GENDER
ANN SHOLA ORLOFF and MARIE LAPERRIERE
Department of Sociology, Northwestern University, Evanston IL 60208 USA;
[email protected] and
[email protected]
To appear in Oxford Handbook of the Welfare State, second edition, edited by Daniel
Beland, Stephan Leibfried, Kimberly Morgan, Herbert Obinger, Christopher Pierson
INTRODUCTION
CAN welfare states promote gender equality? Or are welfare states simply mechanisms for
recreating masculine domination? These questions have long defined the way scholars examined
the mutually constitutive relationship between systems of social provision and regulation and
gender. Recent scholarship has embraced a more differentiated set of questions, spurred by
developments in theories of intersectionality or complex inequality (e.g., Williams 2018a),
understandings of transformation and stability in state institutions (e.g., Morgan and Orloff 2017,
Leibfried et al 2015) and a wide range of changes in political economic, gendered, demographic,
cultural, racial contexts. Scholars examine multiple logics, paradoxes, trade-offs and
contradictions in the ways states shape gender relations, and how states in turn are shaped by
gender, in the context of a broader set of relations of power, difference and inequality (e.g., Orloff
2017).
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In this article, I focus on the gendered dimensions of the ‘welfare states’ of the rich capitalist democracies, in
which state capacities have allowed for development of welfare institutions and key gendered issues pertain to
integration in the formal capitalist economy. In the global South, civil society and the informal sector are more
important than in the rich capitalist democracies (Beland and Mahon 2016, pp.36-41), and transnational influences
have a different character -- subjection to the hegemony of the ‘great powers’ and the international organizations that
enforce their preferences.
The comparative study of gender and welfare states and other systems of social provision and
regulation has been an extraordinarily generative site for investigating the creation and
transformations of relations and institutions of power, difference and inequality. This area of
scholarship has been favoured by the occurrence of two intellectual ‘big bangs’—gender studies,
from the 1970s, and an increasingly gender-aware regime analysis, from the late 1980s. After
1990, it was powered by the engagement of the two constituencies created by these explosions of
innovation and the partial integration of their respective insights in scholarship on gender, politics,
policy. Taking a basically Marshallian understanding of ‘politics versus markets’, EspingAndersen (1990) promoted the concept of ‘decommodification’ to capture the potentially, and
empirically variable, emancipatory political effects of welfare states for working classes – a
framing that was reworked by gender scholars such as Hobson (1990), Jenson (1997), Knijn
(1994), Lewis (1992), Mahon (2002), O’Connor (1993), Orloff (1993), Sainsbury (1996),
Saraceno (1997), Shaver (1994), and Williams (1995) to query the possibility of using politics
against masculine domination, while remaining alive to the ways (welfare) states contributed to
stratification and regulation.
Falsely universalizing (implicitly masculinist) analytic frames initially undergirded almost all
comparative studies of welfare states, occluding the gendered underpinnings of systems of social
provision, women’s situations, and the gendered dimensions of the ‘average production worker’.
Yet something about Esping-Andersen’s (1990) analysis encouraged engagement between
feminist and mainstream scholars of welfare states. Perhaps it was his foray into analysis of how
changing ‘labour-market regimes’ and shifts from industries to services affected women’s
employment, or his revitalization of an emancipatory yet still gender-blind concept of social
citizenship rights. This took him squarely onto the intellectual terrain that had been tilled by
feminists without acknowledging that work. This circumstance simultaneously provoked women
scholars and stimulated their creative expansions of notions of social citizenship rights, reappropriations of the regime concept, and investigations of care services and shifting postindustrial employment patterns, leading to a revisioning of welfare states as core institutions of the
gender order and gender as a fundamental structuring dimension of systems of social provision
and regulation (e.g. O’Connor et al. 1999; Sainsbury 1996; Hook 2015; see Shaver’s 2018
Handbook of Gender and Social Policy for in-depth discussion of this literature and its
contemporary extensions).
By ‘feminist’ scholarship, we mean studies of gender that contest gendered hierarchies and
investigate political paths toward gender equality and women’s emancipation, while taking critical
stances on concepts such as ‘equality’ and ‘reconciliation’. ‘Mainstream’ scholarship refers to
research that does not thematize gender and accepts masculinist premises about actors, politics,
and work; this term should not be taken to imply that the work falling under this rubric is in other
ways unified. There is now an in-between category of ‘gender-aware’ research which takes into
account gender gaps, but ‘downplays [gender] equality in income, work and care… as other
diagnostics either write gender equality out, rename women as “mothers,” or fold gender
inequalities into a discursive frame of multiple and intersecting inequalities’ (Jenson 2015, p.1).
Scholars of the welfare state and other systems of social provision and regulation have been
deeply affected by the changing global political economy, with the decline of Keynesian welfare
arrangements and, possibly, the emergence of ‘Schumpeterian workfare states’ (Jessop 1994), and
the rise of neoliberalism, austerity, the attempted ‘dismantling’ of welfare states, and ‘new politics’
around welfare (see, e.g., Pierson 1994, 2001; Ferrera, Hemerijck and Rhodes 2000). In this new
context, scholars forwarded arguments – to the EU and others – about the ways welfare could
sustain productive economies, through ‘social investment’ policies which promote capabilities and
activation, particularly among women (Esping-Andersen et al. 2002; Hay and Palier 2017;
Hemerijck 2017; Morel, Palier and Palme 2012). Indeed, Esping-Andersen (2016, p.10) argues
that family vitality – including marital stability, intensive attention to children’s development, and
fertility in line with citizen preferences – and social welfare demand a ‘new gender egalitarian
family equilibrium’, similar to what has emerged in Scandinavia, which ‘requires not only that
social institutions (such as the labor market and the welfare state) become ‘women friendly’, but
also that men adapt within partnerships—in particular by equally sharing domestic chores and
child rearing’. It is not yet clear whether this new equilibrium will emerge across other rich
capitalist democracies.
