ABSTRACT
With increasing female labour market participation, welfare states in Europe have aimed to reorient their policies in order to face a newly emerging social risk – difficulties to combine work and family roles. Yet, they differ in the extent of this adaptation, which has been associated with multiple factors including the influence of cultural values or ideas towards care. In this article, we employ the European Social Survey (Round 8) to examine whether and how not only self-interests but also values influence public willingness to pay for extending state’s work-family reconciliation policies in Italy, Portugal, and Spain, where care provision traditionally was in the family. Although South European welfare states are often considered to be similarly influenced by traditional gender and family values, the findings of this study contribute to the evidence that there are important differences between them.
Introduction
Increasing participation of women in the labour market since the 1970s meant less dependence of households on a male breadwinner and better protection against poverty for women and their families. At the same time, however, it created a new social risk – difficulties to combine parenthood and employment resulting in work-life conflict with significant social, health and economic costs or welfare losses (Bonoli 2007; Mandel 2009; Misra et al. 2011). Childcare that was usually performed by women within a household and on an unpaid basis now needed to be externalised to the state-financed and/or -provided services or to the markets. While the latter may create financial burden on parents, particularly in lower-income households, the former can be considered as more equitable and aligning with the logic of social investment. Public family policies, therefore, can be seen as a means that helps to reconcile demands of work and family lives and to diminish the role conflict. Depending on its scope and content, it can support female employment and attain gender equality (Mandel 2009).
The welfare states in Europe, nonetheless, differ in the extent of this adaptation to dual-earner/-carer households, where the social-democratic countries have been relatively more generous in their work-family reconciliation policies than conservative states in Continental and Southern Europe (Trifiletti 1999; Bonoli 2007; Mandel 2009; León and Pavolini 2014; Natili and Jessoula 2019). In other words, they contrast in terms of familization and de-familization efforts (Lohmann and Zagel 2016). Generally, Southern Europe is characterised by a large degree of familialism by default (Saraceno 2016), although Portugal is somewhat of an exception with its stronger defamilizing policies (Lohmann and Zagel 2016).
These variations in policy trajectories across European societies have been associated with multiple factors. On the one hand, Bonoli (2007), for example, argues that timing matters and claims that the Nordic countries experienced post-industrial transformations earlier and, therefore, were in more favourable situation in terms of development of new social risk policies than Continental and Southern European countries, where these transformations in family structures took place later and encountered competing claims due to population aging. Natili and Jessoula (2019), nonetheless, show that even if spending for these competing claims is retrenched, it is not necessarily balanced by expanding work-family reconciliation policies. They stress different roles of domestic politics or of external actors such as the EU.
On the other hand, the influence of values and their culturally-specific patterns at a given moment in time is also important. Pfau-Effinger (2005a) views cultural ideas towards ‘ideal’ forms of care and responsibilities of the state, the family or the market as inculcated in public discourses and shaping policies. In South European societies, the dominance of conservative values towards family and gender roles often serves as an explanatory variable of the familistic nature of social policies. Their importance in defining risks against which South European welfare states centre their social policies is discussed by Trifiletti (1999), Mandel (2009), Drobnič and Guillén-Rodríguez (2011) or Natili and Jessoula (2019), among others. León and Pavolini (2014), nonetheless, stress different dynamics of these values across the countries, while Calzada and Brooks (2013: 531) find Southern Europe as being ‘less distinctive for its levels of family solidarity and family values’ when compared with other countries beyond Northern or Continental Europe. All of them, however, acknowledge the importance of these values in the region.
Cultural values and ideas may ‘restrict the spectrum of possible policies of a welfare state’ (Pfau-Effinger 2005a: 4) and, along with the institutional system and social structures, shape its care arrangements (Pfau-Effinger 2005b). At the same time, changes in populace’s cultural values and in welfare state policies may not develop at the same pace (Pfau-Effinger 2005b) and, as a result, cultural ideas, which are deemed to drive particular family policies, may not necessarily represent values of the majority but rather of those who are in power to shape those policies (Calzada and Brooks 2013). In other words, although to some extent culture is external and structures practices, it is not homogenous but rather shaped by individuals’ social positions and life trajectories (van Oorschot 2007).
Values –as being abstract, durable and trans-situational (Schwartz 1994; Hitlin and Piliavin 2004)– can be considered as fundamentally different from attitudes, which ‘value priorities underpin’ (Kulin and Meuleman 2015: 420). Thus, we can expect that besides specific needs or self-interests, which drive to supporting or opposing different public policies, embracing certain values will also shape individual’s attitudes towards welfare state and its policies. In this article, therefore, we employ the European Social Survey (ESS Round 8) to examine whether and how not only self-interests but also values influence welfare support or, more specifically, willingness to pay for extending state’s work-family reconciliation policies in South European societies, where care provision traditionally was in the family. Yet, increasing women participation in the labour market might require a bigger share of other providers of social protection such as the welfare state or employers that might offer services and benefits as part of occupational welfare (Titmuss 1958; Natali et al. 2018).
Welfare attitudes can ‘tell us something about whether or not existing social arrangements are legitimate’ (Svallfors 2012: 2). This is of great importance in South European welfare states that spend on family services and benefits substantially less than the Nordic or Continental European countries and that allocate to family welfare one of the lowest shares of total expenditure on benefits in Europe suggesting relatively low priority as compared to other fields of social protection (source: Eurostat Statistics). Furthermore, given that South European societies are often considered to be similar in terms of the impact of traditional gender and family values, this study contributes to the evidence that there are important differences between them in the patterns of welfare support. It also adds to the literature on public attitudes towards childcare and family policies that ‘remain largely unexplored’ (Chung and Meuleman 2017: 50). In the following sections, we first outline our analytical framework and research questions; second, we describe the data and methods; and, finally, we analyse and discuss the results.
