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Is there a connection between welfare regimes and inter-age reallocation systems?

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  • Istenič, Tanja
  • Vargha, Lili
  • Sambt, Jože

Abstract

Previous research connecting transfers and welfare regimes is to some extent limited, as it focuses mainly on either public or private transfers or it takes into account only certain age groups. This paper uses the recently developed National Transfer Accounts (NTA) methodology that enables comprehensive measurement of (1) public and (2) private intergenerational transfers (the ones that go through monetary transactions and those that result from the family provision of welfare in terms of unpaid work), as well as (3) asset-based reallocations resulting from interaction with capital and financial markets. Moreover, we take into account all age groups and the gender dimension as well. Our analysis provides comparable NTA results for 10 EU countries from 2010 and links welfare regimes and inter-age reallocation systems. The paper contributes mainly to the existing welfare regimes’ literature by incorporating several dimensions of welfare domains, also those usually criticized as not being included in the Esping-Andersen’s (1990) initial typology of welfare regimes (for example, by including care responsibilities provided by both genders). Based on five indicators, we show a clear connection between welfare regimes and inter-age reallocation systems and classify countries into three different groups: social-democratic (Hungary, Slovenia, and Sweden), conservative (Austria, Finland, France, Italy, and Spain), and liberal (Germany and the United Kingdom). Germany is the main exception; based on inter-age reallocation results, it is not characterized as a prototypical conservative welfare state, but rather as a liberal welfare state.

Suggested Citation

  • Istenič, Tanja & Vargha, Lili & Sambt, Jože, 2019. "Is there a connection between welfare regimes and inter-age reallocation systems?," The Journal of the Economics of Ageing, Elsevier, vol. 14(C).
    • Handle: RePEc:eee:joecag:v:14:y:2019:i:c:s2212828x19300891
    DOI: 10.1016/j.jeoa.2019.100202
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    1. Elisenda Rentería & Rosario Scandurra & Guadalupe Souto & Concepció Patxot, 2016. "Intergenerational money and time transfers by gender in Spain: Who are the actual dependents?," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 34(24), pages 689-704.
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    8. Gál, Róbert I. & Szabó, Endre & Vargha, Lili, 2015. "The age-profile of invisible transfers: The true size of asymmetry in inter-age reallocations," The Journal of the Economics of Ageing, Elsevier, vol. 5(C), pages 98-104.
    9. Lili Vargha & Róbert Iván Gál & Michelle O. Crosby-Nagy, 2017. "Household production and consumption over the life cycle: National Time Transfer Accounts in 14 European countries," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 36(32), pages 905-944.
    10. Anderson, Karen M., 2015. "The politics of incremental change: institutional change in old-age pensions and health care in Germany," Journal for Labour Market Research, Institut für Arbeitsmarkt- und Berufsforschung (IAB), Nürnberg [Institute for Employment Research, Nuremberg, Germany], vol. 48(2), pages 113-131.
    11. Anderson, Karen M., 2015. "The politics of incremental change: institutional change in old-age pensions and health care in Germany," Journal for Labour Market Research, Institut für Arbeitsmarkt- und Berufsforschung (IAB), Nürnberg [Institute for Employment Research, Nuremberg, Germany], vol. 48(2), pages 113-131.
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    Cited by:

    1. James Mahmud Rice & Jeromey B. Temple & Peter F. McDonald, 2021. "Intergenerational inequality and the intergenerational state," Journal of Population Research, Springer, vol. 38(4), pages 367-399, December.
    2. Abio, Gemma & Patxot, Concepció & Souto, Guadalupe & Istenič, Tanja, 2021. "The role of gender, education and family in the welfare organization: Disaggregating National Transfer Accounts," The Journal of the Economics of Ageing, Elsevier, vol. 20(C).
    3. Spielauer, Martin & Horvath, Thomas & Fink, Marian & Abio, Gemma & Souto, Guadalupe & Patxot, Ció & Istenič, Tanja, 2022. "Measuring the lifecycle impact of welfare state policies in the face of ageing," Economic Analysis and Policy, Elsevier, vol. 75(C), pages 1-25.
    4. Spielauer, Martin & Horvath, Thomas & Fink, Marian & Abio, Gemma & Souto, Guadalupe & Patxot, Ció & Istenič, Tanja, 2023. "The effect of educational expansion and family change on the sustainability of public and private transfers," The Journal of the Economics of Ageing, Elsevier, vol. 25(C).

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    More about this item

    Keywords

    National transfer accounts; Public transfers; Private transfers; Unpaid household work; Welfare regimes; European Union;
    All these keywords.

    JEL classification:

    • I38 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty - - - Government Programs; Provision and Effects of Welfare Programs
    • J16 - Labor and Demographic Economics - - Demographic Economics - - - Economics of Gender; Non-labor Discrimination
    • N34 - Economic History - - Labor and Consumers, Demography, Education, Health, Welfare, Income, Wealth, Religion, and Philanthropy - - - Europe: 1913-

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