Romanian welfare state: Lessons learned from 30 years of post-communist experience

• Authors: Voicu Malina , Stanescu Simona
• Languages of publication: PL EN

Abstracts

PL

Artykuł analizuje przemiany państwa opiekuńczego w Rumunii, skupiając się na zmianach wydatków socjalnych w okresie 16 lat (2000–2016). Opierając się na danych Eurostatu, w artykule porównujemy Rumunię z innymi państwami członkowskimi UE, szczególnie z krajami postkomunistycznymi. Dokonujemy analizy skupień z wykorzystaniem czterech wskaźników: udział świadczeń przyznawanych na podstawie kryterium dochodowego, udział świadczeń rzeczowych, poziom familializmu i wysokość łącznych wydatków socjal- nych kraju. Ma to na celu ustalenie miejsca rumuńskiego państwa opiekuńczego w UE. Wyniki wskazują, że podobnie jak większość innych krajów postkomunistycznych, Rumunia należy do rodzinnego minimalistycznego (familist minimalist) reżimu polityki społecznej. Kraje z tej grupy charakteryzują się niskim poziomem wydatków socjalnych i wysokim zaangażowaniem rodzin w zapewnienie dobrobytu mieszkańcom.

EN

The transition from planned to market economy meant reconsidering the welfare model and was one of the most important components of the changes affecting post-communist societies. The abolition of the state-planned economy implied, among others, abandoning the full employment policy and the emergence of new social risks that communist state had not faced in the past. In this context, the welfare model was readjusted according to market economy, to the political and cultural past of each post-communist society (Inglot 2003, 2008, 2009). This paper looks at the changes of welfare state in Romania, by analysing the changes in social expenditures over a period of 16 years (2000 to 2016). Using data retrieved from Eurostat the article compares Romania with the other EU member states, particularly with the post-communist ones. Using four indicators, the share of mean-tested benefits, the share of in-kind benefits, level of familism and total aggregate social expenditures, the paper employs a k-mean cluster analysis aiming to find out the place of the Romanian welfare state within EU. The results point out that Romania belongs to a familist minimalist welfare regime, together with most of the other post-communist countries. Countries in this group have low social spending and high involvement of the family in the welfare provision.

Keywords

PL

państwo opiekuńcze; polityka społeczna; Rumunia; analiza skupień

EN

welfare state; social policy; Romania; cluster analysis

• Publisher: Instytut Polityki Społecznej Uniwersytetu Warszawskiego
• Journal: Problemy Polityki Społecznej. Studia i Dyskusje
• Year: 2019
• Issue: 47(4)
• Pages: 73-93

Contributors

author

Voicu Malina

• Research Institute for Quality of Life Romanian Academy

author

Stanescu Simona

• Research Institute for Quality of Life Romanian Academy

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