1. Training session 7. Reducing poverty of the elderly in the EU Lecturer: Mª Dolores Ruiz Bautista. Deputy Director for Social Programs. General Directorate of Services for Family and Childhood. Ministry for Health, Social Services and Equality Madrid (Ministry of Employment and Social Security), 21 June, 2016

2. Page 2 Contents 1. EU 2020: Poverty & Social Exclusion Reduction, Statistics & Data 2. EU 2020 Poverty (and health) Indicators (graphics) 3. An EU approach to the elderly. 2012 European Year Active Ageing. WHO Initiative 4. EU Long Term Care –LTC- perspective and measures 5. Spanish Institute for the Elderly and Social Services (IMSERSO) 6. Spanish policies & programs 7. Social Services System

3. Page 3 EU 2020 Strategy for Growth & Jobs ► EU 2020 Indicators (Objective: Poverty & Social Exclusion Reduction) –At risk of poverty or social exclusion rate (AROPE), composed of: At-risk-of-poverty rate (AROP) Severe material deprivation rate Share of population(0-59) in (quasi-) jobless, i.e. very low work intensity (VLWI), households

4. Page 4 At risk of poverty or social exclusion rate (ECV 2014) At-risk-of-poverty rate (10,218,000) 22,2% Severe material deprivation rate (3,246,000) 7,1% Very low work intensity (6,036,000) 17,1% At risk of poverty or social exclusion (13,402,000) 29,2%

5. Page 5 ► EUROSTAT EU-SILC + administrative records of data –EU-SILC stands for Statistics on Income and Living Conditions in EU –Its reference population includes all private households and their current members residing in the territory of the countries at the time of data collection –EU-SILC is used for policy monitoring (Open Method of Coordination for social protection and social inclusion) ► EUROSTAT EHIS (European health Interview Survey) EU statistics on income and living conditions

6. Page 6 EU 2020 Poverty Indicators

7. Page 7 EU 2020 Poverty Indicators

8. Page 8 EU 2020 Poverty Indicators

9. Page 9 EU 2020 Poverty Indicators

10. Page 10 Health Indicators

11. Page 11 Health Indicators

12. Page 12 An approach to the elderly in the EU ► The European Partnership for Active and Healthy Ageing, under the broader Innovation Union initiative of Europe 2020 Strategy, for: ► Main objective: To increase by two years the average healthy lifespan by 2020 ► Active Ageing Index –A useful tool to assess the untapped potential of older people in several fields (employment, social and cultural participation & independent living)

13. Page 13 An approach to the elderly in the EU (2) ► 2012 European Year devoted to promoting Active Ageing as a basis for solidarity between generations –A number of guiding principles for active ageing were commonly agreed by EU –Spain (& the rest of Member States) implemented actions for raising public awareness and changing attitudes towards ageing –A Final Declaration containing 19 Guidelines for Active Ageing and Intergenerational Solidarity was approved by EU Council

14. Page 14 A WHO Initiative ► Network of Age-friendly Cities (into an Age-friendly World) –Spanish National Programme on Age-friendly cities –Dissemination, support and coordination of the project in Spain: IMSERSO

15. Page 15 The Long-term care (LTC) perspective ► Ageing as a challenge for the long-term care provision in the EU – A working field for European Commission and Member States in the Social Protection Committee – 2014 Report on Adequate social protection for LTC needs in an ageing society

16. Page 16 LTC Measures ► Measures recommended by the Report: – Preventive and rehabilitative measures to reduce the fast- rising number of older people needing long-term care or to enable dependent people to live more independently – To improve the effectiveness of care delivery which could cover service cooperation, the use of technology and the creation of age-friendly environments – To improve supply and retention of formal carers and to support informal carers, including by helping them to reconcile work with family and care responsibilities.

17. Page 17 Spanish Institute for the Elderly an Social Services - IMSERSO ► National body responsible of defining policies for the elderly and people in a situation of dependency, and in particular: –Non-contributions-based disability pension & non- contributions-based retirement pension, for those aged 65 and over and in a situation of need. –To implement EU & national programs and actions for the elderly –Autonomy and Dependency Attention System and Long Term Care –Network of national care, recovery & reference centres

18. Page 18 Spanish framework: policies and programs ► An Action Framework for the elderly approved by Government in October 2015 –It involves a 348-propossals Strategy aimed to guide public authorities and society to foster active, healthy, independent and participative life for the elderly ► A National Action Plan for Social Inclusion (2013-2016): The main State policy framework for combating poverty and social exclusion –It includes specific measures for the elderly and for Social Services provision

19. Page 19 Spanish framework: policies and programs (2) ► The State Council of Elder People is a consultative and advisory body for participation and collaboration of the elderly in defining, implementing and monitoring policies aimed to them ► Two specific programs for the elderly: –Hydrotherapy Program –Tourism Program

20. Page 20 Spanish framework: policies and programs (3) ► Specific programs in collaboration with the Third Sector of Social Action (NGOs) through an annual call of grants financed by 0.7% of the personal income tax (IRPF) collected –47,680,462 € were devoted to programs targeted to the elderly in 2015 (by 20% of total amount 220,977,507.36 €)

21. Page 21 Spanish framework: social protection systems ► The Spanish Constitution guarantees universal rights for all citizens: education, health protection, social security… ► Social Services provision is a responsibility of Regional and Local Government levels

22. Page 22 Spanish framework: Public System of Social Services ► The Public System of Social Services stands since early 80s. Main objectives: – Guaranteeing social needs coverage – Preventing the risk of poverty and of social exclusion – Promoting social inclusion and guaranteeing equality – Improving people social welfare and living conditions

23. Page 23 Public System of Social Services (2) ► Application fields: – General needs of social assistance for all people – Specific assistance targeted to particular groups, such as the elderly, the family, women, people with a disability, migrants, the homeless, etc.

24. Page 24 Public System of Social Services (3) ► A Concerted Plan has been established in 1988 and leaded by the national government –It supports regional and local government actions to ensure basic social services provision throughout the country –That support includes financial and technical aid –Data collection provided by computer systems: Users records (SIUSS) Basic benefits (PBSS)

25. Page 25 Public System of Social Services (4) ► PERCENTAGE OF ELDERS vs TOTAL USERS BY BASIC BENEFITS: –Information, guidance, and mobilization of resources: 20,70% –Support to living Unit: 32,02% –Home care: 73,05% –Alternative accommodation: 30,85% –Preventive measures of social inclusion: 13,84%

26. Page 26 Public System of Social Services (5) ► A Spanish reference catalogue of social services includes every kind of economic benefits and social services provided throughout all the country. ► Services include: –Information, guidance and assessment; Personal autonomy, home care –Family support and child protection; Residential care; Prevention and social inclusion –Legal protection

27. Page 27 Public System of Social Services (6) ► Economic benefits include: –Minimum Income for Integration –Benefits for victims of domestic violence –Benefits for dependent people –Financial aid in social emergency situations –Benefits to foster care, mobility and remove barriers