Pensions

More missing contributions for a pension transfer-in

While it is possible to take your pensions contributions from national systems and put them into the pension scheme of the European Union institutions (PSEUI), this is often a long-drawn-out process and it can be rather opaque. We recently highlighted the general exclusion of Member State ‘gifted’ contributions (e.g. covering times of military service or caring duties) from transfers-in and of a failed court case to try to recover the contributions where their inclusion made no difference. Now we cover a further potential complication which is delays in Member States doing their part in this process. Continue reading More missing contributions for a pension transfer-in

Conference: transfer-out of pension rights

By popular demand, the pension transfer-out event will take place again in March. The powerpoint is available by email from the Allianz broker. Additional questions from the original presentation (16.01.2024) are added and answered in our transfer-out FAQ. There will be a presentation and then a question and answer session. What does it mean to transfer out of the pension scheme of the European Union institutions (PSEUI)? Who has to do this? What are the options available?

Continue reading Conference: transfer-out of pension rights

Transfer of pension rights FAQs

*Update 11.03.2024: in response to your feedback we have renamed this FAQ since it covers pensions in all aspects: transfers in and out included.**Update 11.03.2024: Thanks to the 210 colleagues who attended the 04.03.2024 presentation. The powerpoint is available by email from the Allianz broker. A future session will be organised in June. Additional questions from the presentation will be added and answered below.* Continue reading Transfer of pension rights FAQs

Flash report on the Local Agents’ Provident Fund

The pension benefits system for local staff in Delegations (Provident Fund for Local Agents (‘PFLA‘)) has lost over 5% of its value. This means that the amount of money local agents (LA) receive at the end of their career (through employer and employee contributions) is falling. Continue reading Flash report on the Local Agents’ Provident Fund

One more pension pitfall, or how the Commission fails to keep up

*Update 11.10.2023: we have added details on how national systems deal with time in EU service and also on military service: many thanks to the colleagues who highlighted these situations to us. It is much appreciated.* Original article: It’s been some time now (in many cases decades) since it became possible to have pension contributions made on your behalf in many Member States while you are not working. These ‘gifted’ contributions might cover periods of long-term sickness, of unemployment, military service[1] or of caring responsibilities, depending on the national authority. Continue reading One more pension pitfall, or how the Commission fails to keep up

The institutions implement the Picard judgement – sort of … FAQ

*Update 11.04.2024 we have received a response to our September 2023 note[*] on the application of the Picard judgement: see the new internal Commission Directive announced there: HR states their belief there that ‘case law requires the administration to interpret and apply the judgment in a narrow manner’ but does mention the option of challenging individual cases via Article 90(2).*

Original article: In April, we informed you during a lunchtime conference about the judgement in the Picard case and its far-reaching consequences for (former) contract agents (CAs) and temporary agents (TAs) or more precisely: staff that were previously covered by the Conditions of Employment of Other Servants (CEOS). Continue reading The institutions implement the Picard judgement – sort of … FAQ

Be aware of lost money for a pension transfer-in

*Update 16.11.2023 Spain is obliged to pay the state pension contributions for paternity leave* *Update 09.08.2023 check out the unsuccessful attempt by colleagues to have a refund of the amount of pension rights not taken into account (04/05/2023 – KY v Cour de justice de l’UE Case C-100/22 P).* Original article: Are you (relatively) new in the institutions? Have you worked somewhere else before and acquired pension rights in another pension scheme? Then you have surely heard about the possibilities to transfer your pension rights from your previous scheme into the EU pension scheme, a so called “transfer-in”.

In an older article, we already informed you about the conversion coefficients that play a crucial role in determining how many years Continue reading Be aware of lost money for a pension transfer-in

Lunchtime conference: the Picard case

*Update 23.06.2023: HR MyIntracomm article.* Do you want to know more about the recent Picard judgement C-366/21 P concerning Contract Agent (CA) pension rights? This case has repercussions on pension accrual and also on retirement age. We presented the different aspects of the judgement in this during our lunch-time conference. You can find the recorded video and the PowerPoint presentation  here.

Continue reading Lunchtime conference: the Picard case

Council request to further reduce spending on staff II

*Updated 07.08.2023 in response to feedback, thanks! See footnotes

Original article: Generation 2004 is closely following this latest Council request to further reducing spending on staff (Budget 2024: Council agrees on its guidelines for the establishment of next year’s EU budget, 14.03.2023, see quote below). The Commission appears to have provisionally lost 75 posts, the only institution to have lost any posts (Draft General Budget of the European Union for the financial year 2023, Working Document Part II, 2022, p. 67) Continue reading Council request to further reduce spending on staff II

Seconded at your own request? Be aware of changes to your pension contribution

If you are seconded (French: ‘détachés’/ Franglais: ‘detached’) at your own request  (i.e. not in the interest of the service) to another institution or to an agency, then this article is for you and concerns your pension rights. Everybody else can safely skip to another article of this newsletter (but of course, feel free to read on if you are curious 😊). Continue reading Seconded at your own request? Be aware of changes to your pension contribution