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Free movement and access to social security in the EU: The challenge of exporting unemployment benefits 欧盟的自由流动和社会保障:出口失业救济金的挑战
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-03-01 DOI: 10.1177/13882627231161926
Christina Grabbe
The freedom of movement of EU workers and access to national welfare state systems has become a controversial topic among policymakers in recent years. To understand this, the article analyses the positions of Western European states towards the proposal of the European Commission to reform the European social security coordination. The structural problems of this reform and the current Regulation (EC) 883/2004 can be seen in the discussion on the export of unemployment benefits. Although Western European states have similar insurance-based and comprehensive unemployment systems, they have conflicting views on this issue. The article presents a comparative case study of Denmark, the Netherlands and Germany. Data was generated via expert interviews and policy documents and analysed through institutionalist approaches. By tracing the debates on the export of unemployment benefits, the article makes a more general argument about the debate on the free movement of workers and social security in the EU. It explains that policymakers’ main concern is not only the financial burden on their welfare systems, but also that the current Regulation (EC) 883/2004 and the reform proposal are incompatible with national monitoring and enforcement systems, which are designed to work best when the worker is in the Member State of last employment. This incompatibility of the coordination rules with national rules creates opposition among policymakers to the access of EU workers to national welfare systems.
近年来,欧盟工人的行动自由和获得国家福利制度的机会在政策制定者中成为一个有争议的话题。为了理解这一点,本文分析了西欧国家对欧盟委员会关于改革欧洲社会保障协调的建议的立场。这项改革和现行条例(EC)883/2004的结构性问题可以从关于失业救济出口的讨论中看出。尽管西欧国家有类似的以保险为基础的全面失业制度,但它们在这个问题上的观点并不一致。本文介绍了丹麦、荷兰和德国的比较案例研究。数据是通过专家访谈和政策文件生成的,并通过制度主义方法进行分析。通过追踪关于失业救济金出口的辩论,文章对欧盟关于工人自由流动和社会保障的辩论进行了更全面的论证。它解释说,政策制定者的主要关切不仅是其福利制度的财政负担,而且当前的第883/2004号条例和改革提案与国家监督和执行制度不兼容,这些制度旨在使工人在最后一次就业的成员国工作时发挥最佳作用。协调规则与国家规则的不相容性在政策制定者中引发了对欧盟工人获得国家福利制度的反对。
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引用次数: 0
Book Review: Migrants’ Attitudes and the Welfare State. The Danish Melting Pot by Karen Nielsen Breidahl, Troels Fage Hedegaard, Kristian Kongshøj, Christian Albrekt Larsen 书评:移民的态度与福利国家。《丹麦大熔炉》作者:Karen Nielsen Breidahl, Troels Fage Hedegaard, Kristian Kongshøj, Christian Albrekt Larsen
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-03-01 DOI: 10.1177/13882627231160533
Simone Emmert
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引用次数: 0
Designing short-time work for mass use 为大规模使用设计短时间工作
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-03-01 DOI: 10.1177/13882627231161511
Enzo Weber, Yasemin Yilmaz
In the course of the Covid-19 pandemic, short-time work as an instrument of income replacement once again proved to be an effective means of stabilising employment. However, the very concept, based on individual entitlement, led to its operational limits in respect of mass use. For example, in Germany, the complete processing of all cases in multiple stages can take years, involving corresponding strains and uncertainties for firms and labour administration. Against this background, we discuss the development of variants of job retention schemes compatible with mass use. An international comparison indicates that the legal instrument of force majeure could facilitate access with simplified criteria and procedures. We elaborate on specific proposals for the well-known German system. Going beyond simplifying existing rules, we outline a collective instrument of a wage subsidy increasing with lost revenue or hours. In this respect, drawing on results from the relevant literature, we argue that the need to limit redundancies and the precision of the instrument must be carefully balanced. Particularly in the case of mass use, qualification is indispensable, which is why the need for a concept with flexibly applicable, modular and online-based training formats, incentives and counselling services is essential. Finally, preconditions for the phasing-out of the mass use scheme are outlined. The exceptional situation would have to be officially ended – or extended – at an appropriate time with sufficient notice. Subsequent schemes may provide for transition to regular arrangements, a gradual reduction of wage subsidies, and liquidity support.
