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ECONOMIC CHARACTERISTICS AND SUBJECTIVE WELL-BEING

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EN
The primary objective of this study is to examine the relationship between economic characteristics and well-being as one of the components of quality of life. The study is based on microdata obtained from a representative EU-SILC 2013 survey covering the Slovak population age 16 and older. Subjective well-being is reflecting the general mood or affect, including depression, anxiety, and psychologic well-being. The estimated mean value of the total subjective well-being score is 70 (median: 73). The results presented in this study suggest that economic factors are strongly correlated with the level of subjective well-being. The findings propose positive and diminishing returns to income; unemployed people score on average approximately 9 points lower than those who are employed; people living in indebted households have a lower level of subjective well-being than those living in households without debts; and the ability to face unexpected financial expenses increases the level of well-being.
EN
Empirical literature offers a number of studies suggesting that living conditions in childhood can significantly influence achievements and living conditions in adulthood. The aim of this paper is to answer the question: To what extent is the intergenerational transmission of poverty associated with social mobility (in terms of educational and occupational intergenerational mobility) in the European Union (and Iceland, Switzerland and Norway)? Our analyses are based on EU-SILC 2011, ‘Intergenerational transmission of disadvantages’ module microdata. Interpretations of the findings are based on the ordered logit models estimated at European and country levels. The results suggest that both educational and occupational mobility are in a statistically significant positive relationship with the intergenerational transmission of poverty (justified by a change in the perceived financial stress of the household).
EN
Providing adequate housing at affordable prices remains a challenge for all welfare states. As part of a pilot project for developing a common methodology for reference budgets in the European Union, reference rents and other housing costs (energy, taxes, maintenance) corresponding to adequate dwellings for four hypothetical households living in nine capital regions of the EU were estimated. In this paper, we discuss the approach that we have taken. Quality criteria for adequate housing were derived from EU indicators of housing deprivation, and the recent UK Housing Standards Review. We used data from the Study of Income and Living Conditions (EU-SILC) of 2012. Unsurprisingly, the estimates of reference rents vary strongly across capitals, reflecting cross-national differences in the level of the average rent. By contrast, other housing costs, which mainly reflect energy costs, vary much less.
EN
This article provides a critique of the use of Esping-Andersen and Kemeny’s typologies of welfare and housing regimes, both of which are often used as starting points for country selections in comparative housing research. We find that it is conceivable that housing systems may reflect the wider welfare system or diverge from it, so it is not possible to “read across” a housing system from Esping-Andersen’s welfare regimes. Moreover, both are dated and require revisiting to establish whether they still reflect reality. Of the two frameworks, Esping-Andersen’s use of the state-market-family triangle is more geographically mobile. Ultimately, housing systems are likely to be judged on the “housing outcomes” that they produce. However, it is suggested that current use of variables within EU-SILC in order to establish “housing outcomes” may be misleading since they do not reflect acceptable standards between countries with greatly differing general living standards and cultural norms.
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Who gets Social Transfers in Poland?

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EN
In the article the authoress is trying to answer the question whether social transfers in Poland go to the poorest households and those, who need them most. Using recent data for Poland, form European Union Statistics on Income and Living Conditions, she analyses the distribution of the sum of social transfers (divided by different types of transfers) into income deciles. She also compares the information about receiving certain types of transfers with information about some other aspects of life situation of the members of analyzed households. It comes out that significant part of different social transfers goes to relatively rich households, and some of them (housing allowances, disability benefits and social exclusion transfers) seem to reach not only those, that really need them most.
EN
This paper discusses the strengths and weaknesses of pan-European datasets, in particular ECHP and EU-SILC, for research in housing. Although ‘housing’ is a complex topic when studied from a European comparative perspective, I argue that there is no inherent reason why housing should be less amenable to cross-national research than other equally complex topics in comparative social science research, such as research into family change and stability, or the impact of educational systems on social stratification. Given appropriate theory, conceptualisation and contextualisation, along with strong methodologies, meaningful and informative research in housing with ECHP and EU-SILC are possible. There are however a number of limitations, which are mainly related to the fact that both datasets are geared towards the ‘production’ of a ‘system of social indicators’ informing European and national governments. Because of these limitations, ECHP and in particular EU-SILC are less attractive and less useful for academic research then they could potentially be.