Values and self-interests as drivers of welfare attitudes
Welfare attitudes have been often associated with self-interests of different social groups across nations (e.g. Blomberg et al. 2012; Busemeyer and Garritzmann 2017). The basic assumption is that social groups that have a greater risk of facing certain social problems and needs ‘might perceive state’s role in welfare issues in a distinct way’ compared to other groups (Blomberg et al. 2012: 59). In this context, we can hypothesise that women, age groups of potential parenthood or individuals with children in a household (i.e. actual parenthood) will be more supportive of extending state’s work-family reconciliation policies, even if meaning higher taxes for all. Likewise, lower classes might show more support for better public services for families than higher ones that can approach the market for childcare and, therefore, depend less on state’s family policies. On the other hand, the effect can be also negative: lower classes may not be willing to pay higher taxes if tax burden is already high in a country and, further, higher classes may be more supportive of public services for families due to their potentially higher cultural capital and needs for services.
Other studies (e.g. Staerklé, Likki and Scheidegger 2012; Calzada and Brooks 2013; Kulin and Meuleman 2015), nonetheless, stress cultural values as a predictor of welfare attitudes, whilst not rejecting the importance of self-interests or perceived risks and vulnerabilities. They connect the two approaches in explaining welfare attitudes: the rationalist or more structural view through self-interests or risks associated with certain social positions and the subjective or cultural view through values or ideas. The theory of basic human values, whose structure, contents, and comprehensiveness have been validated across numerous Western and non-Western nations (Schwartz 1992, 1994; Schwartz et al. 2001), can be successfully employed in this context (see, for example, Kulin and Meuleman 2015). The modified version of its well-tested measurement instrument is also included in the European Social Survey and has been validated in 20 European countries (Davidov et al. 2008).
The theory defines values as motivational goals that transcend specific situations, guide individual behaviour or perceptions and are ordered by their relative importance forming a system of value priorities (Schwartz 1992, 1994). As being more abstract and focusing on ideals they are different from attitudes that are associated with a concrete concern or social object (Hitlin and Piliavin 2004). Schwartz specifies a set of ten distinct value types that ‘are likely to be recognised within and across cultures and used to form value priorities’ (Schwartz 1992: 59). The use of value types rather than specific single values increases reliability (Schwartz et al. 1997) and their measurement with multiple abstractly-formulated indicators ‘gives a better reflection of the theoretical distance between values and attitudes (…) and allows for a more stringent test of the values-attitudes nexus’ than, for example, political ideology (Kulin and Meuleman 2015: 419–20).
The value types are integrated into a broader system with dynamic relations between them and where ‘actions in pursuit of any value have consequences that conflict with some values and are congruent with other values’ (Davidov et al. 2008: 423). Namely, they form a continuum in the circular structure with the types in opposing directions being competing or conflicting and the adjacent ones viewed as compatible (Schwartz 1994). For instance, benevolence and universalism that are two adjacent types of values ‘both are concerned with enhancement of others and transcendence of selfish interests’ (Schwartz 1994: 25) while benevolence and achievement that are in opposing directions express competing goals: well-being of the significant others may conflict with individual success and ambitions.
Put it differently, values can be interpreted as motivational dispositions or mental structures durably and deeply inculcated in habitus, structuring individual practices and being transposable to different social fields and situations (Bourdieu 1990). These dispositions are structured by social conditions where they have been acquired through socialisation processes as well as by unique individual trajectories or experiences (Bourdieu 1990; Schwartz 1994). Present practices or perceptions, therefore, form in the interrelationship between ‘the present conditions which may seem to have provoked them’ and ‘the past conditions which have produced the habitus’ (Bourdieu 1990: 56). In other words, welfare attitudes can be based both on values as durable but transposable dispositions inculcated in habitus as well as on agents' self-interests that depend on their present life situations and social conditions where habitus is enacted. Therefore, we ask:
whether and how welfare support is shaped by values;
whether and how welfare support is shaped by needs or self-interests.
Pfau-Effinger (2005b) discusses two types of values as a foundation of different care arrangements and, consequently, welfare policies towards care. On the one hand, there are differences in family values as values and ideas about the role of family in the provision of care, including gender roles and ‘the gender division of labour’ (2005b: 328). On the other hand, it is also based on welfare values and the importance placed on them, which is related to the state’s role in care provision, the degree of generosity, and ‘the comprehensiveness and quality of social rights’ (2005b: 340). In this context, we argue that several value types are potentially relevant to predict support for work-family reconciliation policies.
In particular, we hypothesise that, in South European societies where care provision has been traditionally in family, individuals that give higher priority to the value types of tradition and conformity might be less supportive of work-family reconciliation policies that externalise care to state’s services and provision. Both of these value types share the broader motivational goal of subordination to and acceptance of social expectations imposed by other people such as parents or elders as well as by one’s culture or religion (Schwartz 1992). In the meantime, universalism that emphasises ‘understanding, appreciation, tolerance, and protection for the welfare of all people’ (Schwartz 1992: 12) and benevolence that embody the welfare of people close to an individual represent such values as equality, social justice or being helpful and, therefore, should correlate positively with support for reconciliation policies, which imply solidarity between genders, classes, and generations.