Esping-Andersen (1999, 2009, 2016) and scholars working in the power resources tradition
(e.g., Korpi (2000; Korpi et al 2013), Huber and Stephens (2000, 2010), Shalev (2008)) –
apparently convinced by feminists’ argument for the significance of family, gender gaps and care,
becoming ‘gender-aware’ if not feminist – have joined feminist scholars in developing concepts
and empirical analyses of the significance of unpaid familial care work; the relations among family
policies, women’s employment, fertility, care work, and women’s empowerment; and the partisan
correlates of different family and gender policy models (on the ‘power of feminist perspectives’
in social policy and academic research, see Orloff and Palier 2009). Yet there has rarely been full
‘gender mainstreaming’, for even ‘gender-aware’ perspectives do not take up the deeper
implications of feminist work, and have difficulties assimilating concepts of interdependency and
gendered power; care as the basis of an ethical orientation and as relational, rather than simply
barrier to labor force participation; intimate violence; and the regulatory power of gender
categories themselves. Feminist scholarship, in contrast, confronts the whole edifice of gender
hierarchy and masculine domination, as partly constituted by (welfare) states, now understood
globally and as interconnected with other forms of inequality, that has secured women’s
‘compulsory altruism’ (Finch and Groves 1983), men’s privileges – albeit unevenly distributed
depending on other positionalities -- vis-à-vis employment, housework, personal autonomy,
control over valued resources, and persistent forms of domination such as violence against women.
This difference in orientation can be illustrated with the ways that the concept of ‘defamilisation’
has been taken up. For mainstream, even gender-aware, scholars, defamilisation is meant to
capture where care occurs and who provides it: the family and family members, usually mothers,
or state, non-profits or market services and paid workers. This is relevant for women’s capacities
for independence, but does not frontally engage with familial power relations. For feminists, the
concept references gendered economic dependency and power, as in women’s ‘capacity to form
and maintain autonomous households’ (Orloff 1993), or the possibility of maintaining a living
without economic reliance on families and husbands (see, e.g., Lister 1994; McLaughlin and
Glendinning 1994; see Lohmann and Zagel 2016 on the emergence and use of ‘defamilisation’;
see Leitner 2003 and Keck and Saraceno 2013 on the related concept of ‘familialism’ and its
variants).
CONCEPTUALIZING GENDER FOR THE ANALYSIS OF WELFARE STATES
AND OTHER SYSTEMS OF SOCIAL PROVISION AND REGULATION
‘Gender’ represents a key theoretical and conceptual innovation of feminist scholarship,
including that focused on systems of social provision and regulation. Feminist scholars of welfare
states have served as ambassadors of gender studies, which emerged in association with feminist
social movements, and encompassed dazzling intellectual developments that moved across
disciplines and challenged the masculinist assumptions that reigned in the academy as elsewhere.
‘Gender’ has been deployed, as Haraway (1991: 131) explained, ‘to contest the naturalization of
sexual difference in multiple arenas of struggle. Feminist theory and practice around gender seek
to explain and change … systems of sexual difference whereby “men” and “women” are socially
constituted and positioned in relations of hierarchy’. Path-breaking work in the 1970s and 1980s
established that systems of social provision and regulation contribute to that constituting and
positioning, and that these systems are gendered to the core (for reviews, see Orloff 2009a; Shaver
2018). Feminists are raising questions about the androcentrism of many versions of ‘gender
equality’, as consisting of making women more like men by eliminating ‘gender gaps’, without
addressing the ways in which masculinities depend on the subordination and devaluation of the
feminine and women. Gender is not simply an attribute of individuals but a social relationship,
historically varying, and encompassing divisions of labour, relations of power and legitimate
authority, emotional investments, and cultural valuations; it crosses individual subjectivities,
institutions, culture, and language (see e.g. Connell 1987).
Early feminist interventions around social provision – like most areas of feminist scholarship
-- started from premises about the uniformity and fixity of the category of women (and men). The
key difference was between women and men, with policies seen as reinforcing that binary division
and politics reflecting women’s and men’s distinctive and competing interests. Both premises have
been extensively critiqued, by both feminist theorists (see e.g. Zerilli 2005; Butler 1990) and social
scientists and legal studies scholars (see, e.g., Cho et al 2013; Collins 2015; Crenshaw 1989;
McCall 2005). Social policies and politics are now investigated in terms of the complex and oftencontradictory interconnections among gender and other relations of power, difference and
inequality: ‘race’, ethnicity, sexuality, class, citizenship, and more, often understood with the
concepts of ‘intersectionality’ (Williams 1995, 2018a) or ‘complex inequality’ (McCall and Orloff
2005). For example, social policies are shown to have different effects on well-educated and lesseducated women (see, e.g., Hook 2015; Mandel and Shalev 2009; Estevez-Abe 2009), migrant
care workers and their employers (e.g., Parrenas 2000; Boris and Parrenas 2010; Williams 2018a),
racialized or immigrant women and white or native-born women (e.g., Lewis 2000; Williams
1995; Roberts 1995; Reese 2005). Moreover, the position of men and fathers, of masculinities and
fatherhood, is increasingly problematized, and the diversity of men’s positions vis-à-vis families,
violence, care work and employment is investigated as object of social policy and law (e.g., Eydal
and Rostgaard 2016; Haney 2018; Hobson 2002; Hook 2006; Hearn et al 2018). The notion of the
fixity of gender categories has been replaced by more fluid conceptions of gender, reflected in the
phrases ‘doing’ or performing gender (rather than ‘being’ a gender), a transformation from gender
to gendering (West and Zimmerman 1987; Butler 1990, 2004). This allows for an investigation of
the processes of gendering, regendering, or degendering in which welfare states are central
influences and objects of influence.
