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THE OXFORD HANDBOOK OF
THE WELFARE
STATE
SECOND EDITION
Edited by
DANIEL BÉLAND
KIMBERLY J. MORGAN
HERBERT OBINGER
and
CHRISTOPHER PIERSON
Great Clarendon Street, Oxford, OX2 6DP,
United Kingdom
Oxford University Press is a department of the University of Oxford. It furthers the
University’s objective of excellence in research, scholarship, and education by publishing
worldwide. Oxford is a registered trade mark of Oxford University Press in the UK and in
certain other countries
© Oxford University Press 2021
The moral rights of the author have been asserted
First Edition published in 2010
Second Edition published in 2021
Impression: 1
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, without the prior permission in
writing of Oxford University Press, or as expressly permitted by law, by licence or under
terms agreed with the appropriate reprographics rights organization. Enquiries concerning
reproduction outside the scope of the above should be sent to the Rights Department,
Oxford University Press, at the address above
You must not circulate this work in any other form and you must impose this same
condition on any acquirer
Published in the United States of America by Oxford University Press
198 Madison Avenue, New York, NY 10016, United States of America
British Library Cataloguing in Publication Data
Data available
Library of Congress Control Number: 2021931011
ISBN 978–0–19–882838–9
eISBN 978–0–19–256347–7
DOI: 10.1093/oxfordhb/9780198828389.001.0001
Links to third party websites are provided by Oxford in good faith and for information only.
Oxford disclaims any responsibility for the materials contained in any third party website
referenced in this work.
In memory of Stephan Leibfried (1944–2018)
Preface
List of Figures
List of Tables
Select List of Abbreviations
List of Contributors
A Note on the Jacket Illustration
STEPHAN LEIBFRIED
1 Introduction
DANIEL BÉLAND, KIMBERLY J. MORGAN, HERBERT OBINGER, AND
CHRISTOPHER PIERSON
PART II HISTORY
5 The Emergence of the Western Welfare State
STEIN KUHNLE AND ANNE SANDER
6 Post-War Welfare State Development: The ‘Golden Age’
FRANK NULLMEIER AND FRANZ-XAVER KAUFMANN
7 Recent Developments: Social Investment Reform in the Twenty-
First Century
ANTON HEMERIJCK AND STEFANO RONCHI
PART III APPROACHES
8 Research Methods
EDWIN AMENTA AND ALEXANDER M. HICKS
9 Public and Private Social Welfare
WILLEM ADEMA AND PETER WHITEFORD
10 Governance
DANIEL BÉLAND AND KIMBERLY J. MORGAN
11 Social Investment
JULIAN L. GARRITZMANN, SILJA HÄUSERMANN, AND BRUNO PALIER
12 Families, States, and Markets
MARY DALY
13 Disciplinary Perspectives on Welfare States
EINAR ØVERBYE
PART V POLICIES
26 Social Expenditure and Welfare State Financing
HERBERT OBINGER
27 The Welfare State as Employer
KARIN GOTTSCHALL AND MARKUS TEPE
28 Old-Age Pensions
KARL HINRICHS AND JULIA F. LYNCH
29 Health
HEINZ ROTHGANG
30 Long-Term Care
AUGUST ÖSTERLE AND HEINZ ROTHGANG
31 Work Accident and Sickness Benefits
OLLI KANGAS
32 Disability
MARK PRIESTLEY
33 Unemployment Insurance
OLA SJÖBERG, EERO CARROLL, AND JOAKIM PALME
34 Employment Promotion
LANE KENWORTHY
35 The Regulation of Employment
PATRICK EMMENEGGER AND PAUL MARX
36 Social Assistance
THOMAS BAHLE AND CLAUS WENDT
37 Family Benefits and Services
NAOMI FINCH AND JONATHAN BRADSHAW
38 Housing
TONY FAHEY AND MICHELLE NORRIS
39 Education
MARIUS R. BUSEMEYER AND RITA NIKOLAI
Name Index
Subject Index
List of Figures