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Spodbujanje socialne kohezije in konvergence

Spodbujanje socialne kohezije in konvergence je ena od šestih glavnih dejavnosti delovnega programa Eurofounda za obdobje 2021–2024. Eurofound bo še naprej deloval kot središče strokovnega znanja za spremljanje in analizo ključnih trendov in determinant za doseganje navzgor usmerjene konvergence na področju življenjskih in delovnih razmer ter krepitev ekonomske in socialne kohezije v EU. Pandemija bolezni covid-19 predstavlja izziv brez primere za gospodarsko in socialno odpornost EU, kar kaže na krhkost napredka pri že doseženih vzorcih konvergence.

Eurofound bo v naslednjih štirih letih zagotovil pomemben vpogled v izzive in priložnosti na področju socialne kohezije in konvergence v EU ter s tem pomagal zagotoviti, da bodo njena gospodarstva in družbe odporni na prihodnje pretrese. Svoje delo iz prejšnjih let bo razširil na področje navzgor usmerjene konvergence, s posebnim poudarkom na morebitnem povečanju novih neenakosti med državljani in na tem, kako obravnavati vse večje izzive za socialno kohezijo, ki jih je povzročila kriza. Fundacija bo redno poročala o težnjah navzgor usmerjene konvergence v socialno-gospodarski razsežnosti in razsežnostih evropskega stebra socialnih pravic na ravni držav članic in regionalni ravni, hkrati pa bo EU primerjala z drugimi razvitimi državami.

Eurofound se bo pri proučevanju dejavnikov in posledic ekonomske in socialne konvergence osredotočil na vrsto dejavnikov: socialne naložbe, mobilnost in institucionalne okvire, ureditev, sisteme socialnega varstva, kakovost institucij in javne storitve socialni dialog in strukturne reforme. V raziskavi bodo proučevali učinkovitost odziva EU na pandemijo, kar zadeva ekonomsko in socialno konvergenco. Obravnavali bodo tudi razmere v euroobmočju in se osredotočili na vlogo odnosov med delodajalci in delojemalci pri vplivanju na konvergenco.

Eurofound bo raziskal trende in dejavnike socialne kohezije v Evropski uniji ter zlasti preučil, kako je pandemija covida-19 poglobila obstoječe neenakosti ali sprožila nove, ki vplivajo na širšo družbo ali posebne skupine državljanov. Analiza bo osredotočena na gospodarske, socialne in zdravstvene razlike, in sicer na trgu dela in tudi glede dostopa do ključnih dobrin in storitev, kot so zdravstveno varstvo , stanovanje, izobraževanje in socialna zaščita , ter njihove kakovosti. Proučevali bodo povezavo med neenakostmi, institucionalnim zaupanjem in nezadovoljstvom. Med drugimi področji zanimanja so migracije , vključevanje in družbene napetosti.

Rezultate raziskav v okviru te dejavnosti bodo uporabile različne službe Evropske komisije in Odbora za zaposlovanje (EMCO), Odbora za socialno zaščito (SPC), Ekonomsko-finančnega odbora (EFC), Sveta in Evropskega parlamenta, tudi v zvezi z evropskim semestrom.

„Kriza zaradi covida-19 je koncept navzgor usmerjene konvergence znova postavila v središče politične razprave… Navzgor usmerjena konvergenca je pomembna za stabilnost Unije. Če ne bomo izpolnili obljube o navzgor usmerjeni konvergenci, bi lahko ogrozili delovanje Unije in povzročili politično nezadovoljstvo s projektom Evropske unije.“

Massimiliano Mascherini, vodja enote za socialne politike

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Ključna sporočila politike

Infografika

Glavne ugotovitve raziskave Eurofounda pomagajo oblikovalcem politik pri obravnavi nekaterih ključnih vprašanj na tem področju.

