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TRANSCRIPT
The impact of intra-EU Mobility
on National Welfare States:
Who Receives Which Benefits ?
Presentation for
ESPAnet Conferences 2018
In Vilnius and Florence
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI 1
I. Introduction
II. Research Design, Data & Method
III. Empirical Results
IV. Limitations & Further Research
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Outline
2 Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Introduction to the Topic
3
After the EU Eastern Enlargements and 2008 economic crisis, national
leaders campaigning against Freedom of Movement within the EU
(Mikl-Leitner, Friedrich, Teeven and May, 2013)
Possible explainations:
1. ACTORS: Populist and right-wing parties riding the wave of
welfare chauvinism to scapegoat the EU citizens for wider issues (Ferrera 2017; Geddes and Hadj-Abdou, 2016; Collier, 2014)
2. INSTITUTIONS: National institutions attract different numbers
and types of EU citizens, while offering them different opportunities (Ruhs and Palme, 2018; Afonso and Devitt, 2016)
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Literature of Reference
4
Economics of Migrations Instead of FISCAL IMPACT and ‘WELFARE MAGNET’ hypothesis, focus
on the less explored stream concerning the USE OF WELFARE
(Zimmerman et al. 2012; Medgyesi and Poloskei 2013)
Different rates of receipt among EU Citizens VS Natives
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
Comparative Welfare Studies Cross-country analyses on BENEFICIARIES are a novel research frontier, to
be combined with SOCIAL RIGHTS and SOCIAL EXPENDITURE approaches
(Van Oorschot 2013)
Actual recipients of social benefits through Survey Data
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
The Research Questions and Hypotheses
5
1. Do the populations of European citizens vary across
Member States according to their characteristics?
HP1) EU citizens present substantially different demographic and
socio-economic characteristics across countries;
Descriptive analysis
2. Are EU citizens enjoying benefits in the same way of
natives in the country of destination ?
HP2) The use of welfare by European citizens is alternatively :
• Similar (same rate of receipt of natives) – Assimilation
• Different (either higher or lower) – Segregation
Probit regressions
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
Selection of benefits: Unemployment and Family Benefits
More likely to function as a magnet for migrants (Zimmerman et al., 2012)
Presenting higher rates of receipts among migrants (Afonso and Devitt, 2016)
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Case Selection and Data
6 Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
Selection of countries: 5 Main Destinations
Labour Force Survey (EU-LFS)
for Unemployment benefits (variable
„Register‟ to avoid exported benefits)
EU Statistics on Income and
Living Conditions (EU-SILC)
for Family benefits (variable „hy050g‟)
Starting point: Replication and Updating of the study for
the EU Commission by Márton Medgyesi and Péter Pölöskei
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Innovations compared to Previous Literature
• All EU Member States Focus on 5 main Destinations
• All benefits 2 types of benefits: Unemployment & Family
• Data EU-SILC wave 2010-2011
both LFS & SILC wave 2015
• Novelty EU Citizens split into:
EU15 ‘Old’ Europe
EU10 (2004 Enlargement)
EU3 (2007 and 2013)
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI 7
‘New’
Europe
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Population in the Samples according to Origin
8
MAIN LIMITATIONS:
EU and non-EU
are grouped for
Germany, Poland
and Romania
All EU are in a
single group
in EU-SILC
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES 9
Employment Opportunities and Job Quality
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES 10
EU Citizens Populations along Years of Residence
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
Composition
according to
the group of
EU origin:
EU15
EU3
Inverted-U shape
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES 11
Assimilation Process: the welfare use by EU citizens approaches the one of natives with
Duration of Stay
Prevailing Assimilation scenario: EU citizens have a use of welfare similar to natives
12
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Descriptive analysis on the only case of Segregation emerged:
13
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Results and Conclusion
14
HP1) The populations of EU citizens present substantially
different characteristics across host Member States.
They are more likely :
Female, Highly Educated BUT not always younger ! (AT and HU)
At higher Risk of Unemployment everywhere (compared to natives)
X From ‘Old’ Europe in AT and DK, while ‘New’ Europe in HU and IT
X Higher % of Professionals among EU15, lower among EU10 & EU3
X Waves of Arrival vary according to countries of Origin & Destination
X HP2) The use of welfare by mobile European does not
significantly differ from the one of natives across countries.
