Monitoring public social expenditure in the EU: Levels and social outcomes

The monitoring of public social expenditure in the European Union has gained renewed importance in light of fiscal constraints, demographic pressures, and the shift towards assessing the quality rather than the quantity of public spending. This article examines how Member States monitor and evaluate social expenditure, with particular focus on recent developments in linking spending levels to measurable social outcomes such as poverty reduction, social inclusion and equality. While monitoring practices remain heterogeneous, there has been a gradual evolution towards more systematic and outcome-oriented approaches. In some cases, spending reviews have been institutionalised, monitoring tools have become more data-driven, and new mechanisms have emerged to integrate evaluation processes into budgetary cycles. Despite remaining gaps and uneven progress, these developments mark a positive shift toward greater monitoring in social expenditure governance. Strengthened monitoring frameworks contribute not only to better fiscal management, but also to the effectiveness and legitimacy of social protection systems. As the new EU economic governance framework emphasises the quality of public spending, consolidating these evolutions is crucial. A more consistent evaluation of social spending can help balance fiscal discipline with social investment and social protection objectives, reinforce the protection of social rights and ensure that social policies deliver tangible and equitable outcomes for all.

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Publication Details

Journal
European Journal of Social Security
Published
2026-05-19
DOI
https://doi.org/10.1177/13882627261445923
Primary Topic
Income, Poverty, and Inequality
Type
article
Field-Weighted Citation Impact
0.00
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article

Monitoring public social expenditure in the EU: Levels and social outcomes

European Journal of Social Security
Income, Poverty, and Inequality
article

Monitoring public social expenditure in the EU: Levels and social outcomes

article en

Abstract

The monitoring of public social expenditure in the European Union has gained renewed importance in light of fiscal constraints, demographic pressures, and the shift towards assessing the quality rather than the quantity of public spending. This article examines how Member States monitor and evaluate social expenditure, with particular focus on recent developments in linking spending levels to measurable social outcomes such as poverty reduction, social inclusion and equality. While monitoring practices remain heterogeneous, there has been a gradual evolution towards more systematic and outcome-oriented approaches. In some cases, spending reviews have been institutionalised, monitoring tools have become more data-driven, and new mechanisms have emerged to integrate evaluation processes into budgetary cycles. Despite remaining gaps and uneven progress, these developments mark a positive shift toward greater monitoring in social expenditure governance. Strengthened monitoring frameworks contribute not only to better fiscal management, but also to the effectiveness and legitimacy of social protection systems. As the new EU economic governance framework emphasises the quality of public spending, consolidating these evolutions is crucial. A more consistent evaluation of social spending can help balance fiscal discipline with social investment and social protection objectives, reinforce the protection of social rights and ensure that social policies deliver tangible and equitable outcomes for all.

European Journal of Social Security
Université Libre de Bruxelles (BE), Ospedale San Giacomo Apostolo (IT)
Reduced inequalities
Openalex Percentile: Top 3%
Income, Poverty, and Inequality
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