  • Trajnostna ekonomska in socialna konvergenca je osrednjega pomena za trajno stabilnost Evrope in zahteva celovit evropski pristop.
  • Razlike v gospodarski in socialni uspešnosti med državami članicami ogrožajo skupno blaginjo ter dostojne življenjske in delovne razmere, zato sta spremljanje trendov konvergence v EU in izvajanje politik za preprečevanje razlik bistvenega pomena.
  • Pred pandemijo covida-19 je Evropa doživela šestletno neprekinjeno gospodarsko rast, ki je izničila posledice krize iz leta 2008 in zabeležila navzgor usmerjeno konvergenco na področjih, kot sta zaposlovanje in tveganje revščine. Vendar pa to ni prineslo enakih koristi vsem državam članicam in regionalne razlike so se povečale.
  • Pandemija covida-19 bi lahko še dodatno povečala neenakosti med državami članicami in med socialno-ekonomskimi skupinami. Preizkusila bo ekonomsko in socialno odpornost držav članic na nevarnost gospodarskih in socialnih razlik v Evropski uniji. Vse večje razlike lahko vplivajo tudi na stabilnost EU ter izpostavljajo potrebo po celovitem izvajanju evropskega stebra socialnih pravic in po jasnem obveščanju državljanov EU o teh ukrepih.
  • Ohranjanje zaupanja državljanov v nacionalne in evropske institucije mora v času krize ostati prednostnega pomena, saj je upoštevanje ukrepov za obvladovanje koronavirusne pandemije močno odvisno od ravni zaupanja v institucije in znanost. Anketiranci, ki so izkoristili podporne ukrepe, poročajo o višji stopnji zaupanja v institucije, s čimer pošiljajo jasno sporočilo nacionalnim vladam in EU.

2021–2024 work plan

During 2021–2024, Eurofound will provide an important insight into the challenges and prospects in the area of social cohesion and convergence in the EU, helping to ensure its economies and societies are resilient to future shocks. Eurofound will expand on its work from previous years on the upward convergence theme, with particular emphasis on the potential rise of new inequalities among citizens and how to address the increased challenges to social cohesion brought about by the crisis. The Agency will report regularly on trends in upward convergence in the socioeconomic dimension, as well as in the dimensions outlined in the European Pillar of Social Rights at Member State and regional levels, while also comparing the EU with other developed countries.

In exploring the drivers and implications of economic and social convergence, Eurofound will pay attention to a range of factors: social investment, mobility and institutional frameworks, regulation, welfare systems, institutional quality and public servicessocial dialogue and structural reforms. The research will examine the effectiveness of the EU’s response to the pandemic for economic and social convergence. It will also consider the situation in the euro area, as well as focusing on the role of industrial relations processes in influencing convergence.

Eurofound will investigate the trends and drivers of social cohesion in the European Union, in particular examining how the COVID-19 pandemic has accentuated existing inequalities or triggered new ones affecting society more broadly or specific groups of citizens. The analysis will focus on economic, social and health disparities, both in the labour market and in terms of access to and quality of crucial goods and services such as healthcare, housing, education and social protection. The link between inequalities, institutional trust and discontent will be studied. Other areas of interest include migration, integration and societal tensions.

The research results emerging from this activity will contribute to the work of the different services of the European Commission and the Employment Committee (EMCO), the Social Protection Committee (SPC), the Economic and Financial Committee (EFC), the Council and the European Parliament, including in relation to the European Semester.

Addressing stakeholder priorities

Eurofound’s research aims to assist policy action to support sustainable upward economic and social convergence, to reduce multidimensional inequalities and to develop initiatives to strengthen social cohesion, helping to address the challenges facing the EU and national levels brought about by COVID-19. By investigating the pandemic recovery programmes at European level and their effect on economic and social convergence, Eurofound aims to inform policymakers on ways to promote convergence and the effectiveness of various initiatives. Research on social cohesion is intended to advance the debate on ways to promote policies towards a fairer and more inclusive society.

The Agency’s work programme is aligned with the European Commission’s political guidelines over the next four years, directly feeding into a number of key policy areas aimed at creating a strong social Europe. In particular, the research links in with the EU objective of sustainable economic and social convergence and will seek to support the debate on the European Pillar of Social Rights, its implementation and monitoring role, as well as on the reform of Economic and Monetary Union. Findings on trust can contribute to the initiatives regarding the Future of Europe debate.

 

Eurofound research

In 2024, Eurofound continues to study upward convergence towards better working and living conditions and stronger economic and social cohesion. The focus is on the potential rise of new inequalities and how to explain and address the increased challenges to the social cohesion of the EU brought about by the COVID-19 pandemic and Russia's invasion of Ukraine. Eurofound continues to report on the latest trends in and drivers of upward convergence in the socioeconomic dimension by updating and maintaining its dashboard of indicators and by providing regular annual updates at Member State and regional level.

