Studies
Studies are commissioned with a strong policy focus, in areas where National Strategy Reports
have revealed a greater need for European exchange and debate and seeking for complementarities with
the themes selected elsewhere in the Programme, in particular the Peer Review.
Studies can address specific gaps in policy, for example those identified in National Strategy
Reports, and do not generally provide ‘new’ evidence but rather build on current practices and
perspectives to draw conclusions for future action.
Studies on the social situation in the EU,
on
demographic impact
and on
social protection
can be found in the thematic section of this website.
Poverty and Social Exclusion in Rural Areas
This study describes and assesses the phenomenon of poverty and social exclusion in the EU's rural areas. It also examines the impact of policy measures addressing these issues, in particular those taken in the context of regional or rural development programmes launched with the support of the EU Structural Funds.
Leaflet |
 |
Summary
|
   |
Full
text (2,3 MB) |
|
Country reports |
Bulgaria |
 |
|
Germany |
|
|
Greece |
|
|
France |
|
|
Hungary |
|
|
Ireland |
 |
|
Italy |
 |
|
Lithuania |
 |
|
Norway |
 |
|
Poland |
 |
|
Portugal |
 |
|
Romania |
 |
|
Slovenia |
 |
|
Spain |
 |
|
Scotland |
 |
Seminar
report
|
|
Social Protection
and Social Inclusion in Western Balkans
Over the past two years, the countries of
the Western Balkans have moved closer to the
EU.
In December 2007, the European Council
reaffirmed that "the future of the Western
Balkans lies within the European Union".
The aim of this series of studies is to
inform the process of the accession
perspective of Albania, Bosnia and
Herzegovina, Montenegro and Serbia, as well
as Kosovo under UNSC Resolution 1244/99 in
the area of social protection and social
inclusion. The studies provide an analysis
of the social protection systems, the extent
and pattern of poverty and social exclusion
and the envisaged plans for reform of
pension and healthcare systems of each
country.
Quality in and
equality of access to healthcare services
Ensuring equitable access to high-quality
healthcare constitutes a key challenge for
health systems throughout Europe. However,
many barriers affect the access of the most
disadvantaged people.
This study identifies and analyses
barriers to accessing healthcare through the
situation in eight EU countries. It also
assesses the effectiveness of policy
initiatives in this field
Summary of the study |
 
|
Study (1567kb) |
 |
Country reports |
England (541kb) |
 |
|
Finland (502kb) |
 |
|
Germany (941 kb) |
|
|
Greece (919 kb) |
 |
|
The Netherlands (692 kb) |
 |
|
Poland (456 kb) |
 |
|
Romania (307kb) |
 |
|
Spain (292 kb) |
 |
Financial Services Provision and Prevention of Financial Exclusion
The aim of the study is to identify and analyse the most effective policy measures taken by EU Member States, Acceding and EFTA/EEA Countries in the area of financial services provision and prevention of financial exclusion of people facing poverty or social exclusion.
The study is carried out by Réseau
Financement Alternatif (Brussels), the
University of Bristol (Personal Finance
Research Centre), the University of Milan
(Department of Economics, business and
Statistics) and the Warsaw School of
Economics (Center for Financial Services
Market Research and Institute of Social
Economy).
Common operational European definition of overindebtedness
With the expansion of access to credit
and the provision of new products in
financial services, consumer
over-indebtedness is increasingly moving
into the focus of the European public. Yet,
so far there has not been a standard
definition of over-indebtedness which is
accepted throughout the Union. This is one
of the reasons why there are no comparable
statistics about the current state, extent
and past development of over-indebtedness
within individual Member States. Such a lack
hampers the evaluation of policy measures
and undermines any well-founded discussion
about the effectiveness of prevention
measures.
This is the background against which the
European Commission commissioned a study
with the objectives:
• To identify the nature and causes of
over-indebtedness.
• To review the definitions and
measurement of over-indebtedness and
• To
propose common definitions and indicators.
 |
   |
Full text of the study (pdf - 680
kb) |
 |
Social protection and social inclusion
in the former Yugoslav Republic of Macedonia
The purpose of this study is to inform
the forthcoming negotiations for
the accession of the former Yugoslav
Republic of Macedonia to the EU in the area
of social protection and social inclusion,
and in particular contribute to the 'Joint
Inclusion Memorandum. It provides an
analysis of the current system of social
protection in the former Yugoslav Republic
of Macedonia, with particular emphasis on
the problems of social exclusion.
