BazEkon - The Main Library of the Cracow University of Economics

BazEkon home page

Main menu

Author
Tendera-Właszczuk Helena (Cracow University of Economic, Cracow, Poland / Kolegium Ekonomii, Finansów i Prawa), Szymański Michał (Cracow University of Economic, Cracow, Poland)
Title
Distinct and yet not Separate : Revisiting the Welfare Models in the EU New Member States
Source
Entrepreneurial Business and Economics Review, 2017, vol. 5, nr 1, s. 131-149, rys., tab., bibliogr. 23 poz.
Issue title
Retailing and Innovation
Keyword
Państwo opiekuńcze, Europejski Model Społeczny, Rynek pracy, Zwalczanie ubóstwa
Welfare state, European social model, Labour market, Poverty reduction
Note
JEL Classification: D60, D69, F01, F02
summ.
Abstract
Objective: The objective of this paper is to evaluate the welfare state models in the EU countries and to start the discussion if the new member states (NMS), i.e. those EU member states that joined the EU in 2004/2007, fit the Sapir typology (Nordic model, Continental model, Anglo-Saxon model, Mediterranean model). The second objective is to examine the labour market situation, reduction of poverty and social inequalities in the EU countries. The third one is to open the issue if the public spending can be managed both justly and effectively.

Research Design & Methods: The linear regression function and correlation has been used to present effectiveness of social expenditures to reduce poverty, as well as evidence that public spending can be managed both justly and effectively.

Findings: This paper demonstrates more similarities can be drawn across the NMS and the EU-15 than within the NMS and EU-15, respectively. The typology of welfare state models is applied to the NMS and their effectiveness is tested. Accordingly, we classify the Czech Republic, Slovenia and Cyprus as countries of the Nordic model; Hungary, Slovakia and Malta as the Continental model; Lithuania, Latvia and Estonia as the Anglo-Saxon model and, finally, Poland, Croatia, Romania and Bulgaria as the Mediterranean model.

Implications & Recommendations: Recent data suggest that the global crisis has caused an increase in the level of poverty and social spending in the EU countries. However, this is just a temporary situation and it does reflect the solutions of models.

Contribution & Value Added: The NMS tend to be examined as a separate group of countries that - as the literature suggests - depict different qualities of the welfare models than those pursued in the EU-15. (original abstract)
Accessibility
The Main Library of the Cracow University of Economics
The Library of Warsaw School of Economics
The Library of University of Economics in Katowice
Full text
Show
Bibliography
Show
  1. Arts, W., & Gelissen, J. (2002). Three worlds of welfare capitalism or more? A state-of-art report. Journal of European Social Policy, 12(2), 137-158.
  2. Biegański, Z., & Jackowicz, J. (2008). Unia Europejska - społeczne i gospodarcze aspekty integracji (European Union - social and economic aspects of the integration). Warsawa: Wyższa Szkoła Pedagogiczna w Warszawie.
  3. Boeri, T. (2002). Let Social Policy Models Compete and Europe Will Win. Paper presented at Harvard University, 11-12 April.
  4. Bonoli, G. (1997). Classifying welfare states: A two-dimension approach. Journal of Social Policy, 26(3), 351-372.
  5. Cerami A., & Vanhusse P. (2009). Introduction. In A. Cerami & P. Vanhusse (Eds.) Post-Communist Welfare Pathways: Theorizing Social Policy Transformations in Central and Eastern Europe (pp. 73-95). Palgrave Macmillan.
  6. Esping-Andersen G. (1999). Social Foundations of postindustrial economy. New York: Oxford University Press.
  7. Esping-Andersen, G. (2010). Trzy światy kapitalistycznego państwa dobrobytu (The Three Words of Welfare Capitalism). Warszawa: Difin.
  8. Farkas, B. (2011). The Central and Eastern European model of capitalism. Post - Communist Economies, 23( 1), 15-34.
  9. Fenger, H.J.M. (2007). Welfare regimes in Central and Eastern Europe: Incorporating post-communist countries in a welfare regime typology. Contemporary Issues and Ideas in Social Sciences, 3 (2), 1-30.
  10. Ferrera, M. (1996). The "Southern Model " of welfare in social Europe. Journal of Labor Economics, 5, 17-37.
  11. Furniss, N., & Tilton, D. (1977). The Case of the Welfare State. Bloomington : Indiana University Press.
  12. Giddens, A. (2006). A Social Model for Europe? Cambridge: Polity Press.
  13. Hall, P.A., & Soskice, D. (2001). Introduction .In P.A. Hall & D. Soskice (Eds.), Varieties of capitalism: The institutional foundations of comparative advantage. Oxford: Oxford University Press.
  14. Hemerijck, A. (2002). The self-transformation of the European Social model(s).Oxford: Oxford University Press.
  15. Human Development Report 2015.
  16. Leibfried, S. (1993). Towards a European welfare state .In New perspectives on the welfare state in Europe. London: Routledge.
  17. Rosati, D.K. (2009). Europejski model społeczny. Osiągnięcia, problemy, kierunki zmian. In D.K. Rosati (Ed.), Europejski model społeczny, doświadczenia i przyszłość (pp.26-34). Warszawa: PWE.
  18. Sapir, A. (2005). Globalisation and the Reform of European Social Models. Background document for the presentation at ECOFIN Informal Meeting in Manchester, 9 September 2005.
  19. Szymański, M., & Tendera-Właszczuk, H. (2015). Realizacja koncepcji państwa dobrobytu w państwach Europy Środkowo-Wschodniej. In H. Tendera-Właszczuk (Ed.), Nowe Państwa Członkowskie w Unii Europejskiej (New Member States in the European Union) (pp. 36-64). Warszawa: Difin.
  20. Tendera-Właszczuk, H., et al. (2010). Polityka społeczna Unii Europejskiej po wschodnim rozszerzeniu (The European Union social policy after the Eastern enlargement). Kraków: PTE.
  21. Titmuss, R. (1974). Social Policy. An Introduction. London: Pantheon Books.
  22. http://epp.eurostat.ec.europa.eu/statistics_explained/index.php/Glossary:Human_development_index_%28HDI%29, retrieved on: 02.09.2016.
  23. http://www.krakowski.us.edu.pl/?p=ue-06, retrieved on: 26.09.2016
Cited by
Show
ISSN
2353-883X
Language
eng
URI / DOI
http://dx.doi.org/10.15678/EBER.2017.050108
Share on Facebook Share on Twitter Share on Google+ Share on Pinterest Share on LinkedIn Wyślij znajomemu