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Commission Regulation (EC) No 388/2005 of 8 March 2005 adopting the specifications of the 2006 ad hoc module on transition from work into retirement provided for by Council Regulation (EC) No 577/98 and amending Regulation (EC) No 246/2003

EU Regulation No 388/2005 · Adopted 8 March 2005 · Extends to United Kingdom

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Commission Regulation (EC) No 388/2005

of 8 March 2005

adopting the specifications of the 2006 ad hoc module on transition from work into retirement provided for by Council Regulation (EC) No 577/98 and amending Regulation (EC) No 246/2003

THE COMMISSION OF THE EUROPEAN COMMUNITIES,

Having regard to the Treaty establishing the European Community,

Having regard to Council Regulation (EC) No 577/98 of 9 March 1998 on the organisation of a labour force sample survey in the Communityf1, and in particular Article 4(2) thereof,

Whereas:

(1)

Commission Regulation (EC) No 246/2003 of 10 February 2003 adopting the programme of ad hoc modules, covering the years 2004 to 2006, to the labour force sample survey provided by Council Regulation (EC) No 577/98f2 includes an ad hoc module on transition from work into retirement.

(2)

There is a need for a comprehensive and comparable set of data on transition from work into retirement in order to monitor progress towards the common objectives of the Community’s Employment Strategy and of the open method of coordination in the area of pensions that was launched by the Laeken European Council in December 2001. Both processes identify the promotion of active ageing and prolongation of working life as priorities for action, in particular through guideline 5 of the Employment Guidelines 2003 ‘Increase labour supply and promote active ageing’ as adopted by the Council on 22 July 2003f3 and through objective 5 of the pensions process as developed in the Joint report on objectives and working methods in the area of pensions approved by the Council of Laeken of 14 and 15 December of 2001 and in the Joint report by the Commission and the Council on adequate and sustainable pensions adopted by the Council of Brussels, 20 and 21 March 2003.

(3)

In accordance with Decision No 1145/2002/ECf4 of the European Parliament and of the Council of 10 June 2002 on Community incentive measures in the field of employment, Community activities concerning analysis, research and cooperation among the Member States in the field of employment and the labour market shall be carried out in the period from 1 January 2002 to 31 December 2006 and one of the objectives of these activities is to develop, follow up and evaluate the European Employment Strategy with a strong forward-looking emphasis.

(4)

It is also necessary to update the specification of the sample set out in section 3 of the Annex to Regulation (EC) No 246/2003, in order to maximise the potentiality of the sample for the ad hoc module in terms of analysis.

(5)

The measures provided for in this Regulation are in accordance with the opinion of the Statistical Programme Committee,

HAS ADOPTED THIS REGULATION:

Annotations to the whole text

Footnotes

f1

OJ L 77, 14.3.1998, p. 3. Regulation as last amended by Regulation (EC) No 2257/2003 of the European Parliament and of the Council (OJ L 336, 23.12.2003, p. 6).

f2

OJ L 34, 11.2.2003, p. 3.

f3

OJ L 197, 5.8.2003, p. 13.

f4

OJ L 170, 29.6.2002, p. 1. Decision as amended by Decision No 786/2004/EC (OJ L 138, 30.4.2004, p. 7).

Contents

  1. 1Article 1
  2. 2Article 2
  3. 3Article 3
  4. Signature
  5. Annex Annex

1

The detailed list of information to be collected in 2006 by the ad hoc module on transition from work into retirement shall be as set out in the Annex.

2

In Section 3 of the Annex to Regulation (EC) No 246/2003, the point ‘Sample’ is replaced by the following:

Sample
  • ‘The target age group for the sample for this module consists of persons aged 50 to 69. The complete set of variables of the labour force survey shall be collected for the sub-sample used for the ad hoc module. When the sample unit is the individual, no data on the other members of the household are required.’

  • 3

    This Regulation shall enter into force on the seventh day following that of its publication in the Official Journal of the European Union.

