Measuring welfare states beyond the three worlds: Refining state-of-the-art tools

Abstract

The past decades saw the expansion of the geography of comparative welfare state research beyond the three worlds embracing a heterogeneous set of mainly middle-income countries. In response, two leading state-of-the-art tools for measuring welfare states through social rights, Social Citizenship Indicators Program (SCIP) and Comparative Welfare Entitlements Dataset (CWED), integrated many new countries into their datasets. Comparative welfare state research has yet to address the extent to which these measurement tools originally developed for measuring classic welfare states work equally well for measuring welfare states beyond the three worlds. In this article, we explore a number of challenges these datasets face in measuring these new cases. These challenges, we believe, stem from a set of key institutional characteristics widely prevalent in these welfare states. These characteristics are overt and hidden conditionalities, unconventional instruments, informal practices, nature of changes in statutory pension age and labour market characteristics of the representative worker. We propose a set of solutions to refine these datasets for comparing all cases, old and new. We conclude by drawing lessons for comparative research focusing not only on welfare states beyond the three worlds but also on the three worlds themselves.