2012 - recent developments at eu level concerning social security coordination
TRANSCRIPT
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Social Europe
Recent developments at EU level concerning social security coordination
trESS bilateral seminar Lithuania-Latvia19 April 2012
Miroslava Hájková & Felix SchatzDG Employment, Social Affairs and Inclusion
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Social Europe
Overview
• Legislative developmentsMiscellaneous amendments 2010EEA and Switzerland
• External dimension• Work of the Administrative Commission
New decisions and recommendations and other forms of guidanceOutcome of Working Parties
• Case-law on social security coordination• Outlook
Review of provisions on unemployment and long-term care
• Information sources and funding
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Social Europe
LEGISLATIVE DEVELOPMENTS
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Miscellaneous Amendments 2010
Commission Regulation 1244/2010 (of 9.12.2010)•Published on 22 December 2010: update of Annexes
EP-Council Regulation •Discussions started in January 2011 (HU Presidency)•EPSCO Council December 2011: general approach (PL Presidency)•EP Plenary – 18 April 2012
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Miscellaneous Amendments 2010
Main changes•Applicable legislation: change of rules for working in 2 or more MS - Article 13 BR and 14(5) and (5b) IR•Introduction of the concept of “ home base” for air crew members - Article 11(5) BR and 14(5a) IR•Solution for formerly self-employed frontier workers who were covered in the Member State of last activity, but whose MS of residence does not have an unemployment benefits scheme - Article 65a BR
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Social Europe
EEA and Switzerland
• EEA Joint Committee Decision No 76/2011• adopted on 1 July 2011 (OJ L 262, 6.10.2011, p. 33)• not yet entered into force (pending approval by IS
parliament) – possibly on 1 May 2012• Regulations (EEC) Nos 1408/71 and 574/72 still
apply in relation to IS, LI and NO
• EC-CH Joint Committee Decision No 1/2012• OJ L 103, 13.4.2012, p. 51• Regulations (EC) Nos 883/2004 and 987/2009 apply
in relation to Switzerland since 1 April 2012
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Social Europe
EXTERNALDIMENSION
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Social Europe
Communication on the External Dimension of EU Social Security Coordination
• makes the case for strengthening cooperation between Member States to achieve a more coherent approach to social security coordination with third countries
• sets out ways in which the EU rules currently impact on social security coordination with third countries
• describes existing components of common EU approach to social security coordination with third countries
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The Communication proposes:
• the creation of a new annual forum at EU level to strengthen cooperation between Member States as regards third countries
• exploring the use of EU social security agreements with selected third countries
• developing the common EU approach, including the adoption of a second package of Association Council decisions with Turkey, Albania, Montenegro and San Marino
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Social Europe
WORK OF THE ADMINISTRATIVE COMMISSION
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New Decisions and Recommendations
• 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)
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New Decisions and Recommendations
• E3: prolongation of transitional period for EESSI (OJ C 12, 14.1.2012, p. 6)
• U4: reimbursement of unemployment benefits for former frontier workers (OJ C 57, 25.2.2012, p. 4)
• Recommendation No S1: healthcare coverage for cross-border living organ donation (pending publication)
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Practical Guide on applicable legislation
• Replaces the "Posting Guide"• 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• Available on the Commission's website:
http://ec.europa.eu/social-security-coordination
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Working Parties of the AC
• Child-raising periods• 14 April 2011• Follow-up by Ad-hoc Group of the AC
• Patients' mobility• 4 October 2011• Follow-up by guidance from the Commissions
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Working Parties of the AC
• Recovery• 17 November 2011• Follow-up by an explanatory note by the
Commission (to be finalised)
• Family benefits (ex-Decisions Nos 147 and 150)• 18 April 2012
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Directive 2011/24/EU - patients' rights in cross-border healthcare
• How does the patients' mobility directive interact with the social security coordination rules in Regulations (EC) Nos 883/2004 and 987/2009?
• Joint note on the interpretation of the two instruments in the light of the other to be presented to Administrative Commission in June
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CASE-LAW
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Case-law
• Case C-440/09 TomaszewskaAggregation of periodsLink with Decision No H6
• Case C-388/09 da Silva MartinsLong-term care – need for reform of rules?
• Case C-503/09 StewartResidence conditionsInfluence of Union citizenship on the entitlement to social security
benefits
• Case C-257/10 Bergström"0+1" aggregation of periodsAssimilation of facts (here: income)
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Decision No H6 of the AC
• 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”
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Social Europe
Case-law
• Case C-440/09 TomaszewskaAggregation of periodsLink with Decision No H6
• Case C-388/09 da Silva MartinsLong-term care – need for reform of rules?
• Case C-503/09 StewartResidence conditionsInfluence of Union citizenship on the entitlement to social security
benefits
• Case C-257/10 Bergström"0+1" aggregation of periodsAssimilation of facts (here: income)
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OUTLOOK
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Revision of coordination Regulations
• Scope: coordination of long-term care benefits
(LTC)coordination of unemployment benefits
• Planning2009-2011 Evaluation 2012-2013 Impact assessment 2014 Proposal from the Commission
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Revision of coordination Regulations
Aim:• Improved social security protection of the migrant
persons• Enhanced effectiveness of the coordination
regime• Legal certainty for all stakeholders• Simplification
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Coordination of LTC benefitsIs the current system of coordination of long-term care benefits satisfactory? Is a new set of rules needed & how radical the changes should be?
•LTC within material scope of coordination Regulations•Coordination under Sickness Chapter•Jurisprudence of Court of Justice (recent: C-208/07, Chamier-Glisczinski, C-388/09 da Silva, C-206/10, Commission v. Germany, C-538/11 Sax - pending)•No definition, no list of benefits
See also: trESS Tank Report 2011; trESS analysis of selected concepts 2010
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Unemployment Chapter
A room for simplification and clarification?
•complex coordination regime for cross-border workers (Article 65 and new Article 65a), including the new reimbursement mechanism (Decision U4)•application of the case-law of the Court of Justice (C-131/95, Huijbrechts, C-1/85, Miethe)•extension of the period of export of unemployment benefits•application of the principle of aggregation of periods
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INFORMATION SOURCESFUNDING
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Information sources• Commission's website
http://ec.europa.eu/social-security-coordinationLinks to legislation, official documentsPractical guide on applicable legislation"Small Guide" on citizens' rightsInformation sheets "Your rights country by country"Explanatory notes and videos
• trESS networkhttp://www.tress-network.orgtrESS seminars
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Information sources• New Smartphone Application – EHIC
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Funding by the Commission:Call for proposals 2012
• Financial support to: - trans-national actions for cooperation and/or for
improving information;- transnational or national actions for preparing and
implementing the system for electronic data exchange (EESSI).
• Deadline for applications: 31 May 2012• Details:
http://ec.europa.eu/social/main.jsp?catId=630&langId=en&callId=347&furtherCalls=yes
• Questions:by email: [email protected]
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QUESTIONS
Thank you very much for your attention!