The literature on social policy expansion and retrenchment in Latin America is vast, but scholars differ in how they explain outcomes, arriving at different conclusions about the role of democracy, left parties, favorable economic conditions, and social movements. What can welfare state developments since the end of the commodity boom teach us about the theoretical power of these arguments? This paper engages this question, seeking to explain recent incidents of successful social policy reform in 10 presidential administrations in Argentina, Brazil, Chile, and Uruguay. Using a combination of crisp-set qualitative comparative analysis (csQCA) and case studies, we identify multiple paths toward successful social policy expansion and retrenchment. The QCA results highlight two key findings. First, social policy expansion was generally carried out by programmatic parties (often, though not always, from the left). Second, retrenchment is most likely when nonprogrammatic right parties face fiscal constraints. The case studies affirm these findings and show that differences in electoral competition, social movement pressure, and policy legacies shape the contexts in which expansion and retrenchment is feasible. The results provide new insight into social policy reform, underscoring the relevance of complex forms of causality.

Processes of public engagement in decision-making and research are increasingly discussed as ways of addressing democratic deficits in high-income countries. In this paper, we explore why these processes of engagement and involvement in the UK have been less successfully incorporated into social security policymaking aimed at the out-of-work by drawing a comparison with health policy, a sphere in which these processes have now become orthodox (albeit imperfect). There is, for example, no formal or institutionalised imperative to involve people with lived experience of out-of-work social security benefits in processes of policy development. Government departments might focus group new policies with members of the public or hold periodic discussions with beneficiaries but in recent years there have been a number of major reforms to out-of-work social security which have been developed almost entirely without involving those affected. This would have been unacceptable in the health policy arena. We argue that this difference is rooted in structural differences in how the field of power for this form of social policy is organised, in the different social imaginaries which construct patients and out-of-work beneficiaries, and in the limited scope for solidarity and collective action around resisting the stigmatisation of out-of-work beneficiaries.

Philanthropic foundations are important agents of global policy transfer. While scholars have explored foundations’ policy roles in a range of contexts, we know relatively little about how they transfer policies and instigate institutional change under rigid authoritarianism – fields in which the state maintains centralized control and excludes other actors. This paper seeks to bridge this gap through analysis of a case study of the Ford Foundation’s grantmaking in the Chinese family planning field during a period of rigid authoritarian control (1991-2005). We find the Foundation stimulated the transfer of the Western “reproductive health” policy through two mechanisms: 1) incentivising elite researchers to conduct scientific research on rural women that was previously left “undone”; and 2) partnering with peripheral state actors for localised experimentations and gradually gaining access to central policymakers to encourage national policy innovation. We also discuss the contingencies and ambivalences of the Foundation’s influence under rigid authoritarianism.

This paper addresses the positions of unions and employer associations towards the level of unemployment benefits and active labour market policy (ALMP). These are prominent examples of social compensation and social investment policies respectively. The new dataset ‘Reform Monitor on Political Conflict’ (ReMoPo) is based on expert interviews and a systematic text analysis of all relevant press releases. Over a time-span of 14 years (2000-2014) the data clearly shows conflict between social partners on the level of unemployment benefits whilst there is consensus towards ALMP. I show that, for unemployment benefits, different motivations do lead to different positions. However, for ALMP, different motivations combine with overlapping interests, resulting in a common positive stance. The main theoretical implications of these findings were two-fold: firstly, the type of organisation does not predict positioning on welfare state issues, whereas pragmatic considerations do. Secondly, I suspect that the divergence of motivational factors combined with a consensus towards particular measures is specific to the concept of social investment. This is because social investments (training and qualification measures in this case) were expected to have the most far-reaching and long-lasting positive effects on both individuals and companies and were therefore supported by unions and employer associations.

Despite its significance in determining poverty risk, family size has received little focus in recent social policy analysis. This paper provides a correction, focusing squarely on the changing poverty risk of larger families (those with three or more dependent children) in the UK over recent years. It argues that we need to pay much closer attention to how and why poverty risk differs according to family size. Our analysis of Family Resource Survey data reveals how far changes in child poverty rates since 1997 – both falling poverty risk to 2012/13 and increases since then – have been concentrated in larger families. Social security changes are identified as central: these have affected larger families most as they have greater need for support, due to both lower work intensity and higher household needs. By interrogating the way policy change has affected families of different sizes the paper seeks to increase understanding of the effects of different poverty reduction strategies, with implications for policy debates in the UK and beyond. In providing evidence about the socio-demographics of larger families and their changing poverty risk it also aims to inform contested debates about the state’s role in providing financial support for children.