Throughout, the
study has addressed main institutional and
legislative structures of the social
protection system, as well as current
reforms and challenges. A particular
emphasis within the analysis was also given
to the cross-cutting issues, such as gender,
ethnic communities and vulnerable
communities
Poverty and Exclusion
European Union citizen generally think that poverty is a widespread problem that
affects the majority of people to some extent. On average, they feel that in the
area where they live one person in ten lives in situations of extreme poverty. In the new
Member States, twice as many people feel that people in their area live in situations
of poverty compared with the former EU15 countries (63% vs. 32%).
Long-term unemployment is the most frequently mentioned as cause of poverty
(35%), followed by current work not paying enough (34%) and social benefits or pensions
not being high enough (33%). Loosing one’s job is also seen as the most important
reason why people become homeless.
This results from a Eurobarometer survey commissioned by the European Commission to
better understand the views of European citizens regarding the existence and causes
of poverty and homelessness. The survey also studies what is regarded as necessary in
order to have a decent standard of living with regards to financial means, and other
non-monetary aspects of social exclusion: housing needs, ownership of durable goods,
basic necessities and social integration and pays particular attention to people’s views
concerning the requirements and the needs of children to live and develop well.
Special Eurobarometer 279 - Poverty and exclusion - September 2007
|
|
|
Poverty and social exclusion among lone-parent households
The study focuses on lone-parent households, analysing the reasons why they experience
higher poverty risks and the barriers they have to face in order to access employment and
other means of social inclusion. Since a vast majority of two-parent households are male-headed
and one-parent families are mostly headed by women, the study provides information on the gender
pattern of poverty. The study also examines policy measures that have been implemented in several
Member States recently to address the problem, especially by trying to take lone parents off
welfare dependency and offer them job opportunities.
Measurement of homelessness at EU level
Homelessness and housing deprivation exist in all European countries and yet there are few official statistics on
homelessness, and those that do exist are rarely comparable between different countries. The lack of clear data on the
extent of homelessness makes an understanding of its nature, causes and the effective action needed to tackle it all the more difficult.
This study aims at identifying methodologies and practices for the development of the information basis required
for the measurement of housing deprivation and homelessness. It contributes to the debate on homelessness in relation to:
- definitions of homelessness and living situations
- the governance of data collection on homelessness
- strategies for data collection
- the search for indicators on homelessness and housing exclusion
Poverty and Social Exclusion in the Suburbs of Large Turkish Cities
The study analyses the present situation of people living in the 'gecekondu' of large Turkish cities in the light of the objectives of the European Social Inclusion Strategy, in particular as regards access to resources, rights, goods and services and provisions for helping the most vulnerable.
Social Protection and Social Inclusion in Croatia
The purpose of the study is to inform the forthcoming process of negotiations for the accession of Croatia to the EU in the area of social protection and social inclusion, and in particular contribute to the 'Joint Inclusion Memorandum' (JIM). It should provide up-to-date and relevant analysis and information on the structure of the Croatian social protection system, the extent and pattern of poverty and social exclusion and the envisaged plans for reforms of pension and healthcare systems.
Final Report
(pdf - 983 KB) |
|
|
Policy measures to promote access to information technologies
The aim of the study is to document both the risks and potentials of the rapid growth of the knowledge society and information and communication technologies (ICT). Through comparing approaches across a number of Member States and candidate countries it will identify the key elements necessary to develop a strategic approach to ensuring that the new risks of exclusion resulting from developments in ICT are avoided and the potential for ICT to increase social inclusion are maximised. It will also identify ways in which the development of ICT can be more closely linked with and reinforce the Union's social inclusion process.
Final Report (pdf - 1,36 MB) |
 |
Summary |
   |
|
Policy measures concerning disadvantaged youth
The aim of the study is to analyse the policy measures concerning the specific situation of disadvantaged youth in the age group 16-25, and the study will particularly analyse access to employment. Young people between 16-25 have a higher than average at-risk-of-poverty rate (21% compared to 15% for all age groups) and this is often connected to difficulties in making the transition from school to work and in accessing employment. This policy study will examine successful policy approaches to including those at risk across a number of Member States and candidate countries. It will aim to identify the key mix of elements that are necessary to reduce the level of poverty and unemployment amongst this age group.
