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The relationship between social policy and inequality has often been contentious in Latin America. In this context, this article analysed the relationship between social spending and income inequality in the region in the short, medium, and long run. For this purpose, data on sixteen Latin American countries in the period 1990-2017 were gathered and analysed through a panel data study. The results showed that, in line with the findings at a global level, increased levels of overall social spending are indeed associated with reduced levels of income inequality in this region. However, each one of the four main areas of social spending were observed to have different effects on income inequality. Additionally, the results showed that, despite the reforms and the increases in budgets, the social protection and social services systems still have problems reaching those at the bottom of the income distribution in the region.
The complexity of 21st-century problems requires citizens and political and economic leaders to think more deeply and expansively so they can develop the wisdom necessary for humanity to survive and perhaps thrive in the decades to come. This chapter explores the nature of some 21st-century issues, including the causes of some of the most pressing, large-scale problems in today's world. It describes the ethical insight and higher-order thinking necessary for understanding and addressing these problems. It also provides brief overviews of some new creative and critical thinking strategies that can be applied to social policy issues. In essence, it makes the case for humanity to make a significant leap upward in ethical awareness.
Chapter 4 addresses how Latin America has sought to generate socioeconomic welfare since 1880 by making choices about the model of economic development – the region’s strategy to promote economic growth and the material well-being of the populations as a whole. It identifies three periods during which the region adopted distinct models of economic development and assesses the performance of each model. The first model, the market-oriented agro-export model, led to moderate but unequal progress – a mixture of moderate economic growth, a slight improvement in absolute levels of welfare, and an increase in economic inequality. The second model, the statist import-substitution industrialization model, produced strong progress – good economic growth, a big improvement in absolute levels of welfare, and a decrease in economic inequality. Finally, the third model, the market-oriented neoliberal model, still used in the region, has yielded slow progress – languid economic growth, a slight improvement in absolute levels of welfare, and a small reduction in economic inequality. The chapter shows that the question of what is the best development model for Latin America remains open.
Chapter 14 focuses on the role of social policy and, more specifically, of conditional cash transfer (CCT) programs, in contemporary Latin America. It first shows that CCTs, a Latin American invention, have been a striking success story and have overcome some historical obstacles to inclusive social policies. In particular, it argues that CCTs have become somewhat of a basic income support that has reduced poverty and helped historically disadvantaged groups, such as single mothers and indigenous peoples. The chapter then explores the causes of CCTs through case studies of Mexico and Brazil and briefer discussions of other countries. It analyzes a confluence of factors that explain the emergence of CCT programs. Increased electoral competition helped to channel popular demands for social inclusion. Political ideology facilitated the international diffusion of CCTs and determined the degree of universalism of social policies. Additionally, CCTs were effective because they were designed and implemented in a way that circumvented public administrators traditionally prone to patrimonial and clientelistic practices.
Topics such as climate change, diversity and inequality are likely to dominate the future of Social Policy. This is also a time of a generational change in Social Policy.
In this paper I will address the questions of the future challenges for Social Policy by mapping the trajectories of the second generation of Social Policy Academics. There is much to learn from this generation such as the importance of epistemic communities, of mentoring and sustained engagement with policy-makers. However, the argument put forward in this paper is that Social Policy as it developed into an academic subject from the 1960s lost the connection to policy-makers due to expanding outside London; focusing on establishing social policy as an academic subject, academic careers and moving into comparative Social Policy. One effect of this is that an explicit focus on policy innovation and design has gone missing. Instead, this space in the policy landscape has been claimed by think tanks that continue to be highly successful in influencing government policy. A re-discovery of policy design as a key part of Social Policy together with the other lessons from this generation will be needed if we want to tackle the big challenges of tomorrow.
Chapter 7 is the conclusion. We provide a short and selective synopsis of our argument and briefly review, and elaborate on, the empirical illustrations from previous chapters. Theoretically, we suggest that cross-class solidarity, which has sometimes been linked to dense networks of civic associations, is likely to originate in low information and encompassing social insurance programs. The chapter also discusses promising avenues for future research.
Chapter 1 introduces the topic and motivates our study. It explains the general logic of our argument and introduces the methods and evidence we rely on. The chapter gives an overview of the book’s organization and main insights and hence serves as a preview.
A core principle of the welfare state is that everyone pays taxes or contributions in exchange for universal insurance against social risks such as sickness, old age, unemployment, and plain bad luck. This solidarity principle assumes that everyone is a member of a single national insurance pool, and it is commonly explained by poor and asymmetric information, which undermines markets and creates the perception that we are all in the same boat. Living in the midst of an information revolution, this is no longer a satisfactory approach. This book explores, theoretically and empirically, the consequences of 'big data' for the politics of social protection. Torben Iversen and Philipp Rehm argue that more and better data polarize preferences over public insurance and often segment social insurance into smaller, more homogenous, and less redistributive pools, using cases studies of health and unemployment insurance and statistical analyses of life insurance, credit markets, and public opinion.
