IDEAS home Printed from https://ideas.repec.org/a/eee/joecag/v14y2019ics2212828x19300891.html
   My bibliography  Save this article

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

Author

Listed:
  • 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
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S2212828X19300891
    Download Restriction: no
    File URL: https://libkey.io/10.1016/j.jeoa.2019.100202?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    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.
    2. Jože Sambt & Gretchen Donehower & Miroslav Verbič, 2016. "Incorporating household production into the National Transfer Accounts for Slovenia," Post-Communist Economies, Taylor & Francis Journals, vol. 28(2), pages 249-267, April.
    3. Karen M. Anderson, 2015. "The politics of incremental change: institutional change in old-age pensions and health care in Germany [Die Politik der schrittweisen Veränderung: Institutioneller Wandel bei Altersrenten und Gesu," Journal for Labour Market Research, Springer;Institute for Employment Research/ Institut für Arbeitsmarkt- und Berufsforschung (IAB), vol. 48(2), pages 113-131, August.
    4. Ronald Lee & Andrew Mason (ed.), 2011. "Population Aging and the Generational Economy," Books, Edward Elgar Publishing, number 13816.
    5. Andrew Mason & Ronald Lee, 2011. "Population aging and the generational economy: key findings," Chapters, in: Ronald Lee & Andrew Mason (ed.), Population Aging and the Generational Economy, chapter 1, Edward Elgar Publishing.
    6. Esping-Andersen, Gosta, 1999. "Social Foundations of Postindustrial Economies," OUP Catalogue, Oxford University Press, number 9780198742005.
    7. Zannella, Marina, 2015. "Reallocation of resources between generations and genders in the market and non-market economy. The case of Italy," The Journal of the Economics of Ageing, Elsevier, vol. 5(C), pages 33-44.
    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.
    12. Hammer, Bernhard & Prskawetz, Alexia & Freund, Inga, 2015. "Production activities and economic dependency by age and gender in Europe: A cross-country comparison," The Journal of the Economics of Ageing, Elsevier, vol. 5(C), pages 86-97.
    13. Vladimir Rys, 2001. "Transition Countries of Central Europe Entering the European Union: Some Social Protection Issues," International Social Security Review, John Wiley & Sons, vol. 54(2‐3), pages 177-189.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    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).

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Hammer, Bernhard & Spitzer, Sonja & Vargha, Lili & Istenič, Tanja, 2020. "The gender dimension of intergenerational transfers in Europe," The Journal of the Economics of Ageing, Elsevier, vol. 15(C).
    2. 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.
    3. Bernhard Hammer & Sonja Spitzer & Lili Vargha & Tanja Istenic, 2019. "The Gender Dimension of Intergenerational Transfers in Europe," VID Working Papers 1907, Vienna Institute of Demography (VID) of the Austrian Academy of Sciences in Vienna.
    4. Ana Seme & Lili Vargha & Tanja Istenic & Joze Sambt, 2019. "Historical patterns of unpaid work in Europe: NTTA results by age and gender," Vienna Yearbook of Population Research, Vienna Institute of Demography (VID) of the Austrian Academy of Sciences in Vienna, vol. 17(1), pages 121-140.
    5. 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.
    6. GÁL, Róbert Iván & VANHUYSSE, Pieter & MEDGYESI, Márton, 2023. "Taxing Reproduction : The Invisible Transfer Cost of Rearing Children in Europe," CEI Working Paper Series 2023-04, Center for Economic Institutions, Institute of Economic Research, Hitotsubashi University.
    7. Gemma Abio & Concepció Patxot & Elisenda Rentería & Guadalupe Souto, 2017. "Intergenerational Transfers in Spain: The Role of Education," Hacienda Pública Española / Review of Public Economics, IEF, vol. 223(4), pages 101-130, December.
    8. Marisa Bucheli & Cecilia Lara, 2018. "Revealing gender gap changes in home production and labor income in Uruguay," Documentos de Trabajo (working papers) 18-12, Instituto de Economía - IECON.
    9. Mikkel Christoffer Barslund & Marten von Werder, 2016. "Measuring dependency ratios using National Transfer Accounts," Vienna Yearbook of Population Research, Vienna Institute of Demography (VID) of the Austrian Academy of Sciences in Vienna, vol. 14(1), pages 155-186.
    10. Oosthuizen, Morné, 2024. "Education and South Africa’s waning demographic dividend," The Journal of the Economics of Ageing, Elsevier, vol. 27(C).
    11. Morne Oosthuizen, 2018. "Counting Women’s Work in South Africa: Incorporating Unpaid Work into Estimates of the Economic Lifecycle in 2010," Working Papers cwwwp8, University of Cape Town, Development Policy Research Unit.
    12. Hippolyte d'Albis & Carole Bonnet & Xavier Chojnicki & Najat El Mekkaouide Freitas & Angela Greulich & Jérôme Hubert & Julien Navaux, 2018. "Who pays for the consumption of young and old?," PSE Working Papers halshs-01799724, HAL.
    13. Hippolyte d'Albis & Carole Bonnet & Xavier Chojnicki & Najat El Mekkaoui & Angela Greulich & Jérôme Hubert & Julien Navaux, 2019. "Financing the Consumption of the Young and Old in France," Population and Development Review, The Population Council, Inc., vol. 45(1), pages 103-132, March.
    14. Zannella, Marina, 2015. "Reallocation of resources between generations and genders in the market and non-market economy. The case of Italy," The Journal of the Economics of Ageing, Elsevier, vol. 5(C), pages 33-44.
    15. Elke Loichinger & Bernhard Hammer & Alexia Prskawetz & Michael Freiberger & Joze Sambt, 2017. "Quantifying Economic Dependency," European Journal of Population, Springer;European Association for Population Studies, vol. 33(3), pages 351-380, July.
    16. Denys Dukhovnov & Joan M. Ryan & Emilio Zagheni, 2022. "“The Impact of Demographic Change on Transfers of Care and Associated Well-being”," Population Research and Policy Review, Springer;Southern Demographic Association (SDA), vol. 41(6), pages 2419-2446, December.
    17. 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.
    18. Marina Zannella & Alessandra De Rose, 2019. "Stability and change in family time transfers and workload inequality in Italian couples," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 40(3), pages 49-60.
    19. 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.
    20. David E. Bloom & Alex Khoury & Eda Algur & J. P. Sevilla, 2020. "Valuing Productive Non-market Activities of Older Adults in Europe and the US," De Economist, Springer, vol. 168(2), pages 153-181, June.

    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-

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:joecag:v:14:y:2019:i:c:s2212828x19300891. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: https://www.journals.elsevier.com/the-journal-of-the-economics-of-ageing .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.