# L_2011067EN.01001801.xml

| 15.3.2011 | EN | Official Journal of the European Union | L 67/18 |
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15.3.2011

EN

Official Journal of the European Union

L 67/18

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COMMISSION REGULATION (EU) No 249/2011

of 14 March 2011

adopting the specifications of the 2012 ad hoc module on transition from work to retirement provided for by Council Regulation (EC) No 577/98

(Text with EEA relevance)

THE EUROPEAN COMMISSION,

Having regard to the Treaty on the Functioning of the European Union,

Having regard to Council Regulation (EC) No 577/98 of 9 March 1998 on the organisation of a labour force sample survey in the Community (1), and in particular Article 4(2) thereof,

Whereas:

| (1) | There is a need for a comprehensive and comparable set of data on the transition from work to retirement in order to monitor progress towards the common objectives of the Europe 2020 Strategy and of the open method of coordination in the area of social protection and social inclusion. Both processes identify promotion of active ageing and prolongation of working life as priorities for action, in particular under guideline 7 of the Europe 2020 Integrated Guidelines (Increasing labour market participation and reducing structural unemployment) and under the objective of adequate and sustainable pensions adopted by the European Council in March 2006 on the basis of the Commission communication ‘Working together, working better: A new framework for the open coordination of social protection and inclusion policies in the European Union’. |
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(1)

There is a need for a comprehensive and comparable set of data on the transition from work to retirement in order to monitor progress towards the common objectives of the Europe 2020 Strategy and of the open method of coordination in the area of social protection and social inclusion. Both processes identify promotion of active ageing and prolongation of working life as priorities for action, in particular under guideline 7 of the Europe 2020 Integrated Guidelines (Increasing labour market participation and reducing structural unemployment) and under the objective of adequate and sustainable pensions adopted by the European Council in March 2006 on the basis of the Commission communication ‘Working together, working better: A new framework for the open coordination of social protection and inclusion policies in the European Union’.

| (2) | Decision No 1672/2006/EC of the European Parliament and of the Council of 24 October 2006 establishing a Community Programme for Employment and Social Solidarity — Progress (2) supports the implementation of the European Employment Strategy. This programme financially supports the implementation of the objectives of the European Union in the fields of employment and social affairs from 1 January 2007 to 31 December 2013. In the field of pensions the programme provides for policy analysis, statistical information and advice. |
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(2)

Decision No 1672/2006/EC of the European Parliament and of the Council of 24 October 2006 establishing a Community Programme for Employment and Social Solidarity — Progress (2) supports the implementation of the European Employment Strategy. This programme financially supports the implementation of the objectives of the European Union in the fields of employment and social affairs from 1 January 2007 to 31 December 2013. In the field of pensions the programme provides for policy analysis, statistical information and advice.

| (3) | Commission Regulation (EC) No 365/2008 of 23 April 2008 adopting the programme of ad hoc modules, covering the years 2010, 2011 and 2012, for the labour force sample survey provided for by Council Regulation (EC) No 577/98 (3) includes an ad hoc module on transition from work to retirement. The list of variables for this module should be defined. |
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(3)

Commission Regulation (EC) No 365/2008 of 23 April 2008 adopting the programme of ad hoc modules, covering the years 2010, 2011 and 2012, for the labour force sample survey provided for by Council Regulation (EC) No 577/98 (3) includes an ad hoc module on transition from work to retirement. The list of variables for this module should be defined.

| (4) | Reference should be made to Article 12(3) of Regulation (EC) No 223/2009 (4) of the European Parliament and of the Council on quality reporting and Commission Recommendation 2009/498/EC (5) on the report structure. |
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(4)

Reference should be made to Article 12(3) of Regulation (EC) No 223/2009 (4) of the European Parliament and of the Council on quality reporting and Commission Recommendation 2009/498/EC (5) on the report structure.

| (5) | The measures provided for in this Regulation are in accordance with the opinion of the European Statistical System Committee, |
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(5)

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

HAS ADOPTED THIS REGULATION:

Article 1

The detailed list of variables for the 2012 ad hoc module on transition from work to retirement to be added to the labour force sample survey shall be as set out in the Annex.

Article 2

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

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

Done at Brussels, 14 March 2011.

For the Commission

The President

José Manuel BARROSO

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(1)  
  OJ L 77, 14.3.1998, p. 3.

1

(2)  
  OJ L 315, 15.11.2006, p. 1.

2

(3)  
  OJ L 112, 24.4.2008, p. 22.

3

(4)  
  OJ L 87, 31.3.2009, p. 164.

4

(5)  
  OJ L 168, 30.6.2009, p. 50.