To achieve recognition that ‘gender matters’, feminists have had to engage in a multifaceted
critique, including not only analytic concepts and theories specific to the study of social policy but
also the social theories, methodologies, and epistemological presumptions underpinning this and
other areas of political study (see e.g. Orloff 2005; Shaver 2018). Rather than developing a new
totalizing theory, they seek to understand men’s and women’s diverse gendered dispositions,
capacities, resources, goals, and modes of problem solving deployed in gendered political action.
Conceptual innovations and reconceptualizations of foundational terms have been especially
prominent in the comparative scholarship on welfare states, starting with gender, and including
care, social reproduction, depletion, embodiment, body rights, autonomy, familism and
defamilisation, citizenship, (in)dependence, political agency, capabilities, intersectionality and
(in)equality. It is impossible to see—much less to describe and understand—the mutually
constitutive relation between gender and welfare states without these conceptual and theoretical
innovations.
Feminists begin their critical project with the very definitions of social citizenship and the
‘welfare state’. Citizenship has long been understood in exclusively white masculine terms, linked
to a particular conception of political subjects: as rational, autonomous, unburdened by care,
impervious to invasions of bodily integrity (Lister 2003; Roberts 1999; Hobson et al 2002). If, as
gender scholars contend, the need for care is inevitable, given humans’ vulnerability, their
dependence in infancy and old age, and often in between, we must reassess conceptions of citizens
and of political action (see, e.g., Fineman 2010). Some women gained social rights before
enfranchised men conceded the suffrage, and rights related to women’s bodily self-determination
are still contested. Women have also often differed from men in the kinds of citizenship rights they
have demanded from welfare states; while working-class men may indeed aspire to
‘decommodification’—at least when unemployment is not the pre-eminent threat, many women
have found that the right to formal, paid work may provide new resources and organizational
capacities. Men’s citizenship rights have been linked historically to military service and paid
employment. Women citizens and feminist scholars have tried to expand the notion of social and
political participation that undergirds citizenship rights to include mothering and care work,
whether or not it is paid (Knijn and Kremer 1997; Lister 2003). Drawing on the experiences of
women’s political action and an understanding of interdependency as the basic human condition,
new citizenship rights essential to emancipation, many linked to the welfare state, have been
enunciated by gender scholars: for example, capacities to form autonomous households (Orloff
1993); rights to time to care, and to be cared for (Knijn and Kremer 1997), ‘body rights’ (Shaver
1994), reproductive rights understood as both substantive rights to procreate or to refrain from
procreating (Luna and Luker 2013).
Similarly, gender scholars question standard definitions of the welfare state. In industrial
capitalist economies in which people depend on the wage, and most wage workers are men,
systems of social provision and regulation responded to a particular social risk profile: loss of
wages due to unemployment, illness, disability or retirement (the ‘old social risks’ [Taylor-Gooby
2004]). Masculinist paradigms therefore centred on pensions and social insurance, following a
conception of politics as shaped by men’s class interests; women were seen principally as workers’
economic dependents and their interests understood as congruent with their husbands’. Gender
analysts, having given up assumptions about class conflict as the ‘motor of history’, have a more
pluralistic notion of which social policy institutions are ‘core’. Drawing on both feminist
economics and feminist political theory, they stress the significance of embodiment and of
relations of caring and economic dependency, and state activities such as family and employment
law, family policies, reproductive rights, the reproduction of nations and ‘races’, housing, antiviolence policies, and the simultaneous regulation (and, at times, punishment) of those who receive
benefits, even redistributive ones. Moreover, recent interventions foregrounding the ‘many hands’
of the state (Morgan and Orloff 2017) and the different vectors of state interventions – around
policies bearing on women as a status group, religious doctrine, class, as Htun and Weldon (2018)
would have it -- make clear that these diverse activities may instantiate multiple and contradictory
logics. Modern (welfare) states, it would seem, are no longer uniformly patriarchal (Orloff 2017).
Control of states, and particular units within states – by political parties and elected politicians,
state officials and legal personnel -- is a key stake in gendered power struggles given states’
monopoly over the collective means of coercion and their potential role in regulating individual
violence (or not), and states’ roles in constitution and regulation of gender and sexualities in
political participation and citizenship rights (Connell 1987; Orloff 1993; O’Connor et al. 1999;
Roseneil et al 2013; Bernstein et al 2016; Morgan and Orloff 2017, Htun and Weldon 2018). For
the most part, this does not translate into simple political divides between men and women, but
into different political coalitions containing both men and women, with distinctive stances vis-àvis family, gender relations, other relations of inequality (e.g., class, migration, religion, ‘race’),
equality and the role of states and supranational organizations in relation to markets, polities, and
the boundaries of citizenship (e.g., McCall and Orloff 2016).
