Proposal for a Regulation of the European Parliament and of the Council amending Regulation (EC) N°883/2004 on the coordination of social security systems, and determining the content of Annex XI. - Annex VIII

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Tekst

COUNCIL OF THE EUROPEAN UNION

Brussels, 19 December 2006

Interinstitutional File: 2006/0008 (COD)

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SOC 609 CODEC 1586

OUTCOME OF PROCEEDINGS

of : on

The Social Questions Working Party 5 December 2006

No. prev. doc. : 13902/06 SOC 456 CODEC 1092

No. Cion prop. : 5672/06 SOC 28 CODEC 66 - COM(2006) 7 final

Subject :             Proposal for a Regulation of the European Parliament and of the Council

amending Regulation (EC) N°883/2004 on the coordination of social security systems, and determining the content of Annex XI. - Annex VIII

At its meeting on 5 December 2006, the Social Questions Working Party examined Annex VIII of the above-mentioned proposal on the basis of a Presidency's proposal (DS 857/06).

The outcome of the discussions is set out in the Annex. Any new text appears in bold , deletions are indicated by [….]. Delegations' remarks appear in footnotes.

It was agreed that the Working Party would finalise this Annex under the German Presidency.

16981/06

DG G II

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ANNEX

ANNEX The Annexes to Regulation (EC) N o 883/2004 are amended as follows

  • 2. 
    Annex VIII is replaced by the following:

Annex VIII

Cases in which the pro rata calculation shall be waived or shall not apply

Article 52 (4) and 52 (5)

Part 1: Cases in which the pro rata calculation shall be waived pursuant Article 52(4)

A.     DENMARK

All applications for pensions referred to in the law on social pensions, except for pensions mentioned in Annex IX.

B.     [FRANCE- deleted] [….]

C.     IRELAND

All applications for state pension (transition), state pension (contributory), widow’s (contributory) pension and widower’s (contributory) pension.

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D. CYPRUS

All applications for old age, invalidity, widow’s and widower’s pensions.1

E.     LATVIA

  • 1) 
    All applications for invalidity pensions (Law on State Pensions of 1 January 1996)
  • 2) 
    All applications for survivor's pensions (Law on State pensions of 1 January 1996; Law on State funded pensions of 1 July 2001).2

F.     NETHERLANDS

All applications for old-age pensions under the law on general old-age insurance (AOW).

G.     AUSTRIA3

  • 1) 
    All applications for benefits under the Federal Act of 9 September 1955 on General Social Insurance – ASVG, the Federal Act of 11 October 1978 on social insurance for self-employed persons engaged in trade and commerce – GSVG, the Federal Act of 11 October 1978 on social insurance for self-employed farmers – BSVG and the Federal Act of 30 November 1978 on social insurance for the self-employed in the liberal professions (FSVG).

1       While not opposed to this entry, ES felt that, as a general rule, Member States' entries should be more specific by referring to the relevant law. CION stressed that, although it understood the point made by ES, there were also some disadvantages to referring to specific legislation as this would mean that the Regulation would have to be amended whenever Member States changed their legislation.

2       It was decided to move part of the Latvian entry from part 2 to part 1.

3       AT indicated that Austria's agreement that the specific arrangements, in Annex VI of Regulation (EEC) No 1408/71 under R. AUSTRIA for benefits provided by the welfare institutions for the liberal professions, are no longer necessary is based on the understanding that Article 56(1)(d) produces exactly the same result and that Article 52(5) also includes an option for the simplified calculation of benefits. In addition, Austria's agreement to Article 52(5) is based on the understanding that national rules governing interest on previous contributions do not constitute "periods of time" within the meaning of this provision. AT also indicated that it might submit other requests for entries.

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  • 2) 
    All applications for invalidity pensions based on a pension account pursuant to the General Pensions Act (APG) of 18 November 2004 [….]."

(3) All applications for survivor's pensions based on a pension account pursuant to the General Pensions Act (APG) of 18 November 2004, if no increase in benefits is to be applied in respect of additional months of insurance pursuant to Article 7(2) of the General Pensions Act (APG).

H. POLAND

All applications for disability pensions, old-age pensions under the defined benefits scheme and survivors’ pensions.

I. PORTUGAL

All applications for invalidity, old-age and survivors’ pension claims, except for the cases where the totalised periods of insurance completed under the legislation of more than one Member State are equal to or longer than 21 calendar years, the national periods of insurance are equal or inferior to 20 years, and the calculation is made under Article 11 of Decree-Law No. 35/2002, 19 February [……].

J. [SLOVENIA-deleted] [….]

K. SLOVAKIA

All applications for survivor’s pension (widow’s, widower’s and orphan’s pension) the amount of which is derived from the old-age pension, pre-retirement old-age pension or invalidity pension formerly paid to the deceased.

[…..]

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L. SWEDEN

Guarantee pension in the form of the income-based old-age pension (Act 1998:702).

M. UNITED KINGDOM

All applications for retirement pension, widows’ and bereavement benefits […..], with the exception of those for which:

  • a) 
    during a tax year beginning on or after 6 April 1975:

(i) the party concerned had completed periods of insurance, employment or residence under the legislation of the United Kingdom and another Member State; and

(ii) one (or more) of the tax years referred to in (i) was not considered a qualifying year within the meaning of the legislation of the United Kingdom;

  • b) 
    the periods of insurance completed under the legislation in force in the United Kingdom for the periods prior to 5 July 1948 would be taken into account for the purposes of Article 52(1)(b) of the Regulation by application of the periods of insurance, employment or residence under the legislation of another Member State.

All applications for additional pension pursuant to the Social Security Contributions and Benefits Act 1992, section 44, and the Social Security Contributions and Benefits (Northern Ireland) Act 1992, section 44.”

Part 2: Cases in which Article 52 (5) apply

N. FRANCE

Basic or supplementary schemes in which old-age benefits are calculated on the basis of retirement points.

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O. LATVIA

Old-age pensions (Law on State pensions of 1 January 1996. Law on State funded pensions of 1 July 2001).

P. HUNGARY

Pension benefits based on membership of private pension funds.

Q. AUSTRIA

Old-age pensions based on a pension account pursuant to the General Pensions Act (APG) of 18 November 2004.4

[……]

R. POLAND

Old-age pensions under the defined contribution scheme.

S. SLOVENIA

Pension from compulsory supplementary pension insurance.5

T. SLOVAKIA

Mandatory old-age pension saving.6

4       DE expressed doubts as to whether this entry should be in part 2.

5       The Working Party agreed that this entry should be moved from part 1 to part 2.

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U. SWEDEN

Income-based old-age pension (Act 1998:674), income-based survivor’s pension in the form of adjustment pension and child’s pension, widow’s pension (Act 2000:461 and Act 2000:462).7

W. UNITEDKINGDOM

[…….] Graduated retirement benefits paid pursuant to the National Insurance Act 1965, sections 36 and 37, and the National Insurance Act (Northern Ireland) 1966, sections 35 and 36.

6       The Working Party agreed that this entry should be moved from part 1 to part 2;

7       It was agreed that further consideration should be given as to whether periods are taken into account in the determination of survivors' benefits and, therefore, as to whether such benefits can be mentioned in part 2.

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