This article investigates the unique contribution of specific programme characteristics together with personal stigma, stigmatisation by the public, and claims stigma, to the non-take-up of targeted income support among Hong Kong older adults. Drawing on data from a sample of 3,299 Hong Kong older adults aged 65 or above, we find that between 11-14 per cent of eligible participants did not receive cash transfers from Normal and Higher Old Age Living Allowance (OALA) and old-age Comprehensive Social Security Assistance (old-age CSSA). By combining mainstream economic analysis with attempts to quantify welfare stigma (Baumberg, 2016) we find that transaction costs were most consistently and strongly related to non-take-up of targeted income support; non-take-up of old-age CSSA and Higher OALA but not Normal OALA varied with welfare stigma after controlling for personal and household characteristics of study participants. This article further adds to the literature by examining the effect of recent reforms to asset- and means-tested benefits for the same target population of older adults on take-up in the East Asian context. The article suggests that automatic switching of beneficiaries from Normal OALA to Higher OALA effectively facilitated higher take-up of the latter. The policy implications of these various findings are discussed.

Despite the significant influence of localism on policy discourses in the UK in recent decades, there has been limited evidence of any fundamental changes in state-civil society relationships. The outbreak of the Covid-19 pandemic in 2020 created a new context for cross-sectoral collaboration, as the local Voluntary and Community Sector (VCS) and local communities moved to the forefront of the crisis response. This paper draws upon 49 semi-structured interviews with local authorities (LAs) and VCS organisations across England, Scotland and Wales, to explore how the pandemic has reshaped LA-VCS collaboration. Examining the evolution of a range of local collaborative frameworks during the Covid-19 crisis, the article examines what enabled these collaborations to develop, how they operated and what insights can be derived regarding both the conditions for collaboration to flourish and the capacity to sustain this going forward. The findings offer insights into what more progressive forms of collaboration might look like during the transition from crisis and into recovery. It contributes to broader debates about whether the models deployed during Covid-19 represent a pathway to more consensus-based collaboration after a decade of antagonism between civil society and the state.

This paper investigates which factors shape popular support for the taxation of wealth in Germany, a country with one of the highest levels of wealth inequality in Western Europe. Although public support for progressive taxation in general is strong, no tax on personal net wealth is currently levied. Against this backdrop, we ask how objective and subjective self-interest, information about wealth inequality and deservingness valuations regarding the wealthy affect popular support for a personal wealth tax. Particular attention is paid to the interaction between self-interest and deservingness. Using original survey data and a vignette design, we find that subjective self-interest is more important than objective self-interest, and that providing information on aggregate wealth inequality can shift the attitudes of those who are otherwise indifferent in favour of wealth taxation. Furthermore, deservingness valuations impact support for taxation in important ways. Factors indicating meritocratic wealth accumulation reduce support, and this is especially pronounced among low-status respondents. By contrast, while non-meritocratic factors increase support for taxation, these effects are largely off-set in privileged groups. Altogether, these findings suggest that self-interest and deservingness valuations impact attitudes towards wealth taxation in opposing directions, and that providing information to those otherwise indifferent might increase redistributive preferences.

Concerns about the unintended effects of marketised public employment services are increasingly expressed because there is mounting evidence that such services are frequently characterised by various gaming practices on the part of their providers. To prevent these unintended consequences, payment-by-result approaches have been progressively strengthened.

The aim of the research reported in this article was to investigate the extent to which such approaches are able to make service providers accountable for client outcomes. The study used two Italian regional cases in order to compare different and alternative contracting arrangements: Lombardy (outcome-based payments), and Emilia-Romagna (fixed payments). Drawing on rich administrative databases, the analysis relied on a quantitative methodology based on propensity score matching and logistic regressions. Even if outcome-based contracting can make service providers financially accountable for the service outcome, the results of the analysis show that it does not sufficiently prevent gaming practices, resulting in inequity among the services provided.

This paper provides a detailed overview of how the COVID-19 pandemic has affected the income of charitable organisations – an under-researched theme within social policy, which thus far has largely focused on the impact of the pandemic on individuals’ and households’ wellbeing. It analyses a unique longitudinal dataset that follows through time c.90,000 charities in England and Wales. The results, for the first time, illustrate the scale of the pandemic’s financial impact on the charitable sector: the median charity experienced a 13% real decline in annual income, while a charity at the 25th percentile of the annual relative growth distribution experienced an income decline of 43%. Importantly these annual declines are much more sizeable than those associated with the Great Recession and subsequent period of public spending austerity. Smaller charities, particularly those with an income under £100k, have been most significantly affected. The declines have been pervasive, extending across most fields of charitable activity, though certain charitable fields have seen particularly acute declines. While there has rightly been considerable emphasis on the important role of voluntary action in responding to the pandemic, this new empirical evidence helps to communicate the extent of the recent challenges faced by the charitable sector.

The COVID-19 pandemic has affected working women’s well-being in different ways due to contrasting national responses. This article focuses on the specific context of Singapore, which implemented differentiated rules for workers: essential workers continued to report to workplaces, while non-essential workers were required to work from home. This policy had far-reaching implications for working women, who are more likely than husbands to juggle paid work and household duties. The article uses longitudinal data collected in 2018 and during the pandemic in 2020, specifically during Singapore’s lockdown period, to measure changes in 287 working women’s self-reported levels of stress, fatigue, and quality of interpersonal relationships by essential worker status. While all workers were affected by the pandemic, female essential workers were more likely than their non-essential peers to report declines in stress levels from 2018 to 2020, and less likely to report changes in spousal relationships, both positive and negative. Findings suggest that the differences were driven by exposure to quarantine conditions faced by non-essential workers. Our results highlight the importance of policies supporting frontline workers and more gender-equitable labour market policies to support married women juggling the twin demands of employment and household responsibilities.