The influence of values and self-interests, nonetheless, might be culturally specific and vary across nations. In other words, they are embedded in place and time (Bourdieu 1990), where the institutional context may mediate the effects of values and self-interests on welfare attitudes. We, therefore, analyse:
whether there are different patterns of support (different effects of values and self-interests) between South European societies.
We also aim to tentatively associate these between-country differences with relevant contextual factors at the country level. Chung and Meuleman (2017: 51) argue that, beyond self-interests and values, policy provision is ‘the crucial third aspect that helps us understand why individuals support public provision’. We, therefore, look at institutional indicators which are directly related to work-family reconciliation policies and ‘which contribute to opinion-formation because individuals are likely to be aware of them’ (Kunißen 2019: 612), e.g. the generosity of parental leaves or public childcare provision. The level of tax burden might also help to understand differences in willingness to pay higher taxes for extending public provision for families. We compare the real tax rate that covers social security contributions, income tax and VAT experienced by employees earning typical salaries in a country (Rogers and Philippe 2019). Finally, female employment rates might also be relevant, for women more than men are burdened by care responsibilities and, therefore, might experience work-life conflict and unmet needs for services.
Data and methods
Dataset and model
The European Social Survey is a biannual face-to-face survey carried out by the European Science Foundation since 2002. There were 23 participating countries in 2016 (Round 8 or ESS8). The ESS8 includes both a module on welfare attitudes, which allows us to measure public willingness to pay for extending state’s work-family reconciliation policies, as well as a validated value scale to measure the 10 basic value types of Schwartz’s theory. While our objective was to compare all the South European societies, only Italy, Portugal and Spain could be incorporated in the analysis. Greece has not participated in the survey since 2012. The sample sizes of the ESS8 in the analysed countries are the following: 2626 in Italy, 1270 in Portugal and 1958 in Spain.
Based on the analytical framework and research questions outlined in the second section, we estimate three logit models. First, a model (Model 1) that estimates welfare support with values and control variables as predictors is developed to reveal the extent to which values affect support for extending work-family reconciliation policies. Second, we determine whether differences in support could be accounted for differences in self-interests (Model 2). Third, country dummies are included to verify whether there are differences between the countries (Model 3) and, therefore, a separate logit model for each country will be necessary to assess differences in the effects of values and self-interests.
Dependent variable
To measure individual’s support for extending state’s provision of services for families, we employ the question E25 (ESS8) worded as ‘would you be against or in favour of the government introducing extra social benefits and services to make it easier for working parents to combine work and family life even if it means much higher taxes for all?’. The responses include ‘strongly against’, ‘against’, ‘in favour’ and ‘strongly in favour’, which we dichotomised to: ‘in favour’ (support/willingness to pay higher taxes) and ‘against’ (no support).
The formulation of the question in the constrained or trade-off manner rather than only support for these social investment policies, which generally is high and ‘might significantly overestimate people’s “true” support’ (Busemeyer and Garritzmann 2017: 885), may be considered as its particular strength. Empirical findings suggest that support for more spending on policies drops when people are reminded that it implies additional financing through, for example, higher taxes (Busemeyer and Garritzmann 2017). The responses, however, might strongly depend on the tax burden and its between-country variations, which we are not able to control at the individual level due to the data limitations. Yet, we intend to reflect on it at the country level. Despite the limitations of the question, we argue that this formulation represents gender, class and generational solidarity better and measures ‘real’ support more reliably than wording without trade-off scenarios.
Independent variables
We employ three types of independent variables at the individual level: values, self-interests, and control variables that mainly represent individual resources for care. The ESS human values scale includes verbal portraits of 21 individuals ‘that point implicitly to the importance of a value’ (Davidov et al. 2008: 426). Respondents answer how much the described person is like them with responses on a 6-point Likert scale varying from ‘very much like me’ to ‘not like me at all’. In this study, we recode the answers so that the higher score on the scale, the higher similarity between the respondent and the described person. To calculate value priorities, a correction for individual differences in the use of the response scale, which can cause under- and over-estimates, is done by subtracting a 21-item mean score from a mean score of items that represent each value type (Schwartz et al. 1997). When assessing the validity of the ESS human values scale, Davidov et al. (2008: 440) suggest that seven (rather than ten) distinct values, where some of them are combinations of two original adjacent value types, can be measured ‘with confidence’ using the scale. Following their results, we combine tradition with conformity (a centred mean of 4 items) and universalism with benevolence (a centred-mean of 5 items).
Second, we include variables that might influence the dependent variable through interests or needs associated with them: gender, age groups, children in a household and social class. Women tend to be more supportive of extensive welfare policies (Svallfors 1997; Staerklé et al. 2012), which could be particularly the case in reconciliation policies due to childcare needs. Similarly, welfare support may vary along the life course depending on care responsibilities and needs. Following the life-course rationale (Svallfors et al. 2012), we create four age categories: 16–29, 30–44, 45–64 and 65 or more. Furthermore, children in a household might generate very specific and expressed needs for family policies. Considering different care needs, we examine whether and how having youngest children under the age of 3 (needs for early childcare), aged 3–5 (pre-school), aged 6–11 and aged 12–15 influence welfare attitudes. Finally, the indicator of social class is based on the Oesch’s class schema (Oesch 2006) and includes 5 occupational groups based on their technical, organisational and interpersonal work logic: higher-grade service class, lower-grade service class, small business owners, skilled workers and unskilled workers.