EN
The European Union Statistics on Income and Living Conditions (EU-SILC) set of surveys are an important source of comparative statistical data. EU-SILC provides data on income, living conditions, poverty and social exclusion, material deprivation: topics of growing interest to scholars in Europe and elsewhere. EU-SILC surveys are fielded in 29 European countries and coordinated by Eurostat. Although the survey is harmonised, the individual level microdata consists of many dissimilarities across participating countries because of different national conditions, methods of data collection and/or data processing. The aim of this article is to discuss the opportunities and limitations of EU-SILC datasets. In addition to discussing the development, methodology and basic pitfalls of EU-SILC, this article focuses on (a) income variables, (b) differences in income among countries and (c) impact of income differentials on data comparability. The main problems of income data may be summarised as follows. 1) Some countries use registers to report income variables while others obtain this information from interviews, and this difference lowers their comparability. 2) The incidence of negative or zero values makes the construction of poverty and inequality measures difficult. 3) There are national differences in the net-to-gross income conversion procedure. This study shows using a four country analysis that the net-to-gross conversion procedure overestimates gross wages in two countries and underestimates it in two others. Notwithstanding these methodological issues, EU-SILC is an important resource for the comparative study of income.
EN
This paper offers results of comparative analysis of some countries of Central and Eastern Europe (CEE): Poland, Lithuania, Hungary, Czech Republic, Slovakia, Latvia, Estonia which joined the EU in 2004 and Bulgaria and Romania who joined the EU in 2007 by presenting the material situations (material deprivation) of older generations using the available statistics from Eurostat database and microdata of EU-SILC (European Union – Survey of Income and Living Condition). In evaluation of material situation and so related material deprivation of older households we will focus only on selected aspects like possessing durable goods. The aim is to compare situation of various household types (like single 65+ or two adults with at least one 65+) within the same country and between CEE countries. Analysis showed differences not only within particular countries but also between countries for the same types of households.
EN
The paper deals with analysis of income indicators as one of the partial aspects of consumer living condtions research. The primary data source were the results of the survey EU-SILC (European Union - Statistics on Income and Living Conditions), which can be regarded as the successor of the Household Budget Survey. The period chosen was the 2008 in which the turbulence shifted from the financial markets to the real economy. The basic research variable was the amount of the income of specific households. Average monthly income per household member was calculated by the share of disposable income and the number of physical members of the household. Such procedure allows more illustrative presentations of results but it is not suitable for international comparisons (for these the conversion according to the equivalised number of members would be necessary). Calculated values were used to determine the number of at-risk-of-poverty households, while this classification criterion was whether the household achieved at least 60 % of the income median. The derived step was the determination of the depth of poverty which means the average income decit of these households. Inequalities in income achieved were analyzed using the cumulative distribution function of income and population variables visualized by the Lorenzo curve and then by calculating the Gini coecient. Conclusion of the paper was that during the examined period neither the economic development crisis nor the rising tensions in the labor market have reflected in the household income situation so far.
CS
Příspěvek je věnován dílčímu aspektu zkoumání životní situace spotřebitele - rozboru důchodových ukazatelù. Primárním datovým zdrojem byly výsledky národního modulu šetření EU-SILC (European Union - Statistics on Income and Living Conditions), který lze považovat za nástupnick ý nástroj Statistiky rodinných účtù. Zvoleným obdobím byl rok 2008, v němž se turbulence na finančním trhu přelily a v druhém pololetí naplno projevily v reálné ekonomice a mohly být tak zaznamenány přímé spotřebitelské dopady. Základní proměnnou výzkumu byla výše příjmů konkrétních domácností. Průměrný měsíční příjem na jednoho člena domácnosti byl kalkulován podílem disponibilního příjmu a počtu fyzických členù domácnosti. Použitý postup umožňuje názornější prezentace výsledků, nicménì není možné provádět mezinárodní komparace (pro tyto je třeba provést přepočet dle tzv. ekvivalizovaného počtu členů). Vypočtené hodnoty sloužily k určení počtu příjmově ohrožených domácností, přičemž kritériem této klasifikace bylo dosažení, resp. nedosažení příjmu na úrovni 60 % mediánu celého souboru. Odvozeným krokem bylo zjištění tzv. hloubky chudoby neboli průměrného důchodového de citu ohrožených domácností. Nerovnosti v dosahovaných příjmech byly analyzovány pomocí znázornění kumulativní distribuční funkce důchodové a populační proměnné Lorenzovou křivkou a následně výpočtem Giniho koeficientu. Závěrem byla zjištění o dosavadním neprojevení se krizového vývoje ekonomiky ani rostoucí tenze na trhu práce v důchodové situaci domácností ve zkoumaném období.