Building on previous work on income inequalities and on the middle classes, research concludes on trends in this area, shedding light on the impact of the increased cost of living on different income groups, including the middle class, and households.

Eurofound provides new evidence on the role of human capital in inequalities across the EU, in particular its role in ensuring social cohesion and convergence. Alongside exploring stocks and flows of human capital across Member States, the study offers an insight into the role of education as a driver of economic and social convergence. 

New evidence also sheds light on the emerging challenges and opportunities arising from the high inflow of Ukrainian refugees to the EU, focusing on integration efforts at EU and national level, as well as the impact on public services.

A new project on the role of digitalisation complements Eurofound’s work on convergence and inequalities. This research analyses the long-term trends in the uptake and usage of digital technologies by EU citizens and the progress made by Member States in fulfilling the targets set in their recovery and resilience plans. It also assesses if digitalisation is a driver of economic and social convergence in the EU, with a focus on income, employment and poverty.

Building on previous work in 2019 and drawing on newer data, Eurofound aims to identify changes in overall wealth distribution during recent years and produce a more detailed account of the size and composition of the population with no or negative wealth, and of the asset composition of the wealth quintiles.

New research also examines the dynamics of social cohesion, polarisation in perceived trust in institutions and satisfaction with democracy in Europe. This analysis explores social developments that can lead to tensions, withdrawal or radicalisation, and the main dimension of the polarisation in European societies over the last decade. Looking at the 2024 European elections, the research investigates new forms of inclusive participation and their possible effect on polarisation.

Key outputs

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Eurofound's 2024 work programme is set in the context of the upcoming European elections, war in Ukraine, renewed Middle East conflict and rising cost of living across the EU.

23 Januar 2024
Publication
Work programme
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Pandemija covida-19 je različno vplivala na družbene skupine, odvisno od obstoječih pomanjkljivosti, zato je bilo splošno prepričanje, da je povzročila povečanje neenakosti na različnih področjih življenja. To poročilo z uporabo...

24 Januar 2023
Publication
Research report

Eurofound expert(s)

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Massimiliano Mascherini has been Head of the Social Policies unit at Eurofound since October 2019. He joined Eurofound in 2009 as a research manager, designing and coordinating...

Head of Unit,
Social policies research unit
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Eleonora Peruffo is a research officer in the Social Policies unit at Eurofound. She works on topics related to upward convergence and social cohesion in Europe. During 2021–2022...

Research officer,
Social policies research unit
Publications results (37)

V poročilu je proučeno, kako se je med pandemijo covida-19 v letih 2020 in 2021 razvijalo zaupanje državljanov v institucije, vključno z nacionalnimi vladami, EU, znanostjo in mediji. Analizirana sta tudi vloga medijev, zlasti korelacija med uporabo družbenih medijev in ravnjo zaupanja, ter učinek

16 November 2022

Kakovost institucij je ključen dejavnik za doseganje navzgor usmerjene ekonomske in socialne konvergence v EU, saj ima pomembno vlogo pri rasti gospodarstva, privabljanju tujih naložb, zagotavljanju izvajanja politik in reform ter uspešnem dostopu do sredstev EU. Ustreznost javnih institucij je

07 November 2022

This paper provides a context for the questions to be explored within the Foundation Forum 2022. Europe is emerging from the COVID-19 crisis having managed to protect its economy in the face of a major shock and prevent mass unemployment. However, challenges remain. While the Member States up to now

24 February 2022

Navzgor usmerjena konvergenca je središče projekta EU. Države članice in njihovi državljani se Uniji pridružijo zato, ker pričakujejo, da bo njihovo članstvo v njej vodilo k uravnoteženi gospodarski blaginji in družbenemu napredku med državami. Povečevanje razlik med državami članicami, do kakršnega

20 December 2021

The impact of COVID-19 has moved public health up the EU social policy agenda. As the EU directs its efforts towards establishing a European Health Union to guard against future health crises, this policy brief examines the extent to which the EU achieved upward convergence in terms of health and

30 September 2021

Over the last decade, the EU has made slow progress towards gender equality. As achievements in gender equality vary considerably by Member State, it is important to understand the evolution of disparities between the Member States and the implications this has for upward economic and social