5

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ANNEX

LABOUR FORCE SURVEY

Specifications of the 2012 ad hoc module on transition from work to retirement

| 1. | Member States and regions concerned: all. |
| --- | --- |

1.

| 2. | The variables will be coded as follows:
  (The codes for the variables of the Labour Force Sample Survey in the column ‘Filter’ refer to Annex III to Commission Regulation (EC) No 377/2008 of 25 April 2008 implementing Council Regulation (EC) No 577/98 on the organisation of a labour force sample survey in the Community as regards the codification to be used for data transmission from 2009 onwards, the use of a sub-sample for the collection of data on structural variables and the definition of the reference quarters (1))









  Name | Column | Code | Description | Filter |
| --- | --- | --- | --- | --- | --- |
| PENSION | 197 | | Person receives a pension | Everybody aged 50-69 and (WSTATOR = 1, 2 or (WSTATOR = 3, 5 and (YEARPR-YEARBIR) > 49)) |
| 1 | Yes |
| 2 | No |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| PENSTYPE | 198-205 | | Type of pension(s) | PENSION = 1 |
| PENSTYP1 | 1: Yes; 0: No | Old-age pension. Statutory scheme |
| PENSTYP2 | 1: Yes; 0: No | Old-age pension. Occupational scheme |
| PENSTYP3 | 1: Yes; 0: No | Old-age pension. Personal scheme |
| PENSTYP4 | 1: Yes; 0: No | Old-age pension. Scheme unknown |
| PENSTYP5 | 1: Yes; 0: No | Unemployment pension |
| PENSTYP6 | 1: Yes; 0: No | Disability pension |
| PENSTYP7 | 1: Yes; 0: No | Survivor's pension |
| PENSTYP8 | 1: Yes; 0: No | Other pension(s) or type of pension unknown |
| 99999999 | Not applicable (not included in the filter) |
| EARLYRET | 206 | | Early retirement | PENSTYP1 = 1 or PENSTYP2 = 1 or PENSTYP3 = 1 or PENSTYP4 = 1 |
| 1 | Yes |
| 2 | No |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| AGEPENS | 207-208 | | Age at which person first received an old-age pension | PENSTYP1 = 1 or PENSTYP2 = 1 or PENSTYP3 = 1 or PENSTYP4 = 1 |
| | 2 digits |
| 99 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| REASNOT | 209 | | Main reason for not staying longer at work | WSTATOR = 3, 5 and SEEKWORK = 3 and PENSION = 1 |
| 1 | Favourable financial arrangements to leave |
| 2 | Lost job and/or could not find a job |
| 3 | Had reached the maximum retirement age |
| 4 | Had reached eligibility for a pension |
| 5 | Other job-related reasons |
| 6 | Own health or disability |
| 7 | Family or care-related reasons |
| 8 | Other |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| WORKLONG | 210 | | Wish to stay longer at work | WSTATOR = 3, 5 and SEEKWORK = 3 and PENSION = 1 |
| 1 | Yes |
| 2 | No |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| REDUCHRS | 211 | | Person reduced working hours in a move towards full retirement | (WSTATOR = 1, 2 and aged 55-69) or (WSTATOR = 3, 5 and SEEKWORK = 3 and PENSION = 1) |
| 1 | Yes, before receiving the first old-age pension |
| 2 | Yes, since or after receiving the first old-age pension |
| 3 | No |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| STAYWORK | 212 | | Main reason for staying at work | WSTATOR = 1, 2 and PENSION = 1 |
| 1 | To establish or increase future retirement pension entitlements |
| 2 | To provide sufficient personal/household income |
| 3 | Combination of 1 and 2 |
| 4 | Non-financial reasons, e.g. work satisfaction |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| PLANSTOP | 213 | | Plans to stop work | WSTATOR = 1, 2 and PENSION = 1 |
| 1 | In up to 1 year |
| 2 | In more than 1 year up to 3 years |
| 3 | In more than 3 years up to 5 years |
| 4 | In more than 5 years up to 10 years |
| 5 | More than 10 years |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| BUILDPEN | 214-217 | | Pension rights built up so far | PENSION = 2, blank or (PENSTYP1 to PENSTYP4 = 0) |
| BUILDPEN1 | 1: Yes; 0: No | Old-age pension. Statutory scheme |
| BUILDPEN2 | 1: Yes; 0: No | Old-age pension. Occupational scheme |
| BUILDPEN3 | 1: Yes; 0: No | Old-age pension. Personal scheme |
| BUILDPEN4 | 1: Yes; 0: No | Old-age pension. Scheme unknown |
| 9999 | Not applicable (not included in the filter) |
| CONTWORK | 218 | | Expects to continue working/looking for a job after receiving old-age pension | (WSTATOR = 1, 2 or (WSTATOR = 3, 5 and SEEKWORK = 1, 2, 4)) and BUILDPEN ≠ 0000, 9999 and PENSION = 2, blank |
| 1 | Yes, for financial reasons |
| 2 | Yes, for other reasons |
| 3 | No, stop immediately when receiving old-age pension |
| 4 | No, stop before receiving old-age pension |
| 9 | Not applicable (not included in the filter) |
| Blank | No answer or does not know |
| 219-224 | | Weighting factor for the 2012 ad hoc module (optional) | Everybody aged 50-69 and (WSTATOR = 1, 2 or (WSTATOR = 3, 5 and (YEARPR-YEARBIR) > 49)) |
| 0000-9999 | Columns 219-222 contain whole numbers |
| 00-99 | Columns 223-224 contain decimal places |

2.

