Balancing Work and Life: Enhancing Social Dialogue in the Finance Sector with EU Support

1. With EU Contribution With EU Contribution “Work-Life Management and CSR in the finance sector: a training path to incentivize the social dialogue at company and European level. Focus on Professionals and Managers' - VS/2016/0394” PRESENTATION AtHENS, January 30, 2017 Pier Luigi Ledda Project Manager – FIRST CISL - VS/2016/0394 - Atene– PLL

2. Index Premise Two major issues Work Life Management Health and safety and psycho-social risks Social Dialogue Project objectives Partnership Duration of the project Activities Steps Kick off Administrative rules - VS/2016/0394 - Atene– PLL

3. 1- Premise The right balance between work and personal / family life is the basis of civil society as a whole and not only of the sphere on the job. Today, the work, thanks to the spread of new technologies, has invaded the privacy of people risking their family and social balances.In today's Europe, where, because of the crisis the economic policies are guided by the "spending review", the increase in employment levels is the priority. The challenge that the social partners have to face is to achieve the goal of growing into a quality work environment and welfare of workers.On this basis, there are two major issues related to the balance between family life and professional life: - VS/2016/0394 - Atene– PLL

4. 2- Two major issues The rebalancing of responsibilities within familiesable to promote the development of female participation in the labor market, both from a quantitative and qualitative point of view.According to the latest estimates by Eurofound (2015), the employment gender gap coast 325.000.000.000 € a year to the EU (2.5% of EU GDP), with an individual cost of exclusion throughout their working life women, estimated at over 1 million euro. The protection of the safety and health of workers against psychosocial risks and stress at work.In the recent EU-funded project made by Matrix (2013) for the European Agency for Safety and Health at Work EU-OSHA, the cost to Europe of the work-related depression was estimated at € 617.000.000.000 per year. This total is made up of costs for employers arising from absenteeism and presentism (272 billion euro), from lost productivity (242 billion euro), the health care costs (63 billion euro) and social care costs represented from payments for disability benefits (39 billion euro). - VS/2016/0394 - Atene– PLL

5. 3- Work Life Management Regarding the first point, we must overcome the old use of the word "conciliation" that particularly affects (though not exclusively) women, and adopt the term "work-life management" that increases the audience of stakeholders by involving both sexes, young and adults by expanding the object of interest only by family obligations to the free time in general, including also the educational and training activities. Line of work and private life are increasingly "confused" and the expression of "work-life management" explains better the search for balance between paid work and private lives.This type of balance concerns and involves more fields: political, social, organizational and business, and also familiar. - VS/2016/0394 - Atene– PLL

6. 3 - Work Life Management Talk about WLM, it is also to speak of family life and work life balance through a more equitable distribution of responsibility for parental care between men and women, which would further strengthen gender equality in the labor market.In Europe, women, despite higher qualification in terms of levels of education than men (42.3% of women between 30 and 34 with a university degree or specialist degree against 33.6% of men) continue under-represented in the labor market (75% the employment rate of men against 63.5% of women).It's also been shown that the presence of children negatively plays the female employment rate and the use of part-time is more used by women than men (32.9% of women compared with 9.9% of men). Even the care of children with disabilities and / or elderly relatives weighs more on women. - VS/2016/0394 - Atene– PLL

7. 4- Health and safety The second macro theme in which we have conceptually divided the problems related to the balance of life and work is, as anticipated, the work rate and the invasiveness of new technologies which increasingly take up more space in the private lives of workers.Technological progress, characterized by increasing digitization, is fueling a work culture '24 hours 24 'and can lead to a blurring of boundaries between work and private life.The health and safety of workers in Europe are today threatened primarily by psychosocial risks and stress at work. Among the psychosocial risks faced by the majority of European workers, in addition to stress, we find anxiety to achieve the objectives and exhaustion (burnout) caused by overwork. These phenomena are particularly present in the banking sector where workers are under pressure due to the stresses to the sale of financial products to customers. - VS/2016/0394 - Atene– PLL

8. 4- Health and safety The timing of the checks on the assigned budget is ever closer and we went from checks on a quarterly basis to daily inspections, in some cases even several times in the same working day.The 2014 Eurobarometer survey on working conditions in the EU Member States shows that excessively long working hours, workers are justified by the fact of being insoddisfatio of their work (48%), while exposure to stress is identified as one of the main risks to health and safety in the workplace by the workers themselves (53%).Stress, depression or anxiety were the most cited work-related health problems in most EU Member States. - VS/2016/0394 - Atene– PLL