Innovative feminist analyses have revealed the role of women and men as political actors
pursuing gendered goals vis-à-vis social policy (see, e.g., Skocpol 1992; Pedersen 1993; Koven
and Michel 1993; Morgan 2006; Htun and Weldon 2018). Social policy concerns more than class,
and varies by more than relative generosity or extent of decommodification. Instead, gender joins
class, nation, ‘race’, religion, and other dimensions of power, difference, and inequality to shape
social politics and policy in historically contingent and variable ways. For example, we see state
officials’ stakes in the production and regulation of nations or ‘races’, citizens and soldiers; men’s
concerns to gain or maintain family-supporting wages; women’s interests in combating poverty or
discrimination linked to caregiving. Gendered actors may be identified with social movements—
women’s equality movements, ‘maternalists’, or anti-feminist groups, or with political parties and
state administrations, such as ‘femocrats’, women in specialized gender equality units. With the
expansion of supranational organizations, feminist and other groups have made strategic and
tactical use of openings—such as the mandate for gender mainstreaming—at different levels of
governance to press their demands (see e.g. Walby 2004; Mahon 2015; Bedford and Rai 2010).
WELFARE STATES AND SOCIAL POLITICS: GENDER, LABOUR, CARE
Care is central to most feminist understandings of gender, social politics and welfare states.
Care is work, predominantly done by women, not a ‘naturally’ feminine emanation of familial
love; care is embedded in relationships characterized by interdependence, power, and conflict; it
is a socially necessary but often unrecognized activity. Simultaneously, women’s responsibilities
for care and unpaid domestic labour, help to underpin gender hierarchies and women’s exclusion
from, or unequal inclusion in, politics and markets. As Williams (2018b) points out, there are
‘different but consanguine’ intellectual lineages for understanding these ‘activities of care and
domestic work that contribute to human flourishing, repair and sustenance’. First, a focus on the
activities and consequences of giving care itself, as the source of many of women’s disadvantages,
but also of distinctive identifications, resources, and ethical commitments (see, e.g., England 2005;
Daly and Lewis 2000); second, a socialist-feminist perspective linking ‘social reproduction’ to
‘production’ in capitalism and investigating household care practices in global context (see, e.g.,
Bedford and Rai 2010; Parrenas 2000; Laslett and Brenner 1989). Williams argues for drawing on
both lineages, studying care ‘by making connections across the micro, meso and macro scales of
analysis’, linking households, nation-states’ migration regimes and social policies, globallysituated political economies, transnational migration and ‘global care chains’. Understanding the
social organization of care in this way forces us to think across conventional political and academic
divides between economy and family, public and private, paid and unpaid work, emotion and
commodity, culture and state social policy, state provision of services and indirect support for
caring in households, local care practices and global networks of labor (Jenson 1997; Daly and
Lewis 2000; England 2005; Williams 2018b).
State systems of social provision and regulation offer different forms and levels of support to
families – cash transfers, tax incentives and/or directly-provided services, and means by which
individuals can combine paid and unpaid work such as parental leaves or part-time work. They
recognize and resource some forms of caregiving and family organization while sanctioning
others, which may additionally vary across social groups defined by class, ‘race’, or educational
and skill level. Here, social policy complements the role of culture in shaping care practices
(Kremer 2007; Pfau-Effinger 2005). Policies help to maintain strongly gender-differentiated
family forms with women assuming responsibilities for care, or may encourage the ‘outsourcing’
of care responsibilities to market or state in order that mothers (and others with care
responsibilities) are able to engage in employment outside the household. These policies may have
heterogenous effects on different mothers based on skill or educational level (often taken as a
proxy for class) and other positionalities (Hook and Pettit 2016; Boeckmann et al 2015).
Women’s rising participation levels in paid work – product of economic necessity and demands
for greater personal development -- have helped to change some aspects of the division of caring
labour: earlier arrangements for care – women providing most of it unpaid in the private
household, supported by men’s wages in the context of Keynesian welfare states -- have come
undone. This has unfolded at the same time as we see aging populations, greater deferral of
marriage and childbearing, higher rates of cohabitation, separation and divorce, greater precarity
of employment – in short, phenomena which lead to increased caring demands. Moreover, women
still, on average, more than men shape their employment behaviour around the requisites of
caregiving and, to a lesser extent, domestic work, and do a disproportionate amount of this labour.
Thus, gender analysts focus on welfare institutions that bear on the gender division of labour,
especially child and elder care services and parental leaves. Many feminists are convinced that the
only way to move toward gender equality is by changing men’s practices as well as offering care
services outside the household, rather than simply reconciling women’s care responsibilities with
paid work (see, e.g., Fraser 1994; Ellingsaeter and Leira 2006; Gornick and Meyers 2009). Options
for part-time work and other aspects of labour market and employment organization such as quotas
and anti-discrimination law are also relevant in affecting possibilities for ‘reconciliation’ and in
encouraging women’s participation in paid work (Orloff 2006, 2017). Moreover, care needs –
which have intensified with women’s work outside the household and demographic changes -have not been fully met by alternate arrangements, such as public child or elder care services, or
men taking on substantial care work. In this context, we have seen emerging ‘crises of care’ or
‘depletion’ – inadequacies in the supply of care workers, and/or in the conditions of care workers
and the quality of care (Williams 2018a; Fraser 2016; Rai et al 2014).
For most of the post-World War II era, the dominant model supported by policy and almost all
political tendencies, and critiqued by feminists, has been the heterosexual nuclear family with
breadwinning man and his wife, who performed the domestic and care labour, even if she was also
employed. Lewis (1992) memorably called this the ‘male breadwinner regime’. This arrangement
is often called ‘traditional’ although its full realization—particularly with widespread housewifery
even among the working classes—was limited to the ‘Golden Age’ between World War II and the
early 1970s. States also sustained men’s advantaged position in labour markets, and welfare
institutions did not ameliorate fully the economic and other vulnerabilities that attached to
women’s caregiving in the context of heterosexual nuclear families dependent on men’s wages
(see, e.g., Orloff 2017; Lundqvist 2011). Although this was the normative model, not all families
had access to the resources and rights which made it possible; in particular, the position of single
mothers varied considerably, by marital status or ‘race’ (see, e.g., Lewis 1997; Hobson 1993;
Roberts 1995).