PL
W badaniach nad modelowaniem dochodów do aproksymacji ich rozkładów bardzo często wykorzystuje się takie znane rozkłady, jak Daguma, log-normalny czy Zengi. Celem badania omawianego w artykule jest sprawdzenie możliwości posłużenia się innymi typami rozkładów, tj. rozkładami asymetrycznymi wywodzącymi się z rozkładu normalnego (ND), w kontekście modelowania dochodów. Najważniejsze charakterystyki rozpatrywanych rozkładów określono na podstawie danych z badania EU-SILC 2011 dotyczących miesięcznego dochodu brutto na mieszkańca w Polsce. Rozkłady prawdopodobieństwa podzielono na dwie grupy: I – rozkłady powszechnie stosowane do modelowania dochodów (np. rozkład Daguma) i II – rozkłady wywodzące się z ND (np. rozkład SU Johnsona). Oprócz wizualnej oceny przydatności analizowanych rozkładów prawdopodobieństwa zastosowano kryteria liczbowe, takie jak: kryteria informacyjne dla modeli ekonometrycznych (Akaike Information Criterion, Schwarz’s Bayesian Information Criterion oraz Hannan-Quinn Information Criterion), miary zgodności oraz charakterystyki empiryczne i teoretyczne, w tym specjalnie zdefiniowana na potrzeby artykułu autorska miara wykorzystująca kwantyle. Jak wynika z badania, rozkład SU Johnsona (II grupa), może być – tak jak rozkład Daguma (I grupa) – z powodzeniem wykorzystany do modelowania dochodów.
EN
In income modelling studies, such well-known distributions as the Dagum, the lognormal or the Zenga distributions are often used as approximations of the observed distributions. The objective of the research described in the article is to verify the possibility of using other type of distributions, i.e. asymmetric distributions derived from normal distribution (ND) in the context of income modelling. Data from the 2011 EU-SILC survey on the monthly gross income per capita in Poland were used to assess the most important characteristics of the discussed distributions. The probability distributions were divided into two groups: I – distributions commonly used for income modelling (e.g. the Dagum distribution) and II – distributions derived from ND (e.g. the SU Johnson distribution). In addition to the visual evaluation of the usefulness of the analysed probability distributions, various numerical criteria were applied: information criteria for econometric models (such as the Akaike Information Criterion, Schwarz’s Bayesian Information Criterion and the Hannan-Quinn Information Criterion), measures of agreement, as well as empirical and theoretical characteristics, including a measure based on quantiles, specifically defined by the authors for the purposes of this article. The research found that the SU Johnson distribution (Group II), similarly to the Dagum distribution (Group I), can be successfully used for income modelling.
EN
The article presents estimates of the reliability of measurement in the Czech surveys carried out in the EU-SILC international longitudinal research project. The reliability estimates were obtained using the Quasi Simplex Model (QSM), which has never before been used in Czech research. An analysis was carried out on all the items in the EU-SILC questionnaire that fulfilled the criteria for the QSM analysis: PH010, the item that asks respondents about their subjective health, HS120, the item that asks about the household’s financial situation, and HS130, which asks what the minimum sufficient income of a household is. The analysis drew on all available data from Czech EU-SILC surveys, that is, data from five rotating panel surveys carried out between 2005 and 2012. The QSM analysis showed that for the selected items EU-SILC data are highly reliable; the estimated reliability of each item was around 0.8, for HS130 it was even above 0.9. The steadiness of the results was confirmed by the high consistency of the reliability estimates across all the panels. A small difference was observed between the reliability of data collected using the PAPI mode and data collected using CAPI. Given the attributes of the QSM model, however, it was impossible to test statistically whether the reliability of PAPI and CAPI data differ significantly.
EN
This paper looks at both poverty and a specific layer of population in Romania we call precarious prosperity with the goal of understanding the household-level factors that contribute to the likelihood of being in this respective category. Drawing upon the emerging literature on precarious prosperity, this approach is an attempt to look beyond measures of poverty that are limited from appropriately capturing the relevant economic circumstances of disadvantaged households. Based on the latest wave of available EU-SILC data, multinomial logistic regression shows that similar household-level factors like housing type, unemployment, household production and household type have an impact on the likelihood of being in poverty or precarious prosperity.
EN
The paper brings analyses of the transitions between employment, unemployment and inactivity during and after the period of the financial and economic crisis, using longitudinal micro-data from the European Union Survey on Income and Living Conditions. The empirical analysis consists of two steps. An overall picture is obtained by computing transition probabilities and Shorrocks’ summary mobility index. Effects of personal and household characteristics are explored through multinomial logit models. Our results confirm the low level of labour market mobility in Slovakia and the role of some determinants highlighted by previous research. In addition, analysis takes into account several new determinants that have not been included in the previous analyses.
EN
We examined the relationships between the compositional changes in demographic and socioeconomic factors and the changes in the prevalence of material deprivation in rural and urban areas in Poland. Using the European Union Statistics on Income and Living Conditions (EU-SILC) data for 2019–2020, we applied the Fairlie decomposition approach for a logit model. We found that the important characteristics affecting a gap in material deprivation between rural and urban areas are: equivalized income, the level of education, the type of household, and the presence of disabled or unemployed people in the household. A non-significant effect of the pandemic on the material deprivation gap between rural and urban areas was observed.
