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2011 - Recent developments in the coördination of social security at EU level

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2011 - Recent developments in the coördination of social security at EU level

  1. 1. trESS SeminarBucharest, 3 November 2011« Recent developments in the coordination of social security at EU level »Rob Cornelissen and Felix SchatzDG Employment, Social Affairs & Inclusion, European Commission
  2. 2. Legal framework 2011 Reg 1231/2010 Extension to 3rd Reg 859/2003 country nationals Reg 883/2004 Social Reg 987/2009 Reg 987/2009 security coordination Reg 1408/71 Reg 574/72 Regulations 3 & 41959 1968 1972 2004 2010 Regulation 492/11 Free movement Directive 2004/38 of workers Directive 68/360 Regulation 1251/70
  3. 3. Overview Legislative Developments: Recent and Foreseen Recent and current work of the Administrative Commission Future Developments Developing coordination with non-EU countries Recent Case-Law - a quick glimpse! 3
  4. 4. New Regulation 1231/2010 Commision proposal 2007 to extend scope of Reg 883/2004 to TCN; no progress until 2010 1.12.2009: Lisbon Treaty: Article 79 2) TFEU: co-decision and qualified majority in Council! Entered into force on 1 January 2011 No exceptions for AT/D on family benefits Replaces Reg 859/2003, except for UK Does not apply with regard to DK Does not apply with regard to Switzerland and EEA- Xhymshiti judgment (Dec 2010) 4
  5. 5. Application of Regulations to EEA andSwitzerland• EEA Agreement, Revised Annex VI adopted on 1 July 2011 and expected to enter into force end 2011/beginning 2012• EU-CH Agreement, Revised Annex II, final agreement still outstanding; not likely to enter into force before 2012• Legal basis of related Council Decisions: – For EEA: Article 48 TFEU – For Switzerland: Article 79(2) TFEU – Grimme judgement ( November 2009)
  6. 6. Miscellaneous Amendments 2010 Clarification and Amendments to Annexes Rectification of Article 13 (1) of Reg. 883/2004 Use of “Homebase” for flying personnel Closing gap for certain unemployed self-employed frontier workers (Article 65 (5) of Reg. 883/2004) Declaration by Member States at EPSCO June 2011 6
  7. 7. Decisions of the Administrative Commission• Revised Decisions and Recommendations – OJ C 106, 24.4.2010, p. 1 – OJ C 107, 27.4.2010, p. 3 – 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)• New Practical Guide on applicable legislation (replaces the Posting Guide) 7
  8. 8. Decisions of 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” 8
  9. 9. Current work of the Administrative Commission• 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 9
  10. 10. Current work of the Administrative Commission• Child-raising periods – Article 44 of Regulation (EC) No 987/2009 – Working Party of the AC on 14 April 2011 – Ad-hoc group mandated to further reflect and report back to the AC• Electronic Exchange of Social Security Information (EESSI) 10 – EESSI progress report
  11. 11. EESSI High-level Architecture CI CI CI CI CI Member National CI National State 2 Network Network CI Member CI State 1 EESSI International Network sTESTA CI Member State 3 National Network CI Member National State “n” NetworkCI CI CI Member CI National National State 4 Network Network CI CI CI CI CI Coordination Access CI Competent Node Point Institution
  12. 12. 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 12
  13. 13. Developing Coordination with Non- EU countries Implementation of Agreements with Morocco, Algeria, Tunisia, Croatia, FYROM and Israel - EU negotiation position adopted in October 2010 Content • Equal Treatment • Export of Pensions • Reciprocity clause for EU citizens • Cooperation and Verification Forthcoming Communication on the External Dimension of EU social security coordination and proposals for implementation of agreements with Albania, Montenegro, San Marino and Turkey (Akdas judgment!) 13
  14. 14. Recent Case-Law Case C-503/09 Lucy Stewart: compatibility of a residence requirement with Article 21 TFEU Case C-388/09 Da Silva Martins: exportability of long-term care benefits 14
  15. 15. 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 15
  16. 16. Campaign

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