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Routledge Handbook of the
Welfare State
Forty-five contributions from renowned international specialists in the field provide readers
with expert analysis of the core issues related to the welfare state, including regional depictions
of welfare states around the globe. The second edition of the Routledge Handbook of the Welfare
State combines essays on methodologies, core concepts and central policy areas to produce a
comprehensive understanding of what ‘the welfare state’ means around the world.
In the aftermath of the credit crunch, the Handbook addresses some of the many questions
about the welfare state. This second edition has been thoroughly revised and updated to include
an in-depth analysis of societal changes in recent years. New articles can be found on topics such
as: the impact of ideas, well-being, migration, globalisation, India, welfare typologies, homeless-
ness and long-term care.
This volume will be an invaluable reference book for students and scholars throughout the
social sciences, particularly in sociology, social policy, public policy, international relations, pol-
itics and gender studies.
Bent Greve is Professor of Welfare State Analysis in the Department of Society and Business at
Roskilde University, Denmark. He has published widely on different topics surrounding the
welfare state, including technology and the labour market, happiness and social policy, and
labour market policy. He is also a member of several boards and committees in Denmark and
internationally.
Routledge Handbook
of the Welfare State
Second Edition
List of figures ix
List of tables xi
Notes on contributors xiii
Introduction 1
Bent Greve
Part I
Key concepts 3
3 Fiscal welfare 23
Adrian Sinfield
4 Occupational welfare 34
Kevin Farnsworth
6 Poverty 58
Peter Saunders
v
Contents
Part II
Typologies and methods 113
11 What are welfare state typologies and how are they useful, if at all? 115
Kees van Kersbergen
vi
Contents
27 Ten ideal-typical worlds of welfare regimes and their regime characteristics 300
Christian Aspalter
29 Fiscal crisis, financial crisis and the fragile welfare state 329
Kevin Farnsworth and Zoë Irving
Part III
Central policy areas 353
35 Healthcare 407
Claus Wendt
vii
Contents
37 Disability 432
Bjørn Hvinden
44 The welfare state and international migration: the European challenge 508
Grete Brochmann and Jon Erik Dølvik
Part IV
Future 523
Index 534
viii
Figures
ix
Figures
x
Tables
xi
Tables
xii
Contributors
Christian Aspalter is Professor and Former Founding Head of the Social Work and Social
Administration Program, Beijing Normal University–Hong Kong Baptist University United
International College, Zhuhai, China. He has published over 20 books, most recently The
Routledge International Handbook to Welfare State Systems (2017), Health Care Systems in Developing
Countries in Asia (2017), and Development and Social Policy: The Win-Win Strategies of Develop-
mental Social Policy (2016).
Clare Bambra is Professor of Public Health at Newcastle University. Her research examines
the political, social and economic determinants of health, and how public policies and inter-
ventions can reduce health inequalities. She is Associate Director for Health Inequalities in Fuse:
Centre for Translational Research in Public Health and an executive member of the NIHR
School for Public Health Research where she is Senior Investigator on the Communities in
Control Project. She holds a Leverhulme Research Leadership Award which examines Local
Health Inequalities in an Age of Austerity and is Principal Investigator on the Norface-funded
grant ‘HiNEWS’ which examines health inequalities in Europe with partners in Norway, USA
and Germany. She is also a collaborator on the ESRC Rethinking Incapacity project. She works
closely with public health policy and practice, and is currently co-Director of the Equal North
– Research and Practice Network in partnership with Public Health England.
Daniel Béland holds the Canada Research Chair in Public Policy (Tier 1) at the Johnson-
Shoyama Graduate School of Public Policy. A specialist of fiscal and social policy, he has pub-
lished 17 books and more than 115 articles in peer-reviewed journals. His recent books include
Advanced Introduction to Social Policy (Edward Elgar, 2016; with Rianne Mahon) and Obamacare
Wars: Federalism, State Politics, and the Affordable Care Act (University Press of Kansas, 2016; with
Philip Rocco and Alex Waddan).
