SEVENTH FRAMEWORK PROGRAMME COOPERATION THEME 8 SOCIO-ECONOMIC SCIENCES AND HUMANITIES SSH-2009 - 2.2.1 Social inequalities, their implications and policy options GINI Growing INequalities’ Impacts “Description of Work” 16 November 2009 ANNEX 1 GINI Growing INequalities’ Impacts page 2 of 111 List of participants A GINI PROJECT CONSORTIUM No Name/affiliation Country 1 University of Amsterdam (UvA) NLD Amsterdam Institute for Advanced Labour Studies (AIAS) Dr Wiemer Salverda, Director of AIAS and Herman van de Werfhorst, Professor of Sociology with professor Wouter van der Brug, Dr Brian Burgoon, Dr Marloes De Graaf-Zijl and Dr Caroline Dewilde 2 University College Dublin (UCD) IRL School of Applied Social Science Brian Nolan, Professor of Public Policy and professor Tony Fahey, Dr Aogan Mulcahy, Dr Michelle Norris, Dr Ian O'Donnell, Dr Sarah Voitchovsky, professor Chris Whelan and Dr Nessa Winston 3 University of Antwerp (UA) BEL Centre for Social Policy Herman Deleeck (CSB) Dr Ive Marx, Senior Research Fellow and professor Bea Cantillon, Dr Gerlinde Verbist, Lina Salanauskaite 4 University of Milano (Unimi) ITA Work, Training and Welfare interdisciplinary research centre (WTW) Daniele Checchi, Professor of Economics and professor Gabriele Ballarino, Dr Carlo Fiorio, Dr Marco Leonardi, Dr Antonio Filippin and Dr Massimiliano Bratti 5 London School of Economics and Political Science(LSE) GBR Suntory and Toyota International Centres for Economics and Related Disciplines (STICERD) Dr Abigail McKnight, Senior Research Fellow at Centre for Analysis of Social Exclusion (CASE), and professor Frank Cowell, Director of Distributional Analysis Research Programme (DARP) 6 TÁRKI Social Research Institute (TÁRKI) HUN Dr István György Tóth, Director of TÁRKI and Docent, Department of Sociology, Corvinus University, Budapest and Anikó Balogh MSc, Head of the Survey Unit, Dr Márton Medgyesi, Researcher, Péter Róbert, Senior Researcher and Associate Professor Social Science Faculty of the Eötvös Lóránd University (currently visiting at UCD, partner 2), Róbert Iván Gál, Senior Researcher and Affiliated Professor at Corvinus University, Budapest, and András Gábos, Senior Researcher. ANNEX 1 GINI Growing INequalities’ Impacts page 3 of 113 List of participants B COUNTRY TEAMS Outside EU 1 Timothy Smeeding USA Distinguished Professor of Public Affairs at the La Follette School of Public Affairs, and Director, Institute for Research on Poverty (IPR), University of Wisconsin- Madison; Founder and Director Emeritus of Luxembourg Income Study (LIS) and Lane Kenworthy Professor of Sociology and Political Science, University of Arizona 2 Dr Fumio Ohtake JPN Professor and Director, Institute of Social and Economic Research (ISER), Osaka University 3 Robert C.A. Andersen CAN Professor of Sociology and Political Science, University of Toronto 4 Dr Andrew Leigh AUS Associate Professor, Economics Program, Research School of Social Sciences, Australian National University (ANU) EU countries 5 Herbert Obinger AUT Professor of Comparative Public and Social Policy, University of Bremen, Germany 6 Dr Vassil Tzanov BGR Senior Research fellow, Institute of Economics, Bulgarian Academy of Sciences 7 Dipl.-Soz. Reinhard Pollak DEU Researcher, Unit Inequality and Social Integration, Wissenschaftszentrum Berlin (WZB) and Giacomo Corneo, Professor of Public Economics, Freie Universität Berlin 8 Niels Westergård-Nielsen DNK Professor, Department of Economics, Århus School of Business (ASB), Århus University 9 Dr Ada Ferrer-i-Carbonell ESP ICREA Researcher, Institut d’Anàlisi Econòmica, Consejo Superior de Investigaciones Científicas (CSIC), Barcelona 10 Dr Jaan Masso EST/LTU/ Senior Research Fellow, Faculty of Economics and Business Administration, LVA University of Tartu and Dr Anu Masso Lecturer, University of Tartu, Faculty of Social Sciences, Institute of Journalism and Communication 11 Olli Kangas FIN Professor, The Social Insurance Institution (KELA) 12 Thomas Piketty FRA Professor of Economics, Paris School of Economics (PSE) and École des Hautes Études en Sciences Sociales (EHESS) 13 Thomas Moutos GRC Professor of Economics, Department of International and European Economic Studies of the Athens University of Economics and Business (AUEB), and Dr Margarita Katsimi, Assistant Professor, and George Pagoulatos, Associate Professor, Department of International and European Economic Studies, and Dimitri A. Sotiropoulos, Associate Professor, Department of Political Science and Public Administration ANNEX 1 GINI Growing INequalities’ Impacts page 4 of 111 14 Dr Natalia Letki POL Assistant Professor, Institute of Sociology, University of Warsaw 15 Dr Philippe Van Kerm LUX Research Officer and Head of Unit, Centre d'Etudes de Populations, de Pauvreté et de