forms. To this end, health reforms, debates and statements of key stakeholders are analysed. A distinction is made between ‘normative’ legitimisation patterns and ‘functional’ ones that indicate a ‘social investment’ strategy. In Germany, the 2015 Prevention Act created an institutional structure in which the actors involved cooperate closely. It also gives the health insurance funds a prominent role. In Switzerland, the cantons are responsible for prevention and health promotion; at federal level the main bodies are the Federal Office of Public Health (BAG) and the Swiss Foundation for Health Promotion (Gesundheitsförderung Schweiz). In Austria, the Länder are largely responsible, but the federal level gained importance by establishing Gesundes Österreich GmbH and strengthening coordination. While the term ‘social investment’ is not encountered in the debates and documents analysed, many arguments commonly associated with it are increasingly used in the context of prevention and health promotion. In contrast, normative justifications seem to be losing importance.
预防和促进健康是福利国家活动的重要领域,可被视为关键基础设施的组成部分。近年来,在西方福利国家,这一比例已大幅扩大。在德国、瑞士和奥地利的医疗保险国家,出现了新的组织形式。本文描述了这三个国家预防和健康促进组织的演变和现状,并探讨了所选择的机构形式的合法化模式。为此目的,对卫生改革、辩论和主要利益攸关方的发言进行了分析。在“规范性”合法化模式和“功能性”模式之间进行了区分,后者表明了一种“社会投资”战略。在德国,2015年的《预防法》(Prevention Act)创造了一种制度结构,在这种结构中,相关行为体密切合作。它还使健康保险基金发挥突出作用。在瑞士,各州负责预防和促进健康;在联邦一级,主要机构是联邦公共卫生局(BAG)和瑞士健康促进基金会(Gesundheitsförderung Schweiz)。在奥地利,Länder主要负责,但联邦一级通过建立Gesundes Österreich GmbH和加强协调而变得重要。虽然在所分析的辩论和文件中没有遇到“社会投资”一词,但通常与之相关的许多论点越来越多地用于预防和促进健康。相比之下,规范性的理由似乎正在失去重要性。
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引用次数: 0
The limits of social investment and the resilience of long-term care 社会投资的限制和长期护理的弹性
IF 0.7 Q2 Social Sciences Pub Date : 2023-05-22 DOI: 10.1177/13882627231176134
Franca van Hooren, C. Ledoux
This article investigates the extent to which a social investment paradigm has guided policy reforms in long-term care for the elderly in France and the Netherlands and how this relates to the resilience of the sector during the Covid-19 pandemic. It conceptualizes the theoretical impact of social investment on long-term care policy and analyzes its use to justify reforms since the early 2000s. It concludes that social investment has not played any role in Dutch long-term care reforms and a moderate role in France. Meanwhile, in both countries a neoliberal emphasis on the efficiency of the market has contributed to a rise in for-profit service provision and fragmentation of the long-term care sector. While long-term care provision in both countries proved relatively resilient in the first phase of the pandemic, at a later stage its resilience was undermined by fragmentation and marketization, limiting the government's ability to respond adequately to new challenges and, crucially, to improve working conditions in the sector. The article concludes that a social investment approach cannot resolve these problems and that there is a need for a new paradigm that acknowledges the inherent value of care work and prioritizes the long-term sustainability of care provision.
本文调查了社会投资模式在多大程度上指导了法国和荷兰老年人长期护理的政策改革,以及这与新冠肺炎大流行期间该部门的复原力之间的关系。它概念化了社会投资对长期护理政策的理论影响,并分析了自21世纪初以来社会投资用于证明改革的合理性。报告得出的结论是,社会投资在荷兰的长期护理改革中没有发挥任何作用,在法国也发挥了适度作用。与此同时,在这两个国家,对市场效率的新自由主义强调导致了营利性服务的增加和长期护理部门的分裂。尽管在疫情的第一阶段,这两个国家的长期护理服务被证明是相对有弹性的,但在后期,其弹性因分散和市场化而受到削弱,限制了政府充分应对新挑战的能力,更重要的是,限制了改善该部门工作条件的能力。文章的结论是,社会投资方法无法解决这些问题,需要一种新的范式,承认护理工作的内在价值,并优先考虑护理提供的长期可持续性。
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引用次数: 1
The marble cake of social services in Italy and Spain: Policy capacity, social investment, and the national recovery and resilience plans 意大利和西班牙社会服务的大理石蛋糕:政策能力、社会投资以及国家复苏和恢复计划
IF 0.7 Q2 Social Sciences Pub Date : 2023-04-16 DOI: 10.1177/13882627231169266
A. Lippi, Andrea Terlizzi
This article analyses the potential implications of the COVID-19 pandemic for the infrastructure of social services in Italy and Spain. Drawing from the policy capacity framework and focusing on childcare and elderly care, we investigate how the National Recovery and Resilience Plans are likely to impact the core functions of the social investment approach. Through document analysis, the article shows that, whereas the infrastructure of the social service system remains characterised by a ‘marble cake’ type of institutional arrangement combining national and subnational responsibilities, attempts have been made by the central governments to steer the social investment policy capacity at the organisational and systemic levels. We argue that the pandemic represents a window of opportunity to rethink the overall system of intergovernmental relations in the field of social services.
本文分析了COVID-19大流行对意大利和西班牙社会服务基础设施的潜在影响。从政策能力框架出发,以儿童保育和老年人护理为重点,我们研究了国家恢复和复原力计划如何可能影响社会投资方法的核心功能。通过文献分析,本文表明,尽管社会服务体系的基础设施仍然是国家和地方责任相结合的“大理石蛋糕”式的制度安排,但中央政府已经尝试在组织和系统层面引导社会投资政策能力。我们认为,这一大流行病是重新思考社会服务领域政府间关系的整个制度的机会之窗。
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引用次数: 1
期刊
European Journal of Social Security
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