EU Statistics on social inclusion and living conditions

1. EU Statistics on social inclusion and living conditions Pascal Wolff Eurostat, European Commission Session 3: Social inclusion indicators and other monitoring frameworks

2. Index • Background information • Aim of the survey • Specific features of SILC • Improve comparability • Dissemination policy • Policy use of indicators • Conclusion Session 3: Social inclusion indicatorsand other monitoring frameworks

3. 1. Background information (1/2) • Reference source for comparative statistics on income, poverty and social exclusion • Regulatory framework (EC Regulation 1177/2003) • Survey design and data collection organised by National Statistical Institutes • Survey launched in 2003 • 2003: 6 MS (BE, DK, EL, IE, LU, AT) + NO • 2004: 12 MS (6 + ES, FR, IT, PT, FI, SE) + EE, IS and NO • 2005: 25 MS (12 + CZ, DE, CY, LV, LT, HU, MT, NL, PL, SI, SK, UK) + IS and NO • 2007: 27 MS (25 + BG, RO) + IS, NO, CH Session 3: Social inclusion indicatorsand other monitoring frameworks

4. 1. Background information (2/2) • Interview and register information • Individuals are “followed” for 4 years • Annual data: cross-sectional and longitudinal • Information on both households and individuals • Income and tax; • Material deprivation • Housing • Employment • Health, Education • Quality reports: MS and Eurostat • Accuracy • Comparability • Coherence Session 3: Social inclusion indicatorsand other monitoring frameworks

5. 2. Aim of the survey • Collect cross-sectional data • For a given time or a certain time period • Tables: 12 months after end of data collection • Anonymized micro-data files: 15 months after end of data collection • Collect longitudinal data • Description of changes over time, over a 4-year period • Tables: 18 months after end of data collection • Anonymized micro-data files: 20 months after end of data collection • Produce indicators Session 3: Social inclusion indicatorsand other monitoring frameworks

6. 3. Specific features of SILC (1/5) • Ex-ante output harmonization • Definition of target concepts/variables to be measured • Minimum requirements (survey design, fieldwork imputation, timeliness, quality reporting, sample size…) • Common guidelines • Standardized output (individual data) • Flexibility in the implementation at national level (design, data source …) • Monitored by Eurostat Common Framework Flexibility Session 3: Social inclusion indicatorsand other monitoring frameworks

7. 3. Specific features of SILC (2/5) • Minimum sample size • Size of the country • Minimum precision criteria for key indicator Session 3: Social inclusion indicatorsand other monitoring frameworks

8. 3. Specific features of SILC (3/5) • 4-year rotational panel Session 3: Social inclusion indicatorsand other monitoring frameworks

9. 3. Specific features of SILC (4/5) • Survey designs Session 3: Social inclusion indicatorsand other monitoring frameworks

10. 3. Specific features of SILC (5/5) • Basic concepts and definitions • Reference population: all countries standard definition • Private household: 5 exceptions (DE, ES, IT, AT, UK) • Household membership: 7 exceptions (DE, ES, IT, AT, UK, PT, SI) • Reference period • Income: Fixed reference period & 12 months moving reference period (IE, UK) • Income taxes • Tax reference period • Taxes on wealth Session 3: Social inclusion indicatorsand other monitoring frameworks

11. 4. Improve comparability • Quality reports • At national and EU levels • Methodological studies • Comparison with other sources • Administrative versus survey data • Imputation techniques • Treatment of lump sum • Imputed rent • Private pensions plans • Mode of data collection • Etc… Session 3: Social inclusion indicatorsand other monitoring frameworks

12. 5. Dissemination policy (1/3) • For different users ….. • Social and employment policy monitoring • Other policy processes • Social research • Journalists and general public • Different products • Eurostat website • CIRCA web tool • Publications • Micro-data Session 3: Social inclusion indicatorsand other monitoring frameworks

13. 5. Dissemination policy (2/3) • Web – Dedicated section http://ec.europa.eu/eurostat Session 3: Social inclusion indicatorsand other monitoring frameworks

14. 5. Dissemination policy (3/3) • Web – CIRCA http://circa.europa.eu/ Session 3: Social inclusion indicatorsand other monitoring frameworks

15. 6. Policy use of indicators (1/4) • Portfolio of 14 overarching indicators • 3 strands: Social inclusion, Pensions, and Health • Monetary poverty and Income inequality • Health, Education and Labour market • Regional cohesion • Social inclusion portfolio (11 primary indicators) • Poverty • LT Unemployment • Jobless households • Early-school leavers • Employment gap of migrants • 4 indicators TBD: material deprivation, housing, unmet needs, and child well-being Session 3: Social inclusion indicatorsand other monitoring frameworks

16. 6. Policy use of indicators (2/4) • At-risk-of-poverty rate (2006) Session 3: Social inclusion indicatorsand other monitoring frameworks

17. 6. Policy use of indicators (3/4) • Long-term unemployment rate (2007) Session 3: Social inclusion indicatorsand other monitoring frameworks

18. 6. Policy use of indicators (4/4) • Other policy frameworks • Lisbon Strategy • 6 priority areas, of which Social Inclusion • Sustainable Development Strategy • 10 priority areas, of which Social Inclusion • Measuring Well-Being? • A feasibility study • 3 approaches: subjective, objective, mixed Session 3: Social inclusion indicatorsand other monitoring frameworks

19. 7. Conclusion • EU-SILC is the EU reference source for comparative statistics on income, poverty and social exclusion • EU-SILC should allow to better address some policy areas that have not been satisfactorily covered to date Session 3: Social inclusion indicatorsand other monitoring frameworks

20. Thank youfor your attention Pascal WOLFF Eurostat - Unit F3 - Living conditions and social protection statistics Pascal.Wolff@ec.europa.eu Session 3: Social inclusion indicatorsand other monitoring frameworks