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THE CHANGING FACE OF WELFARE Consequences and outcomes from a citizenship perspective Jørgen Goul Andersen, Anne-Marie Guillemard, Per H. Jensen and Birgit Pfau-Effinger i The changing face of welfare First published in Great Britain in October 2005 by The Policy Press University of Bristol Fourth Floor Beacon House Queen’s Road Bristol BS8 1QU UK Tel +44 (0)117 331 4054 Fax +44 (0)117 331 4093 e-mail [email protected] www.policypress.org.uk © Jørgen Goul Andersen, Anne-Marie Guillemard, Per H. Jensen and Birgit Pfau-Effinger 2005 British Library Cataloguing in Publication Data A catalogue record for this book is available from the British Library. Library of Congress Cataloging-in-Publication Data A catalog record for this book has been requested. ISBN 1 86134 591 7 paperback A hardcover version of this book is also available The right of Jørgen Goul Andersen, Anne-Marie Guillemard, Per H. Jensen and Birgit Pfau-Effinger to be identified as editors of this work has been asserted by them in accordance with the 1988 Copyright, Designs and Patents Act. All rights reserved: no part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise without the prior permission of The Policy Press. The statements and opinions contained within this publication are solely those of the editor and contributors and not of The University of Bristol or The Policy Press. The University of Bristol and The Policy Press disclaim responsibility for any injury to persons or property resulting from any material published in this publication. The Policy Press works to counter discrimination on grounds of gender, race, disability, age and sexuality. Cover design by Qube Design Associates, Bristol. Printed and bound in Great Britain by Hobbs the Printers, Southampton. ii Contents List of tables and figures v Preface vi Glossary vii Notes on contributors xi one ‘Active’ citizenship: the new face of welfare 1 Per H. Jensen and Birgit Pfau-Effinger two The goals of social policy: context and change 15 Adrian Sinfield three Which way for the European social model: minimum 33 standards or social quality? Alan Walker four The advent of a flexible life course and the 55 reconfigurations of welfare Anne-Marie Guillemard five Citizenship, unemployment and welfare policy 75 Jørgen Goul Andersen six Paradoxes of democracy: the dialectic of inclusion 93 and exclusion Marina Calloni seven Citizenship and the activation of social protection: 113 a comparative approach Jean-Claude Barbier eight The active society and activation policy: ideologies, 135 contexts and effects Jørgen Elm Larsen nine Individualising citizenship 151 Asmund W. Born and Per H. Jensen ten Gender equality, citizenship and welfare state 169 restructuring Birte Siim eleven New forms of citizenship and social integration 189 in European societies Birgit Pfau-Effinger twelve The outcomes of early retirement in Nordic countries 205 Laura Saurama iii The changing face of welfare thirteen The role of early exit from the labour market in 223 social exclusion and marginalisation: the case of the UK Philip Taylor fourteen The emergence of social movements by social 241 security claimants Rune Halvorsen fifteen Conclusion: policy change, welfare regimes and active 257 citizenship Jørgen Goul Andersen and Anne-Marie Guillemard Index 273 iv List of tables and figures Tables 3.1 Social expenditure as a percentage of GDP 39 4.1 Growth of flexible employment in the European Union 62 (1985-95) 4.2 Changes in men’s inactivity rates by age group (1970-2000) 64 4.3 Proportion of 15- to 59-year-olds in education or training in 65 the European Union (1998) 7.1 Criteria for analysing the impact of reform upon citizenship 120 12.1 Construction of the data (n) 210 12.2 Current state of health among disability pensioners, early 211 retirees and older employed people (55-64 years old) (%) 12.3 Possession of social, political and economic resources (%) 211 12.4 The connections between the lack of social, political and 213 economic resources (gamma coefficients) 12.5 Proportion of older people who have at least two 214 welfare problems 12.6 Respondents with at least two welfare problems. Logistic 216 regression analysis, odds ratios (where health is excluded from the welfare problems and used as an explanatory variable) 12.7 Respondents with at least two welfare problems. Logistic 217 regression analysis, odds ratios (where health is included as a welfare problem) 13.1 Labour-force participation rates among older people (%) 224 Figures 3.1 The EU policy triangle 41 3.2 The social quality quadrangle 46 3.3 The constitution of competence for social quality 48 4.1 Percentage of 25- to 64-year-olds having received 65 occupational training during the last four weeks by age group (1999) 5.1 Location of competing concepts of inclusion in the field 86 between an economic, a sociological and a democratic perspective 12.1 Labour force participation and unemployment among 207 55- to 64-year-olds (2001) v The changing face of welfare Preface This book is an outcome of COST Action A13, ‘Changing Labour Markets, Welfare Policies and Citizenship’.The purpose of COST Action A13 has been to examine the effects of social security systems and welfare institutions on the processes of political and social marginalisation and exclusion. So far, COST Action A13 has published or is in the process of publishing the following books and articles in journals: Jørgen Goul Andersen and Per H. Jensen (eds) Changing labour markets, welfare policies and citizenship, Bristol: The Policy Press. Jørgen Goul Andersen, Jochen Clasen, Wim van Oorschot and Knut Halvorsen (eds) Europe’s new state of welfare: Unemployment, employment policies and citizenship, Bristol: The Policy Press. Tony Maltby, Bert de Vroom, Maria Luisa Mirabile and Einar Øverbye (eds) Ageing and the transition to retirement, Aldershot: Ashgate. Jean-Claude Barbier and Wolfgang Ludwig-Mayerhofer (eds) ‘The many worlds of activation’, European Societies, vol 6, no 4, Special issue on activation policies. Harriet Bradley and Jacques van Hoof (eds) Young people in Europe: Labour markets and citizenship, Bristol: The Policy Press. Birgit Pfau-Effinger and Birgit Geissler (eds) Care and social integration in