State of Play

David Natali

National Workshop Warsaw, 5-6 May 2016

with the financial support of the

Introduction

• Overview

• Workplan

• Activities delivered so far

• First results

with the financial support of the

Activity

8

Figure 1. Overview of Project Activities

Dissemination WP6 (OSE)

Meetings

Kick off

mid-term, final conferences

Social Media

Website, Basecamp,

Webcast, Video reports

Publications

Working Paper Series

Edited volume

Coordination (WP1) OSE Steering Committee

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.

Analytical issues Cross-country and

cross-policy

Welfare state and

Occupational Welfare

(WP3) Oxford U.

Social dialogue and Occupational Welfare

(WP4) AIAS

Governance of

Occupational Welfare

(WP5) OSE

Information gathering (WP2) UNIVPM

Information on unemployment insuranc in

each country

Pensions insurance in each country

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.

Work Plan

First 18 month DeliverablesINSTRUMENTS

• Prowelfare Basecamp and the Prowelfare

website (www.ose.be/prowelfare )

• 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

with the financial support of the

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

with the financial support of the

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

with the financial support of the

First Evidence

(Comparative insights)

with the financial support of the

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

with the financial support of the

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 pressureswith the financial support of the

Pensions Unemployment

Benefits

Old-age; disability; early-

retirement

(annuities - lump sum)

Benefits and/or services

Unemployment benefits

Short time working schemes

Redundancy programmes

Active Labour Market

Policies (training, etc.)

What benefits/services?

with the financial support of the

Key indicators for

Occupational pensions

with the financial support of the

* Both occupational and individual schemes

PL ES IT AT DE BE UK SE NL

Coverage(%

ofworkforce)

2.3 11 25* 30 59.5 75 59 90 90

Contribution(%ofwage)

- 1.3 10* 0.5/3.0

2/4 1/1.75

9 4.5 16

Assets(%GDP)

- 9.5 6.7* 5.8 19 18.6 96 9.3 159.3

South-

Eastern

North-

Western

Key indicators for unemployment-

related schemes

with the financial support of thewith the financial support of the

Traits and evolution

of occupational pensionsTraits 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

Traits and evolution of occupational

unemployment-related schemesTraits Evolution

SE Substitute

Ghent system + top-up + ETA

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

Inequalities: Evidence on occupational pensions

Inequalities 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 Uneven protection (sectors; contracts; firms

size)

Persistent differences

public/private; PMI -

DE Uneven protection (sectors; salaries;

contracts)

Persistent differences

AT Uneven protection (sectors) Persistent differences

IT Uneven protection (sectors; salaries;

contracts; gender; territories)

Presistent differences

ES Uneven protection (sectors; salaries;

contracts; gender)

Persistent differences

PL Uneven protection (sectors) Persistent differences

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 weaknesswith the financial support of the

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)

with the financial support of the