在新冠肺炎大流行期间,作为收入替代工具的短期工作再次被证明是稳定就业的有效手段。然而,正是基于个人权利的概念导致了其在大规模使用方面的操作限制。例如,在德国,分多个阶段完整处理所有案件可能需要数年时间,这给企业和劳工管理部门带来了相应的压力和不确定性。在这种背景下,我们讨论了与大规模使用兼容的工作保留方案的变体的开发。国际比较表明,不可抗力法律文书可以简化标准和程序,为准入提供便利。我们详细阐述了对众所周知的德国制度的具体建议。除了简化现有规则之外,我们还概述了工资补贴的集体工具,即随着收入或工作时间的损失而增加。在这方面,根据相关文献的结果,我们认为必须谨慎平衡限制冗余的必要性和仪器的精度。特别是在大规模使用的情况下,资格是必不可少的,这就是为什么需要一个具有灵活适用、模块化和在线培训形式、激励措施和咨询服务的概念至关重要。最后,概述了逐步取消大规模使用计划的先决条件。特殊情况必须在适当的时候得到充分的通知,正式结束或延长。随后的计划可能会向常规安排过渡,逐步减少工资补贴,并提供流动性支持。
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引用次数: 0
Book Review: Social Policy in Changing European Societies. Research agendas for the 21st Century by K. Nelson, et al. 书评:《改变欧洲社会的社会政策》。K.Nelson等人的《21世纪研究议程》。
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-02-27 DOI: 10.1177/13882627231159987
Artan Mustafa
vaccinations. As suggestions for future editions of the book, other emerging topics which could also be included are climate change and its impact on health from the human rights perspective, or the interactions between long-term care and the right to health. For example, socio-health coordination is essential for people with limited autonomy, such as those living in care homes, which was an issue during the Covid-19 pandemic, resulting in potential human rights violations in many European states. Nevertheless, the book already covers a wide range of areas which have been chosen wisely by the authors, given the relevance and topicality of all of the issues. Health and Human Rights: Global and European Perspectives undoubtedly provides inspiration and a highly useful guide for any reader with an academic or professional interest on such an essential topic.
接种疫苗。作为对该书未来版本的建议,还可以列入其他新出现的主题,包括从人权角度看气候变化及其对健康的影响,或长期护理与健康权之间的相互作用。例如,社会卫生协调对于自主权有限的人(例如住在养老院的人)至关重要,这在2019冠状病毒病大流行期间是一个问题,导致许多欧洲国家可能存在侵犯人权的行为。尽管如此,这本书已经涵盖了广泛的领域,这些领域是作者明智地选择的,考虑到所有问题的相关性和话题性。健康与人权:全球和欧洲视角无疑为任何对这一重要主题有学术或专业兴趣的读者提供了灵感和非常有用的指南。
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引用次数: 0
How administrative reforms influence the capacity for implementing the social investment state 行政改革如何影响社会投资国家的实施能力
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-02-27 DOI: 10.1177/13882627231159101
N. Andersen, K. Breidahl
For several decades, the social investment (SI) state has been heralded as the saviour of the welfare state, while at the same time being criticised for being just another instance of neoliberal downsizing of the welfare state. Recently, efforts have been made to provide clearer conceptualisations of how to assess the existence and impact of SI. However, these attempts have hitherto mainly focused on the policy functions and instruments of the SI state. This article contributes to existing research by offering a novel analytical framework on the capacity needed by street-level organisations (SLOs) to implement the central policy functions of the SI state, and by elucidating how administrative reforms influence this capacity. The article applies the framework to the implementation in Denmark of Active Labour Market Policies (ALMPs) in local job centres. This case is considered an SI ‘flagship’ in terms of formal policies, while also having undergone multiple administrative reforms, which makes it highly illustrative for the central argument of the article – that the success or failure of an SI approach is not only determined by politics and formal policies. The empirical analysis reveals how the capacity to implement SI policies has been enhanced by administrative reforms; this has been done by giving job centres more room for discretion and enhancing their ability to make long-term investments and to promote integrated service provision across different service areas. However, at the same time the local job centres remain closely monitored and controlled through an external accountability performance measurement system.