We also control for several variables that may confound our results. First, religiosity as church attendance rather than only denomination can be seen as certain ideologies ‘that subsume attitudes and values’ (Hitlin and Piliavin 2004: 375). Second, family or household characteristics may be factors that suggest particular levels of economic or time resources in the family. We, therefore, construct a variable as a proxy of the family model (Pfau-Effinger 2005b) using the data on respondent’s and/or their partner’s employment status. Third, a variable of the respondent’s domicile is included to reflect potentially different availability of formal public services or informal care resources. Subjective economic well-being might also be related to different levels of willingness to pay higher taxes for better services for families. Furthermore, trust in political actors and institutions may impact individual’s willingness to pay higher taxes and have services provided by the institutions. We, therefore, incorporate a variable that averages trust in politicians, political parties, and country’s parliament (from 0 (no trust at all) to 10 (complete trust)). Finally, the role of media in shaping values and attitudes is considered by including the use of different media channels for news about politics and current affairs (measured by minutes per day).1 Descriptive statistics of the independent variables can be obtained from the authors on request.
Results
The distribution of respondents against or in favour for extending state’s work-family reconciliation policies even if meaning higher taxes for all, 2016 (source: own calculations, ESS8).
The distribution of respondents against or in favour for extending state’s work-family reconciliation policies even if meaning higher taxes for all, 2016 (source: own calculations, ESS8).
Although the analysed Southern European countries show similarly high levels of welfare support for extending work-family reconciliation policies, their institutional and economic contexts are diverse (see Table 1). First, Portugal which reports the highest level of support for extending public services for families is the one with the lowest expenditure on family/children benefits and relatively low tax burden. It is among ten EU countries with lowest real tax rates for typical workers (Rogers and Philippe, 2019). Further, the employment rates of Portuguese women, in general, and of mothers, in particular, are among the highest in Europe, which might indicate a greater need for better services. Provisions for families such as leave policies, however, do not seem to be significantly more generous than in Italy or Spain with an exception of a higher proportion of children under 3 in formal childcare in Portugal. Further, leave policies in Portugal and Spain seem to be more oriented towards gender-equality than in Italy, where the length of well-paid leaves for fathers is quite symbolic – 4 days.
. | Italy . | Portugal . | Spain . |
---|---|---|---|
Expenditure on family/children benefits in PPS per inhabitant, 2016 | 486.1 | 260.2 | 332.2 |
Female employment rates (gender gap in the employment-to-population rate), 2017 | 48.9 (18.2) | 65.8 (6.3) | 56.5 (11.1) |
Employment rates of all mothers with at least one child under 15, 2014 | 55.3 | 75.7 | 59.5 |
Percentage of children aged 0-2 in formal education from 1 to 29 hours per week, 2016 | 12.1 | 2.7 | 20.6 |
Percentage of children aged 0-2 in formal education 30 hours and over per week, 2016 | 22.3 | 47.2 | 18.7 |
Percentage of children aged 0-2 using informal childcare arrangements during a typical week, 2016 | 37.4 | 32.8 | 16.2 |
Length (in weeks) of maternity leave (replacement rates as % of earnings), 2018 | 16 (80) | 17.1 (100)/ 21.4 (80)a | 16 (100) |
Length (in weeks) of paternity leave (replacement rates as % of earnings), 2018 | 4 days (100) | 5 (100) | 4 (100) |
Length (in weeks) of parental leave (replacement rates as % of earnings), 2018 | 24 per parent (30)b | 12 per parent (25) | unpaid only |
Real tax rate for typical workers (% of real gross salary), 2019c | 51.6 | 43.9 | 43.3 |
. | Italy . | Portugal . | Spain . |
---|---|---|---|
Expenditure on family/children benefits in PPS per inhabitant, 2016 | 486.1 | 260.2 | 332.2 |
Female employment rates (gender gap in the employment-to-population rate), 2017 | 48.9 (18.2) | 65.8 (6.3) | 56.5 (11.1) |
Employment rates of all mothers with at least one child under 15, 2014 | 55.3 | 75.7 | 59.5 |
Percentage of children aged 0-2 in formal education from 1 to 29 hours per week, 2016 | 12.1 | 2.7 | 20.6 |
Percentage of children aged 0-2 in formal education 30 hours and over per week, 2016 | 22.3 | 47.2 | 18.7 |
Percentage of children aged 0-2 using informal childcare arrangements during a typical week, 2016 | 37.4 | 32.8 | 16.2 |
Length (in weeks) of maternity leave (replacement rates as % of earnings), 2018 | 16 (80) | 17.1 (100)/ 21.4 (80)a | 16 (100) |
Length (in weeks) of paternity leave (replacement rates as % of earnings), 2018 | 4 days (100) | 5 (100) | 4 (100) |
Length (in weeks) of parental leave (replacement rates as % of earnings), 2018 | 24 per parent (30)b | 12 per parent (25) | unpaid only |
Real tax rate for typical workers (% of real gross salary), 2019c | 51.6 | 43.9 | 43.3 |
Source: Eurostat Statistics, International Network on Leave Policies & Research, OECD Family Database, Rogers and Philippe (2019).
a Initial parental leave: 6 weeks obligatory for mothers after the birth but the rest can be shared between parents with 30 days extra if shared
b Max 40 weeks per family; 4 weeks extra if a father takes min 12 weeks
c Include all social security contributions, income tax and VAT
Like Portugal, Spain also shows low levels of social expenditure on family and children benefits (half the EU average) and of tax burden, which may partially explain high support for extending family policies. Both female and mothers’ employment rates are, nonetheless, lower – below 60 per cent. The lower proportions of children under 3 in formal childcare (particularly, full-time) and of using informal care arrangements may suggest a lack of availability of formal childcare services as well as informal care resources. Along with the absence of parental leaves, this may keep women out of the labour market.
