Regional Summer School on Social
Security Co-ordination
Course descriptions
Unit 1. Basic principles of social security policy,
taught by Prof. J. Berghman
The unit provides the participants with an introduction into the historic
foundations of the social security systems and the common concepts used in
social security language. It will give insight in possible techniques of social
security provision and envisages creating a common discussion language for all
participants.
The
aim of the unit dealing with basic concepts is to make the participants
understand the broader socio-political aims of social security instruments and
to position the latter in their broader socio-economic setting. Main target of
the unit is to provide the participants with insight into the
multi-functionality of social security and in the multidisciplinary to approach
this.
The
unit on the basic techniques of social security deals with the following topics:
- the traditional approach to social security
- the search for basic determinants of social security developments (its
origins and dissemination; typical national developments; evolution within
countries)
- a typology of social security systems (basic techniques; types of
benefits; social security systems)
- social security as an exponent of the industrial society; criticism of
the traditional social security approach; coping with a changing context).
Literature (provided in the reading materials):
- J. BERGHMAN, “Basic concepts on social security in
Europe”, 23p.
- J. BERGHMAN, “The resurgence of poverty and the struggle against exclusion: a
new challenge for social security in Europe?”, International social security
review, 1997, 2-21.
Unit 2: Social security
comparison and social security systems in Europe,
taught by prof. D. Pieters
In this course the students will be initiated into the principles
behind (European) social security systems. Its objective is to provide a brief
outline of the concepts and principles as well as the options and techniques
present in the structures and development of any social security system. The
introduction into social security entails the chalking out of an abstract frame
in which each concrete social security system can be put into perspective. In
this way systems can be more easily compared with each other. The course will
also enable to provide the participants with examples of social security schemes
as to be found in Europe.
In
this unit the following topics will be discussed:
- the concept of social security
- the legal sources of social security
- the administration of social security
- the personal scope of application of social security schemes
- the risks and benefits (in general; old age; survivorship; incapacity
to work; unemployment; family; health care care, and need)
- the financing of social security
- legal protection and law enforcement in social security
Literature (provided in the reading materials):
- D. PIETERS, Social security: an introduction to the basic principles, Kluwer,
2006, 137p. (1-109)
- D. PIETERS, Recent Trends in Social Security in Europe: difficulties and
answers, Instituut Sociaal Recht, Leuven, 2005, 20p.
Unit 3: International and European social security law,
taught by prof. P. Schoukens
The unit will make participants familiar with the legal concepts and reasoning of European social security law.
Next to an introduction into the European Union, the Council of Europe and the ILO, their instruments and institutions, the unit will mainly focus upon the process of European integration and the consequences this may have for the national social security systems.
The competencies that the Council of Europe, the ILO and the EU hold in the sphere of social security, as well as all relevant instruments of social security law will be examined here.
All relevant European legislation on social security will be covered in the fields of both harmonisation and co-ordination. More precisely will be covered the standard setting conventions and social right conventions of the Council of Europe and the ILO,
and in relation to the European Union, the social protection rules in the primary EU law, the directives on equal treatment of men and women in social security,
the convergence recommendations and the technique of open method of co-ordination monitoring the debate on social exclusion and the modernisation of social protection.
The unit will deal with question whether the ongoing process of integration requires (or not) further steps in the harmonisation of social security.
Finally the unit will introduce briefly the basic co-ordination principles which are present across the various international and European social security instruments.
Literature (provided in the reading materials)
- J. NICKLESS, European Code of Social Security – Short Guide, Strasbourg,
Council of Europe, 2002, 137p. (9-49)
- S. VANSTEENKISTE and P. SCHOUKENS, European Community competencies in the
field of social security, Reading Materials Master Programme Social Security and
Europe, Instituut Sociaal Recht, Leuven, 2003-2004, 42-69.
- J. NICKLESS, Equal treatment of men and women in social security, Reading
Materials Master Programme Social Security and Europe, Instituut Sociaal Recht,
Leuven, 2000, 165-191.
- Legal materials
Unit 4: Social security
economics,
taught by prof. T. Stanovnik
This course has an introductory nature and is designed to give
the participants a common, basic understanding of the way economics look at the
phenomenon of social security. It analyses the relationship between economic
policy and social security. More precisely, it will apply some general economic
theories upon the social security area. The economic effects of social state
interventions are examined as well as some key notions of the theory of consumer
behaviour and the welfare economy. The effects of income transfers and services
upon individual behaviour also included as well as some discussion on the
balance between efficiency and equity. Capita selecta may be added in accordance
with actuality.