Prevailing ASSIMILATION (or Process of) scenario
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
Limitations and Further Research
15 Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI
Not enough evidence to connect in a single narrative
(HP1) the European Citizens’ Profiles with
(HP2) their Use of Welfare in each Country
Limited data availability:
• Small Sample Size (especially among beneficiaries)
• Anonymization Procedure (country of origin, years since arrival, age)
Further Research should explore:
Migration trajectories (Specific combinations of origin & destination)
Longitudinal Dynamics (Along years of residence; Pre & Post 2008 crisis)
Role of National Institutions (Welfare regimes; Labour market features; etc.)
E-mail contact:
Afonso A. and Devitt C. (2016), Comparative Political Economy and International Migration, Oxford,
Socio-Economic Review, Vol. 14 N. 3, pp. 591–613
Boeri T. (2009), Immigration to the Land of Redistribution, IZA Discussion Paper n. 4273, June 2009
Borjas, G.J. (1999), Immigration and welfare magnets, Journal of Labor Economics, 17(4), 607–637
Bruzelius C., Reinprecht C. and Seeleib-Kaiser M. (2017), Stratified Social Rights Limiting EU
Citizenship, Journal of Common Market Studies Vol. 55 n. 6, pp. 1239-1253
Cameron D. (2013), Free movement within Europe needs to be less free. Vast migrations extract talent
from countries that need their best people, article published on „Financial Times‟, 26th November 2013
Castro-Martin T. and Cortina C. (2015), Demographic Issues of Intra-European Migration: Destination,
Family and Settlement, Springer
Cattaneo C., Fiorio C. e Peri G. (2013), Immigration and careers of European workers: effects and the
role of policies, IZA Journal of European Labour Studies Vol. 2:17 pp. 1-26
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Test of the Immigrant Assimilation Hypothesis, Centre for Migration Studies of New York, IMR Vol. 39(2)
pp. 332-353
Collier P. (2014), Immigration's 'dark side': a challenge for the left, Article published online on „Policy
Network‟, 5th December 2014
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and Analysis of Migration, Department of Economics, University College London, CDP n. 22
De Wispelaere F. and Pacolet J. (2015), Posting of Workers: The Impact of Social Security Coordination
and Income Taxation Law on Welfare States, Working Paper HIVA center at KU Leuven, November 2015
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
References (I)
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI 17
ECAS report (2014), Fiscal Impact of EU Migrants in Austria, Germany, the Netherlands and UK, Report
by the „European Citizen Action Service‟, Brussels
Esping-Andersen G. (1990), The Three Worlds of Welfare Capitalism, Cambridge, Polity Press
Eurobarometer (2016), Public opinion in the European Union. First results, Standard n. 85, Spring 16
Ferrera M. (2017), The Contentious Politics of Hospitality:Intra‐EU Mobility and Social Rights, European
Law Journal Online 25th May 2017
Ferrera M. (2005), The boundaries of welfare. European integration and the new spatial politics of social
protection, ed. Oxford University
Geddes A. and Hadj-Abdou L. (2016), An unstable equilibrium: Freedom of Movement and the Welfare
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the entitlements of non-active intra-EU migrants to special non-contributory cash benefits and healthcare
granted on the basis of residence, DG EMPL via DG Justice Framework Contract, final report by ICF
GHK, Milieu Ltd
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Manafi et al. (2017), Mobility in Europe: Recent Trends from a Cluster Analysis, International Migration –
Economic Implications, Amfiteatru Economic, 19(46), pp. 711-726
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
References (II)
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI 18
Maquet I., Maestri V. and Thévenot C. (2016), The coverage rate of income support measures in the
EU: measurement and challenges, Working Paper 2/2016 by EU Commission, DG Employment, Social
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Union: Dynamic Rules, Limited Outcomes, Available at SSRN: https://ssrn.com/abstract=3123000
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April 2013
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Project WP March 18
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Welfare Provision, Springer Science + Business Media Dordrecht 2017
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clock, article published on „European Policy Centre‟ website, 30th April 2013
DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
References (III)
Intra-EU Mobility : Who Receives Which Benefits ?
PAPER 1_PhD Candidate MARIA GIULIA MONTANARI 19
Recchi E. (2016), Mobile Europe. The Theory and Practice of Free Movement in the EU, Palgrave
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DEPARTMENT OF SOCIAL AND POLITICAL STUDIES
References (IV)
Intra-EU Mobility : Who Receives Which Benefits ?
Research Design of PAPER 1_MARIA GIULIA MONTANARI 20