Analysis of the 2010/11 Longitudinal Destinations of Leavers from Higher Education survey shows that overly-simplistic conceptions of graduate success underestimate the value of obtaining a degree in some subjects. Using a skills-based classification of graduate jobs the research finds that maths and vocationally-oriented subjects associated with higher earnings returns (Belfield et al., 2018a, 2018b) – engineering, architecture, computer science and nursing – increase the chances of having an ‘Expert’ job compared to the average for all graduates. However, more generalist subjects that have been linked with lower earnings such as creative arts, languages and mass communication and documentation are better for accessing graduate jobs where creativity and ability to communicate is key. The research demonstrates the value of using a more nuanced conception of graduate jobs and shows that debate about the value of higher education needs to move away from a narrow focus on earnings.

Studies on climate change mitigation and environmental degradation suggest that lifestyle changes in high-income countries can help promote environmental sustainability. Such changes may include material sacrifices on the part of the individual. Yet, accepting material sacrifices can be a challenging task for both individuals and countries. Can publicly provided economic protection facilitate the acceptance of such sacrifices? This study examines whether social insurance generosity is likely to make people more willing to accept material sacrifices for the sake of environmental protection. Using multilevel regression modelling to analyse data on social insurance programmes and attitudes towards material sacrifices in nineteen high-income countries, the results of the study suggest that social insurance generosity has a positive effect on attitudes towards accepting material sacrifices, with some variation across programmes and social groups.

Across the globe, welfare conditionality and sanctioning increasingly permeate social welfare programs. Paternalism is one of the key normative rationales invoked when both scholars and politicians debate the legitimacy of this reform. With a view to bringing the scholarly and political debates into closer conversation with each other, this paper examines how paternalism manifests in political debate. We systematically analyse the paternalist arguments made by Australian federal parliamentarians in favour of the virtually identical 2017 and 2018 policy proposals to drug test welfare recipients, both of which resulted in a stalemate. We find that paternalistic arguments primarily employed soft, weak, and welfare paternalism, with heavy emphasis on the purported benefits of the intervention, limited emphasis on the issue of personal liberty, and noticeable silence about autonomy and consent. These findings shed light on the scholarly features of paternalism that are obscured in contemporary political discourse. This analysis can direct political philosophers to features of paternalism that need more attention as well as suggest ways that drug and welfare policy advocates may engage more effectively with paternalist arguments.

‘Value pluralism’ is a strand of analytical philosophy that posits the plurality of morally significant values. By enabling systematic mapping of the diversity of moral registers within which social policy concerns might legitimately be considered, we contend that value pluralist-inspired analysis can aid constructive policy dialogue. Our argument is founded on four claims: first, as a matter of normative principle, value pluralism represents a defensible ethical standpoint; second, as a matter of fact, people are attracted to a plurality of moral values; third, as a matter of democratic legitimacy, pluralism offers a means of (partially) reconciling rival moral claims; fourth, as a matter of political strategy, pluralism offers a pragmatic approach that can engage protagonists on their own terms. To demonstrate its efficacy, we apply this pluralist approach to the vexed question of welfare conditionality, which we interrogate via six normative perspectives (rights, utilitarianism, contractualism, communitarianism, paternalism and social justice).

From a humble experiment to tackle social problems, social enterprises (SEs) have transformed into key co-producers for a wide range of social services. However, despite an increasing interest in co-production, most SE studies in the field adopted a single-sided view of co-production, thereby limiting what co-production entails and how it works in SE. Drawing upon the New Public Governance (NPG) framework and an integrative view of co-production that embraces individual and collective action, we explored how the co-production process is enacted and designed from a service provider’s perspective and presented qualitative insights from eight SEs in providing work-integration services for people with disabilities. Our findings revealed strategic, operational and identity dimensions of co-production in SE. We also showed the different roles that SEs and their stakeholders play in co-production and how these affect the processes. We offer a new contribution to SE co-production literature by highlighting a multi-dimensional co-production process model of SEs in their quest to deliver social services.

People in vulnerable situations have the same right as others to participate in public spheres and influence health and welfare services. However, organisations that support these people and promote their interests are essential to their participation. This study investigated how people in vulnerable situations with lived experiences of using public services participate in organisations representing their interests. Fourteen representatives from eight interest organisations were interviewed. The first theme we developed – namely, participation as representatives of the organisations, revealed that a spokesperson’s role is connected to competence and that users of public services rarely obtain such a position. However, people with experience of using public services participate as living examples in external activities, increasing the groups’ visibility through their physical presence and their stories. The second theme was titled participation in organisational activities. The extent to which people with lived experiences participate in formal meetings varies, but they are often consulted by the organisations and attend events and informal gatherings. Notably, people in vulnerable situations interact with and, thus, influence the service-providing organisations. This article discusses the findings in light of representation theory and their implications for practice.