Literature (provided in the reading materials)
- N. BARR; Economics of the welfare state, Oxford University Press, edition
2004.
chapter 5: Economic theory 2: Insurance (page 102 to 120);
chapter 9: Consumption smoothing: Old-age pensions (page 186 to 212);
chapter 12: Health and health care (incomplete, only from 253 to 269).
Unit 5: Aspects of social security management and IT,
taught by S. Segaert
The unit is composed of two parts. One will deal with the management of social
security as such, the other is more focusing upon the practical application of
informatisation techniques in the management of social security. The general
theories and skills will be tested as to their applicability and significance in
a social security environment. The quality assessment of social security
administration as well as the phenomenon of management contracts between more
autonomous social security agencies and public authorities will be highlighted.
In the second part, trends in Information and Telecommunications Technologies
will be highlighted, especially the ones that are relevant to social security
policy and administration. It will assist readers identify innovative
technological solutions and initiatives and the policies these are intended to
support. It will also provide some ideas on future technological solutions that
may emerge to facilitate future waves of change.
Literature (provided in the reading materials):
B. ZAGLMAYER, P. SCHOUKENS and D. PIETERS, Cooperation between social security
and tax agencies in Europe, Washington, IBM The Business of Government, 2005,
18-25, 32, 34, 43-44, 36, 40-42 and 45-47 (www.businessofgovernment.org)
J. DEPREST and F. ROBBEN, E-Government: the approach of the Belgian federal
administration, Brussels, June 2003 (www.ksz.fgov.be)
MINISTRY OF ECONOMIC AFFAIRS AND COMMUNICATIONS OF ESTONIA, Information
technology in public administration of Estonia, yearbook 2004, Tallinn, 2005
(www.riso.ee/en/it2004en/)
Unit 6: Health care in Europe,
taught by prof. W. Palm
This
unit will concentrate on the different health care systems present in Europe. It
will focus upon the upcoming challenges for health care systems in Europe. The
course will concentrate upon three major challenges
- Financial sustainability
- Mobility of patients; and
- New types of health needs and treatments
Literature (provided in the reading materials):
- W. PALM and I. GLINOS, “Enabling patient
mobility in the EU: between free movement and coordination”, to be published
- S. THOMSON and E. MOSSIALIOS, Private health insurance in
the EU – summary of final report prepared for the European Commission, 2009
- S. THOMSON and others (eds.), Addressing financial
sustainability in health systems, European observatory on health systems and
policies, 2009
SEMINARS
Two seminars are planned. The Seminars should integrate the
various units around one or more central topics. At the occasion of the
seminars, participants will have to prepare a presentation on a certain topic
(e.g. designing an optimal solution for a given problem). They will do so in
multinational and multidisciplinary smaller groups.
Both seminars will start with an introduction (of 4 hours) by an
expert into the concrete subject, respectively, prof. Strban for social security
co-ordination and prof. Pieters and the local project officers for the
converging of social policies.
SEMINAR 1: Co-ordination of social security systems in the Balkan
Tutored by prof. G. Strban
This seminar will deal with the technical issue of social security co-ordination.
Practical social security problems caused by cross border movement and migration will be solved, by applying possible co-ordination techniques that are enshrined in the major European co-ordination instruments.
A special focus will go to the typical cross border issues that arise in the Balkan area.
Literature (provided in the reading materials):
- P. SCHOUKENS, “Introduction to social security co-ordination in the EU”,
Instituut Socaal Recht, Leuven, 2004, 61p.
- J. NICKLESS: Co-ordination of social security in the Council of Europe – Short
Guide, Council of Europe, Strasbourg, 2004, 5-105
- L. LEPPIK, “Co-ordination of pensions in the European Union: The case of
mandatory defined-contribution schemes in the Central and Eastern European
Countries”, European Journal of Social Security, No. 1/2006.
- Legal materials
SEMINAR 2: Converging social
policies in South Eastern Europe
Tutored by prof. D. Pieters
This
seminar will focus upon the social security systems present in the region. The
systems will be compared among each other; furthermore policy proposals will be
developed by the participants in relation to specific policy problems that are
common to the South-Eastern Europe. They should also be able to evaluate their
system in the light of the European standards.
Literature (provided in the reading materials):
- Introduction into the social security system of Albania
- Introduction into the social security system of Bosnia and Herzegovina
- Introduction into the social security system of Croatia
- Introduction into the social security system of “Kosovo under UN Resolution
1244”
- Introduction into the social security system of “the Former Yugoslav Republic
of Macedonia”
- Introduction into the social security system of Serbia
- Introduction into the social security system of Montenegro
Documents prepared by the local programme officers of the Social Institutions
Support Programme.