The relatively higher poverty rates of lone mothers (even if employed) and elderly widows in
most rich democracies across both the ‘breadwinner’ and later eras attests to the continuing
vulnerability of caregivers if they find themselves without access to men’s incomes, even when
they are employed. As Hobson (1990) pointed out in her ingenious application of Hirschmann’s
‘exit, voice, loyalty’ framework to women’s situation in marriage, the conditions of lone
mothers—importantly shaped by social citizenship rights—affect married mothers as well, for they
reflect something of what their ‘exit options’ would be; the better the situation for solo mothers,
she argues, the more power partnered women have. Solo mothers have served as a ‘test case’ of
the extent to which welfare states address women’s economic vulnerabilities; their poverty is
alleviated—to a limited extent—only by generous welfare programmes (e.g. in the Netherlands
prior to mid-1990s welfare reforms; Knijn 1994) or employment supported by care services (e.g.
in France and Belgium), and in best-case scenarios, a combination of these (e.g. in the Nordic
countries) (Christopher 2002; Kilkey and Bradshaw 1999; Huber et al 2009). Thus, where welfare
is not generous and employment support is left to market sources, solo mothers’ relative poverty
remains high (as in the ‘liberal’ and ‘conservative’ regimes [including Japan]). Indeed, the recent
transformations in gendered welfare institutions toward supporting women’s employment, to be
discussed below, are partly justified in terms of their poverty-reducing effects.
The ‘breadwinner model’ may have had different strengths across countries (Lewis 1992), but
all were embedded in Keynesian economic policies and welfare states addressing the economic
insecurities of wage-earning men – and this political-economic context has shifted radically. Social
policies aimed at the economic insecurities associated with the ‘old social risks’ were subject to
cutbacks or recalibration (e.g., recommodification), while there were increasing demands to
address ‘new social risks’ associated with less marital stability, needs to reconcile employment
and care, more individuation of family members, the shift from manufacturing to a tertiary
economy (post-industrialism), and thus relevant for women’s specific family and employment
situations (Bonoli 2005; Taylor-Gooby 2004). And indeed, in striking contrast to other parts of the
welfare state, there was expansion of a range of programs that may be grouped under the rubric of
‘family policy’ and partially overlapping with the new social risks – income support to families
with children, family-related leave, early childhood education and care, all of which encourage
maternal employment (Daly and Ferragina 2018). Ferragina (2019) contends that family policy
expansion in different political contexts means that it takes on different characters – emancipatory
or commodifying. Orloff (2017) argues that these shifts should be understood as processes of
‘destruction’ of institutions and policies organized around the logic of the breadwinner/caregiver
household – which might take the form of sudden displacement or gradual institutional change,
and ‘construction’ of the institutions and policies organized around the logic of maternal
employment. New policies to support maternal employment are diverse, reflecting the imprint of
the timing and sequence of destructive and constructive processes, political compromises, policy
legacies and long-standing social, partisan and institutional differences.
Lewis (2001) has called the new institutional logic the ‘adult worker model’, as both men and
women are expected to be in paid employment. However, she and other gender scholars have been
careful to point out the continuing gendered differences in patterns of participation in paid and
unpaid work which are most marked for parents (Daly 2011; Lewis and Giullari 2005). Indeed,
discrimination against women in employment has lessened considerably, while mothers continue
to experience inequalities in employment, linked to caregiving responsibilities, to a far greater
extent than childless women (Boeckmann et al 2015). Mothers’ participation rates are lower than
fathers’, unless there are state- or market-provided care services and/or other means of
‘reconciling’ employment and family work. And even employed mothers work at part-time
positions at far greater levels than men or childless women (with cross-national variation in overall
levels of part-time work). Taking time out of paid employment, either through leaves or reducing
work time, to do unpaid care and cleaning work in families—even when it does not add up to fulltime and lifelong housewifery—imposes costs on caregivers, notably lifelong lower incomes and
pension entitlements, economic dependency, and vulnerability to poverty (England 2005; Hobson
1990; Joshi et al. 1999). In addition, mothers suffer a ‘motherhood wage penalty’ due to effects of
motherhood on productivity and discrimination by employers against mothers in hiring and
promotion (Budig et al 2012). But even when mothers’ participation rates equal fathers’, as in the
Nordic countries, employment patterns differ, with women taking more parental leave, working
reduced hours, and working in sex-segregated occupations (Ellingsaeter and Leira 2006; Misra et
al. 2007; Pettit and Hook 2009; Hook and Pettit 2016).
It matters a great deal how policies are set up vis-à-vis gendered divisions of labour. They may
promote traditional and gender-differentiated arrangements, ‘one and a half earner’ or male
breadwinner households, or may encourage more ‘symmetric’ arrangments between men and
women, with both partners working full-time. Countries vary in terms of which model
predominates, and some feature a polarized profile between dual-full-time earner, most often
among the households of highly-skilled women, and male single-earner families, with fewer one
and a half earner households (Lewis et al 2008; Hook 2015). There is wide agreement on the
assessment of different countries’ profiles on this score. (Note that this discussion applies to
couples, rather than single mothers.) Some – the Nordic countries stand out here – have policies
which work to undermine traditional gendered divisions of labour in terms of participation in paid
employment by encouraging mothers’ employment and work commitment through offering child
care services, allowing for reduced work time by parents, and attaching paid leaves to prior
employment. These countries exhibit consistently high levels of labor force participation among
women, and most households are formed by partners working full time, even if women’s hours
are slightly less than men’s. The Nordic countries, except Denmark, have also been notable for
their efforts at incentivizing men’s care, particularly through ‘use it or lose it’ parental leave setasides (Eydal and Rostgaard 2016). Yet some incoherence has been introduced into most of the
Nordics’ approaches through the adoption of ‘cash for care’ programs that allow parents -- mainly
mothers -- to stay out of paid work for extended periods (Duvander and Ellingsaeter 2016);
moreover, new tax incentives for employing domestic workers in Sweden to some extent undercut
commitments to public services (Morel 2012).
