Mutualism and welfare: experiences, debates and policies on social security sustainability in Portugal (1860-1934)

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DOI:

https://doi.org/10.7203/CIRIEC-E.107.22762

Resumen

Mutualism is widely recognised as key to the origin of welfare states in central and northern Europe. However, there is little knowledge about this relationship in the southern region, where welfare systems took on a particular character (Minesso, 2018). This article provides an overview of the long-term relationship between the mutualist movement and the emergence of a welfare system in Portugal. It is hoped that this study will contribute to our understanding of the agency of social movements in the design of social policies, taking into account the Portuguese case study.
Following Topalov’s analytical model (Topalov, 1999), it examines the mutualist movement as a network that fostered social reform. To this end, the resolutions of mutualist congresses were analysed, from the 1865 1st Social Congress to the 1934 Mutualist Congress, the last before the 1974 revolution. Additionally, official surveys and social policies were examined from the first 1860 survey of mutual aid associations to the extinction of the Compulsory Social Insurance Institute in 1933.
The relational analysis of this evidence proves the importance of mutual societies as a laboratory of experimentation, observation, and statistical inquiry into social welfare, promoting consensus-building on state intervention in the sphere of social security, dealing with specific social risks. These findings contribute substantially to our understanding on the relationships between social mobilisation and public policies in a Southern setting during the liberal period.

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Biografía del autor/a

Joana Dias Pereira, Instituto de Historia Contemporánea Facultad de Ciencias Sociales y Humanidades de la Universidad Nueva de Lisboa

Joana Dias Pereira, is PhD in Contemporary History, integrated in the Institute of Contemporary History and contracted by the Faculty of Social Sciences and Humanities of the New University of Lisbon, under the programme to stimulate scientific employment (CEECIND/00764/2017) of the Foundation for Science and Technology (FCT). The author has been specialising in the long history of the social economy, being the author of several books, chapters and articles on the topic (https://novaresearch.unl.pt/en/persons/joana-dias-pereira). The present article is an outcome of the research project financed by POISE - 03-4639-FSE-000284 in partnership with the União das Mutualidades Portuguesas (UMP). 

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Publicado

2023-04-05

Cómo citar

Dias Pereira, J. (2023). Mutualism and welfare: experiences, debates and policies on social security sustainability in Portugal (1860-1934). CIRIEC-España, Revista De economía Pública, Social Y Cooperativa, (107), 101–126. https://doi.org/10.7203/CIRIEC-E.107.22762
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