Skip to main content

The Europeanisation of Welfare: Paradigm Shifts and Social Policy Reforms

  • Chapter
Ideas and Welfare State Reform in Western Europe

Abstract

The process of Europeanisation implies convergence across EU member states. This is to be achieved mainly through structural economic harmonisation and institutional system-building. This chapter deals with contemporary welfare developments in the European social model. We identify the major changes affecting European countries both functionally (in terms of policy integration), and territorially (as regard multi-level governance), and go on to consider EU initiatives in social policy-making. New policies aimed at co-ordinating employment and social policies at the European level seek to bridge the dichotomies between the economic and the social and between the national and the European. Hence, while a paradigm shift in macro-economic policies has enabled monetary centralisation and a growing convergence of EU internal ‘open’ markets, the decentralisation of welfare programmes has also aimed at meeting demands for territorial subsidiarity. Reforms related to the emergence of what may be termed new social risks may provide EU institutions with opportunities to make social policy reforms consistent with the new economic policy orientations, while respecting national diversity. In the concluding section we discuss the extent of convergence in social policy paradigms across European countries.

The authors are grateful for comments and inputs made by the participants in WRAMSOC research project (Welfare Reform and the Management of Societal Change, EU Framework V). Luis Moreno thankfully acknowledges the Spanish Secretary of State for Education and Universities (PR2002-0200) for financial support during the writing of this piece of research.

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

eBook
USD 16.99
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
Hardcover Book
USD 54.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Preview

Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.

References

  • Arriba, A. & Moreno, L. (2005), ‘Spain: Poverty, social exclusion and safety nets’, in Ferrara, M. (ed.), Welfare State Reform in Southern Europe. Fighting Poverty and Social Exclusion in Greece, Italy, Spain and Portugal. London: Routledge.

    Google Scholar 

  • Aust, A. & Bönker, F. (2004), ‘New Social Risks in a Conservative Welfare State: The Case of Germany’, in Taylor-Gooby, P. (ed.), New Risks, New Welfare: The Transformation of the European Welfare, pp. 29–53. Oxford: Oxford University Press.

    Chapter  Google Scholar 

  • Baldwin, P. (1990), The Politics of Social Solidarity. Class Bases of the European Welfare States 1875–1975. Cambridge: Cambridge University Press.

    Book  Google Scholar 

  • Begg, I. & Berghman, J. (2002), ‘EU social (exclusion) policy revisited?’, Journal of European Social Policy, 12 (3): 179–94.

    Article  Google Scholar 

  • Bonoli, G. (2000), The Politics of Pension Reform. Cambridge: Cambridge University Press.

    Book  Google Scholar 

  • Bonoli, G. (2002), ‘The Politics of New Social Risks’. Paper presented at the APSA Conference, Boston.

    Google Scholar 

  • Bonoli, G. (2004), ‘Switzerland: negotiating a new welfare state in a fragmented political system’, in Taylor-Gooby, P. (ed.), New Risks, New Welfare: The Transformation of the European Welfare, pp. 157–80. Oxford: Oxford University Press.

    Google Scholar 

  • Bonoli, G. (2005), ‘The politics of the new social policies. Providing coverage against new social risks in mature welfare states’, Policy and Politics, forthcoming.

    Google Scholar 

  • Camilleri, J. & Falk, J. (1992), End of Sovereignty? The Politics of a Shrinking and Fragmenting World. Aldershot: Edward Elgar.

    Google Scholar 

  • Castles, F. (1998), Comparative Public Policy: Patterns of Post-war Transformation. Northampton (Mass): Edward Elgar.

    Google Scholar 

  • Castles, F. (2001), ‘The Future of the Welfare State: Crisis Myths and Crisis Realities’. Paper presented at the ISA RC19 Conference, ‘Old and New Social Inequalities: What Challenges for Welfare States?’, 6–9 September, University of Oviedo.