15 July 2021

The enormity of the impact of the COVID-19 pandemic on the lives and work of Europeans is hard to capture, but Eurofound’s priority in 2020 was to record and assess the experience of this societal upheaval across the EU Member States in all its detail, variety and modulation. Living and working in

07 May 2021

The EU strives for the upward convergence of its Member States, where their performance improves and gaps between them decrease. Nearly a decade after the Great Recession, the COVID-19 crisis has again put this objective under pressure. This policy brief focuses on convergence in material well-being

08 December 2020

The uneven impact of the 2008–2013 economic crisis on Member States brought upward convergence to the fore in EU political debates. The focus was on orienting social policy towards getting the EU back on track, as encapsulated in the European Pillar of Social Rights. However, the meaning of the conc

30 September 2020

Social convergence has gained an equal footing alongside economic convergence as an EU goal in the wake of the economic crisis. This report presents the results of a study into convergence in working conditions, a major component of social policymaking. It examines whether working conditions have

12 December 2019

Online resources results (3)
In this episode of Eurofound Talks Mary McCaughey speaks with Eurofound Research Manager Daniel Molinuevo about the European Child Guarantee, how bad the situation is with regard to child poverty and social exclusion in Europe, what Member States have committed to doing about it, what the implicatio
1 Maj 2024
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Twin transition and pandemic challenge Eurofound to increase expertise, strengthen partnerships, expand reach, says new Director

Eurofound welcomed Ivailo Kalfin to his new role as Executive Director on 1 June. After one month in the job, he reflects on the challenges facing the EU, how they will impact on the work of Eurofound and his priorities for shaping the Agency over the next five years.

Monitoring Convergence in the European Union. Joint Meeting of the Social Protection Committee Indicators Sub-Group and the EMCO Indicators Group, 13 March 2018, Brussels, Belgium. Presentation by Massimiliano Mascherini, Senior Research Manager, Eurofound.

13 Marec 2018
Blogs results (8)

Years of crises have eroded citizens’ trust in institutions. Without it, the very fabric of our democracy is at risk.

The state in which the EU finds itself has been described as a ‘permacrisis’, whereby the Union is confronted by challenge after challenge, and citizens are constantly having to adapt to a ‘new normal’.

11 December 2023

Child poverty and exclusion in the EU is on the rise. To address this worrying trend, EU policy needs to focus on access to services, which requires improving data collection, targeting inequalities and involving the workforce that delivers services in policymaking.

24 Oktober 2023
Image of people waiting for tram in city street and man cycling on cycle path

The Russian invasion of Ukraine and the resulting sanctions have caused energy prices to soar. Governments seeking to alleviate the negative impacts of price increases on households have introduced energy subsidies and VAT reductions for electricity, gas and fuel. While such policies may be needed

10 Junij 2022
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When it comes to Europe’s COVID-19 recovery and its aspiration to build back a more resilient society, the so-called green and digital transitions have dominated EU policy discussions. And as Eurofound made preparations for the 2022 Foundation Forum – a unique occasion for high-level debate on the

11 Marec 2022
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The exponential growth of COVID-19 cases across Europe this autumn has quickly erased hopes that the virus had been contained and confirmed the surge of another wave of the pandemic. With Member States now implementing new restrictive measures for the second time since March in an attempt to control

23 Oktober 2020
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The votes have been cast, tallied and declared and we can now see the political landscape of the new European Parliament. It is a complex picture: there has been growth of far-right and populist parties, but well short of what was projected, and at the same time there has been a boost for pro

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When EU Heads of State or Government gather in Gothenburg this week to debate fair jobs and growth, it will be the first such ‘social summit’ in 20 years. At the heart of the agenda of this high-level gathering will be the formal proclamation of the European Pillar of Social Rights – 20 principles

14 November 2017
Upcoming publications results (2)

The focus of this report is on the role that human capital plays in determining inequalities across the EU, as well as within Member States. Using Cedefop’s work in this area, the report provides a comparative analysis of national trends in education and lifelong learning, including differences betw

August 2024

The report maps trends in income inequality and examines the situation of the middle classes in the EU during 2020, the year most associated with the COVID-19 lockdowns. It charts developments in the size and composition of middle-class households across countries, identifies those that suffered dis

July 2024
Data results (2)

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