This chapter introduces a set of six principles to guide the evaluation and design of rights-based care and support policy in liberal welfare states. The principles build on and extend the reconciliation efforts discussed in earlier chapters, using the common thread of social citizenship rights claims that runs through the feminist, carer and disability rights perspectives. The principles provide criteria for evaluating the extent to which existing policies encompass the concerns of multiple care and disability perspectives, including whether they ease policy tensions between supporting women’s unpaid care and paid work and between meeting the claims of carers and those of people with disabilities. The principles can also inform the design of policies that promote equal social citizenship rights to care, support and paid work participation for all parties to these relationships. The principles address matters including access to financial resources and good quality services; flexibility in how life is organized; time for unpaid care, paid work and self-care; incorporation of the ‘voice’ of all affected people in the policy design; and responding to difference associated with gender inequality, disability and impairment, and citizenship status.
This chapter discusses ‘Wollstonecraft’s dilemma’ – the quandary facing feminists concerned with social provisioning in terms of whether to pursue women’s equality through support for their unpaid caregiving roles or through support for their paid work participation. Each option is based on (and assesses women against) the male norm of citizenship and social participation, with policy either supporting women’s ‘difference’ from men in unpaid caring or treating women ‘like’ men in paid work. Care-supportive and work-supportive policies in liberal welfare states have had both advantages and disadvantages for women. Policies that support women’s unpaid care for children or adults offer some recognition and remuneration of such roles but limit women’s ability to participate in the public sphere. Policies that support or require women to engage in paid work may offer economic autonomy but do not generally recognize or address women’s disproportionate responsibility for care. This chapter also discusses the neoliberal trend away from support for care and maternalism toward ‘employment for all’ regardless of care and support responsibilities.
Consumption taxes are a policy tool that shape the income distribution and potentially thwart the redistributive goals of social policy. Different household types might be affected differently due to diverging income positions and consumption levels. This study examines the change in poverty across household types when accounting for consumption tax payments. To this end, the study draws on harmonised data from eleven OECD countries in the Luxembourg Income Study (LIS). Implicit indirect tax rates are estimated from national accounts and poverty rates before and after subtracting consumption taxes are investigated. The results indicate significant variation across household types. In most countries, large family and single parent households experience the highest poverty increase. Ultimately, the increase in poverty across countries is positively associated with the consumption tax level.
Hong Kong (a special administrative region of the People’s Republic of China) is promoted as “Asia’s World City” due to its interconnectivity, East-meets-West geopolitical orientation, and composition of migrants from both Asian and non-Asian countries. Hong Kong-based scholars have suggested that Hong Kong’s policy towards the social inclusion of non-Chinese communities is ambiguous. For example, the Race Discrimination Ordinance (RDO) lacks an informative description of racial discrimination, which may lead to shortcomings in ethnic minority protections under the current social policy for integration (e.g., ethnic minorities’ experiences related to religious discrimination). Most of the non-White ethnic minority population of Hong Kong consists of low-income South Asians and Southeast Asians, with some ethnic groups (e.g., Nepalese) reported to reside in socially segregated districts. Furthermore, scholars have highlighted that current social policy in Hong Kong appears to be partially or completely different from Western-based approaches to multiculturalism, necessitating further examination to promote social inclusion. To fill this gap, this study explores the perspectives of Chinese and non-Chinese individuals regarding multiculturalism in Hong Kong. The study adopts a qualitative research design and includes interviews with twenty ethnically Chinese and non-Chinese teachers serving minorities in Hong Kong. Three themes emerge in this study: 1) a general understanding of multiculturalism as diverse cultural/ethnic backgrounds, mutual understanding and acceptance, and inclusive social harmony and social justice; 2) perceptions of Hong Kong-based multiculturalism and the perceived hierarchy of ethnic groups; and 3) the main differences between Western and Hong Kong-based multiculturalism, including more acceptance of diversity in the West and geographic location. In sum, this study provides recommendations to ensure a respectful and ethical inclusion of non-White ethnic minorities in Hong Kong, such as developing a tailor-made policy.
There has been an explosion of interest in the “four-day-week” movement across the globe, especially due to its potential in addressing many of the societal challenges left by the COVID-19 pandemic. Four-day-week is a movement set to shorten the working hours of full-time workers without a reduction in pay. I aim to set out the case for a national move towards a four-day-week explaining why social policy scholars should lead the debate. First, I provide evidence of the societal costs that the current long-hours work culture has on workers’ and their family’s well-being and welfare, social inequality, and social cohesion. Shorter working can help tackle these issues by giving workers right to time, shifting the balance between work and non-work activities in our lives and valuing them both. Social policy scholars need to lead this debate owing to our existing knowledge and expertise in dealing with these social issues and state-level interventions. In addition, without pressing for fundamental changes in our labour market, we cannot adequately address some of the key challenges we face as a society. The paper ends with key research questions social policy scholars should address as a part of this move.