Lars Benjaminsen is a Senior Researcher at VIVE – The Danish Center for Applied Social
Science. Since 2006 he has been a member of the European Observatory on Homelessness
under FEANTSA (European Federation of National Organizations working with the Homeless).
His main areas of interest and research are social exclusion, poverty, homelessness and social
interventions for marginalized people. He is responsible for conducting the national homelessness
counts in Denmark and has evaluated Housing First programmes in Denmark. He has conducted
major studies of social exclusion, and material and social deprivation in Denmark.
Hugh Bochel is Professor of Public Policy at the University of Lincoln. He has wide-ranging
interests in social and public policy. His books include Welfare Policy under New Labour (with
xiii
Contributors
Andrew Defty) and the edited collections, The Conservative Party and Social Policy and The Coali-
tion Government and Social Policy (with Martin Powell). During 2017 he was an Academic Fellow
in the Scottish Parliament.
Daniel Clegg is Senior Lecturer in Social Policy and Director of the Graduate School of Social
and Political Science at the University of Edinburgh. His research interests are in the com-
parative analysis of labour market and welfare state reforms, particularly in a European context.
Recent publications have focused on the conceptualisation and measurement of active labour
market policies in comparative welfare state research, reforms to European minimum income
systems and the development of in-work benefits in British social security.
Robert Henry Cox is Professor in the Department of Political Science at the University of
South Carolina and Director of the Walker Institute of International and Area Studies. From
2005 to 2017 he served as Co-Editor for the journal Governance. His research focuses on public
policy in Europe. Much of his work has examined the development and evolution of welfare
states in European countries. His recent research examines how the European Union leads
policy change in renewable energy, and how it regulates the collaborative economy.
Annelies Debels is Policy Adviser for Groen on pensions, social protection and healthcare.
Her academic work focuses on the link between contractual flexibility and poverty dynamics,
panel data research and pensions. She has worked as a post-doctoral research fellow at CEPS/
INSTEAD in Luxembourg and at the Pension Policy Unit of Jos Berghman in the Centre for
Sociological Research of the KULeuven. She completed a Ph.D. in 2008 with Jos Berghman as
promoter.
David Denney is Professor of Social and Public Policy at Royal Holloway, University of
London and specialises in social policy and criminology. He has previously held academic posi-
tions in a number of universities in the UK and has been a visiting professor at the University of
North Carolina. He also has extensive consultancy experience in the UK and overseas. He has
been Co-Investigator on a research project which examined violence in the workplace, and has
written extensively about risk, fear and violence. He was Principal Investigator on a research
project looking at the use of social media technologies in the UK military. He has also recently
carried out research with a number of global companies into various aspects of risk and organ-
isational security cultures.
Patrick Diamond is Senior Lecturer in Public Policy at Queen Mary, University of London,
former Gwilym Gibbon Fellow at Nuffield College, Oxford, and a visiting fellow in the Depart-
ment of Politics at the University of Oxford. He is the former head of policy planning in 10
Downing Street and senior policy adviser to the UK prime minister. He has spent ten years as a
xiv
Contributors
special adviser in various roles at the heart of British government, including 10 Downing Street,
the Cabinet Office and the Northern Ireland Office. His recent publications include The Predis-
tribution Agenda: Tackling Inequality and Supporting Sustainable Growth (with Claudia Chwalisz,
2015); Governing Britain: Power, Politics and the Prime Minister (2013); Social Justice in the Global
Age (with Olaf Cramme, 2009); and Global Europe, Social Europe (with Anthony Giddens,
2006).
Jon Erik Dølvik is a sociologist, D.Phil. and Senior Researcher at Fafo Institute for Labour and
Social Research in Oslo. He has published extensively in the field of comparative labour market
governance, employment relations, labour migration, social models and European integration.
Among his most recent publications are European Social Models from Crisis to Crisis: Employment
and Inequality in the Era of Monetary Integration, edited with Andrew Martin (Oxford University
Press, 2015), The Nordic Model towards 2030: Another Chapter? (with T. Fløtten et al., 2015) and
Labour Mobility in the Enlarged Single European Market (edited with L. Eldring, Comparative
Social Research 32/2016).