France and Belgium have significant policies setting them apart from other ‘conservative’
regimes (Misra et al 2007), especially their legacies of extensive professional care for young
children and generous, longer parental leaves (Morgan 2006; Morel 2007). This seems to allow
for choice between employment and stay-at-home care. Hook (2015) finds polarization in France,
between dual full-time earner and single-male earner households, with a class gradient. The
policies of most continental European countries and Japan are still congruent with traditional
gendered divisions of labour, but these have been ‘modernized’ to allow more women to work for
pay by accommodating women’s continuing (‘traditional’) responsibility for care work, as in
‘reconciliation’ measures like part-time work and long maternity leaves. This is the ‘one and a half
worker’ model; labour force participation levels have increased, but do not reach the levels of the
Nordics. And others still – the US, and the southern European countries -- do not do much to help
families sustain women’s employment or care, implicitly relying on family households or the
market. Here, there is a polarization among households, that ‘is driven, in part, by class. Dual fulltime is the norm for families with high maternal educational attainment and male sole earner is the
norm for families with low attainment’ (Hook 2015). In these countries, labor force participation
levels are quite mixed. The US, which had relatively high levels of women’s labour force
participation around 1990, reflecting the availability of market services (Orloff 2006), has ‘fallen
behind’ other OECD countries as the rates have stagnated, reflecting the lack of development of
maternal-employment-supporting family policies (Blau and Kahn 2013).
These arrangements are still evolving, however, as mothers’ employment and aging
populations contribute both to demands for policy ‘modernization’ and for an increase in the
supply of care workers, many of them migrants, sometimes incentivized by tax provisions, or by
porous borders (Mahon et al 2012; Peng 2018; Michel and Peng 2017; Williams 2018a and 2018b;
Gavanas 2010). As yet, the overall profile of these countries shows significant continuities, as
migrant care workers are integrated into existing arrangements for providing care: for example,
migrant care workers are brought into the family for elder care in southern Europe, and some East
Asian countries (Taiwan, Singapore, Hong Kong) but into public elder care and cleaning services
in the Nordic cases (with some increase of marketization supported by states), into private – both
familial and market – services in North America and the UK.
‘Politics matters’ for the character and effects of these policies. Left partisan predominance is
consistently associated with high-spending welfare states and large state sectors, public services,
generous and decommodifying benefits linked to low rates of poverty for solo mothers and single
elderly women, and relatively egalitarian income distributions. In countries dominated by social
democratic parties, universal coverage, individual entitlement to benefits, and redistributive
structures have been seen as helpful for many women (Sainsbury 1996; Huber and Stephens 2000).
In the 1990s and early 2000s, many analysts focused on policy ‘regimes’, assuming that regime
types were associated with different gender or family models (e.g., Esping-Andersen 2009).
Feminist scholars, however, argued that either gendered models, such as ‘male breadwinner’ or
‘dual-earner’, varied independently of regime types (e.g., Lewis 1992) and partisan configurations,
or that gendered dimensions varied within regime clusters (e.g., O’Connor et al 1999) – in other
words, that class-based regime types and political configurations did not fully determine the
gendered dimensions of systems of social provision and regulation. Regime analyses were
important for understanding the topography of variation in welfare states, yet the typology-based
analyses these have often spawned have probably reached the point of diminishing returns. Still,
we might want to retain the regime concept, with a focus on the articulation of different policies,
which provides more accurate pictures of the effects of systems of social provision (Orloff 2017).
Korpi (2000) argues for disaggregating the regime concept—into driving forces, mediating
institutions, and outcomes—to investigate specific components in a causal analysis. He links
different ‘family policy models’ – supporting traditional families or dual-earner families, or failing
to support either model (which he calls ‘market-based’ policy) -- with the predominance of
different political parties in the post-war years (see also Korpi et al 2013). These models reflect
ideals about care arrangements, family types (dual-earner or ‘traditional’), and preferred
institutions for delivering support—states, families, or markets. Social democratic parties,
sometimes helped along by affiliated women’s movements, have embraced the model of dualearner families, and women’s equality via employment (especially public jobs) and public care
services (see also Huber and Stephens 2000; Lundqvist 2011). The dominance of secular and
religious right parties, or liberal and conservative regimes, have different effects on gender
relations. Religious parties have been the principal exponents of subsidiarity and ‘traditional’
gender ideology in the form of ‘familism’, which is compatible with state spending, but supports
families in ways that reinforce gendered labour divisions – possibly in modified forms, as in ‘oneand-a-half earner’ models -- and block autonomy-enhancing provision. Secular right parties are
concerned to restrict state spending and public services; though are not necessarily hostile to
women’s employment, they are uninterested in offering alternatives to commodification and prefer
incentives to women’s employment delivered through the tax system. Regulatory measures, such
as anti-discrimination legislation, has been critical in the US and Canada for furthering women’s
employment fortunes, but opposition to regulation is now part of the neoliberal mantra.