几十年来,社会投资(SI)国家一直被誉为福利国家的救世主,同时也被批评为福利国家新自由主义缩减的又一个例子。最近,人们努力为如何评估SI的存在和影响提供更清晰的概念。然而,迄今为止,这些尝试主要集中在SI国家的政策职能和工具上。本文为现有研究提供了一个关于街道级组织(SLO)执行SI国家中央政策职能所需能力的新分析框架,并阐明了行政改革如何影响这种能力。本文将该框架应用于丹麦在当地就业中心实施积极劳动力市场政策。就正式政策而言,本案被视为SI的“旗舰”,同时也经历了多次行政改革,这充分说明了本文的核心论点——SI方法的成败不仅取决于政治和正式政策。实证分析揭示了行政改革如何提高了执行SI政策的能力;这是通过给就业中心更多的自由裁量权,提高他们进行长期投资的能力,以及促进不同服务领域的综合服务提供来实现的。然而,与此同时,地方就业中心仍通过外部问责业绩衡量系统受到密切监测和控制。
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引用次数: 1
Overview of recent cases before the Court of Justice of the European Union (September-December 2022) 欧洲联盟法院最近审理的案件概述(2022年9月至12月)
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-02-27 DOI: 10.1177/13882627231157052
Pauline Melin, Susanne Sivonen
Five judgments from the Court of Justice on social security are reported on in this case note. First, Raad van bestuur van de Sociale verzekeringbank v X and Y (C-713/20) concerns the legislation applicable under Regulation 883/2004 to temporary agency workers in relation to periods between contracts. Second, DN v Finanzamt Österreich (Recouvrement de prestations familiales) (C-199/21) deals with the right to receive family benefits for a parent not residing with his child but bearing the costs of maintenance. Third, MCM v Centrala studiestödsnämnden (C-638/20) is about the export of student financial assistance for family members of migrant workers under Article 45 TFEU. Fourth, the requirement to register a partnership for the purpose of accessing a survivor's pension in a Member State, although that partnership was lawfully concluded and registered in another Member State, is under scrutiny in Caisse nationale d’assurance pension (C-731/21). Fifth and finally, FK v Rechtsanwaltskammer Wien (C-58/21) discusses the requirement to waive one's right to practise as a lawyer in other Member States in order to be granted an early retirement pension in light of Articles 45 TFEU and Article 49 TFEU.
本案例说明报告了法院关于社会保障的五项判决。首先,Raad van bestuur van de Sociale verzekeringbank诉X和Y案(C-713/20)涉及根据第883/2004号条例适用于临时机构工作人员的与合同期限有关的立法。第二,DN v FinanzamtÖsterreich(家庭补偿)(C-199/21)涉及父母获得家庭福利的权利,父母不与子女住在一起,但承担抚养费。第三,MCM诉Centrala studiestödsnämnden案(C-638/20)是关于根据《TFEU》第45条向移民工人家庭成员出口学生资助的案件。第四,尽管合伙企业是在另一个成员国合法缔结和注册的,但为了在一个成员国中获得遗属养老金而注册合伙企业的要求正在国家保险养老金(C-731/21)中受到审查。第五,也是最后一点,FK诉Rechtsanwaltskamer Wien(C-58/21)讨论了根据《过渡联邦欧盟》第45条和第49条,放弃在其他成员国执业律师的权利以获得提前退休养老金的要求。
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引用次数: 0
Overview of recent cases before the European court of human rights (October 2022 – December 2022) 欧洲人权法院最近审理的案件概述(2022年10月至2022年12月)
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-02-20 DOI: 10.1177/13882627231155044
Eleni De Becker
In this reporting period (October 2022 – December 2022) two cases before the European Court of Human Rights (ECtHR) will be presented. 1 They both concern discrimination on grounds of sex. The first case is Beeler v. Switzerland (appl. no. 78630/12), which dealt with the termination of a survivor's pension for widowers when the youngest child reaches adulthood. Such termination does not occur for widows. The ECtHR had to review whether the difference in treatment on the basis of sex violated the prohibition of discrimination in Article 14 ECHR, read in conjunction with the right to family life in Article 8 ECHR. Moraru and Marin v. Romania (appl. no. 53282/18 and 31428/20) is the second case that will be discussed. In this case, the employment agreements of the applicants were terminated automatically once they reached the retirement age for women, which was lower than for men. Also in this case, the Court had to review whether there was a violation of the prohibition of discrimination of sex, albeit on the basis of Article 1 of Protocol no. 12.
在本报告期间(2022年10月至2022年12月),将向欧洲人权法院(ECtHR)提交两起案件。它们都涉及基于性别的歧视。第一个案例是比勒诉瑞士(苹果)案。不。78630/12),其中涉及在最小的子女成年后终止向丧偶者发放遗属养恤金。这种终止不会发生在寡妇身上。欧洲人权法院必须审查基于性别的待遇差异是否违反了《欧洲人权公约》第14条禁止歧视的规定,该规定与《欧洲人权公约》第8条关于家庭生活的权利一起解读。莫拉鲁和马林诉罗马尼亚案(适用)。不。53282/18和31428/20)是将要讨论的第二个案例。在这种情况下,申请人的就业协议一旦达到妇女的退休年龄即自动终止,而妇女的退休年龄低于男子。同样在这种情况下,法院必须审查是否存在违反禁止性别歧视的情况,尽管是根据第一号议定书第1条。12.