Politiques Socio-Economiques (CEPS/INSTEAD) 16 Dr Carlos Farinha Rodrigues PRT Assistant Professor, Instituto Superior de Economia e Gestão, Technical University of Lisbon (UTL) 17 Dr Iuliana Precupetu ROU Senior Researcher, Research Institute for Quality of Life, Romanian Academy, and Associate Professor, Faculty of Sociology and Social Work, University of Bucharest 18 Dr Martin Kahanec, Senior Research Associate, IZA Bonn SVK/CZE Dr Viliam Pálenik, Employment Institute (IZ) Bratislava, Dr Jiří Večerník, Institute of Sociology, Czech Academy of Sciences, Dr Daniel Münich, Senior Researcher, and Alena Bicakova, Assistant Professor, CERGE-EI, Prague 19 Dr Maša Filipovič Hrast, Dr Miroljub Ignjatović, and Martina Trbanc MSc, SVN Researchers, Faculty of Social Sciences, University of Ljubljana 20 Johan Fritzell SWE Professor of Sociology at Centre for Health Equity Studies (CHESS), Karolinska Institutet, Stockholm University ANNEX 1 GINI Growing INequalities’ Impacts page 5 of 111 List of participants C ASSOCIATE EXPERTS 1 Giuseppe Bertola ITA Professor of Economics, University of Turin 2 Carles Boix USA Professor of Politics and Public Affairs. Woodrow Wilson School of Politics and Public Affairs and Department of Politics, Princeton University 3 Dr Andrea Brandolini ITA Head of Economic Structure and Labour Market Division, Department for Structural Economic Analysis, Banca d’Italia 4 Giorgio Brunello ITA Professor of Economics, University of Padua 5 Lorenzo Cappellari ITA Associate Professor of Economics, Università Cattolica Milan 6 Cecilia Garcia-Peñalosa FRA Senior Research Fellow at GREQAM, Marseille (CNRS) 7 Jérôme Gautié FRA Professor of Economics, Université de Paris I Panthéon-Sorbonne 8 John Micklewright GBR Professor of Social Statistics, School of Social Sciences, University of Southampton 9 Claudio Lucifora ITA Professor of Economics, Università Cattolica Milan and Dr Elena Cottini Postdoctoral researcher, Institute of Labour Economics and Industrial Relations, Università Cattolica Milan (Unicatt) 10 Holly Sutherland GBR Professor, Institute for Social and Economic Research, University of Essex 11 Michael F. Förster OECD Senior policy analyst, Organisation for Economic Co-operation and Development, Social Policy Division, Paris 12 Herwig Immervoll OECD Senior Economist and Head of Employment-oriented Social Policies, Organisation for Economic Co-operation and Development, Paris 13 Andreas Peichl DEU/GBR Research Associate, Institute for the Study of Labor (IZA), Bonn, Germany, and Institute for Social and Economic Research (ISER) at the University of Essex Above country experts also involved as associate contributors Robert Andersen, Giacomo Corneo, Ada Ferrer-i-Carbonell, Johan Fritzell, Olli Kangas, Andrew Leigh, Natalia Letki, Reinhard Pollak, Tim Smeeding. ANNEX 1 GINI Growing INequalities’ Impacts page 6 of 111 Contents Contents 6 Project Summary 8 1. Relevant scientific quality 10 1.1 Vision and objectives 10 Introduction: the basic structure of ‘driver inequalities’, impacts and policies 10 1.1.A Defining, measuring and analysing the ‘driver inequalities’: two cross-cutting tasks 15 Task 1 Uniform approach to income inequality (WP3.1) 15 Task 2 Understanding relationship income inequalities ⇔ impacts (WP3.2) 17 Task 3 Uniform approach to educational inequality (WP3.3) 18 Task 4 Understanding relationship educational inequalities ⇔ impacts (WP 3.4) 19 1.1.B Social impacts and increasing inequality: the first ‘impacts pillar’ 21 Task 1 Impact on living standards, poverty and deprivation, and “risk” (WP4.1) 22 Task 2 Impact on gender inequalities and the family (WP4.2) 22 Task 3 Impact on health and health inequalities (WP4.3) 22 Task 4 Impact on Inter-generational Transmission, Wealth and Housing (WP4.4) 23 Task 5 Impact on social cohesion (WP4.5) 23 Task 6 Social impacts of changing educational inequalities (WP4.6) 24 1.1.C Political and cultural impacts of changing inequalities: the second ‘impacts pillar’- 24 Task 1 Inequality and politics (WP5.1) 25 Task 2 Political legitimacy: Opinions on inequality (WP5.2) 26 Task 3 Inequality, value systems and country-level consequences (WP5.3) 28 1.1.D Social policy making and impacts: the third cross-cutting task 29 Task 1 Constraints imposed by rising economic inequality (WP6.1) 30 Task 2 Effectiveness of redistributing income (WP6.2) 31 Task 3 Towards an integrated policy approach (WP6.3) 32 1.1.E Country Reports 32 1.2 Progress beyond the state-of-the-art 33 Methodological aspects 34 1.3 European coverage and comparative perspective 36 1.4 Methodology and work plan 36 Overall work plan 38 Timing of the project 40 Work packages overview 41 Deliverables 41 Milestones 46 Individual work packages 47 Staff effort 59 Project risks 59 2. Implementation 61