Finally, although the level of social expenditure on family benefits in Italy is higher, which might signal greater efforts to cover new social risks, other indicators suggest more traditional family and gender roles: lower levels of female and mothers’ employment or of children under 3 in formal childcare. Quite a high proportion of children using informal care arrangements, however, may indicate a need for better services for families. Yet, high tax burden (among top five in the EU) might impede support for this expansion.
The effects of values and self-interests: pooled data
Table 2 shows that some of the variables are consistently significant across all of the three models. First, the findings confirm the importance of tradition and conformity values, the effect of which even increases when controlled for self-interests. Individuals who embrace values that include commitment to traditions or religion as well as obedience to social expectations or norms (Schwartz 1994) tend to show less support for extending work-family reconciliation policies that may be considered as opposing traditional social order and family values. These findings contribute to the evidence concerning negative effects of conservation values on welfare support (Kulin and Meuleman 2015). Yet, contrary to their findings about self-transcendence values as well as to our own hypothesis, individuals who place higher (or lower) importance on universalism and benevolence values that cover social justice and equality, among others, are not significantly more (or less) supportive towards extending family policies.
. | . | Model 1 . | Model 2 . | Model 3 . |
---|---|---|---|---|
Values | ||||
Combined universalism and benevolence | 0.072 | 0.062 | –0.009 | |
Combined tradition and conformity | –0.120*** | –0.161*** | –0.122*** | |
Self-interests | ||||
Gender (ref. men) | Women | 0.021 | 0.021 | |
Age (ref. 15-29) | 30-44 | 0.138 | 0.145 | |
45-64 | 0.154* | 0.155* | ||
65+ | 0.249** | 0.222** | ||
Social class (ref. higher-grade service class) | Lower-grade service class | –0.260*** | –0.245** | |
Small business owners | –0.366*** | –0.373*** | ||
Skilled workers | –0.166** | –0.173* | ||
Unskilled workers | –0.266*** | –0.284*** | ||
Presence of children (ref. none) | Youngest under 3 | 0.376*** | 0.366*** | |
Youngest 3 to 5 | 0.362*** | 0.358*** | ||
Youngest 6 to 11 | 0.023 | 0.012 | ||
Youngest 12 to 15 | 0.148 | 0.126 | ||
Country (ref. Spain) | ||||
Italy | –0.162*** | |||
Portugal | 0.376*** | |||
Control variables | ||||
Religion (ref. at least once a month) | Less often | –0.066 | –0.064 | –0.052 |
Never | –0.031 | –0.047 | –0.046 | |
Family model (ref. nobody in paid work) | One in paid work (no partner) | –0.024 | –0.017 | –0.020 |
One in paid work (with partner) | 0.054 | –0.024 | –0.029 | |
Double-earner | 0.040 | –0.048 | –0.069 | |
Domicile (ref. big city) | Small city or town | –0.021 | 0.056 | 0.090 |
Village or countryside | 0.079 | 0.064 | 0.094 | |
Feeling about household's income nowadays (ref. living comfortable on present income) | Coping on present income | –0.309*** | –0.241*** | –0.264*** |
Difficult on present income | –0.318*** | –0.257*** | –0.267*** | |
Very difficult on present income | –0.473*** | –0.417*** | –0.451*** | |
Trust in politicians, parties and country’s parliament | 0.085*** | 0.088*** | 0.082*** | |
Use of media for news about politics and current affairs | 0.000*** | 0.001*** | 0.001*** | |
Constant | 0.587*** | 0.557*** | 0.629*** |
. | . | Model 1 . | Model 2 . | Model 3 . |
---|---|---|---|---|
Values | ||||
Combined universalism and benevolence | 0.072 | 0.062 | –0.009 | |
Combined tradition and conformity | –0.120*** | –0.161*** | –0.122*** | |
Self-interests | ||||
Gender (ref. men) | Women | 0.021 | 0.021 | |
Age (ref. 15-29) | 30-44 | 0.138 | 0.145 | |
45-64 | 0.154* | 0.155* | ||
65+ | 0.249** | 0.222** | ||
Social class (ref. higher-grade service class) | Lower-grade service class | –0.260*** | –0.245** | |
Small business owners | –0.366*** | –0.373*** | ||
Skilled workers | –0.166** | –0.173* | ||
Unskilled workers | –0.266*** | –0.284*** | ||
Presence of children (ref. none) | Youngest under 3 | 0.376*** | 0.366*** | |
Youngest 3 to 5 | 0.362*** | 0.358*** | ||
Youngest 6 to 11 | 0.023 | 0.012 | ||
Youngest 12 to 15 | 0.148 | 0.126 | ||
Country (ref. Spain) | ||||
Italy | –0.162*** | |||
Portugal | 0.376*** | |||
Control variables | ||||
Religion (ref. at least once a month) | Less often | –0.066 | –0.064 | –0.052 |
Never | –0.031 | –0.047 | –0.046 | |
Family model (ref. nobody in paid work) | One in paid work (no partner) | –0.024 | –0.017 | –0.020 |
One in paid work (with partner) | 0.054 | –0.024 | –0.029 | |
Double-earner | 0.040 | –0.048 | –0.069 | |
Domicile (ref. big city) | Small city or town | –0.021 | 0.056 | 0.090 |
Village or countryside | 0.079 | 0.064 | 0.094 | |
Feeling about household's income nowadays (ref. living comfortable on present income) | Coping on present income | –0.309*** | –0.241*** | –0.264*** |
Difficult on present income | –0.318*** | –0.257*** | –0.267*** | |
Very difficult on present income | –0.473*** | –0.417*** | –0.451*** | |
Trust in politicians, parties and country’s parliament | 0.085*** | 0.088*** | 0.082*** | |
Use of media for news about politics and current affairs | 0.000*** | 0.001*** | 0.001*** | |
Constant | 0.587*** | 0.557*** | 0.629*** |
Notes: *p < 0.10, **p < 0.05, ***p < 0.01. Source: own calculations, ESS8.
