The document summarizes CPAG's activities over the past year, focusing on issues related to interpreting and applying EU law in the UK social security system. Key issues discussed include delays and uncertainty in exporting disability benefits to other EU countries, difficulties with the UK's right to reside test, and lack of advice available on coordination rules. CPAG provides legal support for test cases aimed at clarifying rights under EU law. Looking forward, there is cautious optimism that new caselaw and regulations may help address some problems, but significant concerns remain regarding support for pregnant women under EU law.
Este documento provee una orientación básica sobre la metodología de investigación científica. Explica brevemente los contenidos mínimos que debe incluir un proyecto de investigación y un informe, incluyendo la introducción, justificación, planteamiento del problema, objetivos, fundamentación teórica y metodología. Además, describe los elementos esenciales de la investigación científica como un proceso sistemático y riguroso para generar nuevo conocimiento a través de métodos válidos.
The document summarizes CPAG's activities over the past year, focusing on issues related to interpreting and applying EU law in the UK social security system. Key issues discussed include delays and uncertainty in exporting disability benefits to other EU countries, difficulties with the UK's right to reside test, and lack of advice available on coordination rules. CPAG provides legal support for test cases aimed at clarifying rights under EU law. Looking forward, there is cautious optimism that new caselaw and regulations may help address some problems, but significant concerns remain regarding support for pregnant women under EU law.
Este documento provee una orientación básica sobre la metodología de investigación científica. Explica brevemente los contenidos mínimos que debe incluir un proyecto de investigación y un informe, incluyendo la introducción, justificación, planteamiento del problema, objetivos, fundamentación teórica y metodología. Además, describe los elementos esenciales de la investigación científica como un proceso sistemático y riguroso para generar nuevo conocimiento a través de métodos válidos.
The trESS network was established in 2005 to coordinate social security schemes in the EU, EEA, and Switzerland. It aims to increase knowledge of coordination regulations, build networks of professionals, report on implementation of EU regulations, and provide analytical support to the European Commission. Main activities include specialized training seminars, information sharing through its website and newsletters, and reporting on implementation in 32 countries through annual European Reports.
This document contains several case studies related to determining the applicable social security legislation for individuals in different cross-border situations between EU member states. The cases involve issues such as determining the applicable legislation for self-employed individuals working in multiple countries, employees of transport companies working in several countries, and situations involving periods of work, residence, and social security contributions across borders.
2010 - Modernised EU Social Security Coordination and Old-Age PensionstrESS Network
The document summarizes key aspects of modernized EU social security coordination and old-age pensions regulations. It discusses (1) the context and basic principles of social security coordination, including equality of treatment and aggregation of periods; (2) over 50 years of coordination regulations; (3) two new regulations from 2004 and 2009 that were updated, simplified, and clarified; and (4) core principles of modernization including strengthened institutional procedures and enhanced cooperation between member states.
2010 - Advising Individuals on Their Rights in EuropetrESS Network
The AIRE Centre promotes awareness of European law rights and assists vulnerable individuals in asserting those rights. It litigates before the European Court of Human Rights, provides legal advice to migrants on their EU rights, and conducts trainings. One project focuses on fighting social exclusion of EU migrants of minority ethnicity in the UK. The AIRE Centre has advised 198 individuals, addressing issues like benefits access, NHS care, trafficking, and deportation of prisoners. Two issues under Regulation 883/04 discussed are theoretical and practical access to NHS care and access to special non-contributory benefits.
The document discusses the UK's implementation of the Electronic Exchange of Social Security Information (EESSI) system. EESSI will allow the electronic exchange of social security data between EU member states. The UK project has three tiers: 1) the EU-wide EESSI infrastructure, 2) the UK National Access Point, and 3) interfaces with individual UK department systems. Progress is being made towards developing the UK National Access Point and integrating department systems by the April 2012 deadline.
2010 - National trESS Seminar - Case studiestrESS Network
This document discusses three case studies related to determining applicable legislation and eligibility for social security benefits across the European Union:
1. A case involving a self-employed individual residing in Sweden who works in the management of companies in the US, Sweden, and Finland.
2. A transportation company driver who lives in Denmark but transports goods between Germany, Poland, and occasionally Denmark.
3. A self-employed architect residing in Sweden who does occasional contract work for a company in Denmark.
It also discusses two cases related to determining eligibility for family benefits across member states, including differences in family allowance and parental benefit amounts in two example countries. Questions are provided for discussion on each case.
2010 - Where do we stand – what problems do we have?trESS Network
The document discusses the current state of the European coordination of social security schemes. [1] Key achievements since the 2010 entry into force of Regulation 883/2004 are noted, but many problems and open questions remain. [2] Issues include missing forms, interpretation questions, and ensuring national systems are compatible with the EESSI digital exchange system. [3] Further amendments may be needed to address issues like long-term care, simultaneous activities, and the interaction between EU regulations and directives.