    Google Scholar 

  • CEC (Commission of the European Communities) (1993a), Green Paper — European Social Policy — Options for the Union. COM(93) 551 final.

    Google Scholar 

  • CEC (Commission of the European Communities) (1993b), White Paper on Growth, Competitiveness, and Employment. COM(93) 700 final.

    Google Scholar 

  • CEC (Commission of the European Communities) (1997), Supplementary Pensions in the Single Market: A Green Paper. COM(97) 283.

    Google Scholar 

  • CEC (Commission of the European Communities) (1999), Commission Communication: A concerted strategy for modernising social protection. COM(99) 347 final.

    Google Scholar 

  • CEC (Commission of the European Communities) (2001), White Paper on European Governance. COM(2001) 428 final.

    Google Scholar 

  • CEC (Commission of the European Communities) (2002), Social Protection in Europe 2001. Brussels: DGSEA.

    Google Scholar 

  • CEC (Commission of the European Communities) (2003), Social Protection in the 13 Candidate Countries, Brussels: DGESA.

    Google Scholar 

  • Committee of the Regions (2002), Opinion of 16 June on Social Protection, Com 842 Final, EU, Brussels.

    Google Scholar 

  • Cowles, M. G., Caporaso, J. & Risse, T. (dir.) (2001), Transforming Europe: Europeanisation and Domestic Change. Ithaca (NY): Cornell University Press.

    Google Scholar 

  • Crouch, C. (1999), Social Change in Western Europe. Oxford: Oxford University Press.

    Google Scholar 

  • Delaporte, C. & Pochet, P. (2002), Building Social Europe Through the Open Method of Coordination. Brussels: Peter Lang.

    Google Scholar 

  • Esping-Andersen, G. (1985), Politics against Markets. Princeton, (NJ): Princeton University Press.

    Google Scholar 

  • Esping-Andersen, G. (1990), Three Worlds of Welfare Capitalism. Cambridge: Polity Press.

    Google Scholar 

  • Esping-Andersen, G.(1993), ‘The Comparative Macro-Sociology of Welfare States’, in Moreno, L. (ed.) Social Exchange and Welfare Development. Madrid: CSIC.

    Google Scholar 

  • Esping-Andersen, G. (1999), Social Foundations of Post-industrial Economies. Oxford: Oxford University Press.

    Book  Google Scholar 

  • Esping-Andersen, G., with Gallie, D., Hemerijck, A. & Myles, J. (2002), Why we Need a New Welfare State. Oxford: Oxford University Press.

    Book  Google Scholar 

  • European Parliament (2002), ‘Draft Report on the division of powers between the European Union and the Member States’. 2001/2024(INI).

    Google Scholar 

  • Ferrera, M. (1993), EC Citizens and Social Protection. Brussels: European Commission, DGV Report.

    Google Scholar 

  • Ferrera, M. (1996a), ‘The “Southern Model” of Welfare in Social Europe’, Journal of European Social Policy, 6 (1): 17–37.

    Article  Google Scholar 

  • Ferrera, M. (1996b), ‘A New Social Contract? The Four Social Europes: Between Universalism and Selectivity’. EUI Working Paper RSC 96/36. Florence: European University Institute.

    Google Scholar 

  • Ferrera, M. (2003), European Integration and National Social Citizenship: Changing Boundaries, New Structuring?, Comparative Political Studies, 36 (6): 611–52.

    Article  Google Scholar 

  • Ferrera, M. (ed.) (2005), Welfare State Reform in Southern Europe. Fighting Poverty and Social Exclusion in Greece, Italy, Spain and Portugal. London: Routledge.

    Google Scholar 

  • Ferrera, M., Matsaganis, M. & Sacchi, S. (2002), ‘Open co-ordination against poverty: the new EU “social inclusion process”’, Journal of European Social Policy, 12 (3): 227–39.

    Article  Google Scholar 

  • Ferrera, M. & Rhodes, M. (eds.) (2000), Recasting European Welfare States. London: Frank Cass.