Second, the introduction of self-interests as explanatory variables only partially confirms the expected effects on welfare support. Compared to employees in higher-grade service class, other social classes tend to be less willing to pay higher taxes for better services for families. The negative effect is stronger in case of small business owners, which might be related to their position in the labour market with less access to services and benefits than in case of employees. As expected, households with small children are more willing to pay higher taxes for better services to reconcile work and family lives, which shows that needs of the household are mediating support for work-family reconciliation policies. Finally, individuals over 45 are also more supportive than the youngest age cohort that might reflect their instable or outsider position in the labour market. Gender, however, does not show significant differences in welfare support.
Third, some of the control variables also demonstrate quite high levels of consistency across the models. Subjective economic well-being or security shows a robust and rather intuitive effect. The more difficult individuals find living on their income, the less supportive towards extending work-family reconciliation policies they are, which might be the result of constrained nature of the question that implies willingness to pay higher taxes. Further, both trust in politicians, parties, and country’s parliament as well as interest in politics and current affairs measured by the use of media, which may accumulate cultural capital, are highly significant and influence positively support for better services for families. Finally, the country dummy variable is introduced in the Model 3 and results significant, which might indicate different patterns of support between the countries and begs for separated logit models to evaluate the effects of independent variables in each country.
The effects of values and self-interests: between-country differences
The results in Table 3 confirm different patterns of support in Italy, Portugal, and Spain. First, social class and subjective economic security influence significantly welfare support in Italy. Compared to higher-grade service class, individuals in lower classes tend to be less supportive of extending work-family reconciliation policies. Similarly, individuals that are not living comfortable on their present income are less supportive of extending family policies: the worse they feel that they live, the less supportive they are. Both of these effects might be related to already high tax burden in Italy (Table 1). In the meantime, while having children under 3 do not show significant effects, children between 3 and 5 and adolescents between 12 and 15 in a household lead to higher willingness to pay for better services for families. Similarly, individuals with higher trust in politicians, political parties and Italian parliament as well as those who use media channels for news about politics and current affairs, both of which accumulate non-material forms of capital, are more supportive towards extending services for families.
. | . | Italy . | Portugal . | Spain . |
---|---|---|---|---|
Values | ||||
Combined universalism and benevolence | –0.183** | –0.073 | 0.209*** | |
Combined tradition and conformity | –0.143** | –0.081 | –0.104* | |
Self-interests | ||||
Gender (ref. men) | Women | 0.063 | –0.022 | –0.027 |
Age (ref. 15-29) | 30-44 | 0.029 | 0.965*** | 0.064 |
45-64 | 0.250* | 0.919*** | –0.153 | |
65+ | 0.206 | 1.499*** | –0.065 | |
Social class (ref. higher-grade service class) | Lower-grade service class | –0.537*** | 0.117 | –0.077 |
Small business owners | –0.635*** | –0.268 | –0.143 | |
Skilled workers | –0.341** | –0.050 | –0.093 | |
Unskilled workers | –0.445*** | 0.204 | –0.252* | |
Presence of children (ref. none) | Youngest under 3 | 0.198 | –0.159 | 0.550*** |
Youngest 3 to 5 | 0.346* | 0.058 | 0.351* | |
Youngest 6 to 11 | 0.151 | 0.350 | –0.171 | |
Youngest 12 to 15 | 0.431*** | –0.154 | 0.014 | |
Control variables | ||||
Religion (ref. at least once a month) | Less often | –0.191** | –0.042 | 0.201** |
Never | –0.154 | –0.131 | 0.117 | |
Family model (ref. nobody in paid work) | One in paid work (no partner) | –0.003 | 0.703** | –0.155 |
One in paid work (with partner) | 0.197 | –0.230 | –0.179 | |
Double-earner | –0.084 | –0.010 | –0.043 | |
Domicile (ref. big city) | Small city or town | –0.142 | –0.101 | 0.369*** |
Village or countryside | 0.053 | –0.278 | 0.124 | |
Feeling about household's income nowadays (ref. living comfortable on present income) | Coping on present income | –0.183* | –0.159 | –0.356*** |
Difficult on present income | –0.431*** | –0.081 | –0.083 | |
Very difficult on present income | –0.622*** | 0.087 | –0.400** | |
Trust in politicians, parties and country’s parliament | 0.078*** | 0.024 | 0.107*** | |
Use of media for news about politics and current affairs | 0.001*** | 0.002 | 0.001 | |
Constant | 0.867*** | 0.100 | 0.345 |
. | . | Italy . | Portugal . | Spain . |
---|---|---|---|---|
Values | ||||
Combined universalism and benevolence | –0.183** | –0.073 | 0.209*** | |
Combined tradition and conformity | –0.143** | –0.081 | –0.104* | |
Self-interests | ||||
Gender (ref. men) | Women | 0.063 | –0.022 | –0.027 |
Age (ref. 15-29) | 30-44 | 0.029 | 0.965*** | 0.064 |
45-64 | 0.250* | 0.919*** | –0.153 | |
65+ | 0.206 | 1.499*** | –0.065 | |
Social class (ref. higher-grade service class) | Lower-grade service class | –0.537*** | 0.117 | –0.077 |
Small business owners | –0.635*** | –0.268 | –0.143 | |
Skilled workers | –0.341** | –0.050 | –0.093 | |
Unskilled workers | –0.445*** | 0.204 | –0.252* | |
Presence of children (ref. none) | Youngest under 3 | 0.198 | –0.159 | 0.550*** |
Youngest 3 to 5 | 0.346* | 0.058 | 0.351* | |
Youngest 6 to 11 | 0.151 | 0.350 | –0.171 | |