EN
The paper is devoted on the wage differences between men and women in Baltic countries. It aims to estimate the unexplained gender pay gap cleaned at least partially by effect of intra household specialization on wage. To estimate the unexplained gender pay gap, we use European Union Statistics on Income and Living Conditions (EU-SILC) data and apply the Oaxaca-Blinder decomposition accompanied by matching procedure. The results show that to take intra-household specialization into account led to a decrease in the unexplained gender wage differences however wage differences between men and women persists. The unexplained gender pay gap, which could be due to wage discrimination against women reaches approximately 11 percent in Latvia and Lithuania. It is significantly higher in Estonia where it amounts about 21 percent to disadvantage of women.
EN
The EU Statistics on Income and Living Conditions (EU-SILC) has provided annual estimates of the number of labour market indicators for EU countries since 2003, with an almost exclusive focus on national rates. However, it is impossible to obtain reliable direct estimates of labour market statistics at low levels based on the EU-SILC survey. In such cases, modelbased small area estimation can be used. In this paper, the low work intensity indicator for the spatial domains in Poland between 2005-2012 was estimated. The Rao and You (1994), Fay and Diallo (2012), and Marhuenda, Molina and Morales (2013) models were applied. The bootstrap MSE for the discussed methods was proposed. The results indicate that these models provide more reliable estimates than direct estimation.
EN
The authors begin with calibration approach in sample surveys, focussing on the Eurostat approach. Next, the indicators of poverty and social exclusion are discussed as an essential tool for monitoring progress in the reduction of these problems. Most of these indicators are calculated according to the Eurostat recommendations, using data from European Statistics on Income and Living Conditions (EU-SILC). Complex sample design of the EU-SILC requires weighted analyses for estimates of population parameters and approximate methods of standard error estimation. In our study McCarthy and Snowden (1985) bootstrap method for standard errors estimation of income poverty measures is presented. In the next step the reweighting of bootstrap weights is applied and results of such calibration are discussed.
EN
Educational expansion, in most general terms, and in the majority of European countries studied, seems to be reducing inequality of access. There are ever more students with lower socioeconomic backgrounds and ever more graduates whose parents had only primary education credentials. The chances of the latter to enter higher education are increasing across Europe but are still very low. The intergenerational patterns of transmission of education are still very rigid across all European systems: the offspring of the low educated is predominantly low educated; the offspring of the highly educated is predominantly highly educated. Structurally similar patterns can be shown for occupations: the offspring of those in the best occupations predominantly takes best occupations, and the offspring of those in the worst occupations predominantly takes the worst occupations, across all European countries (“best” being structurally similar and linked to both middle-class earnings and lifestyles in Europe). Equitable access to higher education in this paper is empirically linked to the social background of students viewed from two parallel perspectives – educational background of parents and occupational background of parents – and studied through the large-scale EU-SILC (European Union Survey on Income and Living Conditions) dataset.
PL
W tekście analizujemy ekspansję edukacyjną z jednej strony i redukcję nierówności w dostępie do szkolnictwa wyższego z drugiej. Na podstawie rozległego materiału empirycznego (Badanie EU-SILC: European Union Survey on Income and Living Conditions) pokazujemy, że międzypokoleniowe wzorce przekazywania wykształcenia i (grup) zawodów są nadal niezwykle silne we wszystkich badanych systemach europejskich, w tym w Polsce. Edukacja wyższa w gospodarkach opartych na wiedzy jest głównym kanałem międzypokoleniowego awansu społecznego. Międzypokoleniowa ruchliwość społeczna odzwierciedla poziom równości szans: młodsze pokolenia w większym stopniu „dziedziczą” wykształcenie i „dziedziczą” zawody po swoich rodzicach w mniej ruchliwych społeczeństwach, a w mniejszym stopniu – w społeczeństwach bardziej ruchliwych. Pokazujemy, że wyższe wykształcenie i najlepiej finansowo wynagradzane zawody są w Polsce „dziedziczone” częściej niż w większości krajów europejskich, z wyjątkiem krajów postkomunistycznych. Podczas gdy okres ekspansji edukacyjnej istotnie zwiększył sprawiedliwy dostęp do szkolnictwa wyższego w Polsce, awans społeczny widziany z perspektywy długofalowej zmiany między pokoleniami jest wciąż ograniczony. Dla młodych osób pochodzących z biedniejszych i gorzej wykształconych warstw społecznych szanse na uzyskanie wyższego wykształcenia oraz na pracę w zawodach dla wysoko wykwalifikowanych „białych kołnierzyków” są bardzo niskie. Dzieje się tak we wszystkich systemach europejskich, a szczególnie w systemach środkowoeuropejskich. W Polsce odsetek osób mających wyższe wykształcenie, których rodzice posiadali podstawowe wykształcenie, wynosi jedynie 6%.
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