European societies, Bristol: The Policy Press. COST is an intergovernmental organisation for the coordination of scientific and technical research, aiming at the coordination and formation of networks on a European level between nationally funded research projects. Some 80 experts, appointed by 17 countries, have participated in COST Action A13. The COST Action A13 network was in force for five years (1998-2003). For further information about COST Action A13, see www.socsci.aau.dk/cost. vi Glossary Activation Job training (in the form of a subsidised temporary job) or education, with the strongly emphasised aim of bringing people back to employment. However, it is sometimes suggested that, in a broader sense, ‘activation of social protection’ should designate all sorts of restructuring social policies that aim to enhance employment. Active A new ideal of citizenship or a new set of rights and citizenship duties based on a conception of a claimant (eg an unemployed person) as an active citizen. The active citizen is granted more autonomy and choice but in return is assumed to be self-responsible, flexible and mobile. ALMP This abbreviation stands for ‘active labour-market policy’, which includes activation but may also include proactive measures, such as education for those employed. Decomm- An individual’s right to maintain a reasonable standard odification of living during periods without employment, such as unemployment, retirement and illness – to live as a citizen relatively independent of one’s labour-market position. This is a key concept in much comparative welfare research that focuses on the variations between welfare regimes. Discourses The presentation and discussion of an issue. This is an institutionalised way of thinking; a social boundary defining what can be said about a specific topic. Discourses are seen to affect our views on all matters. Empower- This term means enabling citizens to control their own ment lives and being able to exploit opportunities for participation. It has both an institutional aspect (opportunities) and an individual aspect (knowledge, skills, experience and subjective competence). vii The changing face of welfare European The European employment strategy (EES) was launched employment at the Luxemburg Job Summit in November 1997 and strategy became a key component of the broader strategy launched at the Lisbon summit in 2000. It emphasises the commitment of the European Union to promote employment and includes a process that defines common objectives in relation to employment policy, together with guidelines for the development of the employment policies of member states. Human This is a management philosophy focusing on the resource development of co-workers, strategies for the individual, management career planning, competence assessments and relevant (HRM) tools for the development of the self. IAP The ‘individual action plan’ is an element of activation policies in the Danish welfare state. The IAP explicitly accounts for the content and purpose of the activation. It is negotiated in dialogue with a social worker or employment officer and signed as a contract by the unemployed person. Male The model of a household unit with a male breadwinner breadwinner and a female housewife and home carer, on which most model welfare policies are historically based, especially in continental European welfare states. Marginali- Social exclusion usually means cumulative social sation/social deprivation leading to exclusion from most of what is exclusion understood as a normal, everyday life. Marginalisation refers to a process or to a marginal position in relation to various arenas in society such as work, and social and political participation. PARE Plan d’aide au retour à l’emploi. This is the standard unemployment insurance ‘individual plan’. From July 2001, PARE has been the standard provision for all new unemployed people who claim unemployment insurance in France. Along with access to the benefit, it comprises an individualised ‘project’ (involving the negotiation of an action plan, or ‘projet d’action personalisé’ (PAP)). viii Glossary Path In the broadest sense, path dependence refers to the fact dependency that certain policy choices are more likely because of the prior choices made. More narrowly, it refers to mechanisms (positive feedback) that drive policies in a particular direction that is very difficult to escape from, because of the political or practical costs of doing so. Policy A policy closure occurs when problems are formulated closure in a way that restricts alternative means of handling them. It excludes the possibility of other ways of thinking and talking about the issue. Poverty This term usually refers to relative poverty measured in relation to median equivalent disposable income. The relative poverty level is typically operationalised as 50% or 60% of median equivalent disposable income. Equivalence is established by correcting for differences in household size and composition. Competing equivalence scales are applied in making this correction. RMI Revenu minimum d’insertion – the standard assistance minimum income in France, which, since 1988, has also been associated with a personal plan – contrat d’insertion. A distinctive RMI feature has been – despite its current 2004 reform – the absence of any work obligation. Social In 2000 the EU published its first social policy agenda policy which emphasised the dynamic interaction between agenda economic policy, employment policy and social policy. Social The extent to which people are able to participate in quality the social and economic life of their communities under conditions which enhance their well-being and individual potential. That is, the extent to which the quality of social relations promotes both participation and personal development. SSO Social security, Denmark. ix

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There have been major shifts in the framework of social policy and welfare across Europe. Adopting a multi-level, comparative and interdisciplinary approach, this book develops a critical analysis of policy change and welfare reform in Europe. It specifically asks: To what extent do welfare states u
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