Youngest 12 to 15 | 0.431*** | –0.154 | 0.014 | |
Control variables | ||||
Religion (ref. at least once a month) | Less often | –0.191** | –0.042 | 0.201** |
Never | –0.154 | –0.131 | 0.117 | |
Family model (ref. nobody in paid work) | One in paid work (no partner) | –0.003 | 0.703** | –0.155 |
One in paid work (with partner) | 0.197 | –0.230 | –0.179 | |
Double-earner | –0.084 | –0.010 | –0.043 | |
Domicile (ref. big city) | Small city or town | –0.142 | –0.101 | 0.369*** |
Village or countryside | 0.053 | –0.278 | 0.124 | |
Feeling about household's income nowadays (ref. living comfortable on present income) | Coping on present income | –0.183* | –0.159 | –0.356*** |
Difficult on present income | –0.431*** | –0.081 | –0.083 | |
Very difficult on present income | –0.622*** | 0.087 | –0.400** | |
Trust in politicians, parties and country’s parliament | 0.078*** | 0.024 | 0.107*** | |
Use of media for news about politics and current affairs | 0.001*** | 0.002 | 0.001 | |
Constant | 0.867*** | 0.100 | 0.345 |
Notes: *p < 0.10, **p < 0.05, ***p < 0.01. Source: own calculations, ESS8.
More importantly, both types of values demonstrate significant effects on welfare support in Italy. Like in Spain, combined tradition and conformity values show an expected effect and align with the results of the pooled data: the more individuals embrace tradition and conformity values, the less supportive of extending work-family reconciliation policies they are. Combined universalism and benevolence values also result significant, but the direction of the effect is not as expected and contrasts to the one in Spain. While individuals in Spain who place higher priority on values that represent welfare of all people and of the significant others are more supportive of extending family policies, these individuals in Italy show less support for better services for families.
This could be related to higher tax burden in Italy. Further extensions of taxes might be perceived as threatening household income and, as a result, being against values such as social justice, equality or welfare of others. Likewise, social solidarity might have a different meaning in Italy where family is perceived as the most adequate care and welfare institution. Embracing social justice or equality, therefore, might result in support for policies of family income protection but not necessarily for public care services. For these risks are covered informally by the (extended) family, in general, and by mothers, in particular (Trifiletti 1999; Table 1). The European Values Study in 2017 confirms this dominance of traditional family values in Italy: 52 per cent (strongly) agree that children suffer if their mother works as compared to 26 per cent in Spain.
Besides the effects of values, the direction of relations between other variables and welfare support in Spain is also more in line with our expectations. First, the presence of small children aged 3–5 and, particularly, younger than 3, i.e. a need for childcare, significantly and positively influence willingness to pay for better services for families. Trust in political elites and institutions that might suggest more cultural or information capital influences welfare support positively. Difficulties to cope on present income also influence willingness to pay higher taxes, yet negatively. Finally, individuals who live in small cities and towns show higher levels of support towards extending family policies than those who live in big cities possibly showing a lack of public services in smaller locations, which is not substituted by informal care arrangements (Table 1).
Meanwhile, welfare support in Portugal is mostly consistent across social groups. Yet, two variables demonstrate significant differences in their effects on the dependent variable, although neither of them is values. Most importantly, age as a variable that implies certain interests resulting from different life-course stages significantly influences welfare support only in Portugal but not in the expected direction. The older generations are more willing to pay higher taxes for better services for families than the youngest age cohort in early phases of family establishment and with potential or actual needs for services. On the one hand, higher welfare support of individuals aged 30–44 as compared to younger than 30 might suggest both actual needs of childcare given that at birth of first child women in Portugal are nearly 30 years old on average (source: Eurostat Statistics) as well as more stable positions in the labour market. On the other hand, a higher solidarity among older generations (particularly, aged 65 and older) might be shaped by historical circumstances as the result of which Portuguese women started massively entering employment earlier than in other countries (Tavora 2012) and families might have experienced significant gaps in services to reconcile work and family lives.
Discussion
There is a need for more services to reconcile work and family lives in South European societies that is evidenced by high levels of public support for extending these services even if it means higher taxes for all. Welfare support and demand can shape welfare-state policies concerning care arrangements (Pfau-Effinger 2005b) or, in other words, could ‘become political weapons’ letting policy-makers ‘convince others that policy change is necessary’ (Béland and Mahon 2016: 47). Families, in general, and mothers, in particular, tend to be positively constructed target populations (Schneider and Ingram 1993) although their power seems to remain relatively weak as illustrated by lower provisions and expenditure on these policies in Southern Europe. Besides power and social construction, nonetheless, political elites and decision-makers are also sensitive ‘to pressure from the public and from professionals to produce effective public policies’ (Schneider and Ingram 1993: 36).
