EaSI-PROGRESS: Implementing the pilot stage of the European Tracking Service for pensions
The main purposes of the call are to facilitate the access of workers who exercise their right to free movement to pension information, thus contributing to their pension awareness and pension adequacy, and to support the capacity of pension schemes to provide suchinformation, in particular to former members who have moved to another country. The call seeks to support pension stakeholders interested in setting up a cross-border European Tracking Service for pensions (hereinafter 'ETS') in implementing the pilot stageof ETS. The pilot ETS is expected to cover at least five EU Members States or other eligible EaSI participating countries (see section 6.1) and offer functionality that allows users to find their former supplementary pension funds in the participating countries.
The pilot stage should be designed as part of a clear long-term strategy for the full roll-out of ETS. In particular, the technical design should allow for a subsequent upgrade to a broader geographical scope and functionality, including access to individual pension information and benefit projections. The strategy should equally focus on making the ETS financially self-sustainable after full roll-out. The implementation of the full ETS is not part of the present Call for proposals. While the main focus of the ETS would be on occupational pensions, it should strive to include information on statutory and/or personal pensions where possible. Here, existingnational tracking services covering different pillars of the pension system can offer a practicable solution.
The general objective of the action is to facilitate the pension awareness of mobile workers.
The specific objectives of the action are:
- to implement the pilot stage of a European Tracking Service for pensions;
- to carry out preparatory work for the full roll-out of the ETS.
Raising awareness of the ETS initiative, mobilising the relevant stakeholders and creatingbroad interest and buy-in will be considered a priority for this action.
The total budget earmarked for the EU co-financing of projects under this call is estimatedat EUR 2,500,000.00 (two million five hundred thousand).
The Commission expects to fund one proposal.
Under this call for proposals, the EU grant may not exceed 80% of the total eligible costs ofthe action.
To be eligible, applicants (sole/lead applicant and co-applicants) must be non-profit bodies or organisations; these can be public administrations or privatelaw bodies dealing with supplementary pensions, supplementary pension providers or their representative organisations.