As from the beginning of the 1990s, almost all European countries have introduced wide-reaching social changes, among others in eligibility, entitlement, benefits structures and in the sources of financing. In this article, we propose that a consequence of those reforms may have been a repositioning of some countries in the welfare clusters. To test this hypothesis, we apply the two bi-dimensional classifications of Bonoli (1997) and Kautto (2002) to ten countries as representative of different welfare regimes. Our results reveal an interesting repositioning of some countries, especially Portugal, the UK and Sweden that represents evidence of welfare state reforms.

In 2000, the European Union established three principles that should guide Member State pension systems and their reforms: the financial sustainability of pension systems; adequacy of pensions; and the modernisation of systems. The latter included the achievement of greater gender equality and sought to respond to the significant gender gaps in public pension systems. This article demonstrates how the reforms carried out over the period 2000–2017 have focused on strengthening the financial sustainability of systems but may also have contributed to even greater gender inequality in old age protection. To this end, we examine the major legislative amendments concerning eligibility criteria and entitlement conditions in six countries (Austria, Belgium, France, Germany, Portugal and Spain), as representative of the social insurance scheme.

The purpose of this article is twofold. First, focusing on unemployment insurance schemes, the article seeks to identify the development of social rights and obligations in four countries (France, Germany, Portugal and Spain), representative of the conservative regime, over the period [1991][1992][1993][1994][1995][1996][1997][1998][1999][2000][2001][2002][2003][2004][2005][2006]. Second, the article aims to verify whether or not there was a common reform trajectory in time as well as in space, given the already known divergence over the appropriateness of classifying Mediterranean countries within the framework of a specific regime. Based on analysis of 25 legislative changes concerning entitlement and eligibility criteria, the study presents three major findings. First, the four insurance schemes reveal a new balance between (weaker) social rights and (stronger) obligations, which may indicate a trend toward a re-commodification of work. Second, Portugal adopted a specific trajectory while the Spanish reform process more closely resembled that carried out by France and Germany. Finally, two waves of reform may be identified: first, between 1991 and 1997 and justified by cost-containment concerns and, subsequently, from 2001 onwards, associated with a stronger recalibration of benefit rights.

Portugal has been described as a singular case in terms of the participation of women in the labour market and work–life balance policies. Unlike the other so-called Southern European countries, where a belated and somewhat slower move away from the male breadwinner model has been found, Portugal stands out from the other EU member states with its relatively high rate of female employment and the prevalence of the dual-earner model based on continuous and fundamentally full-time employment. Moreover, the “early return to full-time work and a gender equality oriented model” calls for a separate analysis of this country’s case. In addition to providing a comprehensive overview of the singularities of Portugal’s employment patterns and work–family articulation policies, this article substantially adds to the existing literature by bringing new analytical angles to the debate. The intention is therefore to shed light on the political discourses that fuelled the policy debate throughout the three decades following Portugal’s transition to democracy, up until the latest and most decisive policy changes. This article also examines the key social actors’ views about the political process sustaining the development of policies in this area and identifies the major players promoting the most progressive legislative advances in the country.

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This article discusses whether transition to retirement may be associated with a greater probability of becoming poor. Having recourse to the European Community Household Panel (ECHP) for Portugal, the analysis is focused on a sample of individuals who retired in the period 1994-2001. Longitudinal analysis focuses upon income changes upon entering retirement. We relate the dynamics of household income changes for people who retire to personal and household characteristics. A multivariate probit model of the probability of low income at the time of retirement, conditional on not having a low income prior to retirement, is then put forward.

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