2010 - EESSI - Electronic Exchange of Social Security Information trESS Network
This document provides information about the Electronic Exchange of Social Security Information (EESSI) architecture from a Romanian perspective. It describes the EESSI network structure with Member States, national networks, and access points connected via the international EESSI network and TESTA. Romania has 4 access points covering different social security areas. The document outlines Romania's progress in establishing access points and connecting to the EESSI network. It discusses timelines for testing, training, and integrating EESSI into Romania's national environment by reengineering national applications.
The trESS network was established in 2005 to coordinate social security schemes in the EU, EEA, and Switzerland. It aims to increase knowledge of coordination regulations, build networks of professionals, report on implementation of EU regulations, and provide analytical support to the European Commission. Main activities include specialized training seminars, information sharing through its website and newsletters, and reporting on implementation in 32 countries through annual European Reports.
This document contains several case studies related to determining the applicable social security legislation for individuals in different cross-border situations between EU member states. The cases involve issues such as determining the applicable legislation for self-employed individuals working in multiple countries, employees of transport companies working in several countries, and situations involving periods of work, residence, and social security contributions across borders.
2010 - Modernised EU Social Security Coordination and Old-Age PensionstrESS Network
The document summarizes key aspects of modernized EU social security coordination and old-age pensions regulations. It discusses (1) the context and basic principles of social security coordination, including equality of treatment and aggregation of periods; (2) over 50 years of coordination regulations; (3) two new regulations from 2004 and 2009 that were updated, simplified, and clarified; and (4) core principles of modernization including strengthened institutional procedures and enhanced cooperation between member states.
2010 - Advising Individuals on Their Rights in EuropetrESS Network
The AIRE Centre promotes awareness of European law rights and assists vulnerable individuals in asserting those rights. It litigates before the European Court of Human Rights, provides legal advice to migrants on their EU rights, and conducts trainings. One project focuses on fighting social exclusion of EU migrants of minority ethnicity in the UK. The AIRE Centre has advised 198 individuals, addressing issues like benefits access, NHS care, trafficking, and deportation of prisoners. Two issues under Regulation 883/04 discussed are theoretical and practical access to NHS care and access to special non-contributory benefits.
The document discusses the UK's implementation of the Electronic Exchange of Social Security Information (EESSI) system. EESSI will allow the electronic exchange of social security data between EU member states. The UK project has three tiers: 1) the EU-wide EESSI infrastructure, 2) the UK National Access Point, and 3) interfaces with individual UK department systems. Progress is being made towards developing the UK National Access Point and integrating department systems by the April 2012 deadline.
2010 - National trESS Seminar - Case studiestrESS Network
This document discusses three case studies related to determining applicable legislation and eligibility for social security benefits across the European Union:
1. A case involving a self-employed individual residing in Sweden who works in the management of companies in the US, Sweden, and Finland.
2. A transportation company driver who lives in Denmark but transports goods between Germany, Poland, and occasionally Denmark.
3. A self-employed architect residing in Sweden who does occasional contract work for a company in Denmark.
It also discusses two cases related to determining eligibility for family benefits across member states, including differences in family allowance and parental benefit amounts in two example countries. Questions are provided for discussion on each case.
2010 - Where do we stand – what problems do we have?trESS Network
The document discusses the current state of the European coordination of social security schemes. [1] Key achievements since the 2010 entry into force of Regulation 883/2004 are noted, but many problems and open questions remain. [2] Issues include missing forms, interpretation questions, and ensuring national systems are compatible with the EESSI digital exchange system. [3] Further amendments may be needed to address issues like long-term care, simultaneous activities, and the interaction between EU regulations and directives.
2010 - EESSI - Electronic Exchange of Social Security Information trESS Network
This document provides information about the Electronic Exchange of Social Security Information (EESSI) architecture from a Romanian perspective. It describes the EESSI network structure with Member States, national networks, and access points connected via the international EESSI network and TESTA. Romania has 4 access points covering different social security areas. The document outlines Romania's progress in establishing access points and connecting to the EESSI network. It discusses timelines for testing, training, and integrating EESSI into Romania's national environment by reengineering national applications.
2010 - Întâmpinarea Regulamentelor (CE) nr. 883/2004 şi nr. 987/2009 de către...