9. Project objectives The project focuses on the topic of Work Life Management in the wider context of corporate social responsibility and social dialogue in the banking sector. Our action is therefore directed to research and study on two central issues related to Work Life Management by identifying and analyzing good practices.Since our project is primarily a training objective, all our activities are directed to the formation of trade union organizations of the participating countries. The primary objective is to build a network of trade unionists prepared in terms of knowledge and sensitivity to the Work Life Management problems.This network, with training tools that the project will provide, will be able to deal with new working methods, negotiating challenges by putting in place during the negotiations at the enterprise / national level what they have learned, and will be able to contribute effectively to social dialogue Europe, through the involvement of the European federations. - VS/2016/0394 - Atene– PLL

10. Project objectives Two main areas of research: 1) the rebalancing of responsibilities within families can encourage the growth of female participation in the labor market, both from a quantitative point of view and from that of quality; 2) the protection of the safety and health of workers against psychosocial risks and stress at work.The methodology used is innovative because it is based on a process of self-education of the participants who lavoreranni together, guided by process supervisors who will stimulate discussion on various topics, going to the next step only after finding a common synthesis.Particular attention will be paid to the cadre category, which has now reached almost 50% of employment in the European banking sector, which is particularly concerned about psychosocial risks and stress related to work. For this reason, the project can count on a real involvement of UNI Europa and, in particular, of its P & M and EUROCADRES service. - VS/2016/0394 - Atene– PLL

11. Project objectives The project stands five specific objectives: 1) Develop and disseminate a contractual methodology that takes into account the employees' work-life management in order to contribute positively to the creation of shareholder value and at the same time that optimizes the business climate through a particular attention paid to:- Safety and health at work;- Equal opportunities and professional growth and career development. - VS/2016/0394 - Atene– PLL

12. Project objectives 2) enrich or create trade union skills, with the aim of contributing to the social dialogue in the industry at national / company and European level, with reference to:- The revision of the joint declaration of the social partners in 2005, represented by 'European framework agreement concluded by the social partners 31 January 31, 2014;- European Directive n. 2010/18 / EU;- The "Road Map" of the European Commission, which launched the initiative: "A new beginning to withstand the challenges of work / life balance faced by working families" for the revision of the Directive on maternity leave;- The wider use of the principle of subsidiarity in art. 153 of the Treaty on the Functioning of the European Union (the 'TFEU'): it enables the Union to support and supplement the actions of Member States, inter alia, in the field of equality between men and women as regards opportunities in the labor market and treatment at work; - VS/2016/0394 - Atene– PLL

13. Project objectives 3) help to spread and strengthen the principles of the European social dialogue in the new Member States (Romania and Bulgaria) and candidate countries (Turkey); 4) compare different cultures, experiences and best practices of the European partners involved in the project, coming from different geographical, economic, social and cultural rights;5) provide training on balance life - work aimed at the development of knowledge and the promotion of a change that is tangible in everyday behavior. - VS/2016/0394 - Atene– PLL

14. Partnership In the project, to achieve the goals we have a strong and significant transnational partnership 8 European countries (as well as in Italy): 2 - Nordic countries with a "historical" sensitivity to themes of WLM                      (England, Finland); 3 - Western European countries with a more "traditional culture" (Spain, France, Greece); 2 - countries of the "new" Europe with less experience in the field of                    negotiation of labor rights (Bulgaria, Romania) 1 - candidate country: Turkey. Furthermore: • UNI Europa, social part recognized, and its Department UNI Europa P & M, • EUROCADRES, social part recognized,, • FEDERMANAGEMENT, national association of business leaders. - VS/2016/0394 - Atene– PLL

15. Social Dialogue The social dialogue in the financial sector is strengthening and the proof is the will of the European social partners to give greater effect to the 2005 Joint Declaration on Social Responsibility, reviewing some parts and focusing on certain aspects of employment.  The goal of our project is to enhance and / or establish trade skills exchanges, thus further contribute to the social dialogue at company, national and European.The presence in the project with a real participation of two counterparts of the European social dialogue, corroborates the foregoing:UNI Europa (signatory of the Joint Declaration mentioned) and  EUROCADRES (the subject of the European social dialogue for P & Ms categories).There is also Federmanagement who is an actor of national social dialogue in Italy. - VS/2016/0394 - Atene– PLL

16. Duration The project duration will be 2 years - VS/2016/0394 - Atene– PLL

17. Activities The project has in place five categories of activities • STRATEGY AND TACTICS - all monitoring activities and defining corrective strategies, under the responsibility of the project manager and the Steering Committee- • RESEARCH AND INVESTIGATION - remote work of the Working Group, Opinion Poll and Focus meetings- • EDUCATION - 2 Training Courses- • MONITORING AND EVALUATION OF RESULTS - Start after each start activities under way and proceeding all the way, allowing us to take action, if necessary, implementing corrective due. • DISSEMINATION OF RESULTS - VS/2016/0394 - Atene– PLL

