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The EU Social Protection and Social Inclusion Process

Through the EU Social Protection and Social Inclusion Process, the European Union coordinates and encourages Member State actions to combat poverty and social exclusion, and to reform their social protection systems on the basis of policy exchanges and mutual learning. As such, it underpins the achievement of the Union’s strategic goal of sustained economic growth, more and better jobs, and greater social cohesion by 2010.

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

  • Social Protection and Social Inclusion in Western Balkans

  • Quality in and equality of access to healthcare services

  • Financial Services Provision and Prevention of Financial Exclusion (2008)

  • Common operational European definition of overindebtedness (2008)

  • Social protection and social inclusion in the former Yugoslav Republic of Macedonia (2007)

  • Poverty and Exclusion (2007)

  • Poverty and social exclusion among lone-parent households (2007)

  • Measurement of homelessness at EU level (2007)

  • Poverty and Social Exclusion in the Suburbs of Large Turkish Cities (2006)

  • Social Protection and Social Inclusion in Croatia (2006)

  • Policy measures to promote access to information technologies (2006)

  • Policy measures concerning disadvantaged youth (2005)

  • Policy measures to ensure access to decent housing for immigrants (2005)

  • Regional Indicators to reflect social exclusion and poverty

  • A thematic study using transnational comparisons to analyse and identify cultural policies and programmes that contribute to preventing and reducing poverty and social exclusion (2005)

  • Policy Measures to promote the use of Microcredit (2005)

  • A thematic study using transnational comparisons to icy responses are most successful in preventing and reducing high levels of child poverty (2004)

  • The situation of Roma in an Enlarged European Union (2004)

  • Studies in preparation

  • 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.

    Adobe PDF document Leaflet Deutsch English Français
    Adobe PDF document Summary DeutschEnglishFrançais
    Adobe PDF documentFull text  (2,3 MB) English
    Adobe PDF document Country reports Bulgaria English
    Germany English
    Greece English
    France English
    Hungary English
    Ireland English
    Italy English
    Lithuania English
    Norway English
    Poland English
    Portugal English
    Romania English
    Slovenia English
    Spain English
    Scotland English
    Adobe PDF document Seminar report English


     

    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.

     

    Synthesis report

    Adobe PDF documentSummary English Albanian Serbian
    Adobe PDF document Report English

     

    Kosovo under UN Security Council resolution 1244

    Adobe PDF document Summary English Albanian Serbian
    Adobe PDF document Full text of the study  English

     

    Albania

    Adobe PDF document Summary in English English
    Adobe PDF documentSummary in Albanian Albanian
    Adobe PDF document Full text of the study  (1,5 MB) English

     

    Bosnia and Herzegovina

    Adobe PDF document Summary in English English
    Adobe PDF documentSummary in Bosnian Bosnian
    Adobe PDF documentSummary in Croatian Croatian
    Adobe PDF documentSummary in Serbian Serbian
    Adobe PDF document Full text of the study  (1,3 MB) English

     

    Montenegro

    Adobe PDF document Summary in English English
    Adobe PDF documentSummary in Montenegrin Montenegrin
    Adobe PDF document Full text of the study  (1 MB) English

     

    Serbia

    Adobe PDF document Summary in English English
    Adobe PDF documentSummary in Serbian Serbian
    Adobe PDF document Full text of the study (4 MB) English

    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

    Adobe PDF document Summary of the study DeutschEnglishFrançais
    Adobe PDF document Study (1567kb) English
    Adobe PDF document Country reports England (541kb) English
    Finland (502kb) English
    Germany (941 kb)  English
    Greece (919 kb) English
    The Netherlands (692 kb) English
    Poland (456 kb) English
    Romania (307kb) English
    Spain (292 kb) English

    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).

    Adobe PDF document Summary of the study English
    Adobe PDF document Study (1579 kb) English
    Adobe PDF document Presentation for the press български Čeština Dansk Deutsch Eesti keel Ellinika English Castellano françaisItaliano Latviešu valoda Lietuvių kalba Magyar Malti Nederlands Polski Português română Slovenčina Slovenščina Suomi Svenska
    website of the study http://www.fininc.eu/index,en.html

    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.

    cover page leaflet DeutschEnglishFrançais
    Adobe PDF-Dokument Full text of the study (pdf - 680 kb) English

     

    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

    Adobe PDF document Summary English MK AL
    Adobe PDF document Full text English 

     

    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.

    Adobe PDF document Special Eurobarometer 279 - Poverty and exclusion - September 2007 English

    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.

    Adobe PDF document Final Report English
    Adobe PDF document Executive summary English Français

    Leaflet - Lone parent households

    DeutschEnglishFrançais

     

    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

                 Leaflet - Homelessness - EN

    Deutsch English Français
     Measurement of homelessness at EU level 
    Full Text of the study
    Adobe PDF document (pdf - 3,36 MB)
    English

     

    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.

    Adobe PDF document Final Report English Turc

     

    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.

    Adobe PDF document Final Report (pdf - 983 KB) English

     

    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.

    Adobe PDF document Final Report (pdf - 1,36 MB) English
    Adobe PDF document Summary DeutschEnglishFrançais  EU-Bookshop

     

    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.

    Adobe PDF document Final Report (pdf - 1,28 MB) English
    Adobe PDF document Annex (pdf - 2,77 MB)
    English
    Adobe PDF document Summary
    DeutschEnglishFrançaisEU-Bookshop

     

    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.

    Adobe PDF document Policy measures to ensure access to decent housing for immigrants (pdf - 817 KB) English
    Adobe PDF document Summary DeutschEnglishFrançais

     

    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.

    Adobe PDF document Regional Indicators to reflect social exclusion and poverty (pdf - 9 MB) English
    Adobe PDF document Summary DeutschEnglishFrançais

     

    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.

    Adobe PDF document Study on cultural policies and programmes (pdf - 1 MB) English
    Adobe PDF document Summary DeutschEnglishFrançais

     

    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.

    Adobe PDF document Microcredit study part 1-3 (pdf - 434 KB) English
    Adobe PDF document Microcredit study part 4 and Annexes (pdf - 908 KB)
    English
    Adobe PDF document Summary DeutschEnglishFrançais

     

    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.

    Adobe PDF document Child Poverty Study (pdf - 926 KB) English
    Adobe PDF document Summary DeutschEnglishFrançais

     

    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.

    Adobe PDF document The situation of Roma in an Enlarged European Union (pdf - 2,4 MB) DeutschEnglishFrançais

     

    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.