(The codes for the variables of the Labour Force Sample Survey in the column ‘Filter’ refer to Annex III to Commission Regulation (EC) No 377/2008 of 25 April 2008 implementing Council Regulation (EC) No 577/98 on the organisation of a labour force sample survey in the Community as regards the codification to be used for data transmission from 2009 onwards, the use of a sub-sample for the collection of data on structural variables and the definition of the reference quarters (1))

Name

Column

Code

Description

Filter

PENSION

197

Person receives a pension

Everybody aged 50-69 and (WSTATOR = 1, 2 or (WSTATOR = 3, 5 and (YEARPR-YEARBIR) > 49))

1

Yes

2

No

9

Not applicable (not included in the filter)

Blank

No answer or does not know

PENSTYPE

198-205

Type of pension(s)

PENSION = 1

PENSTYP1

1: Yes; 0: No

Old-age pension. Statutory scheme

PENSTYP2

1: Yes; 0: No

Old-age pension. Occupational scheme

PENSTYP3

1: Yes; 0: No

Old-age pension. Personal scheme

PENSTYP4

1: Yes; 0: No

Old-age pension. Scheme unknown

PENSTYP5

1: Yes; 0: No

Unemployment pension

PENSTYP6

1: Yes; 0: No

Disability pension

PENSTYP7

1: Yes; 0: No

Survivor's pension

PENSTYP8

1: Yes; 0: No

Other pension(s) or type of pension unknown

99999999

Not applicable (not included in the filter)

EARLYRET

206

Early retirement

PENSTYP1 = 1 or PENSTYP2 = 1 or PENSTYP3 = 1 or PENSTYP4 = 1

1

Yes

2

No

9

Not applicable (not included in the filter)

Blank

No answer or does not know

AGEPENS

207-208

Age at which person first received an old-age pension

PENSTYP1 = 1 or PENSTYP2 = 1 or PENSTYP3 = 1 or PENSTYP4 = 1

2 digits

99

Not applicable (not included in the filter)

Blank

No answer or does not know

REASNOT

209

Main reason for not staying longer at work

WSTATOR = 3, 5 and SEEKWORK = 3 and PENSION = 1

1

Favourable financial arrangements to leave

2

Lost job and/or could not find a job

3

Had reached the maximum retirement age

4

Had reached eligibility for a pension

5

Other job-related reasons

6

Own health or disability

7

Family or care-related reasons

8

Other

9

Not applicable (not included in the filter)

Blank

No answer or does not know

WORKLONG

210

Wish to stay longer at work

WSTATOR = 3, 5 and SEEKWORK = 3 and PENSION = 1

1

Yes

2

No

9

Not applicable (not included in the filter)

Blank

No answer or does not know

REDUCHRS

211

Person reduced working hours in a move towards full retirement

(WSTATOR = 1, 2 and aged 55-69) or (WSTATOR = 3, 5 and SEEKWORK = 3 and PENSION = 1)

1

Yes, before receiving the first old-age pension

2

Yes, since or after receiving the first old-age pension

3

No

9

Not applicable (not included in the filter)

Blank

No answer or does not know

STAYWORK

212

Main reason for staying at work

WSTATOR = 1, 2 and PENSION = 1

1

To establish or increase future retirement pension entitlements

2

To provide sufficient personal/household income

3

Combination of 1 and 2

4

Non-financial reasons, e.g. work satisfaction

9

Not applicable (not included in the filter)

Blank

No answer or does not know

PLANSTOP

213

Plans to stop work

WSTATOR = 1, 2 and PENSION = 1

1

In up to 1 year

2

In more than 1 year up to 3 years

3

In more than 3 years up to 5 years

4

In more than 5 years up to 10 years

5

More than 10 years

9

Not applicable (not included in the filter)

Blank

No answer or does not know

BUILDPEN

214-217

Pension rights built up so far

PENSION = 2, blank or (PENSTYP1 to PENSTYP4 = 0)

BUILDPEN1

1: Yes; 0: No

Old-age pension. Statutory scheme

BUILDPEN2

1: Yes; 0: No

Old-age pension. Occupational scheme

BUILDPEN3

1: Yes; 0: No

Old-age pension. Personal scheme

BUILDPEN4

1: Yes; 0: No

Old-age pension. Scheme unknown

9999

Not applicable (not included in the filter)

CONTWORK

218

Expects to continue working/looking for a job after receiving old-age pension

(WSTATOR = 1, 2 or (WSTATOR = 3, 5 and SEEKWORK = 1, 2, 4)) and BUILDPEN ≠ 0000, 9999 and PENSION = 2, blank

1

Yes, for financial reasons

2

Yes, for other reasons

3

No, stop immediately when receiving old-age pension

4

No, stop before receiving old-age pension

9

Not applicable (not included in the filter)

Blank

No answer or does not know

219-224

Weighting factor for the 2012 ad hoc module (optional)

Everybody aged 50-69 and (WSTATOR = 1, 2 or (WSTATOR = 3, 5 and (YEARPR-YEARBIR) > 49))

0000-9999

Columns 219-222 contain whole numbers

00-99

Columns 223-224 contain decimal places

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(1)  
  OJ L 114, 26.4.2008, p. 57.

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