State of Play David Natali National Workshop Warsaw, 5-6 May 2016

Transcription

1 State of Play David Natali National Workshop Warsaw, 5-6 May 2016

2 Introduction Overview Workplan Activities delivered so far First results

3 Figure 1. Overview of Project Activities Activity (WP1) OSE Coordination Steering Committee Information gathering (WP2) UNIVPM Analytical issues Cross-country and cross-policy Dissemination WP6 (OSE) Information on unemployment insuranc in each country Pensions insurance in each country Welfare state and Occupational Welfare (WP3) Oxford U. Social dialogue and Occupational Welfare (WP4) AIAS Governance of Occupational Welfare (WP5) OSE Meetings Kick off mid-term, final conferences Social Media Website, Basecamp, Webcast, Video reports Publications Working Paper Series Edited volume Co-applicants: AIAS Amsterdam; Fundacion Primero de Mayo, Oxford U.; IRES; Università Politecnica delle Marche; ISP Poland; Upssala U. Associated org.: AK Wien, H. Böckler Stiftung, ETUC. Co-applicants: AIAS Amsterdam; Fundacion Primero de Mayo, Oxford U.; OSE; IRES; University Politecnica delle Marche; ISP Poland; Upssala U. Associated org.: AK Wien; H. Böckler Stiftung, ETUC.

4 Work Plan

5 First 18 month Deliverables INSTRUMENTS Prowelfare Basecamp and the Prowelfare website ( ) First steps for a Prowelfare Database Video Report REPORTS Analytical and Methodological Note Guidelines for the Country and Analytical Reports Country Reports 10 Working Papers Analytical reports

6 First 18 month Deliverables EVENTS Kick-off Brussels, February 2015 First National Meeting in Madrid, June 2015 Mid-term Workshop in Brussels, December 2015 Webcast/Roundtable Second National Meeting, May 2016

7 Some amendments to the Timetable Country working papers Published two months earlier than expected Second National Meeting One month later Analytical reports Two months later

8 First Evidence (Comparative insights)

9 Country Working Papers In-depth reconstruction of OW More dense and longer reports than expected Confirmed problems in data collection Lack of primary literature, different indicators in different countries Still some work for WP2 for the comparability of data and information

10 Occupational Welfare the sum of social benefits and services provided by social partners (by themselves or with the participation of other actors) to the employees as a result of an employment contract Division between occupational, social and fiscal welfare is not clear-cut Increased hybridization, conflicting pressures

11 Benefits What benefits/services? Pensions Unemployment Benefits and/or services Old-age; disability; earlyretirement (annuities - lump sum) Unemployment benefits Short time working schemes Redundancy programmes Active Labour Market Policies (training, etc.)

12 South- Eastern Key indicators for Occupational pensions North- Western PL ES IT AT DE BE UK SE NL Coverage (% of workforce) Contribution (% of wage) Assets (% GDP) * * 0.5/ 3.0 2/4 1/ * * Both occupational and individual schemes

13 Key indicators for unemploymentrelated schemes

14 Traits Traits and evolution of occupational pensions Evolution SE Supplement Increased role (1/4 pensioners income) UK Substitute Increased coverage through auto-enrolment (46% 2012; 59% 2014) Lower benefits, from DB to DC schemes NL Substitute Stability, lower benefits, from DB to mixed schemes DE Supplement Increased coverage (from fringe benefit to proper pensions) Stagnation in recent years AT Supplement Decline in recent years BE Supplement Increased coverage since 2000s IT Supplement Increased role but stagnation during the crisis ES Supplement Increased role but stagnation during the crisis PL Supplement Minor role

15 Traits and evolution of occupational SE unemployment-related schemes Traits Substitute Ghent system + top-up + ETA Evolution Declin of the Ghent system + increased role of top-up and ETA UK Minor role Persistent weakness NL Debacle WOC (now in the hands of the State) Attempts for top-up BE Supplement Persistent weakness DE Supplement Increaed role (anti-cyclical) AT Supplement Increased top-up and Labour Foundations (anti-cyclical) IT Supplement Increased role of bilateral bodies ES Supplement Persistent weakness PL Minor role Persistent weakness

16 Inequalities Inequalities: Evidence on occupational pensions Recent evolution SE Homogeneity of protection New differences between generations UK Uneven protection (sectors; salaries; contracts; gender; migrants) Attempts for more homogeneity (auto-enrolment) NL Homogeneity of protection Increased individualisation BE DE Uneven protection (sectors; contracts; firms size) Uneven protection (sectors; salaries; contracts) Persistent differences public/private; PMI - Persistent differences AT Uneven protection (sectors) Persistent differences IT ES Uneven protection (sectors; salaries; contracts; gender; territories) Uneven protection (sectors; salaries; contracts; gender) Presistent differences Persistent differences PL Uneven protection (sectors) Persistent differences

17 Summing up, recent trends Pensions Countries with a long tradition of OW, stability if not growth (coverage), reduced benefits, financialisation (UK, NL) Nordic and Continental countries, diverse trends (decline in AT; growth in SE, DE, BE) South-Europe, more timid growth (IT; ES) Eastern Europe, persistent weakness

18 Summing up, recent trends Unemployment Limited development (UK, PL, IT, ES, AT, DE, BE) Swedish exception (Ghent system reform, top up) Anti-cyclical trends (AT; DE) Development of active labour market policies (ETA in SE; Labour Foundations AT; Bilateral bodies IT)