Farewell to Reg (EC) Farewell to Reg (EC) 1408/71 – 1408/71 – its impact on social its impact on social security in Malta security in Malta by Mark Musu’ by Mark Musu’ Director Director (Strategic Development & (Strategic Development & International Relations) International Relations)
22
Embed
2010 - Farewell to Reg (EC) 1408/71 –its impact on social security in Malta
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta
by Mark Musu’by Mark Musu’DirectorDirector
(Strategic Development & International (Strategic Development & International Relations)Relations)
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMaltaIn the next 30 minutes:In the next 30 minutes:
• Brief historical review pre and post Brief historical review pre and post EU accessionEU accession
• The situation today as we start to The situation today as we start to implement the new regulationsimplement the new regulations
• Future challenges and Future challenges and commitmentscommitments
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
• First agreement signed with the UKFirst agreement signed with the UK
– Covered Retirement and Widows PensionsCovered Retirement and Widows Pensions– Short-term benefits: sickness, Short-term benefits: sickness,
unemployment and occupational injuryunemployment and occupational injury
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta19561956
• First agreement signed with the UKFirst agreement signed with the UK
– Agreement reviewed in 1996Agreement reviewed in 1996- Invalidity Pensions and posting of workers Invalidity Pensions and posting of workers
were now covered as wellwere now covered as well
- Introduced technical changes in the way Introduced technical changes in the way pensions are assessedpensions are assessed
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta19901990
• Agreement signed with Libya (replaced an Agreement signed with Libya (replaced an earlier one signed in 1972)earlier one signed in 1972)
– Very different in nature to all agreements Malta Very different in nature to all agreements Malta hashas
– Does not cover entitlement to or payment of Does not cover entitlement to or payment of benefitsbenefits
– Covers only payment of contributions of Maltese Covers only payment of contributions of Maltese persons working in Libya (Maltese persons persons working in Libya (Maltese persons working in Libya pay contributions only in Malta)working in Libya pay contributions only in Malta)
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta19911991
• Agreement signed with AustraliaAgreement signed with Australia
– Covers only Retirement, Invalidity, and Widow Covers only Retirement, Invalidity, and Widow PensionsPensions
– Does not cover short-term benefits and posting Does not cover short-term benefits and posting of workersof workers
– Reviewed in 2004: no major changes for MaltaReviewed in 2004: no major changes for Malta
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta19921992
• Agreement signed with CanadaAgreement signed with Canada
– Covers Retirement, Invalidity, and Covers Retirement, Invalidity, and Widow PensionsWidow Pensions
– Covers also posting of workersCovers also posting of workers– Does not cover short-term benefitsDoes not cover short-term benefits
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta20032003
• Agreement signed with the NetherlandsAgreement signed with the Netherlands
– Very comprehensive compared to previous Very comprehensive compared to previous agreementsagreements
– Covers Retirement, Invalidity, and Widow Covers Retirement, Invalidity, and Widow PensionsPensions
– Covers also short-term benefits: sickness and Covers also short-term benefits: sickness and unemployment, maternity benefits, children unemployment, maternity benefits, children allowance and posting of workersallowance and posting of workers
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
20042004• An International Relations Unit (IRU) was An International Relations Unit (IRU) was
set up within the Department of Social set up within the Department of Social Security (DSS)Security (DSS)
– Coordination of Council Regulations (EC) Coordination of Council Regulations (EC) 1408/71 and (EC) 574/72 (fully implemented in 1408/71 and (EC) 574/72 (fully implemented in 2004 with EU accession)2004 with EU accession)
– To provide advice on EU & international social To provide advice on EU & international social security issuessecurity issues
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta20052005
• Expansion of the IRU within DSSExpansion of the IRU within DSS– Full coordination of Regulations (EC) 1408/71 Full coordination of Regulations (EC) 1408/71
and (EC) 574/72 and bilateral agreements and (EC) 574/72 and bilateral agreements (including operational duties)(including operational duties)
– Dealing with all EU & international social Dealing with all EU & international social security related issues and queriessecurity related issues and queries