Given that none of the rich democracies has unbroken single-party rule, incoherence can be
introduced into their policy mixes by partisan alternation or coalition governments. For example,
Ellingsaeter (2014, p.555) notes that in the Nordic countries, ‘In contrast to convergence and
stability in regard to moderately long parental leave at high replacement rates and in the provision
of universal publicly-funded childcare services, daddy quotas, i.e., earmarked leave for fathers,
and cash-for-care benefits are contested and in flux…. the main source of instability…is party
competition over values of ‘equal parenthood’ versus ‘parental choice’, largely following a left–
right divide.’
There has been considerable debate about the gendered effects of different welfare state
profiles, and advances in how we conceptualize and measure policies (see Hook and Ruppanner,
this volume). Mandel and Semyonov (2006) identified a ‘welfare state paradox’, in which welldeveloped welfare states, as measured by a ‘welfare state intervention index’, increase women’s
labour force participation but simultaneously hinder women’s advancement in employment (as
indexed by wage gaps, occupational sex segregation, access to top positions, and so on). In
contrast, less ‘developed’ welfare states were associated with better occupational outcomes for
employed women. Thus, while generous welfare states benefit less advantaged women, less
generous systems allow high-skilled, advantaged women to make headway in employment (see
also Shalev 2008; Estevez-Abe 2009; Mandel and Shalev 2009). But later scholars have challenged
this interpretation on several grounds. Defenders of the Nordic model argued that the ‘welfare state
paradox’ formulation ignores the gender-equalizing effects of drawing most women into the
workforce, the relatively good conditions of female-dominated public sector employment and
relatively low gender wage gaps (Korpi et al 2013; Shalev 2008). Korpi et al (2013) adduce
evidence that the Nordic systems are beneficial for less-advantaged women but not at a cost to
highly-educated women.
Pettit and Hook (2009) and Korpi et al (2013) contend that the ‘welfare state intervention
index’, like generic discussions of ‘family policy’, mistakenly groups policies which actually vary
in their impact. Korpi (2000; Korpi et al 2013) has argued that certain programs, a ‘traditionalfamily dimension’ in family policy, offer ‘general family support’ that implicitly undergirds
traditional divisions of labour; others, ‘dual-earner’ and ‘dual carer dimensions’ of family policy,
support more gender-egalitarian family care and work arrangements. Pettit and Hook (2009), in an
influential intervention on ‘gendered trade-offs’, argue that policies encompass two dimensions,
whether they promote labor market inclusion or exclusion and whether they discourage or promote
equality among those in the labor force (in terms of wage gaps, occupational segregation, hours
worked). They insist that only some programs are ‘work-facilitating’ for women -- principally
extensive public support for non-familial care services and short, well-paid leaves conditioned on
prior employment; others are ‘work-reducing’ by disincentivizing employment and negatively
affecting women’s occupational opportunities through long leaves, ‘cash for care’ and part-time
employment. They note that, to date, there have been ‘gendered trade-offs’ between those
measures bringing women into labour force and measures affecting women’s fates once in paid
employment; no country ranks highly on every measure of women’s employment equality.
These diverse effects are well-illustrated by paid parental leaves and public support for child
care. Paid leaves seem to have contradictory effects, depending on their length and level of benefit
(see, e.g., Keck and Saraceno 2013); many argue that if short and well paid, they enhance women’s
employment levels and prospects, but when long and less generous, they depress employment
inclusion and equality (see Hook and Ruppanner, this volume). However, the availability of public
childcare services has been shown to be significant for both levels and quality of mothers’
employment, and to be beneficial for both well-educated and less-educated mothers. Pettit and
Hook (2009) argue that such services help women maintain continuous employment, thereby
sustaining their human capital and lowering discrimination. The Nordic countries have defined
the provision of care as a largely public responsibility – via provision of services and paid leaves
for both fathers and mothers, linked to children’s well-being and gender equality, with both
understood to imply mothers’ employment. In contrast, until very recently, the care of children has
been understood to be the province of the family in the United Kingdom, most of the continental
European countries, and Japan, while in North America, care is considered best left to private
‘choice’, reflecting politically dominant liberalism (O’Connor et al. 1999). In the United States,
state provision has been all but ruled out (Morgan 2006), yet mothers with resources have been
able to find private care services, albeit of uneven quality (Orloff 2006). The lack of development
of public supports for maternal employment contributes to two significant outcomes: the
polarization of household types by education level, with well-educated women more often in fulltime work and less-educated women withdrawing from paid employment for significant periods
of time, and the overall stagnation of women’s labour force participation rates there (Blau and
Kahn 2013). Elder-care has also been examined vis-á-vis the private/public rubric, but patterns
differ somewhat from childcare; the Nordic countries are consistent in offering public services for
both, the United States for neither, while other countries have a varying mix (Antonnen and Sipilä
1996). Care services and policies, in Europe and East Asia especially, have been changing rapidly
in the 2000s, with the expansion of elder- and childcare services, payments for informal care, and
expansions of paid leaves (see, e.g., Peng 2018; Williams 2018a and 2018b; Mahon 2002; Farris
and Marchetti 2017; Brennan et al 2012).
With rising levels of women’s, especially mothers’, employment, ‘crises of care’ or ‘depletion’
have emerged, as demands for care among aging populations, people with disabilities, and small
children outstrip the supply of familial caregivers (Williams 2018a; Rai et al 2014). Allowing for
(paid) workers to have time to care is one response, and finding new supplies of care workers is
another, to which some states have responded by encouraging immigration or migration from rural
to urban areas within states. These developments have interacted in complex ways with moves
toward the marketization of care services, encouraged by new tax incentives.
