this project is co-ﬁnanced by the european union and ... · – allows comparing well-being...

ThisProjectisco-financedbytheEuropeanUnionandTurkishRepublic

OlderPeopleSocialInclusion:Interna?onalPoliciesandMonitoringIndicators

ProfessorShereenHusseinKing’sCollegeLondonTheUnitedKingdom

Antalya,10-12October2017


CONTEXTSocialInclusionofolderpeople


Popula?onandwidercontext•  Defini?onsofoldage•  Demographicchanges–  Increasesinthenumbersofolderpeople– Matchedwithaslowerincrease,oradecline,inthepropor?onofworkingagegroups

•  Financingandpublicexpenditures•  Interna?onalandna?onalpoliciestoprevent,protectandpromote


Perceivedoldage


50

60

70

80

1960 1980 2000Year

Life

Exp

ecte

ncy

countryEuropean Union

Italy

Netherlands

Norway

OECD members

Turkey

United Kingdom

M. Ismail, Analytical Research Ltd

10

20

30

1960 1980 2000Year

Age

depe

nden

cy ra

tio, o

ld (%

of w

orki

ng−a

ge p

opul

atio

n)

countryEuropean Union

Italy

Netherlands

Norway

OECD members

Turkey

United Kingdom

M. Ismail, Analytical Research Ltd


Aspectsofsocialinclusionofolderpeople•  Age-baseddiscrimina?on

–  Health,employment,educa?on,civicengagementetc.•  Ac?veageing

–  CurrentExperienceandpoten?altoremainac?ve•  Socialprotec?on

–  Pensions–  Healthcare–  Long-termcare

•  Accessibility–  Publictransport–  Accessibilityofgoodsandservices


OlderPeopleSocialInclusionandtheSustainableDevelopmentGoals

•  Goal3:“Ensurehealthylivesandpromotewellbeingforallatallages”

•  Goal5:"achievegenderequalityandempowerallwomenandgirls"

•  Goal11:“Makeci?esandhumanse\lementsinclusive,safe,resilientandsustainable”


INTERNATIONALPOLICYFRAMEWORKS

SocialInclusionofolderpeople


Interna?onalpolicyframework:Age-baseddiscrimina?on

•  Ar?cle21oftheCharterofFundamentalRightsoftheEU

•  TheEuropeanConven?ononHumanRights•  EmploymentEqualityDirec?ve(2000/78/EC)•  EqualTreatmentDirec?ve(2008)


Interna?onalpolicyframework:Ac?veageing

•  MadridInterna?onalPlanofAc?ononAgeing(MIPAA)(2002)– UNECERegionalImplementa?onStrategy(MIPAA/RIS)

•  ViennaMinisterialDeclara?ononAgeing(2012)–  EuropeanYearforAc?veAgeingandSolidaritybetweenGenera?ons

•  EuropeanCommission’sSocialInvestmentPackage(2014-2020)


Interna?onalpolicyframework:Socialprotec?onofolderpeople

•  UniversalDeclara?onofHumanRights(UDHR),1948•  TheSocialSecurityConven?on,1952(No.102)•  SocialProtec?onFloorsRecommenda?on(No.202-2012)•  Europe2020strategy

–  Pensions•  Policypaper:‘Anagendaforadequate,safeandsustainablepensions’

–  Enablingpeopletostaylongerinemployment

–  Healthcare•  Healthageing:TheEuropeanInnova?onPartnershiponAc?veandHealthyAgeing

–  Long-termcare•  Reducing‘out-of-pocket’coststotheindividuals•  Combina?onofpublicsocialprotec?onandprivateinsuranceop?ons


PolicyFramework:Accessibility•  Cross-overwithothervulnerabili?es(esp.disability)

•  EuropeanDisabilityStrategy2010-20•  EuropeanAccessibilityAct


THEROLEOFDATAANDINDICATORS

MonitoringSocialInclusionofolderpeople


Theneedfordataandindicators

•  Ensuretheimplementa?onsofpolicygoals•  Monitorchange•  Evaluateprogrammes•  Iden?fygaps•  Enhancepolicies,programmesandservices


LevelsofdataandindicatorsCountryLevelIndicators

Na?onalLevelAggregateData

Local/regionalAggregates

IndividualLevel

Na?onalSurveys ResearchData Administra?veData


Selectedindicatorsforolderpeoplesocialinclusion

•  Poverty–  Absoluteandrela?vepoverty;materialdepriva?onetc.

•  Labourandcivicpar?cipa?on•  HealthandWellbeing

–  Subjec?veandobjec?veindicators(inc.lifeexpectancyanddisabilityfreeyears)

–  Diseaseindicators(includingdemen?a);physicalac?vi?esetc.•  Longtermcare

–  LTCexpenditures–  AssistancewithDailyLivingindicators(ADL

•  Accesstogoodsandservices–  AccesstoLTC/healthservices–  Accesstobroaderservices(incl.trainingopportuni?es)


Selectedlong-termcare(LTC)indicatorsFinancingLTC•  LTCexpenditureasapropor?onof

GDP

AccessibilityofLTC•  Prevalenceofu?lisa?onofvarious

LTCservices

QualityofLTCfacili?es•  LongTermCareFacilityQuality

Indicators(LTCFQIs)•  AdultSocialCareOutcomeToolkit

(ASCOT)