2011 - Wkład do dyskusji podczas polsko- niemieckiego
1. Tłumaczenie z języka niemieckiego
Deutsche Rentenversicherung Bund
10704 Berlin 01.06.2011
Wkład do dyskusji podczas polsko- niemieckiego
seminarium - TRESS
w dniu 17.06.2011 w Warszawie
Firma, mająca swoją siedzibę w Niemczech zatrudnia ok. 1.200 polskich pracowników w
związku z przeprowadzanymi szkoleniami w zakresie Internetu. Firma ta zwróciła się do
niemieckiej instytucji ubezpieczeń emerytalno-rentowych – Deutsche Rentenversicherung –
o wystawienie zaświadczenia A1 według atr.13. ust.1 litera b) Rozporządzenia (WE) nr
883/2004. Zgodnie z uzyskanymi od pracodawcy informacjami pracownicy ci zatrudnieni są
w nieznacznym wymiarze czasu na terenie Słowacji i Czech. Jednocześnie osoby te, mające
stałe miejsce zamieszkania w Polsce, wykonują tam również zatrudnienie na własny
rachunek (np. jako nauczyciel lub rolnik indywidualny).
Polska instytucja ubezpieczeń emerytalno-rentowych (ZUS) mając na względzie
postępowanie zgodne z postanowieniami art. 16 Rozporządzenia (WE) nr 987/2009
zaproponowała już niejednokrotnie zastosowanie niemieckich przepisów prawnych zgodnie z
art.13 ust.3 w związku z art.13 ust.1 litera) Rozporządzenia (WE) nr 883/2004.
Deutsche Rentenversicherung Bund podziela stanowisko prawne ZUS, ponieważ według art.
13 ust. 3 Rozporządzenia (WE) nr 883/2004 w przypadku osób świadczących pracę najemną
lub działalność na własny rachunek zasadniczo znajdują zastosowanie przepisy prawne tego
państwa członkowskiego, w którym wykonywane jest zatrudnienie lub działalność. O ile
zajdzie taka sytuacja, jak w przytoczonych przypadkach, że wykonywanych jest kilka
zatrudnień w kilku krajach członkowskich kraj właściwy ustalany jest zgodnie z art.13 ust.1
Rozporządzenia 883/2004. I w tych przypadkach, zgodnie z literą b), krajem właściwym są
Niemcy. Nie odgrywa tutaj roli zakres wykonywanej w Polsce działalności na własny
rachunek, ponieważ w myśl art.13 ust.1 Rozporządzenia (WE) nr 883/2004 sprawdzanie
faktu, czy praca wykonywana jest w znacznej części w państwie zamieszkania odnosi się
tylko do osób świadczących pracę najemną.
2. Pomimo, że zastosowanie znajdują niemieckie przepisy prawne o zabezpieczeniu
społecznym, należy liczyć się z faktem, że w przypadku wykonywania w Słowacji i Czechach
zatrudnienia w nieznacznym wymiarze, niepociągającego za sobą obowiązku ubezpieczenia,
zasadniczo odprowadzana jest przez pracodawcę ryczałtowa składka do Centrali –MiniJob,
znajdującej się przy Deutsche Rentenversicherung, sprowadza się to do tego, że dane osoby
nie zostaną objęte obowiązkiem ubezpieczenia ani w Niemczech ani w Polsce, czy też
Słowacji lub Czechach.
W międzyczasie wystawiane są przez Deutsche Rentenversicherung odpowiednie
zaświadczenia na formularzu A1.
Przypadki, w których wykonywana była działalność rolnicza w Polsce zostają odesłane do
Instytucji Nadrzędnej Ubezpieczenia Społecznego Rolników w celu sprawdzenia obowiązku
ubezpieczenia.
Przypadki, w których zgodnie z § 2 SGB IV (IV Księga Kodeksu Socjalnego) wykonywana
była porównywalna działalność objęta obowiązkiem ubezpieczenia (np. nauczyciele
wykonujący działalność na własny rachunek ) odsyłane są jako indywidualne przypadki do
sprawdzenia zgodnie z właściwością terytorialną instytucji Deutsche Rentenversicherung.
Podsumowanie:
Pomimo faktu, że w ramach koordynacji systemów zabezpieczenia społecznego
zarówno po stronie polskiej jak i niemieckiej wobec pracowników wymienionego
przedsiębiorstwa poprawnie ustalono zastosowanie właściwego ustawodawstwa, to
jednak powstałe w tej sytuacji następstwa prawne należy ocenić jako problematyczne,
gdyż może dojść do sytuacji, że pracownicy ci wypadną z wszystkich gałęzi
zabezpieczenia społecznego (a tym samym z obowiązku ubezpieczenia społecznego
dla osób prowadzących działalność na własny rachunek w Polsce), tracąc na skutek
tego swoje zabezpieczenie społeczne.
Za zgodność tłumaczenia:
L. Schwarzer
Berlin, 06.06.2011