Kevin Farnsworth is Reader in Comparative, International and Global Social Policy at the
University of York. His research interests include the political economy of welfare, welfare
states and economic crisis, and corporate welfare. He has published widely on business’ power,
influence and dependence on social and public policy, including Corporate Welfare Versus Social
Welfare (Palgrave, 2012). He is co-editor with Zoë Irving of Social Policy in Times of Austerity
(Policy Press, 2015) and the Journal of International and Comparative Social Policy.
John Gal is Full Professor at the Paul Baerwald School of Social Work and Social Welfare at
the Hebrew University of Jerusalem. He also heads the welfare policy programme at the Taub
Center for Social Policy Studies in Israel. His fields of interest include social policy in Israel and
in the Mediterranean region, policy practice in social work and the history of social work in
Israel. He has published extensively in academic journals, and has been very much involved in
social policy formulation in Israel. Recent books include a book on a policy practice in Israel,
written jointly with Idit Weiss-Gal, published in 2011, and Where Academia and Policy Meet
(2017) and Social Workers Affecting Social Policy: An International Perspective on Policy Practice (2013),
both edited with Idit Weiss-Gal, and published by Policy Press.
Ian Greener is Professor of Social Policy at the University of Strathclyde. He is especially inter-
ested in the assumptions we make about human agency when we are trying to get things to
work better in public services, and in the links between political philosophy and social policy.
He has published over 50 peer-reviewed journal articles and several books on a range of topics
from the history of health services to research methods.
Bent Greve is Professor in Social Science with an emphasis on welfare state analysis at the
University of Roskilde, Denmark. His research interest focuses on the welfare state, and
social and labour market policy, often from a comparative perspective. He has published
extensively on social and labour market policy, social security, tax expenditures, public
sector expenditures and financing of the welfare state. He is editor of Social Policy & Admin-
istration. Recent books include Long-Term Care for the Elderly in Europe. Development and Pro-
spects (Routledge, 2017), Handbook of Social Policy Evaluation (Edward Elgar) and Technology
and the Future of Work. The Impact on Labour Markets and Welfare States (2017).
xv
Contributors
Virginie Guiraudon is Research Professor at the National Center for Scientific Research
working at the Sciences Po Center for European Studies (CEE) in Paris. She holds a Ph.D. from
the Harvard Government Department. Her research centres on comparative public policy with
a focus on European integration. She is currently conducting research on the nexus between
social policy and migration and on the determinants and effects of socio-fiscal policies in the care
and domestic work sector. She is the author of “Including Foreigners in National Welfare
States: Institutional Venues and Rules of the Game” in Bo Rothstein and Sven Steimo (eds),
Restructuring the Welfare State: Political Institutions and Policy Change (Palgrave, 2002) and “The
Politics of Tax Exemptions for Household Services in France” (with Clémence Ledoux) in
Clément Carbonnier and Nathalie Morel (eds), The Political Economy of Household Services (Pal-
grave, 2015). She recently edited two books on public policy in French (Presses de Sciences PO,
2008, 2010) and The Sociology of European Union (Palgrave, 2010).
Karl Hinrichs was Senior Research Associate at Bremen University’s Centre for Social Policy
Research (1990–2014) and Professor of Political Science at Humboldt University in Berlin
(1999–2016). He received his Ph.D. (1987) from the University of Bielefeld where he also
worked (1980–1989) as a researcher and later as Assistant Professor. In 1989/1990 he was John
F. Kennedy Memorial Fellow at Harvard University (Center for European Studies) and, in
2003, Guest Professor at the Norwegian University of Science and Technology (NTNU) in
Trondheim. His main research focus is on comparative welfare state analysis, the development
of social policy in Germany, and the study of old‑age security policies and politics in ageing
societies. His most book is Labour Market Flexibility and Pension Reforms: Flexible Today, Secure
Tomorrow?, edited together with Matteo Jessoula (Palgrave Macmillan, 2012).