Care migration, especially among women, is a significant development in arrangements for
care. ‘Global care chains’ bring (predominantly) women from less-developed areas to richer areas
to supply care; many of these are mothers leaving behind their own children and other kin to be
cared for, often by women (relations, usually) from even-poorer regions (see, e.g., Parrenas 2005;
Lutz 2008). While ‘care deficits’ in richer areas of the globe are filled, new deficits among children
and others in the sending countries have emerged, and migrant care workers face further
difficulties with migration and citizenship regulation (Williams 2018b). Significant empirical and
normative debate concerns the use of immigrant labour for tasks once carried out largely by
housewives, focusing on whether such arrangements are inherently exploitative or can be made
into ‘good jobs’ (see, e.g., Meagher 2006; Bowman and Cole 2009: Gavanas 2010). Moreover,
gendered care, employment and migration arrangements have implications for the quality and
quantity of care (Morgan 2005; Williams 2018a and 2018b).
Which models or ideals of gender, family, and care will be promoted by social policies in the
future? Mothers’ employment is quite widely accepted, but cultural and political attitudes about
the gendered division of labour and care still differ across different groups of women and men
(Kremer 2007; Pfau-Effinger 2005; Orloff 2009b). These care values inform partisan as well as
individual orientations to maternal employment and family policies, which play out across
different political-economic contexts. Demand for greater levels of ‘social investment’ and citizen
‘choice’ with respect to services and care arrangements has emerged, forwarded across welfare
states by ‘third way’ and ‘recalibrative’ projects, and connected in complicated ways with
increasing social diversity (Pierson 2001; Ferrera, Hemerijck, and Rhodes 2000; Hemerijck 2017).
Where ‘choices’ but not public services are on offer, it is usually mothers rather than fathers who
have opted to stay at home for a period of time, and this reflects a class gradient. As is the pattern
across most western countries, well-educated women pursue life patterns that converge most with
those of men of their own class, while less-educated women tend to make greater accommodation
to care and diverge more from men with similar educational levels unless social policy supports
egalitarian models (Esping-Andersen 2016; Hook 2015). Feminists are divided on how to respond:
keep pushing for greater involvement of fathers in care, even if it means less time for mothers who
may want it? Or support women’s and men’s options to decide, but attempt to make the choices
about at-home care versus employment more ‘real’ by insisting that cash for care policies be
accompanied by guaranteed rights to spots in child care centers?
An emphasis on ‘choice’ might allow for pluralism among heterogeneous populations as to
which models of care and gender they prefer. In these cases, the extent of marketization and public
subsidization determines whether choices are realizable, and how care quality and gender equality
will fare (Orloff 2009b; Brennan et al 2012). Some women’s care sector jobs are professionalized,
or at least unionized and relatively well-paid, but others are classic ‘bad jobs’, expressing ‘racial’
and ethnic hierarchies (Glenn 1992; Lutz 2008; Williams 2018a). How ongoing trends toward
marketization and privatization, in the context of greater flows of migrant labor and reactions
against it, will play out is, of course, a matter of which political forces manage to gain hold in this
era of great political uncertainty and upheaval.
Women’s presence in politics has revolutionized policy. In the early twentieth century,
‘maternalists’ entered politics on the basis of ‘difference’, made claims to citizenship based on
their capacities to mother, and idealized a maternalist state that could care for its citizens,
especially mothers and their children (Skocpol 1992; Koven and Michel 1993). Today, women’s
movements for gender equality press for policies to support women’s employment, particularly
anti-discrimination and affirmative action, parental leave, and childcare services (O’Connor et al.
1999, ch.3), and higher proportions of women ‘holding key positions in governmental and political
organizations’ positively influence social spending and the adoption of equality policies
(Bolzendahl 2009). But these developments occur against a backdrop of deep changes in
economic, social, political and cultural contexts, indexed by neo-liberalism, post-industrialism and
individualization, which press upon us both mandates and incentives for commodification and
‘choice’. Yet there is resistance, both normative and practical, to achieving the realization of
‘employment for all’ based entirely on the commodification of care (Lewis and Giullari 2005).
Some strands of feminism embrace a formalistic choice relying solely on private resources, but
others, particularly those that link to social-democratic or labour forces, stress the need for
substantive public support for women’s freedom.
The broader shifts in the political economy – more precarity, less well-paid industrial work,
more pressures on family caregivers, political turns to neo-liberalism – do not lead only to demands
for greater social policy development. Anti-feminist groups promote ideals of ‘traditional’ gender
institutions in marriage, sexuality, and reproduction. And even as full-time housewifery declines,
and runs afoul of neoliberal mandates for women’s activation or instrumentalist concerns with
declining fertility, certain formulations of anti-feminist politics may thrive, as rightwing populists
or social conservatives draw energy from nostalgic longings for the days when women’s care could
be supported by breadwinners in well-paid industrial jobs. When women’s groups and voting blocs
are divided, for example between socialist/secular and Catholic orientations, or anti-feminist
movements are well-mobilized, the adoption of policies seen as promoting or supporting women’s
employment and public care provision, key planks of women’s equality movements’ programmes,
has been blocked. Still, many tenets of legal and substantive gender equality already have been
institutionalized in social policies. Moreover, we see the emergence of new forms of feminist
mobilization, linked to the continuing dilemmas of care and paid employment, economic and
political participation, and freedom from violence and harassment, and aimed at restructuring
systems of social provision and regulation. The promise of welfare institutions that promote
feminist objectives may yet be more fully redeemed.
The transformation of mainstream scholarship by the full integration of gender analysis is
necessary to understand the ongoing development of welfare states, as gender has been at the centre
of transformations of welfare states, families, and capitalist economies. Gendered insights—
particularly around power and politics—radicalize and transform the comparative study of welfare
states, a necessary component of projects to ensure that systems of social provision promote
equality and care—in other words, welfare, broadly understood.
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