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Ideal (and Real) Types of Welfare State

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  • Manuela Arcanjo

Abstract

In the extensive literature that has been dedicated during the past fifteen years to the comparative analysis of the welfare states, a significant number of studies have focused on the identification of the ideal regimes or types, in addition to their empirical validation. The celebrated work, Three Worlds of Welfare Capitalism, by Esping-Andersen (1990) constituted the point of departure for a vigorous academic debate which, as a response to some of the criticisms that were raised by the study, led to the construction of various alternative typologies, as well as a prodigious output of empirical studies aiming to identify what is termed in the present paper, real types. This paper seeks to contribute to the discussion on the current state of knowledge with regard to the differences and similarities in the welfare states following the scientific contributions made over the past fifteen years. Two general conclusions emerge in particular: firstly, that the diversity of typologies has not contributed to the desired clarification; and secondly, that the results of the studies are inconclusive, both with regard to the precise number of real types of welfare state – despite the fact that all of them confirm the existence of at least three types – and to the classification of the countries concerned. The existence of significant divergences, and even of contradictory results, highlights the need for continued research. However, rather than simply constructing new typologies, it is necessary to incorporate into empirical analyses a temporal evaluation of the effects of the reforms introduced in the welfare states.

Suggested Citation

  • Manuela Arcanjo, 2006. "Ideal (and Real) Types of Welfare State," Working Papers Department of Economics 2006/06, ISEG - Lisbon School of Economics and Management, Department of Economics, Universidade de Lisboa.
  • Handle: RePEc:ise:isegwp:wp62006
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    References listed on IDEAS

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    1. Leonor Vasconcelos Ferreira & Adelaide Figueiredo, 2005. "Welfare Regimes in the UE 15 and in the Enlarged Europe: An exploratory analysis," FEP Working Papers 176, Universidade do Porto, Faculdade de Economia do Porto.
    2. Barr, Nicholas, 1992. "Economic Theory and the Welfare State: A Survey and Interpretation," Journal of Economic Literature, American Economic Association, vol. 30(2), pages 741-803, June.
    3. Leonor Vasconcelos Ferreira & Adelaide Figueiredo, 2005. "Welfare Regimes in the UE 15 and in the Enlarged Europe - an Exploratory Analysis," ERSA conference papers ersa05p72, European Regional Science Association.
    4. Barr, Nicholas, 1992. "Economic theory and the welfare state : a survey and interpretation," LSE Research Online Documents on Economics 279, London School of Economics and Political Science, LSE Library.
    5. Joakim Palme & Walter Korpi, 1998. "The Paradox of Redistribution and Strategies of Equality: Welfare State Institutions, Inequality and Poverty in the Western Countries," LIS Working papers 174, LIS Cross-National Data Center in Luxembourg.
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    Cited by:

    1. Manuela Arcanjo, 2009. "The Reform of Unemployment Protection Insurance, 1993-2007: the Erosion of Legislated Rights in France, Germany, Portugal and Spain," Working Papers Department of Economics 2009/01, ISEG - Lisbon School of Economics and Management, Department of Economics, Universidade de Lisboa.
    2. Susana Ramalho Marques & Sara Falcão Casaca & Manuela Arcanjo, 2021. "Work–Family Articulation Policies in Portugal and Gender Equality: Advances and Challenges," Social Sciences, MDPI, vol. 10(4), pages 1-22, March.
    3. Marta Simões & Adelaide Duarte & João Sousa Andrade, 2014. "Assessing the Impact of the Welfare State on Economic Growth: A Survey of Recent Developments," GEMF Working Papers 2014-20, GEMF, Faculty of Economics, University of Coimbra.
    4. Marta Simões & Adelaide Duarte & João Sousa Andrade, 2014. "Assessing the Impact of the Welfare State on Economic Growth: A Survey of Recent Developments," GEMF Working Papers 2014-20, GEMF, Faculty of Economics, University of Coimbra.
    5. Martin Kahanec, 2011. "The Practice of Minority Integration in the European Union: What Works," Chapters, in: Martin Kahanec & Klaus F. Zimmermann (ed.), Ethnic Diversity in European Labor Markets, chapter 3, Edward Elgar Publishing.
    6. Dieckhoener, Caroline & Peichl, Andreas, 2009. "Financing Social Security: Simulating Different Welfare State Systems for Germany," IZA Discussion Papers 4135, Institute of Labor Economics (IZA).
    7. Adelaide Duarte & Marta Simões & João Sousa Andrade, 2014. "Estado Social, Quantis, Não-Linearidades e Desempenho Económico: Uma Avaliação Empírica," GEMF Working Papers 2014-21, GEMF, Faculty of Economics, University of Coimbra.
    8. Agnieszka Chło´n-Domi´nczak & Anita Abramowska-Kmon & Irena E. Kotowska & Wojciech Łatkowski & Paweł Strzelecki, 2019. "Welfare state and the age distribution of public consumption and public transfers in the EU countries," Vienna Yearbook of Population Research, Vienna Institute of Demography (VID) of the Austrian Academy of Sciences in Vienna, vol. 17(1), pages 071-097.
    9. Manuela Arcanjo, 2009. "Regimes and Reform of Welfare State: the Classification of ten European Countries in 1990 and 2006," Working Papers Department of Economics 2009/34, ISEG - Lisbon School of Economics and Management, Department of Economics, Universidade de Lisboa.

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    More about this item

    Keywords

    Welfare state; welfare regimes; typology; social policy; social security; comparative research.;
    All these keywords.

    JEL classification:

    • D60 - Microeconomics - - Welfare Economics - - - General
    • I31 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty - - - General Welfare, Well-Being
    • P52 - Political Economy and Comparative Economic Systems - - Comparative Economic Systems - - - Comparative Studies of Particular Economies

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