    Signature

    This Regulation shall be binding in its entirety and directly applicable in all Member States.

    Done at Brussels, 8 March 2005.

    For the Commission

    Joaquín Almunia

    Member of the Commission

    LABOUR FORCE SURVEY

    Specifications of the 2006 ad hoc module on transition from work into retirement

    1.

    Member States and regions concerned: all.

    2.

    The variables will be coded as follows:

    The numbering of the variables of the labour force survey in the column ‘Filter’ (C11/14, C24 and C67/70) refers to Commission Regulation (EC) No 1575/2000.

    ColumnCodeDescriptionFilter
    240 Person reduced his/her working hours in a move to full retirement Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    1Yes, in a progressive retirement scheme/part-time pension
    2Yes, but not in a progressive retirement scheme/part-time pension
    3No, but plans to do so within the next 5 years
    4No, and plans not to do so within the next 5 years/did not do so
    5No, and does not know about plans for the next 5 years or plans are not relevant
    9Not applicable (not included in the filter)
    BlankNo answer
    241/242 Planned age for stopping all work for pay or profit Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    50-932 digits
    94No exact planned age, but it will be before 60 years old
    95No exact planned age, but it will be between 60 and 64 years old
    96No exact planned age, but it will be at 65 years old or after or plans to work as long as possible
    97No exact planned age and does not know at all when it will be
    98Has already stopped all work for pay or profit
    99Not applicable (not included in the filter)
    BlankNo answer
    243 Main labour status just after leaving last job or business Everybody aged 50-69 and C24 = 3, 5 and (C67/70 – C11/14) > 49
    1Unemployed
    2In retirement or early retirement
    3Long term sick or disabled
    4Other
    9Not applicable (not included in the filter)
    BlankNo answer
    244 Main reason for retirement or early retirement C243 = 2
    1Job lost
    2Had reached compulsory retirement age
    3Own health or disability
    4Care responsibilities
    5Problems related to job
    6Favourable financial arrangements to leave
    7Preference to stop working other than previous codes
    8Other
    9Not applicable (not included in the filter)
    BlankNo answer
    245 More flexible working time arrangements would have contributed to person staying longer at work/would contribute to person staying longer at work Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    1Yes
    2No
    9Not applicable (not included in the filter)
    BlankNo answer
    246 More opportunities to update skills would have contributed to person staying longer at work/would contribute to person staying longer at work Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    1Yes
    2No
    9Not applicable (not included in the filter)
    BlankNo answer
    247 Better health and/or safety at workplace would have contributed to person staying longer at work/would contribute to person staying longer at work Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    1Yes
    2No
    9Not applicable (not included in the filter)
    BlankNo answer
    248/249 Age at which person started to receive an individual retirement pension Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    2 digits
    97Does not receive an individual retirement pension even though is entitled to
    98Is not/not yet entitled to an individual retirement pension
    99Not applicable (not included in the filter)
    BlankNo answer
    250 Person receives an individual pension or individual benefits, other than a retirement pension and unemployment benefits, such as a disability pension, a sick pension or an early retirement scheme allowance Everybody aged 50-69 and C24 = 3, 5 and (C67/70 – C11/14) > 49
    1Yes, a disability pension or a sick pension
    2Yes, an early retirement scheme allowance
    3Yes, another individual benefit not elsewhere classified
    4Yes, combination of codes 1, 2 or 3
    5No
    9Not applicable (not included in the filter)
    BlankNo answer
    251 Main financial incentive to stay at work Everybody aged 50-69 and C24 = 1, 2 and C248/249 < 98
    1To increase retirement pension entitlements
    2To provide sufficient household income
    3No financial incentive
    9Not applicable (not included in the filter)
    BlankNo answer
    252/253 Number of years spent working for pay or profit (during working life) Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    2 digits
    99Not applicable (not included in the filter)
    BlankNo answer
    254/259 Weighting factor for the LFS module 2006 (optional) Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
    0000-9999Columns 254-257 contain whole numbers
    00-99Columns 258-259 contain decimal places