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引用次数: 0
Book Review: Women, Welfare and Productivism in East Asia and Europe by Ruby CM Chau and Sam WK Yu (eds) 书评:东亚与欧洲的妇女、福利与生产主义,作者:周星驰、余国强编
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2023-02-19 DOI: 10.1177/13882627231158522
Youngcho Lee
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引用次数: 0
Development of capital pension funds in the Czech Republic and Bulgaria and readiness to implement PEPP 捷克共和国和保加利亚资本养老基金的发展以及实施政治公众人物计划的准备情况
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2022-12-01 DOI: 10.1177/13882627221150542
Elroi Hadad, S. Dimitrov, Jivka Stoilova-Nikolova
Unfavourable demographic trends are exerting more pressure on public pension systems in all European countries, and the need for alternative sources of pension provision is increasing. Personal pension products can be considered as a possible solution to the problem of providing adequate pensions. The pan-European personal pension product (PEPP) is the first standardised pension product subject to a uniform EU regime. Now that the regulatory framework for PEPP has been established at the EU level, it is up to the Member States to create an appropriate legal environment in order to promote the successful development of PEPP. This article examines the role of voluntary pension funds and the readiness to implement PEPP in the selected countries. We focus on the Czech Republic and Bulgaria, where the role of private pension funds is growing. We examine how PEPP can fit into the national pension systems and make some proposals regarding regulatory measures to be taken in order to ensure that PEPP is not at a competitive disadvantage against national pension products. We find that PEPP may fill the pension gap in countries where public pensions are the main source of retirement income and the role of occupational pension schemes is insignificant.
不利的人口趋势正在给所有欧洲国家的公共养老金系统施加更大的压力,对养老金替代来源的需求也在增加。个人养老金产品可以被视为解决提供充足养老金问题的一种可能方案。泛欧个人养老金产品(PEPP)是第一个受欧盟统一制度约束的标准化养老金产品。既然政治公众人物计划的监管框架已经在欧盟层面建立,那么就应该由成员国创造一个适当的法律环境,以促进政治公众人物的成功发展。本文考察了自愿养老基金的作用以及在选定国家实施政治公众人物计划的准备情况。我们关注的是捷克共和国和保加利亚,在这两个国家,私人养老基金的作用越来越大。我们研究了政治公众人物计划如何融入国家养老金体系,并就要采取的监管措施提出了一些建议,以确保政治公众人物政策不会在与国家养老金产品的竞争中处于不利地位。我们发现,在公共养老金是退休收入的主要来源,而职业养老金计划的作用微不足道的国家,政治公众人物计划可能会填补养老金缺口。
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引用次数: 2
Should we uprate social benefits for inflation as a matter of Article 1 Protocol 1? 作为第1条第1号议定书的一个问题,我们是否应该提高通货膨胀的社会福利?
IF 0.7 Q3 PUBLIC ADMINISTRATION Pub Date : 2022-12-01 DOI: 10.1177/13882627221147276
Kevin Hartmann-Cortés
Would a Convention State breach any property rights if it does not adjust its social security benefits for inflation? This article discusses under which circumstances Article 1 Protocol 1 (A1P1) of the European Convention on Human Rights may require Convention States to uprate the real value of social benefit entitlements as a consequence of inflation. The methodology followed was both doctrinal and analytical legal research based on the European Court of Human Rights’ (ECtHR) case law. The text firstly considers why A1P1 may be engaged. The argument holds that lack of indexation of social benefits has a similar effect to their legislative reduction when it comes to the peaceful enjoyment of social security benefits. Afterwards it explores what follows for Convention States. Considering the literature on ‘positive’ obligations and A1P1, the article constructs a plausible case under which A1P1 would require Convention States to uprate (at least partially) a segment of social benefit entitlements.
如果一个公约国不根据通货膨胀调整其社会保障福利,它会侵犯任何财产权吗?本条讨论了在何种情况下,《欧洲人权公约》第1条第1议定书(A1P1)可要求公约国因通货膨胀而提高应享社会福利的实际价值。所采用的方法是基于欧洲人权法院判例法的理论和分析性法律研究。正文首先考虑了A1P1可能参与的原因。该论点认为,在和平享受社会保障福利方面,缺乏社会福利指数化与立法减少社会福利的效果相似。之后,它探讨了公约国的后续情况。考虑到关于“积极”义务和A1P1的文献,该条构建了一个合理的案例,根据该案例,A1P1将要求公约国上调(至少部分)一部分社会福利应享权利。
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引用次数: 1
期刊
European Journal of Social Security
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