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Across many countries, increases in inequality driven by rising top incomes and wealth have not been accompanied by growing popular concern. In fact, citizens in unequal societies are less concerned than those in more egalitarian societies. Understanding how the general public perceive richness is an essential step towards resolving this paradox. We discuss findings from focus group research in London, UK, a profoundly and visibly unequal city, which sought to explore public perceptions of richness and the rich. Participants from diverse socio-economic backgrounds discussed their views of the 'wealthy' and the 'super rich' with reference to both vast economic resources and more intangible aspects, including, crucially, security. High levels of wealth and income were perceived to be necessary for achieving security for oneself and one's family. The security of the rich was discussed in contrast to participants' own and others' insecurity in the context of a (neo)liberal welfare regime – specifically, insecurity about housing, personal finances, social security, health care and the future of the welfare state. In unequal countries, where insecurity is widespread, lack of confidence in collective welfare state provision may serve in the public imagination to legitimate private wealth accumulation and richness as a form of self-protection. [ABSTRACT FROM AUTHOR]

We consider how exchanges of support between parents and adult children vary by demographic and socio-economic characteristics and examine evidence for reciprocity in transfers and substitution between practical and financial support. Using data from the UK Household Longitudinal Study 2011–19, repeated measures of help given and received are analysed jointly using multivariate random effects probit models. Exchanges are considered from both a child and parent perspective. In the latter case, we propose a novel approach to account for the correlation between mother and father reports and develop an efficient Markov chain Monte Carlo algorithm suitable for large datasets with multiple outcomes. [ABSTRACT FROM AUTHOR]

There is growing recognition of the importance of dignity and support with eating as markers of high-quality and older-person-centred hospital services. We use data on these markers from the national Adult Inpatient Survey for England to build up statistical evidence on older people's experiences. We find that poor and inconsistent experiences of being treated with dignity and respect, and of receiving support with eating, affect a substantial proportion of inpatients across the vast majority of acute hospital trusts. There has been remarkably little change over time, although small improvements provide some grounds for optimism relating to policy developments in the period following the Francis Inquiry. Amongst people over 65, the prevalence of inconsistent and poor experiences of dignity and support with eating was higher amongst the 'oldest of the old' (inpatients aged over 80), individuals who experience a long-standing limiting illness or disability, and women. The highest rates of prevalence were observed amongst disabled women over 80. Perceptions of inadequate nursing quantity and quality, and lack of choice of food, stand out from logistic regression analysis as having consistent, large associations with lack of support with eating. These factors provide potential policy levers since they are within the control of hospitals to a certain extent. In drawing lessons from our analysis for inspection, regulation and monitoring, we highlight the importance of inequalities analysis – including systematic disaggregation and separate identification of at risk sub-groups (e.g. older disabled women) – rather than relying on a 'population average approach'. [ABSTRACT FROM AUTHOR]

This paper explores the development of survey questions to measure autonomy, interpreted as the degree of choice and control a person has in key areas of his or her life. A review of the theoretical literature leads to a conceptualisation of autonomy as consisting of three components: (1) self-reflection, (2) active or delegated decision-making, and (3) a wide variety of high-quality options. Three major barriers to autonomy are identified: (1) conditioned expectations, (2) coercion, and (3) structural constraints, including lack of advice and support. A suite of questions designed to assess these components and barriers was devised and subjected to cognitive testing with a purposive sample of 34 individuals with diverse characteristics. The tests resulted in refinements to the language, response categories and phrasing of questions. Analysis of responses indicated that issues of decision-making and range and quality of options were easier for respondents to grasp than questions about self-reflection, and conditioned expectations could be detected only indirectly. Nevertheless the components of, and barriers to, autonomy could be separately identified. The article concludes that despite limitations, survey measurement of the complex concept of autonomy is possible and revealing.