Final Report (pdf - 1,28 MB) |
|
Annex (pdf - 2,77 MB)
|
 |
Summary
|
    |
|
Policy measures to ensure access to decent housing for immigrants
The aim of the study is to analyse and identify the most effective policy measures to ensure access to decent housing for immigrants. The study will stress the specific features and similarities of approaches adopted with regard to this group compared with the more general situation of persons suffering poverty and social exclusion as well as any discrimination suffered in terms of access to housing. The study will also consider trends that can be identified concerning the situation of persons born to first-generation immigrants compared with that of immigrants who have lived in a country for longer.
Policy measures to ensure access to decent housing for immigrants (pdf - 817 KB) |
 |
Summary |
   |
|
Regional Indicators to reflect social exclusion and poverty
The aim of the study is to identify the appropriate methodologies and strategies for the development of indicators of social exclusion and poverty at regional level.
Given the likely limited scope for defining monetary poverty indicators at the regional level, attention should probably focus on the non-monetary dimension of social exclusion,e.g. relating to access to essential health services, education, transport, etc. and living and housing conditions, including social participation.
Regional Indicators to reflect social exclusion and poverty (pdf - 9 MB) |
 |
Summary |
   |
A thematic study using transnational comparisons to analyse and identify cultural policies and programmes that contribute to preventing and reducing poverty and social exclusion
The aim of this study is to assist the development of more coherent and integrated policies in relation to access to culture as part of the further development of Member States' NAPs/incl. This study will draw on existing research and data and will compare and contrast policy approaches and outcomes in a representative sample of at least six different Member States in the area of access to culture as well as taking account of international studies and experience in this area and the views of those experiencing poverty and social exclusion.
Study on cultural policies and programmes (pdf - 1 MB) |
 |
Summary |
   |
Policy Measures to promote the use of Microcredit
The aim of the study is to identify and analyse the most effective policy measures taken by EU Member States and Candidate Countries in the area of access to microcredit and related combinations of services (training, advices, peer support, networking, saving facilities…) for self-employment projects or microenterprises developments to people facing poverty or social exclusion.
Microcredit study part 1-3 (pdf - 434 KB) |
 |
Microcredit study part 4 and Annexes (pdf - 908 KB)
|
 |
Summary |
   |
A thematic study using transnational comparisons to analyse and identify what combination of policy responses are most successful in preventing and reducing high levels of child poverty
The aim of the study is to assist in the development of more coherent and integrated policies to combat child poverty and exclusion in Member States in the context of the further development of NAPs/incl. It will do this by producing a report which will examine policies and programmes in 6 different Member States while also taking into account international data. It will aim to identify what combination of policies appear to be most successful in reducing and preventing high levels of poverty and social exclusion amongst children.
Child Poverty Study (pdf - 926 KB) |
 |
Summary |
   |
The situation of Roma in an Enlarged European Union
The study examines the conditions Roma, Gypsies and Travellers face in a range of fields, including education, employment, housing and healthcare. It sets out both good and bad practice in policies and programmes for Roma, as well as recommendations on how to improve existing policies in order to tackle the widespread discrimination and social exclusion which Roma, Gypsies and Travellers face. It will serve as a basis for discussion by the European Commission, Member States and their partners on how EU measures should best target Roma inclusion. The study has been carried out jointly with the EU anti-discrimination programme.
The situation of Roma in an Enlarged European Union (pdf - 2,4 MB) |
   |
Studies under way
Impact assessment of EU basic requirements on measures to promote the integration of persons excluded from the labour market
This study will assess the impact of possible community action aimed at setting up common minimum rules and guiding principles at EU level concerning minimum income support schemes, active labour market policies and conditions of access to basic services which could facilitate the active inclusion of those excluded from the labour market.
Study on the links between the social and environmental pillars of sustainable development in particular the link between social cohesion/inclusion and environmental policies
This study will improve our understanding of the interdependencies between social cohesion/inclusion and environmental sustainability and to contribute to the development of better and mutually reinforcing policies for both areas.
Top of the page