    Google Scholar 

  • Flora, P. (1986/87), Growth to limits. The European Welfare States Since World War II (3 vols.). Berlin: De Gruyter.

    Google Scholar 

  • Flora, P. (1993), ‘The National Welfare States and European Integration’, in Moreno, L. (ed.), Social Exchange and Welfare Development, pp. 11–22. Madrid: CSIC.

    Google Scholar 

  • Flora, P. & Alber, J. (1981), ‘Modernization, Democratisation and the Development of Welfare States in Western Europe’, in Flora, P. & Heidenheimer, A. J. (eds.), The Development of Welfare State in Europe and America, pp. 37–80. New Brunswick (NJ): Transaction.

    Google Scholar 

  • Flora, P, with Kuhnle, S. & Urwin, D. (eds.) (1999), State Formation, Nation-Building and Mass Politics in Europe. The Theory of Stein Rokkan. Oxford: Oxford University Press.

    Google Scholar 

  • Gough, I. (1979), The Political Economy of the Welfare State. London: Macmillan.

    Book  Google Scholar 

  • Gough, I. (1996), ‘Social Assistance in Southern Europe’, South European Society & Politics, 1 (1): 1–23.

    Article  Google Scholar 

  • Guillén, A. M. & Matsaganis, M. (2000), ‘Testing the “social dumping” hypothesis in Southern Europe: welfare policies in Greece and Spain during the last 20 years’, Journal of European Social Policy, 10: 120–45.

    Google Scholar 

  • Hall, P. (1993), ‘Policy Paradigms, Social Learning, and the State: The Case of Economic Policymaking in Britain’, Comparative Politics, 25 (3): 275–96.

    Article  Google Scholar 

  • Heclo, H. (1974), Modern Social Politics in Britain and Sweden. New Haven (CT): Yale University Press.

    Google Scholar 

  • Jessop, B. (1994), ‘The transition to post-Fordism and the Schumpeterian work-fare state’, in Burrows, R. & Loader, B. (eds.), Towards a Post-Fordist Welfare State?, pp. 13–37. London: Routledge.

    Google Scholar 

  • Jobert, B. & Muller, P. (1987), L’État en action. Politiques publiques et corporatismes. Paris: PUF.

    Google Scholar 

  • Kaase, M. & Newton, K. (1996), Beliefs in Government. Oxford: Oxford University Press.

    Google Scholar 

  • Katrougalos, G. (1996), ‘The South European Welfare Model: The Greek Welfare State, in Search of an Identity’, Journal of European Social Policy, 6 (1): 40–60.

    Article  Google Scholar 

  • Keating, M. & McGarry, J. (eds.) (2001), Minority Nationalism and the Changing International Order. Oxford: Oxford University Press.

    Google Scholar 

  • Kötter, U. (1999), ‘Health Care Systems between National Regulation and European Market’, European Forum (Conference paper WS/41). Florence: European University Institute.

    Google Scholar 

  • Kuhn, T. (1970), The Structure of Scientific Revolutions. Chicago, IL: Chicago University Press.

    Google Scholar 

  • Kuhnle, S. (ed.) (2000), The Survival of the European Welfare State. London: Routledge.

    Google Scholar 

  • Leibfried, S. (1992), ‘Towards a European Welfare State? On integrating Poverty Regimes into the European Community’, in Z. Ferge and J. Kolberg (eds.), Social Policy in a Changing Europe. Boulder (CO): Westview.

    Google Scholar 

  • Leibfried, S. & Pierson, P. (1995) (eds.), European Social Policy between Fragmentation and Integration. Washington, DC: Brookings Institution.

    Google Scholar 

  • Lewis, J. (1997), ‘Gender and Welfare Regimes: Further Thoughts’, Social Politics, 4 (2): 160–77.