One of the motivations frequently cited by Sen and Nussbaum for moving away from a utility metric towards a capabilities framework is a concern about adaptive preferences or conditioned expectations. If utility is related to the satisfaction of aspirations or expectations, and if these are affected by the individual's previous experience of deprivation or wealth, then utility cannot provide a basis for assessing well-being, equality or social justice which is independent of the initial distribution. This paper contributes to the identification of adaptive expectations by using ten years of panel data from the British Household Panel Survey to study the process of adaptation based on the individual's own previous experience. Subjective assessments of financial well-being at time t, for individuals with a given income level, are compared according to the income trajectory of the individual over the previous one to nine years. Descriptive statistics are followed by multivariate analysis, introducing controls for changes in need (family size and composition, disability), and possible social reference groups (for example, ethnicity and employment status). Fixed effects regressions allow for individual variation in the scaling of satisfaction. The results show that year on year, individuals who have experienced a fall in income since the previous year are less satisfied than those who have a steady income, suggesting that subjective assessments may be made in comparison with previous experience. Surprisingly, individuals who have experienced an increase in income are also less satisfied. This suggests that income is a poor proxy for satisfaction but it does not provide firm evidence for the existence of adaptation over the short term. Over a longer period, those who have experienced falling incomes are less satisfied than those who have had constant income, while those who have experienced rising incomes are no more satisfied than those who have had constant incomes. This suggests that over a longer period, adaptation to changes in income is asymmetric: people adapt to rising incomes but less so falling incomes. The paper concludes that satisfaction with income is influenced by objective circumstances, and to "changes" in objective circumstances, in complex ways. In particular, the process of adaptation to rises in income masks long-term differences in outcomes for individuals and makes subjective assessments of well-being a flawed basis for judgements of inequality or social justice. An objective normative standard, such as is offered by the capabilities framework, avoids social evaluations being unduly influenced by individuals' past experiences.

This article provides an overview of the aspirations and expectations disabled teenagers form for their future education and employment and the factors which are associated with positive aspirations. After reviewing what is already known about the formation of aspirations in general, and among young disabled people in particular, Tania Burchardt presents preliminary analysis from original research using two large-scale representative surveys: the Youth Cohort Study (YCS) and the 1970 British Cohort Study (BCS70). The results indicate that young disabled people have similar aspirations to their non-disabled counterparts, although tempered in some cases with a recognition that there are likely to be obstacles in the world of work. There is also some tentative evidence that young disabled people feel less well served by advice and support services. SEN coordinators in secondary schools and further education, and Connexions advisors, need to ensure that they encourage positive aspirations, especially among young people from disadvantaged backgrounds, while offering practical support in overcoming disabling barriers.

In recent years, the dynamics of poverty and unemployment have come under increasing scrutiny, but another of the risks with which the welfare state concerns itself - disability - is still largely understood only in a static sense. This article uses longitudinal data from the British Household Panel Survey to investigate the complexity behind a cross-sectional snapshot. First, a breakdown is given of the working-age population who are disabled at any one time by the 'disability traiectories' they follow over a seven-year period. Second, the expected duration of disability for those who become disabled during working life is examined. The results show that only a small proportion of working-age people who experience disability are long-term disabled, although at any one time, long-term disabled people make up a high proportion of all disabled people. Over half of those who become limited in activities of daily living as adults have spells lasting less than two years, but few who remain disabled after four years recover. Intermittent patterns of disability, particularly due to mental illness, are common. Failing to distinguish the different disability traiectories people follow has led to policies which marginalise disabled people and are costly to the state.

The use of private welfare services in the UK has risen. But relatively little is known about the patterns of use of private welfare services. This article investigates whether there is a private welfare class, and how attitudes to welfare state spending are linked to use of private services. It finds that there is considerable use of the private sector, but the size of the group consistently using a range of private welfare services is small. Changes in attitudes to public financing of welfare spending do not appear to be directly linked to use of private services.

If public attitudes towards the welfare state, inequality and immigration are becoming increasingly polarized, as recent political events might suggest, the space for progressive social policies is more constrained. Using data from the British Social Attitudes Survey (BSA) spanning 23years, we analyse trends in these attitudes, examining whether there has been divergence between those who have been more and less exposed to disadvantage through changes in the economy and the welfare state across more than two decades. Taken in this longer term context, and examining characteristics not previously considered in relation to public attitudes such as lone parenthood and disability, we find little evidence of polarization in attitudes to welfare, inequality and immigration and even some evidence of attitudinal gaps narrowing. We conclude that given this lack of division, there may be greater room for more pro‐welfare and progressive policies than the prevalent narrative of polarization suggests. [ABSTRACT FROM AUTHOR]

Help with activities of daily living for people in the community is provided through formal services (public and private) and informal (often unpaid) care. This paper investigates how these systems interlock and who is at risk of unmet need. It begins by mapping differences between OECD countries in the balance between formal and informal care, before giving a detailed breakdown for the UK. New analysis of UK Family Resources Survey data for 2012/13 and 2013/14 suggests high levels of unmet need. We investigate who receives formal and informal care, and who receives neither, among the working-age and older populations. We find that while informal care fills some gaps left by the lack of availability of formal services (and vice versa), not all older or working-age disabled people are protected in these ways. Adults living alone and those with high but not the highest levels of difficulty are most likely to have unmet need. Means-tested public entitlements ameliorate but do not remove the increased risk among people in low-income households. The paper concludes that public policy needs to integrate its support for formal and informal modes of care, with particular attention to those groups most at risk of unmet need. [ABSTRACT FROM AUTHOR]