18. 10 Steps The project is divided into 10 steps • STEP - PREPARATORY WORK. The Steering Committee is preparing to launch the project. Also in this phase, the construction of the web application called Virtual Agora, a "virtual meeting place" in which all participants can meet to afferire and retrieve materials, contribute to the discussion interacting, make a contribution by adding value to the discussion.The distribution and operation of the Virtual Agora will be illustrated by Malvolti in its report. DONE! - VS/2016/0394 - Atene– PLL

19. 10 Steps 2 . KICK OFF OF THE PROJECT The meeting will bring together a full-time all members of the Executive Committee, responsible for training and facilitators of the training courses (one for each working group).We 'a training and operational meeting at the same time to be held according to the agenda that was sent and that we will soon see TODAY AND TOMORROW - VS/2016/0394 - Atene– PLL

20. 10 Steps 3 . STEP - RESEARCH AND ANALYSIS - distance work and FOCUS MEETING This stage consists of a research and analysis that will take place at European level in a remote mode, and will last around 7 months (3 months + focus meeting + 3 months) The partners will be divided into three working groups  and they will work on three thematic areas.The work at a distance and the related learning process will be led by coordinators.A second study will be conducted through an opinion poll open to all.The work at a distance and the survey will take place using a web application called "Virtual Agora", where participants will work together, they will exchange documents, information, opinions, ideas, etc. how do you explain Luciano Malvolti in its report. Feb. – Aug/Sept. 2017 - VS/2016/0394 - Atene– PLL

21. 10 Steps MAY 2017 3 . STEP - RESEARCH AND ANALYSIS - distance work and FOCUS MEETING At the end of the first threemonths of remote work will take place 3 FOCUS MEETING one for each of the threeworkinggroups to test it out and improve, throughinsights the nextjob.Thethreethematic areas:WG1: rebalancing of responsibilitieswithin families can encourage the growth of femaleparticipation in the labor market.WG2: Protection of the safety and health of workersagainstpsychosocialrisks and stress atwork.WG 3: composed of members of Professionals & Manangersorganizations. Will have the task of examiningalltopics of WG1 and WG2 from the point of view of the categoryP & Ms.Paola Vinciguerra willoutlinegoals and modalities of work of the groups in her report - VS/2016/0394 - Atene– PLL

22. 10 Steps 4 . STEP - MONITORING AND EVALUATION This phase includes the Steering Committee meeting to analyze the work of the three groups, to make a first evaluation of the results, select the best practices and plan the next Training Course - VS/2016/0394 - Atene– PLL

23. winter 2017/18 10 Steps 5 . STEP - FIRST TRAINING COURSE – THE KNOWLEDGE t this stage there will be a training course of three days dedicated to the "knowledge". OBJECTIVES: • Sharing knowledge on topics related to the balance in working life within the broader context of the principles of (CSR);  • sharing of knowledge on the most significant agreements to balance work and family life in the context of CSR policies;  • knowledge sharing on CSR policies of European businesses and European framework agreements.  • Make participants aware of their role as "agents of change and knowledge."  They will be involved about 30 skilled trade unionists of the participating organizations.The methodology of training: The course will take the active learning approaches in order to encourage participation, the experience of sharing - VS/2016/0394 - Atene– PLL

24. 10 Steps 6 . STEP - CHECKING AND PLANNING In this phase, the Steering Committee:- Monitor the achievement of the knowledge of the first training course objectives, through the analysis of the results of the assessment tools of knowledge used during the course;- Will plan the second training course dedicated to the Change - VS/2016/0394 - Atene– PLL

25. 10 Steps First semester 2018 7 . STEP – SECOND TRAINING COURSE – THE CHANGE The training course is the focal part of the whole OBJECTIVES: • Check the level of knowledge acquired during the course of the previous training; • Strengthening the participants' awareness of their role as agents of change in their own reality of work; • Provide methodological tools to negotiate agreements that meet the needs of workers to work-life management;- • Provide methodological tools to negotiate agreements related to the category P & Ms related to health and safety at work, the reconciliation of work and family life, gender equality;- • To raise awareness on the specificities of the category P & Ms - VS/2016/0394 - Atene– PLL

26. Second semester 2018 10 Steps 8 . STEP - CHECKING AND EVALUATION At this stage we will proceed to the analysis and evaluation of the results of the Training Course. The Change 9 . STEP – FINAL CONFERENCE The Conference will aim to debate the results of the training course by comparison with other parts of the social dialogue in our industry and beyond. The confrontation with the outside world will be extended and will be invited to contribute representatives of other sectors.  At the final conference it will be given ample space to the European partners: UNI Europa, UNI EUROPA P&Ms and EUROCADRES regarding the problems of workers belonging to high professionalism. The comparison will be with Federmanagement partners representing business executives and the Italian Banking Association (ABI) which will be invited to intervene. The debate will take place through a panel discussion.It will be an opportunity for mutual growth through a discussion of the various models of approach to the problem - VS/2016/0394 - Atene– PLL

