1. trRSS Seminar
Porto, 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 »

2. 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
2

3. Key figures
38%
17%
10%
2.3%
Living in another Having worked in Envisage working Having an EHIC
Member State another MS or living in
another MS
3

4. Legal framework 2011
Reg 1231/2010 Extension to 3rd
Reg 859/2003 country nationals
Reg 883/2004 Social
Reg 987/2009 security
coordination
Reg 1408/71
Reg 574/72
Regulations 3 & 4
1959 1968 1972 2004 2010
Regulation 1612/68
Free
movement
Directive 2004/38 of workers
Directive 68/360
Regulation 1251/70

5. Recent Developments
 New Regulation 1231/2010
 Administrative Commission
 Electronic Exchange of Social Security Information (EESSI)
 Miscellaneous Amendments 2010
 Association Council Decisions
5

6. 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)
6

7. 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
7

8. 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” Network
CI CI CI
Member CI
National
National State 4
Network
Network
CI
CI
CI CI
CI Coordination Access
CI
Competent
Node Point Institution

9. Key Components
 IT software
Complex messaging system
15 000 institutions connected
10 million messages exchanged per year
 Communication language (SEDs and Flows)
 National preparation and support
9

10. IT Timeline
3 May Mid June July/August
Feedback by
the testing
countries
Testing week
Version 6.03 Updated
delivered to released
the Member
States Version 7.xx
Development roadmap
or 8.0x
Considered as
stable by the
Commission

11. SEDs Timeline
May 2011 July October February May
Ad Hoc groups send the
changes
Comments from testing
countries Regeneration
Print paper
SEDs
Light review by
working groups by Translation
July 2011
Linguistic
review
Adoption by the AC

12. 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)
12

13. 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
13

14. Future developments
14

15. 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
15

16. Campaign

17. “Left-outs” and “Difficult
Compromises” in new Regulations
 Long-term care cash benefits
 Highly mobile workers
 International transport
 Further clarifications …
17

18. 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)
18