Inequality has acquired a newfound prominence in the academic and political debate. While scholars working with the capability approach (CA) have succeeded in influencing the conceptualisation and measurement of poverty, which is increasingly understood in multidimensional terms, recent scholarship on inequality focusses overwhelmingly oneconomicforms of inequality, and especially on inequalities in income and wealth. In this paper, we outline how the conceptual framework of the CA (focussing on ends rather than means, multidimensionality, and recognising the value of freedoms as well as attained functionings) has the potential to enrich the study of distributional inequality through offering a rationale for why inequality matters, exploring the association between different forms of inequality, and providing an analysis of power. But applying the CA in the context of advantage exacerbates some existing challenges to the approach (defining a capability list, and the non-observability of capabilities) and brings some fresh ones (especially insensitivity at the top of the distribution). We recommend a stronger and clearer distinction between concepts and measures. Capability inequality is a more appropriate and potentially revealing conceptual apparatus, but economic resources are likely to remain a crucial metric for understanding distributional inequality for the foreseeable future. [ABSTRACT FROM AUTHOR]

Choice by service users has been promoted in social policy across many developed welfare states, often on the grounds that it will incentivize providers to enhance quality and efficiency. But this instrumental motivation for the promotion of choice overlooks the possibility that choice, understood in the deeper sense of autonomy, has intrinsic value, as suggested by egalitarian and capability-based theories of social justice. This article argues that the narrow motivation of choice policies leads to a focus on services rather than outcomes for individuals and fails to address deep-seated inequalities in the opportunities people have for real autonomy. We test this concept using newly collected data for the UK. Our empirical findings indicate that disabled people are more likely to experience constrained autonomy in all respects, while being from a low socio-economic group and/or lacking educational qualifications is a risk factor across several components. We conclude that improving the 'choice' agenda for policy requires: (1) adopting a more sophisticated concept of 'choice' such as the conceptualization of 'choice as autonomy' outlined here; (2) developing a better understanding of existing inequalities in autonomy, such as we begin to explore in our empirical results; and (3) tackling these inequalities through, for example, the removal of obstacles to active decision-making by providing effective support and advocacy, especially for disabled people, and addressing the major structural barriers - poverty, ill health and geographical inequality - which place significant restrictions on the autonomy of those who are already disadvantaged. [ABSTRACT FROM AUTHOR]

This article examines a new capability-based measurement framework that has been developed as a basis for equality and human rights monitoring in twenty-first-century Britain. We explore the conceptual foundations of the framework and demonstrate its practical application for the purposes of monitoring equality (in terms of the distribution of substantive freedoms and opportunities among individuals and groups) and human rights (in terms of the achievement of substantive freedoms and opportunities below a minimum threshold) in England, Scotland and Wales. The article challenges the sceptical position by suggesting that 'operationalizing' the capability approach is both 'feasible' and 'workable'. A new two-stage procedure for deriving a capability list is proposed. This combines human rights and deliberative consultation and strikes a balance, we contend, between internationally recognized human rights standards and principles on the one hand, and direct deliberation/participation on the other, in the development and agreement of capability lists. [ABSTRACT FROM AUTHOR]

This article offers a conceptual model of how resources, including time and human and social capital, interact with responsibilities, including personal care, childcare and other unpaid work, to produce a range of feasible time allocations. Each allocation generates a combination of disposable income and free time. This set of feasible income—time combinations provides a measure of the individual’s capability set or his/her substantive freedom. The approach is illustrated empirically with data and simulations based on the UK Time Use Survey 2000. The results show that having low educational qualifications (reflecting limited command over resources), having more or younger children (implying greater caring responsibilities), being single and being disabled (both of which adversely affect the rate at which resources can be converted into valuable outcomes) are each independently associated with having a small capability set, defined in terms of the level and range of combinations of disposable income and free time that can be achieved. The paper concludes that the range of combinations of disposable income and free time that a person can achieve provides a useful metric for assessing inequality in individuals’ substantive freedom to pursue their goals in life — a key target for liberal egalitarians. [ABSTRACT FROM PUBLISHER]

An introduction to research papers published within the issue is presented, on topics relating to statutory equality and human rights commissions, the interaction between social and economic disadvantage, and violence against women and girls.