    Article  Google Scholar 

  • Lewis, J. (2001), ‘The decline of the male breadwinner model: the implications for work and care’, Social Politics, 8 (2): 152–70.

    Article  Google Scholar 

  • Majone G. (1993), ‘The European Community Between Social Policy and Social Regulation’, Journal of Common Market Studies, 1 (2): 153–69.

    Article  Google Scholar 

  • Mandin, Christelle, 2001, L’Union européenne et la réforme des retraites, Mémoire de DEA, Sciences po Paris.

    Google Scholar 

  • Matsaganis, M., Ferrera, M., Capucha, L., & Moreno, L., (2003), ‘Mending nets in the South. Anti-poverty policies in Greece, Italy, Portugal and Spain’, Social Policy & Administration, Special Issue ‘Making a European Welfare State? Convergences and Conflicts Over European Social Policy’, 37 (6): 639–55.

    Article  Google Scholar 

  • Moreno, L. (2000), ‘The Spanish development of Southern welfare’, in Kuhnle, S. (ed.) The Survival of the European Welfare State, pp. 146–65. London: Routledge.

    Chapter  Google Scholar 

  • Moreno, L. (2003), ‘Europeanisation, mesogovernments and safety nets’, European Journal of Political Research, 42 (2): 185–99.

    Google Scholar 

  • Moreno, L. (2004), ‘Spain’s transition to new welfare: a farewell to superwomen’, in Taylor-Gooby, P. (ed.), New Risks, New Welfare: The Transformation of the European Welfare, pp. 133–57. Oxford: Oxford University Press.

    Chapter  Google Scholar 

  • Moreno, L. & McEwen, N. (2005), ‘Exploring the territoriality of welfare’, in McEwen, N. & Moreno, L. (eds.), The Territorial Politics of Welfare. London: Routledge.

    Google Scholar 

  • Morlino, L. (1998), Democracy between Consolidation and Crisis: Parties, Groups and Citizens in Southern Europe. Oxford: Oxford University Press.

    Book  Google Scholar 

  • Myles, J. & Pierson, P. (2001), ‘The comparative political economy of pension reform’, in Pierson, P. (ed.), The New Politics of the Welfare State. Oxford: Oxford University Press.

    Google Scholar 

  • O’Connor, J. (1973), The Fiscal Crisis of the State. New York: St Martin’s Press.

    Google Scholar 

  • Offe, C. (1984), Contradictions of the Welfare State, (John Keane, ed.). London: Hutchinson.

    Google Scholar 

  • Palier, B. (2001), ‘Beyond Retrenchment: four problems in current welfare state research and one suggestion how to overcome them’, in Clasen, J. (ed), What Future for Social Security? Debates and Reforms in National and Cross-National Perspective, pp. 93–106. The Hague: Kluwer Law International.

    Google Scholar 

  • Palier, B. (2003), ‘The Europeanisation of Welfare Reforms’. Paper presented at the RC19 Conference, Toronto (21–24 August).

    Google Scholar 

  • Palier, B. & Mandin, C. (2004), ‘France: A New World of Welfare for New Social Risks?’, in Taylor-Gooby, P. (ed.), New Risks, New Welfare: The Transformation of the European Welfare, pp. 111–31. Oxford: Oxford University Press.

    Chapter  Google Scholar 

  • Palier, B. & Sykes, R. (2001), ‘Challenges and changes: Issues and Perspectives in the Analysis of Globalisation and the European Welfare States’, in Sykes, R., Pauline, P. & Palier, B. (eds.), Globalisation and European Welfare States: Challenges and Changes, pp. 1–16. Basingstoke: Palgrave.

    Google Scholar 

  • Palier, B. & Viossat, L. (2001), Mondialisation apolitiques socials. Paris: Futuribles.

    Google Scholar 

  • Pennings, F. (2001), Introduction to European Social Security Law. The Hague: Kluwer Law International.