How does trade openness affect individuals’ social policy preferences in emerging markets? Drawing upon the theories of economic openness, risk, and social policy preference, we examine how trade openness and job sectors jointly shape preferences on social protection in China, the largest emerging market. Using the World Value Survey (WVS) Wave VI and archival macroeconomic indicators in 2012, we find that trade openness is associated with higher demands for government responsibility in social protection. We also find, compared with public-sector employees, private-sector employees exhibit lower levels of support to the role of government in social protection. The public–private divide in policy preferences, nevertheless, diminishes in regions with high levels of trade openness. This research provides new evidence to the risk-model of social policy preferences in the Chinese context. It also highlights the importance of considering the significant differences between public and private-sector employees in their social policy preferences.
This paper theorizes the nature of neoliberal social policy, making three substantial contributions. First, processes of “economization” are identified as a central characteristic of neoliberalism: economization constitutes a “bridge” between Foucauldian and (neo-)Marxist accounts of neoliberalism – two perspectives that are in many respects hardly reconcilable – because extending the economic logic to non-economic areas (neoliberalism as a governmental rationality) also potentially increases the profit-making opportunities in previously uncommodified domains (neoliberalism as a capitalist project). Second, the paper links economization processes not only to projects of austerity and welfare retrenchment but also to the more generous “social investment” agenda. Third, the paper highlights the central paradox of neoliberal social policy, whereby higher degrees of economization are associated with more generous social policy: more “social” versions of neoliberalism are those that ironically downplay the social logic, transforming social policies into economic investments. The paper also discusses the problems related to economization in terms of de-democratization.
The English homelessness scheme has been lauded as being one of the most progressive in the world for offering an individually legally enforceable right to housing to those people who meet the statutory criteria. Its definition of homelessness is also liberal by comparison with many other countries within Europe and beyond, extending significantly beyond the stereotypical rooflessness experienced by rough sleepers. Nevertheless, the scheme is highly selective and targeted, and assesses homelessness through a test of relative need, rather than enshrining a minimally acceptable standard of housing. It thereby creates a category of the marginally housed whose housing needs are assessed as insufficiently poor to be officially categorised as homeless, yet who are living in severely inadequate housing. To reduce the uncertainty and contingency of the current test, the paper proposes the adoption of a new test of habitability.
Risks of youth poverty in relation to employment have largely been overlooked both internationally and locally, especially amid the COVID-19 pandemic. Moving beyond the concepts of income, economic factors and in-work poverty as applied to the general population, we examine the multi-scalar employment risk confronting highly educated working youth (aged eighteen to twenty-nine) in Hong Kong by assessing the intersection of precarious employment and in-work poverty, which is crucial to understanding youth poverty. Drawing on in-depth interview research on creative workers, this study calls for the reconceptualisation of in-work poverty through the lens of precarious employment, which is not viewed as a separate economic entity, but as an organic whole encompassing a multi-scalar risk in economic, social, psychological and political terrains generating an existential problem shaping young people’s sense of future and work-life meaning. This article sheds light on the policy implications of high-educated youth suffering from in-work poverty in the creative industry.
A new group of Western development donors has emerged as increasingly influential actors in global social policy. Big philanthropies have begun implementing social protection projects on a vast scale across the Global South and have become integrated within global governance structures. It is essential to examine whether their approach to social policy in the South is effective, legitimate and desirable for the substantive agendas and programmes in these countries and for analysis of social policy in a development context. This study investigates contemporary big philanthropies through a qualitative case-study of the Bill and Melinda Gates Foundation and its role in the health sector in Tanzania. It examines the ways in which big philanthropies engage and seek to influence policy on the ground, directly exploring the views and experiences of local stakeholders. The study finds that big philanthropies have distinctive features and mechanisms as global social policy entrepreneurs. In contrast to the vertical and linear processes associated with traditional policy transfer, a more messy and complex set of mechanisms are observed. The study also indicates that despite considerable resources and authority, philanthropic donors may not be effective in securing policy reform within aid-receiving countries due to a lack of transparency and embeddedness.
The aim of this article is to look critically at the implications of gender equality concepts for individual freedom as conceptualised by the philosopher Isaiah Berlin. The scientific literature addressing the problem of freedom and gender equality with regard to public policy is considerably fragmented. Based on contextual literature, this article will offer four concepts of freedom that serve as analytical categories. I will analyse work/family reconciliation policy tools as introduced at the level of the European Union and reconnect them to three traditions of gender equality. The article reflects on historically embedded dichotomy between positive and negative freedom visible in gendered distinction between public and private. The main findings show that the relationship between freedom and equality is mediated by the selected policy tools suggesting that some policy tools expand freedom of all individuals while others indicate a possible limit for freedom.
A study of Boston’s racial wealth gap made headlines in late 2017 when it revealed that the median net worth of the city’s Black households was only $8, compared to $247,000 among white households (Hill 2017; Johnson 2017; Muñoz et al. 2015). The gap in Boston may have been starker than in the nation as a whole, but the latter was also striking. In 2016, the median net worth of Black and Hispanic households nationwide was $17,000 and $20,700, respectively, compared to $171,000 for whites (Dettling et al. 2017). The disparities amongst households with children were even more pronounced. In 2016, Black households with children held 1 percent of the wealth of non-Hispanic white households with children (Percheski and Gibson-Davis 2020: 1).