'Agency goals' play an important role in Sen's capability approach. They are an acknowledgement that individuals aspire to achieve objectives other than their own immediate well-being. This article argues that using agency goal achievement as a basis for evaluating inequality or disadvantage is problematic. In particular, one of the principal charges against utilitarianism made by capability theorists - that based on adaptation or conditioned expectations - can be made with equal force and validity against a metric based on agency goals. The argument is illustrated using survey data on the educational and occupational aspirations of a cohort of young people in Britain. The article concludes that the conventional cross-sectional, objective, definition of a capability set needs to be broadened. Only if the capability set from which agency goals are formed and the capability set within which they are pursued are evaluated can we begin to properly assess substantive freedom. [ABSTRACT FROM AUTHOR]

In the clinical sciences, systematic reviews have proved useful in the aggregation of diverse sources of evidence. They identify, characterize and summate evidence, but these methodologies have not always proved suitable for the social sciences. We discuss some of the practical problems faced by researchers undertaking reviews of complex and cross-disciplinary topics, using the example of mental health and social exclusion. The barriers to carrying out social science and cross-disciplinary reviews are reported and some proposals for overcoming these barriers are made, not all of them tried and tested, and some of them controversial. Using a mapping approach, a wide-ranging search of both clinical and social science databases was undertaken and a large volume of references was identified and characterized. Population sampling techniques were used to manage these references. The challenges encountered include: inconsistent definitions of social phenomena, differing use of key concepts across research fields and practical problems relating to database compatibility and computer processing power. The challenges and opportunities for social scientists or multidisciplinary research teams carrying out reviews are discussed. Literature mapping and systematic reviews are useful tools but methods need to be tailored to optimize their usefulness in the social sciences. [ABSTRACT FROM AUTHOR]

Equivalization of incomes for household composition is accepted practice when measuring poverty but other variations in needs are rarely acknowledged. This paper uses data from two U.K. household surveys to quantify the extra costs of living associated with disability. The extra costs of disability are derived by comparing the“standard of living” of households with and without disabled members at a given income, having controlled for other sources of variation. Logit and ordered logit regressions are used to estimate the relationship between a range of standard of living indicators, income, and disability. The extra costs of disability derived are substantial and rise with severity of disability. Unadjusted incomes significantly understate the problem of low income amongst disabled people, and thereby in the population as a whole. [ABSTRACT FROM AUTHOR]

This article seeks to illuminate the complementarity between the capabilities framework, developed by Amartya Sen and others, and the social model of disability. Common themes include the relationship between social barriers and individual limitations, the importance of autonomy and the value of freedom, and dissatisfaction with income as a measure of well-being. Bringing the two approaches together has implications for analysis (for example in identifying poverty or disadvantage), and for policy, which are briefly illustrated. The article concludes that the capabilities framework provides a more general theoretical framework in which to locate the social model of disability, without compromising any of its central tenets; and the social model provides a thorough-going application of the capabilities framework. Each can benefit from exposure to the other. [ABSTRACT FROM AUTHOR]

The purpose of this paper is to offer a working definition of social exclusion and to operationalize it in such a way that an initial empirical analysis of social exclusion in Britain today can be undertaken. After a brief review of conceptions of social exclusion and some of the key controversies, we operationalize one definition based on the notion of participation in five types of activity consumption, savings, production, political and social. Using the British Household Panel Survey, indicators for participation on these dimensions are developed and analysed both cross-sectionally and longitudinally for the period 1991-5 We find strong associations between an individual's participation (or lack of it) on the five different dimensions, and on each dimension over time. However, there is no distinct group of socially excluded individuals: few are excluded on all dimensions in any one year and even fewer experience multiple exclusion for the whole period. The results support the view that treating different dimensions of exclusion separately is preferable to thinking about social exclusion in terms of one homogeneous group. [ABSTRACT FROM AUTHOR]

Examines the possible impact of further moves from public to private provision of mortgage payment insurance in Great Britain. Comparison on the administrative costs of the two systems; Evaluation of the distributional differences between tax and premium funding; Discussion on the alternatives in the form of a compulsory national scheme.

Resilience and social exclusion are both slippery concepts. Attempting to explore the relationship between them – the challenge set for contributors to this themed section – might therefore be considered a rash undertaking. Nevertheless, there is much to be learned – theoretically, empirically and in terms of policy implications – from bringing together these two areas of investigation which have developed hitherto largely in isolation from each other. [ABSTRACT FROM PUBLISHER]

An introduction is presented in which the editor discusses various reports within the issue on topics including the subjective well-being (SWB) in public policy, the relationship between SWB and poverty in Chile, and the use of internet by older people in Europe.

The article presents thanks for individuals who contributed book reviews for "Journal of Social Policy," during 2011 including Andrea Brandolini, Naomi Creutzfeld-Banda, and Eleni Hatzidimitriadou.

The article lists referees who provided reviews for the journal in 2010, including Thankom Arun, Stephen Ball, and Helen Barnes.

An introduction to articles published within the issue is presented, including one by Jacqueline Davidson et al on the relationship between the nature of employment and sickness and another by Martin Evans et al on social security and informal support in Vietnam.