While some of self-interests and values mediate welfare support in the region as expected (e.g. a positive effect of children in a household or a negative one of tradition and conformity values), divergent patterns of these effects that emerge in separate country models suggest differences in the cluster of South European welfare states and, potentially, in power of families as a target population for public policies. Although some scholars (Bonoli 2007; León and Pavolini 2014) are quite cautious about possibilities of development of new social risk policies in Southern Europe due to competing claims and financial constraints, the findings of this study signal that the statement might not necessarily stand for all the countries.
In Portugal, high and consistent levels of welfare support and solidarity between genders, individuals from different social classes and with different childcare needs might be shaped by high and, therefore, normalised female and mothers’ participation in employment, including low-educated women (Tavora 2012), as well as by lower tax burden and expenditure on family benefits. Furthermore, neither the positive effect of universalism and benevolence nor the negative one of tradition and conformity have been confirmed. Despite the persistence of traditional gender roles in Portugal (Torres et al. 2013), the absence of significant effects of values might be also related to exceptionally high levels of (full-time) female employment, generated by both demand and supply (economic need of the second wage in the household) (Tavora 2012). This might entail a higher need of formal services for families which is perceived across the entire population notwithstanding self-interests or embraced types of values and which is accompanied by an even higher solidarity within older generations and, particularly, the elderly – a traditionally powerful and positively-constructed population (Schneider and Ingram 1993). All of this seem to indicate space for more generous state policies for families in Portugal.
There are, nonetheless, clearer patterns of opposition to or support for better services for families across social groups in Italy. It includes the lack of welfare support among economically less privileged and lower social classes, which might be shaped by relatively high tax burden (Table 1), as well as a clear impact of cultural values. As expected, values that imply respect and subordination to traditions or religion influences welfare support negatively. Meanwhile, research shows that individuals embracing universalism and benevolence that represent the principle of equality or social justice tend to be in favour of public policies, in general (Kulin and Meuleman 2015) and of public childcare, in particular (Chung and Meuleman 2017). In Italy, this effect is negative, however. It might be the result of both high tax burden (the trade-off scenario in the formulation of the question) and the meaning of solidarity, where family is perceived as the most adequate care institution. Work-family conflict, as a result, is a risk coverable by the family informally rather than a risk against which ‘the family cannot protect itself’ (Trifiletti 1999: 50) and needs the welfare state to cover it (e.g. the inability to provide one’s family due to age or disability). Since higher taxes might ‘damage the ability of the family to function’ (Trifiletti 1999: 51), embracing such values as social justice or equality might lead individuals to oppose the extension of taxes even if they are used for public family policies.
This effect is not confirmed in Spain, however, where cultural and social values, including stronger secularisation, seem to have departed more from traditional gender and family culture than in Italy (León and Pavolini 2014). As expected, individuals embracing universalism and benevolence values that align with the logic of welfare state are more willing to pay higher taxes for better services for families while tradition and conformity values are affecting welfare support negatively. The Spanish case, therefore, seems to be situated between Italy and Portugal. There is an unmet need for childcare in the families with small children evidenced by both higher support by these parents and lower shares of children under 3 in formal childcare, more than a half of whom are in the private sector (León 2007). At the same time, however, individuals struggling to live on their present income or those who live in big cities are less willing to pay higher taxes for better services possibly because of economic reasons in the first case or due to more extensive and/or affordable formal childcare services or (in)formal paid care resources in the household (León 2007) in the second one.
Therefore, while the results in Portugal hint that families might be becoming not only positively-constructed but also relatively strong in terms of power, this is not necessarily the case in Spain and, particularly, Italy. It might suggest, nonetheless, moving beyond public policies with a possible role for other social institutions such as employers in providing childcare or flexible work arrangements as part of occupational welfare (Titmuss 1958), which is still limited although increasing in its importance in Southern Europe (León and Pavolini 2014). Yet, inequalities in access to these benefits between sectors, companies or work positions and notwithstanding care needs (Chung 2018) have been the main concern of occupational work-family reconciliations policies.
Finally, it is important to highlight that contextual indicators beyond public provisions for families or female labour market participation have not been examined in detail in this article. In particular, analysis of media discourses and the role of political experts or elites, all of which shape social constructions of families as a target population that ‘are absorbed by citizens and affect their orientations’ (Schneider and Ingram 1993: 334), falls beyond the scope of this article and, therefore, signals future research directions. Further, future research could contribute more evidence on effects of tax burden on welfare support by, for instance, including all European societies in multi-level analysis.
Acknowledgements
An earlier draft of the article was presented at the Conference of the European Network for Social Policy Analysis (ESPAnet) in Stockholm. We would like to thank to all who commented on the paper.
Disclosure statement
No potential conflict of interest was reported by the author(s).
Notes on contributors
Sigita Doblytė is a Ph.D. candidate and and a member of the Research Group ‘Promoting Employment and Welfare in Europe’ (PROMEBI) at the Department of Sociology, University of Oviedo (Spain). Her research focuses on how the interplay between institutional arrangements, sociocultural context and their historical trajectories shapes individual behaviour and well-being. Her research interests cover such areas as medicalisation of society, work-life balance, power relations or social theory, among others.
Aroa Tejero is Assistant Professor and a member of the Research Group ‘Promoting Employment and Welfare in Europe’ (PROMEBI) at the Department of Sociology, University of Oviedo (Spain). Her research focuses on socio-economic inequalities, mainly from a quantitative perspective. Her research interests include poverty, labour market, gender inequalities and social policy analysis.
Footnote
As part of robustness checks, we have also considered other variables, including the level of education that is suggested by other studies (e.g. Staerklé et al. 2012). Yet, the decision to exclude it has been made due to its correlation with social class and higher explanatory power of models without education.