27. 10 StepS • 10 . STEP - CHECKING AND FINAL EVALUATION • The final report on the results of the various phases of the project.The expected results are: • final verification of the targets and the results achieved;  • the validation of the entire process of formation; • the methods of dissemination of results in the countries participating in the project;  • the decision on future developments;  • the synthesis and the final report.All these documents will be shared by all partners, through the Virtual Agora.. - VS/2016/0394 - Atene– PLL

28. Kick off - VS/2016/0394 - Atene– PLL

29. KICKOFF Athens 31-31 Jan 2017 KickoffATHENS, January 30-31, 2017 Whatwillwe do today and tomorrow: • Presentation of the Project with the expectedobjectives and results; • A roundtable in whichparticipantswillpresent the situation in theirown country, starting with the guests of OTOE greek union; • The operation of the scientificproject manager Mimmo Iodice on the state of Community legislation and on possibledevelopments; • d) The presentation of the rich and qualified partnership and Virual Agora, the web area thatwasused for distance work; • e) The presentation of the threeworkinggroups: composition, objectives, expectedresults, methodology and calendaractivities - VS/2016/0394 - Atene– PLL

30. Day 1 12:00 Registration and preliminary information 14:00 – 14:15 Opening and welcome by OTOE Trade Union 14:15 – 15:00 The presentation of the Project: Objectives, expected results, Methodology, administrative rules Pier Luigi Ledda - Project Manager - FIRST 15:00 – 15:30 The presentation of the Partnership, the role of the partners Luciano Malvolti FIRST 15:30 – 16:00 Work Life Management: state of art in Greece by OTOE 16:00 – 17:00 The opinion of the partners on the Work Life Management, brief comments around the table 17:00 – 17:15Coffee break  17:15 – 18:15 Work Life Management: the legal references in Community law: the current situation and possible developments Domenico Iodice - Scientific director of the project –APF 18:15 – 18:30 Conclusion of the first day work by Ledda 20:30 Dinner with all participants End of day 1 Kick off Agenda - VS/2016/0394 - Atene– PLL

31. Day 2 09:00 – 10:00 Discussion – Questions & answers about the issues of the previous day work 10:00 – 10:30  Presentation of Forum Area: functionality, application procedures. Practical exercises Luciano Malvolti FIRST 10:30 – 11:30  Presentation of the three Working Group: composition, objectives, expected results, methodology, calendar of activities Paola Vinciguerra FIRST 11:30 – 11:45  Coffee break 11:45 – 12:45 Discussion – Questions & answers 12:45 – 13:15 Conclusions and next steps - Pierluigi Ledda, Project Manager – FIRST End of day 2, departure Kick off Agenda - VS/2016/0394 - Atene– PLL

32. “The rights of information and consultation and the role of the EWC in the development of a system of professional qualifications. Lifelong Learning and job models in the context of a larger transnational mobility in the finance sector”VS/2016/0064 ADMINISTRATIVE PROCEDURES With EU Contribution

33. 1. ADMINISTRATIVE RULES: All original receipts for travel costs and subsistence related to the project must be sent to the Applicant of the Project : FIRST-CISL European Project - VS/2016/0394 Via Modena 5 00184 Roma ITALIA With EU Contribution

34. 2. ADMINISTRATIVE RULES : The cost of air should not exceed the amount specified in the project budget (EUR 300.00) and to be accepted by the European Commission must be economy class. The request for reimbursement must be accompanied by air tickets and boarding passes. With EU Contribution

35. 3. ADMINISTRATIVE RULES : We must attach the original copies to a brief description of the individual costs incurred (in English or Italian) in case of different currency please attach conversion in euro. With EU Contribution

36. 4. ADMINISTRATIVE RULES : Refunds taxis are accepted only when there is no public transport or when it is necessary (for example: you arrive at the airport during the night). In any case, the rule is: use public transport.To request reimbursement of expenses we have to use our format, which you will find attached. NOTE: However, the use of taxis must be justified! With EU Contribution

37. 5. ADMINISTRATIVE RULES : the journey by car will not reimburse. Exceptionally, in the case of travel by car, you may request a refund of the fee, on that route, of the train journey in first class, using our refund format. Therefore, the costs associated with the use of a car (motorway tolls, car parks, etc.) anyway are not reimbursed.

38. With EU Contribution ‘Life Management and CSR in the finance sector: a training path to incentivize the social dialogue at company and European level. Focus on Professionals and Managers' - VS/2016/0394 Thanks! - VS/2016/0394 - Atene– PLL