– All work related to international relations in All work related to international relations in DSS finally centralizedDSS finally centralized
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta20052005
• Expansion of the IRU within DSSExpansion of the IRU within DSS
– EU funded Twinning Project with UK to enhance EU funded Twinning Project with UK to enhance our capacity buildingour capacity building
– Developed an IT system for the generation of Developed an IT system for the generation of E-FormsE-Forms
– Information campaign across the island re new Information campaign across the island re new social security rights in EUsocial security rights in EU
– Started to face new issues – especially cross-Started to face new issues – especially cross-border insurability issues – transport workers, border insurability issues – transport workers, mariners, airline personnelmariners, airline personnel
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMaltaThe situation todayThe situation today
• The focus of our business operations in The focus of our business operations in international relations has gradually international relations has gradually shifted from pensions to other branches of shifted from pensions to other branches of social security – mainly insurability of non-social security – mainly insurability of non-Maltese workers, unemployment and Maltese workers, unemployment and sickness (benefits in kind under the sickness (benefits in kind under the responsibility of the Health Department)responsibility of the Health Department)
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
• Sharp increase registered in 2009Sharp increase registered in 2009– 142% over 2008142% over 2008– Double the average of previous 3 yearsDouble the average of previous 3 years
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
• Incoming UB claims gradually increasingIncoming UB claims gradually increasing• In 2009 incoming UB claims were almost double the In 2009 incoming UB claims were almost double the
average of the last 6 years – effect of the recession?average of the last 6 years – effect of the recession?• Of all EU citizens who exported their UB to Malta from Of all EU citizens who exported their UB to Malta from
2006-2009, 28.6% managed to find employment in Malta - 2006-2009, 28.6% managed to find employment in Malta - but ‘only’ 15.9% in 2009!but ‘only’ 15.9% in 2009!
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMaltaFuture challenges and commitments –Future challenges and commitments –
EU Regs and otherEU Regs and other
• Regs 883/04 and 987/09 – new obligations and Regs 883/04 and 987/09 – new obligations and requirementsrequirements
• Electronic Data Exchanges by May 2012Electronic Data Exchanges by May 2012• Transfer of pension rights (of Maltese citizens Transfer of pension rights (of Maltese citizens
working in EU institutions)working in EU institutions)• Constantly monitor and research international Constantly monitor and research international
policy developments, especially in the EU - Social policy developments, especially in the EU - Social Agenda, Lisbon Strategy, Social Inclusion policiesAgenda, Lisbon Strategy, Social Inclusion policies
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMaltaFuture challenges and commitments –Future challenges and commitments –
EU Regs and otherEU Regs and other
• Increase in the movement of workers from and/or to Malta – both EU citizens and TCNs;
• An increase in beneficiaries as a result of the bi-lateral agreements with other countries other than the EU;
• Conclusion and implementation a bilateral agreement with New Zealand;
• Launch a Data Exchange and Life Certification System with Australia and the UK;
• Malta’s ratification of the Revised European Social Charter and possibly in future the Code of Social Security
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMaltaHow can Malta (DSS) do all this?!How can Malta (DSS) do all this?!
• Malta is a small country (the smallest in the EU) Malta is a small country (the smallest in the EU) but its legal and administrative obligations are but its legal and administrative obligations are the same as those of the larger EU Member the same as those of the larger EU Member StatesStates
• The DSS/IRU requires huge & urgent investments The DSS/IRU requires huge & urgent investments in its HR (in specialized areas such as policy in its HR (in specialized areas such as policy research and legal analysis)research and legal analysis)
• DSS needs to invest more in its IT capabilities to DSS needs to invest more in its IT capabilities to be able to cope with its future challengesbe able to cope with its future challenges
Farewell to Reg (EC) 1408/71 –Farewell to Reg (EC) 1408/71 –its impact on social security in its impact on social security in
MaltaMalta
THANK YOU FOR YOUR THANK YOU FOR YOUR ATTENTION!ATTENTION!