    Google Scholar 

  • Pierson, P. (1994), Dismantling the Welfare State? Reagan, Thatcher and The Politics of Retrenchment, Cambridge, Cambridge University Press.

    Book  Google Scholar 

  • Pierson, P. (1996), ‘The Path to European Integration’, Comparative Political Studies, 29 (2): 123–63.

    Article  Google Scholar 

  • Pierson, P. (2001), ‘Coping With Permanent Austerity: Welfare State Restructuring in Affluent Democracies’, in Pierson, P. (ed), The New Politics of the Welfare State, pp. 410–56. Oxford: Oxford University Press.

    Chapter  Google Scholar 

  • Radaelli, C. (2000), Wither Europeanisation? Concept Stretching and Substantive Change. Paper presented at the PSA Annual Conference, 10–13 April, 2000.

    Google Scholar 

  • Rhodes M., (1996), ‘Southern European Welfare States: Identity, Problems and Prospects for Reform’, South European Society & Politics, 1 (3): 1–22.

    Article  Google Scholar 

  • Sabatier, P. (1998), ‘The Advocacy Coalition Framework: Revisions and Relevance for Europe’, Journal of European Public Policy, 5 (1): 98–139.

    Article  Google Scholar 

  • Scharpf, F. (1996), ‘Negative and positive integration in the political economy of European welfare states’, in Marks, G., Scharpf, F. Schmitter, P. & Streeck, W. Governance in the European Union. London: Sage.

    Google Scholar 

  • Scharpf, F. (2002), ‘The European Social Model: Coping with the Challenges of Diversity’, Journal of Common Market Studies, 40 (1): 649–69.

    Google Scholar 

  • Scharpf, F. & Schmidt, V. (eds.) (2000), Welfare and Work in the Open Economy, (2 vols.). Oxford: Oxford University Press.

    Google Scholar 

  • Schmidt, V. (1995), ‘The New World Order, Incorporated. The Rise of Business and the Decline of the Nation-State’, Daedalus, 124 (2): 75–106.

    Google Scholar 

  • Strange, S. (1995), The Retreat of the State. Cambridge: Cambridge University Press.

    Google Scholar 

  • Surel, Y. (2000), ‘The role of cognitive and normative frames in policy-making’, Journal of European Public Policy, 7 (4): 495–512.

    Article  Google Scholar 

  • Taylor-Gooby, P. (ed.) (2004), New Risks, New Welfare: The Transformation of the European Welfare. Oxford: Oxford University Press.

    Google Scholar 

  • Timonen, V. (2004), ‘New risks: are they still new for the Nordic welfare states?, in Taylor-Gooby, P. (ed.), New Risks, New Welfare: The Transformation of the European Welfare, pp. 83–110. Oxford: Oxford University Press.

    Chapter  Google Scholar 

  • Trubeck, D. & Mosher, J. (2003), ‘New Governance, EU Employment Policy and the European Social Model’, in Zeitlin, J. & Trubeck, D. (eds.), Governing Work and Welfare in the New Economy: European and American Experiments. Oxford: Oxford University Press.

    Google Scholar 

  • Van Hecke, S. (2003), ‘The Principle of Subsidiarity: Ten Years of Application in the European Union’, Regional and Federal Studies, 13 (1): 55–80.

    Article  Google Scholar 

  • Van Oorschot, W. (2000), ‘Who should get what, and why’, Policy and Politics, 28 (1): 33–49.

    Article  Google Scholar 

Download references

Authors

Editor information

Editors and Affiliations

Copyright information

© 2005 Luis Moreno & Bruno Palier

About this chapter

Cite this chapter

Moreno, L., Palier, B. (2005). The Europeanisation of Welfare: Paradigm Shifts and Social Policy Reforms. In: Taylor-Gooby, P. (eds) Ideas and Welfare State Reform in Western Europe. Palgrave Macmillan, London. https://doi.org/10.1057/9780230286016_8

Download citation

Publish with us

Policies and ethics