Interna?onalCompositeIndicesforolderpeople

•  Be\erLifeIndex–  Allowscomparingwell-beingacrosscountries,basedon11topics–OECD–  Includeselementsrelatedtooldage-butnotspecifictoolderpeople

•  GlobalAgeWatchIndex–  DevelopedbyHelptheAgedInterna?onal–  Basedonindicatorscollatedbyinterna?onalorganisa?ons–  Fourdomains:incomesecurity,healthstatus,capability,enabling

environment•  Ac?veAgeingIndex

–  DevelopedbyUNECE–  Fourdomains(capturesactualexperience&poten?alability)


Ac?veAgeingIndex:Fourdomains;20indicators•  Threedomainstomeasure

actualexperience•  Onedomaintomeasure

capacity(poten?al)

Methodologicalissues:•  Datacollatedfromvarious

sources•  Primarily:•  EU-SILC(SurveyofIncomeand

LivingCondi?ons),•  EU-LFS(theLabourForce

Survey)and•  theEuropeanQualityofLife

Survey(EQLS)


Be\erLifeIndex


MONITORINGCHANGEANDEVALUATINGPOLICIES



Keycomponents•  Current,reliabledataareessen?albothforpolicyformula?onandevalua?on

•  Mul?disciplinary,cross-departmentalapproaches•  Ins?tu?onalarrangementsandmechanisms–  Clearrangeofobjec?vesandtargets– Quan?ta?veandqualita?vedatacollec?on–  Staffandbudgets–  Clearproceduralplans

•  Accountabilityandresponsetoiden?fiedgaps


COUNTRYCASESTUDIESNORWAYANDTHEUNITEDKINGDOM



Keydemographics:Norway


Norway:olderpeoplesocialinclusionpolicies

•  LedbytheNorwegianMinistryofLabourandSocialAffairs

•  Na?onalplanwith4Goals:– Goal1:Longerworkinglifeandmaintainedabilitytowork

– Goal2:Par?cipa?on,non-discrimina?onandsocialinclusion

– Goal3:Dignity,healthandindependence– Goal4:Intergenera?onalsolidarity


PolicyReforms:Norway•  Gradualpensionreformsfrom2011•  Universalhealthandcaresystem•  Disabilitybenefitsreform•  Cross-sectorialna?onalstrategy

–  Anage-friendlysociety(2016)•  Coopera?onbetweenthegovernmentandsocialpartnersonamore

inclusiveworkinglife(IW-agreement;2014-2018)•  Government’sAc?onPlanforUniversalDesign2015–2019•  CarePlan2020

–  strengtheningboththecapacity,competenceandqualityincare•  TheDemen?aPlan2020•  Recogni?onofinformalandfamilycare


Monitoring&Evalua?on:Norway•  Systema?candknowledge-basedsystemofinforma?on

•  "TheSeniorPolicyBarometer”,publishedyearlybytheCentreforSeniorPolicy

•  TheGovernmentensuresasystema?cfollow-upofthestrategy,includingsubmiongreportsusingthepublichealthpolicymonitoringsystem

•  Repor?ngonCompositeindicese.g.AAI


TheUnitedKingdom(UK):Popula?on


TheUK:olderpeopleinclusionpolicies•  Widerangeofpolicyreforms

–  Pensionreforms•  Abolishingthe‘DefaultRe?rementAge’;equalisingStatepensionagebygender

–  Employmentreforms•  Extendingtherighttorequestflexibleworking•  Workplacepensionreforms

•  EstablishedtheAgeAc?onAlliancein2011–  Bringingtogetherolderpeopleandcrosssectororganisa?ons

•  Integra?onstrategiesbetweenhealthandsocialcare–  Withbudgetpoolingandjointoutcomeframeworkincases


Monitoringandevalua?on:theUK

•  Financialaccountabilityandcost-effec?veness•  Con?nuesresearch(e.g.theFutureofanAgeingPopula?on-2016)

•  DWPEvalua?onStrategy•  Developingoutcomemeasures(e.g.ASCOT)•  Repor?ngtointerna?onalageingindices


DISCUSSIONANDCONCLUSIONSocialInclusionofolderpeople


Mappingtheinterna?onalexperiencetotheTurkishcontext

•  Overcomingpoli?calandculturalbarriers•  Transforma?veSocialPolicy–  Protec?on;Produc?on;Distribu?onandReproduc?on

•  Na?onalcross-sectorialini?a?ves•  Clearstrategywithoutcomeandtargetfocus•  Par?cipa?onandempowerment


Datagatheringandindicators’calcula?ons

•  Buildingonthemappingexerciseforolderpeoplesocialinclusionindicators

•  Cleartargetsbuiltinana?onalstrategy•  Incen?vesforcollabora?veworkacrossgovernmentaldepartmentsandotherstakeholders

•  Representa?onofolderpeople


Keyissuestoconsider•  Cross-cuongthemesofvulnerabili?es•  Genderissues•  Capturinginformalsupport•  Mul?-agencyworkingtocollate,analyseandinterprettrendsandgaps–  Communica?onstrategies;datasharinganddataprotec?on

•  Theroleofvarioustypesofdataandresearch–  Administra?veandresearchdata


THANKYOUFORLISTENING

[email protected]\er:@DrShereeHusseinLinkedIn:DrShereeHussein

this project is co-ﬁnanced by the european union and ... · – allows comparing well-being...

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