2011 - recent developments in the field of eu social security coordination
TRANSCRIPT
![Page 1: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/1.jpg)
Recent developments in the field of EU social security
coordination
trESS Seminar Aachen7 October 2011
Miroslava HAJKOVA & Fleur VELTKAMP
DG Employment, Social Affairs & Inclusion
![Page 2: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/2.jpg)
Overview
• Legal framework– Legislative developments– New Decisions by the Administrative
Commission
• Current work of the Administrative Commission
• Recent case-law• Outlook on future work• Information sources
![Page 3: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/3.jpg)
Legal frameworkExternal dimension
• Regulation (EU) No 1231/2010– OJ L 344, 29.12 2010, p. 1 – extension of new coordination rules to third country
nationals as of 1 January 2011– does not apply in DK and UK– replaces Regulation (EC) No 859/2003 (not for UK)
• Implementation of 6 association agreements (Algeria, Croatia, FYROM, Israel, Morocco, Tunisia)– Equal treatment– Export of pensions– Reciprocity clause for EU citizens– Cooperation and verification
![Page 4: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/4.jpg)
Legal frameworkMiscellaneous Amendments 2010
• Commission Regulation (EU) No 1244/2010 of 9 December 2010– Amendments of certain annexes (see Article 92 of
Regulation (EC) No 883/2004)– OJ L 338, 22.12.2010, p. 35
• Commission Proposal for a Regulation of the European Parliament and of the Council– COM(2010) 794 final, 2010/380 (COD)– applicable legislation (substantial activity always relevant
when activity in more than one MS; principle of home base for flying personnel)
– unemployment benefits for persons having exercised an activity as self-employed frontier “worker”
![Page 5: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/5.jpg)
Legal frameworkMiscellaneous Amendments 2010
• Commission Proposal for a Regulation of the European Parliament and of the Council– COM(2010) 794 final, 2010/380 (COD)– Clarification and Amendments of Annexes– Applicable legislation: substantial activity always
relevant when activity in more than one MS– Introduction of principle of home base for flying
personnel; – Unemployment benefits for persons having exercised an
activity as self-employed frontier “worker”
![Page 6: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/6.jpg)
Legal frameworkExternal dimension: EEA & Switzerland
• Regulations (EEC) Nos 1408/71 and 574/72 still apply in relation to IS, LI, NO and CH– Article 90(1)(2)(c) of Regulation (EC) No 883/2004– AC agreement on transition
• EEA:– Adopted by Joint Committee on 1 July 2011– Waiting for approval by IS and LI parliaments within six
months from that date
• Switzerland:– EU proposal rejected by CH (exception regarding personal
scope asked by UK)– Commission currently preparing new proposal (to be adopted
by Council and then transmitted to Joint Committee)
![Page 7: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/7.jpg)
Legal frameworkDecisions by the Administrative Commission
• Revised Decisions and Recommendations– OJ C 106, 24.4.2010, p. 1:
Decisions: A1, A2, E1,F1, H1, H2, H3, P1, S1, S2, S3, S4, S5,U1, U2, U3
Recommendations: P1, U1, U2
– OJ C 107, 27.4.2010, p. 3:
Decisions H4, S6, S7
– see Decision H1 for details
• New Decisions, particularly:– H5: cooperation on combating fraud and error (OJ C 149, 8.6.2010, p.
5)– H6: application of Article 6 of Regulation (EC) No 883/2004 (OJ C 45,
12.2.2011, p.5)– S8: substantial benefits in kind – Article 33 of Regulation (EC) No
883/2004 (OJ C 262, 6.9.2011, p. 6)
![Page 8: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/8.jpg)
Legal frameworkDecisions by the Administrative Commission
• Decision H6:– irrelevant whether periods are contributory or
only equivalent under national law– no questioning of value of periods– aggregation of periods (Article 6 BR) vs “other
conditions” (Point 3 of the Decision)– assimilation of facts (Article 5 BR) – should not
interfere with aggregation (Recital 10 BR) – “other conditions”
![Page 9: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/9.jpg)
Legal frameworkDecisions by the Administrative Commission
• New Practical Guide on applicable legislation (replaces the Posting Guide)
- Valid working instrument to assist institutions, employers and citizens in the area of determining the applicable social security legislation
- Separate chapter on applicable legislation when working in two or more Member States
- Guidance on transitional arrangements
![Page 10: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/10.jpg)
Legal frameworkUpcoming
• Forthcoming Commission communication on the international dimension of social security coordination
• Miscellaneous amendments 2011
![Page 11: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/11.jpg)
Legal frameworkDirective on patients’ rights in cross-border healthcare
• Directive 2011/24/EU• Delay for transposition: 30 months• Will lead to three parallel coordination
regimes in the area of healthcare:– Regulations (EC) Nos 883/2004 and 987/2009
– Directive on patients‘ rights in cross-border healthcare
– CJ case-law (directive does not fully implement it)
![Page 12: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/12.jpg)
Current work of the AC - I
• Reimbursement of unemployment benefits granted to former frontier workers– Article 65(6) and (7) of Regulation (EC) No 883/2004
• Relationship with other EU law instruments– Directive 2011/24/EU on patients’ rights in cross-border
healthcare– Directive 2004/38/EC on the right of citizens of the Union
and their family members to move and reside freely within the territory of the Member States
– forthcoming instruments on the residence of third-country nationals in the territory of the Member States
![Page 13: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/13.jpg)
Current work of the AC - II
• Electronic Exchange of Social Security Information (EESSI)– EESSI progress report
– Agreement on an extension of the transitional period
referred to in Article 95 of Regulation (EC) No 987/2009 – Approval of SEDs (Structured Electronic Documents)– Agreement on extension of mandate of Ad Hoc Groups
![Page 14: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/14.jpg)
Recent case-law
• Case C-388/09 Da Silva Martins: exportability of long-term care benefits
• Case C-485/07 Akdas: direct effect of Article 6 of Decision 3/80
• Case C-503/09 Lucy Stewart: compatibility of a residence requirement with Article 21 TFEU
![Page 15: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/15.jpg)
Outlook on future work
• Linking coordination better to the EU agenda (mobility of the unemployed, White Paper on pensions, SPC actions)
• Reflection on how to better coordinate of long-term care benefits
• Reflection on new trends in the social and economic environment
![Page 16: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/16.jpg)
Information sources
• Commission‘s website– http://ec.europa.eu/social-security-coordination– Links to legislation, official documents– Practical guide on applicable legislation– “Small Guide“ on citizen‘s rights– Explanatory notes
• trESS network– http://www.tress-network.org– trESS seminars
![Page 17: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/17.jpg)
Other support
• Funding of transnational actions proposed by national administrations, NGOs or other non-profit organisations
– Call for proposals http://ec.europa.eu/social/main.jsp?langId=en&catId=871
![Page 18: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/18.jpg)
![Page 19: 2011 - Recent developments in the field of EU social security coordination](https://reader035.vdocument.in/reader035/viewer/2022070321/558a0cc9d8b42a4a438b4710/html5/thumbnails/19.jpg)
Questions
Thank you very muchfor your attention