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Title: EU Pension Law
Creators: Meerten Hans van
Collection: Электронные книги зарубежных издательств; Общая коллекция
Subjects: Old age pensions — Law and legislation; BUSINESS & ECONOMICS / Organizational Development; EBSCO eBooks
Document type: Other
File type: PDF
Language: English
Rights: Доступ по паролю из сети Интернет (чтение, печать, копирование)
Record key: on1114973524

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Table of Contents

  • Cover
  • Contents
  • Abbreviations
  • Preface
  • Foreword
  • 1. Introduction
    • 1.1 The creation of an EU pensions union
    • 1.2 Aging and new risks
    • 1.3 The EU Treaty: Precedence over national law
    • 1.4 The three pension pillars
      • 1.4.1 The first pillar
      • 1.4.2 The second pillar
      • 1.4.3 The third pillar
      • 1.4.4 The different pension pillars of Europe
  • 2. The impact of the EU’s institutional system on pensions law
    • 2.1 Introduction
    • 2.2 EU competences to regulate pensions: The principle of conferred powers
    • 2.3 The exercise of EU competences: The principles of subsidiarity and proportionality
      • 2.3.1 Subsidiarity
      • 2.3.2 Proportionality
    • 2.4 Legislation and administrative rule-making
      • 2.4.1 Introduction
      • 2.4.2 Distinguishing legislative and non-legislative acts
      • 2.4.3 Delegation and implementation
    • 2.5 Rule-making and EU agencies
  • 3. Occupational pensions and the freedom to provide services
    • 3.1 Introduction
    • 3.2 Compulsory membership and the freedom to provide services
      • 3.2.1 Compulsory membership: An obstacle to the freedom to provide services?
      • 3.2.2 Justifying obstacles to the freedom to provide services
      • 3.2.3 The UNIS case
    • 3.3 Comparison: Mandatory participation in a selection of Member States
      • 3.3.1 Compulsory membership in the Netherlands
        • 3.3.1.1 The Bpf Act and the Wvb
        • 3.3.1.2 Compulsory membership in the Netherlands: Direct discrimination
      • 3.3.2 Sweden
      • 3.3.3 Denmark
      • 3.3.4 Germany
      • 3.3.5 Belgium
      • 3.3.6 France
    • 3.4 Concluding remarks
  • 4. The Institution for Occupational Retirement Provision (IORP) Directive
    • 4.1 Introduction
    • 4.2 Scope of the directive
    • 4.3 General observations on the IORP Directive
      • 4.3.1 Background to IORP Directive revision: On IORPs and insurers
    • 4.4 Revision of the IORP Directive: IORP II
      • 4.4.1 Legal basis
      • 4.4.2 Cross-border activity and applicable requirements
        • 4.4.2.1 Funding requirements and cross-border schemes
        • 4.4.2.2 Scope of cross-border regulations under IORP II
      • 4.4.3 The prudent person principle and investment rules
      • 4.4.4 System of governance and risk-management requirements
        • 4.4.4.1 System of governance
        • 4.4.4.2 Risk-management requirements
      • 4.4.5 Information requirements and supervisory instruments
        • 4.4.5.1 Pensions and fundamental European rights
        • 4.4.5.2 Guarantees
        • 4.4.5.3 Funding requirements
        • 4.4.5.4 Information requirements and supervision under the IORP II Directive
    • 4.5 Freedom of movement safeguarded?
    • 4.6 Tax aspects
    • 4.7 Final observations
  • 5. Application of EU law on pensions: The property issue
    • 5.1 Introduction
    • 5.2 Article 17 Charter and Article 1 FP ECHR
      • 5.2.1 Different wording
      • 5.2.2 ECJ case law
        • 5.2.2.1 The Hogan case
        • 5.2.2.2 The Hampshire case
    • 5.3 Direct horizontal effect: The ECHR v Charter
    • 5.4 Application of the Charter to pension institutions
    • 5.5 Conclusion
  • 6. PEPP
    • 6.1 Introduction
    • 6.2 The pan-European personal pension product (PEPP)
      • 6.2.1 Legal basis
        • 6.2.1.1 The freedom to provide services and the compartment approach
      • 6.2.2 The PEPP as a framework
      • 6.2.3 The authorization of a PEPP
      • 6.2.4 Eligible providers
      • 6.2.5 Distribution and information requirements
      • 6.2.6 The default and alternative investment options
      • 6.2.7 Investment rules
      • 6.2.8 Out-payments
    • 6.3 Conclusion
  • Index

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