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trRSS SeminarPorto, 20 May 2011
« Recent developments on the coordination of social security at European level »
Joerg Tagger
Deputy Head of Unit « Free movement of workers & coordination of social security »
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Social Security Coordination in the wider European Context
Free movement is a key pillar of European project
No Free Movement without Social Security Coordination
Europe 2020
Skills and jobs
Key figures
Living in another Member State
Envisage working or living in another MS
Having an EHIC
2.3%2.3%10%10%
17%17%
38%38%
3
Having worked in another MS
Legal framework
1959 1972 20101968
Regulation 1612/68
Social security coordination
Free movement of workers
2004
Reg 987/2009Reg 987/2009
Reg 1408/71
Reg 883/2004
Regulations 3 & 4
Directive 2004/38
Reg 859/2003
Reg 1231/2010 Extension to 3rd country nationals
Reg 574/72
Directive 68/360Regulation 1251/70
2011
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Recent Developments
New Regulation 1231/2010
Administrative Commission
Electronic Exchange of Social Security Information (EESSI)
Miscellaneous Amendments 2010
Association Council Decisions
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New Regulation 1231/2010
Extending Reg. 883/2004 to 3rd country nationals
Entered into force on 1 January 2011
Replaces Reg. 859/2003 (except for UK)
Does not apply with regard to DK
No exceptions for AT/D on family benefits (= former Protocol to Reg. 859/2003)
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Administrative Commission
Continued focus on implementation of new Regulations
Discussion on new interpretative Decisions, such as• Value of insurance periods• Substantial Benefits in Kind• Reimbursement of unemployment benefits
Practical Guide on Applicable Legislation
EESSI
EESSI High-level Architecture
MemberState 1
MemberState 2
CI
CI
MemberState 4
CI
CI
CI
CI
CI CICI CICI
CI
CI
Member State 3
CI
CI
CI
MemberState “n”
CI
CI
CI
CoordinationNode CI Competent
InstitutionAccessPoint
NationalNetwork
NationalNetwork
NationalNetwork
NationalNetwork
sTESTA
EESSIInternational Network
NationalNetwork
NationalNetwork
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Key Components
IT softwareComplex messaging system15 000 institutions connected10 million messages exchanged per year
Communication language (SEDs and Flows)
National preparation and support
IT Timeline
3 May Mid June
Version 6.03 delivered to the Member
States
Considered as stable by the Commission
Testing week
July/August
Updated released
Version 7.xx or 8.0x
Feedback by the testing countries
Development roadmap
SEDs Timeline
May 2011 October
Ad Hoc groups send the changes
Comments from testing countries
July
Adoption by the AC
Light review by working groups by
July 2011 Translation
February
Regeneration
Print paper SEDs
Linguistic review
May
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Miscellaneous Amendments 2010
Legal Basis: Article 48 TFEU
Clarification and Amendments to Annexes
Rectification of Article 13 (1) of Reg. 883/2004
Use of “Homebase” for flying personnel
Closing gab for certain unemployed self-employed frontier workers (Article 65 (5) of Reg. 883/2004)
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Association Council Decisions
Implementation of Agreements with Morocco, Algeria, Tunisia, Croatia, FYROM and Israel
EU negotiation position adopted in October 2010
First informal negotiations with Morocco
Content• Equal Treatment• Export of Pensions• Reciprocity clause for EU citizens• Cooperation and Verification
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Future developments
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Continued Efforts for a successful Implementation
Positive first year of implementation of the new rules
Increased focus and efforts around EESSI
Increase the possibilities of cooperation and improve information’ support
Campaign
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“Left-outs” and “Difficult Compromises” in new Regulations
Long-term care cash benefits
Highly mobile workers
International transport
Further clarifications …
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Keep coordination modern and dynamic
Relate closely the Coordination to the European Agenda (Mobility of Unemployed, White Paper on Pensions, Discussions within the SPC)
Increase the link with other EU initiatives• Relation with Healthcare Directive• Development of the international dimension• Home Instruments (Single Permit, Blue Card, Seasonal
Workers and ICT Directives)
Reflections on new Trends in the social and economic environment (Transitional coverage of mobile non-active persons)