Ine Van Hoyweghen is Professor in Sociology of Biomedicine at the Centre for Sociological
Research of the University of Leuven. Her research interests are in sociology of biomedicine,
science and technology studies, and sociology of healthcare and insurance markets. Her recent
work centres on the role of biomedicine in reconfiguring identities, responsibilities and solid-
arity. She is PI of the project “Postgenomic Solidarity. European Life Insurance in the Era of
Personalised Medicine”, for which she received an Odysseus grant from the Research Founda-
tion Flanders (FWO). She is Director of the Life Sciences & Society Lab and founding board
member of the Leuven Institute for Genomics and Society (LIGAS). She is also a member of the
Young Academy (JA) of the Royal Flemish Academy of Belgium for Science and the Arts
(KVAB) and founding chair of the Belgian Science, Technology & Society (B.STS) Network.
Bjørn Hvinden is Professor, Ph.D. (Sociology), and Senior Researcher at Oslo Metropolitan
University. He led the Nordic Centre of Excellence ‘REASSESS – Reassessing the Nordic
Welfare Model’ (2007–2012). He has coordinated the EU FP7 project ‘DISCIT – Making persons
with disabilities full citizens’ (2013–2016) and the EU H2020 project ‘NEGOTIATE – Negoti-
ating early job-insecurity and labour market exclusion in Europe’ (2015–2018). Areas of research
are social citizenship, comparative welfare, disability policy, poverty, social exclusion, solidarity
and the agency of disadvantaged groups. He is one of the editors and authors of The Changing Dis-
ability Policy System: Active Citizenship and Disability in Europe, Vol. 1 (Routledge, 2017).
Zoë Irving is Senior Lecturer in Comparative and Global Social Policy at the University of
York. Her research interests include the international social politics of economic crisis and aus-
terity, and, with Kevin Farnsworth, she is co-editor of Social Policy in Challenging Times (Policy
Press, 2011) and Social Policy in Times of Austerity (Policy Press, 2015). She has also published
xvi
Contributors
work on the social policy of small island states, including Iceland, and her current work con-
cerns the development of comparative welfare state analysis that accounts for population size and
its influence on the shape of social policy.
Rana Jawad is an Associate Professor in Social Policy at the University of Bath. She specialises
in the social policies and welfare systems of the Middle East and North Africa region. She is
founder and convenor of the MENA Social Policy Network (www.bath.ac.uk/ipr/our-
networks/middle-east-social-policy/), which organises a biannual conference gathering together
both academics and practitioners. She is author of various academic and commissioned publica-
tions on social policy and social protection in MENA, including Social Welfare and Religion in the
Middle East: A Lebanese Perspective (2009) and Social Protection in The Arab Region: Emerging Trends
and Recommendations for Future Social Policy (2014).
Olli Kangas is Director of Governmental Relations (2016–present) at Kela – the Social Insur-
ance Institution of Finland. Previously he worked as Research Director at Kela (2008–2014),
Olof Palme Professor at the Uppsala University 2015, H.C. Andersen Professor at the Univer-
sity of Southern Denmark (2012), part-time Professor at the University of Southern Denmark
(2009–2016), Professor at the Danish National Institute for Social Research (2004–2007) and
Professor and Head of the Department in Social Policy, University of Turku (1994–2004) and
Research Fellow at the Academy of Finland (1987–1993). His research interests include com-
parative welfare studies, the institutional set-ups of welfare programmes, the political and struc-
tural factors behind the welfare states and the consequences of social policy in terms of income
distribution and poverty, legitimacy and collective action. Currently he is planner and leader of
the ongoing Finnish experiment with basic income and head of the strategic research pro-
gramme “Equal Society” at the Academy of Finland.
Jon Kvist is Professor of Welfare and European Public Policies in the Department of Social
Science and Business at Roskilde University, Denmark. He is active in various research net-
works, boards and projects on welfare state reforms in Europe, often with a focus on the Nordic
countries. He has published widely on the Nordic welfare model, the European Union and
social policy, comparative labour market policy and social policy, and on issues in comparative
methodology. Publications include Fighting Poverty and Exclusion with Social Investment and
Changing Social Equality: The Nordic Welfare State in the 21st Century (co-editor).
xvii
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