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
Date: 2005-03-08
Institutions: European Commission
Subjects: EU statistics, early retirement, employment statistics, retired person, sampling, statistics

9.3.2005

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Official Journal of the European Union

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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
Community,

establishing the European

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)

(2)

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 Regu-
lation (EC) No 577/98 (2) includes an ad hoc module on
transition from work into retirement.

in particular

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
the
for action,
Employment Guidelines 2003 ‘Increase labour supply
and promote active ageing’ as adopted by the Council
on 22 July 2003 (3) and through objective 5 of
the
pensions process as developed in the Joint report on
area of
objectives
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
sustainable pensions
the Council of
Brussels, 20 and 21 March 2003.

through guideline 5 of

and working methods

adopted by

adequate

in the

and

on

(3)

In accordance with Decision No 1145/2002/EC (4) 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,

(1) 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).

(2) OJ L 34, 11.2.2003, p. 3.
(3) OJ L 197, 5.8.2003, p. 13.
(4) 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).

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
these
the objectives of
activities is to develop,
follow up and evaluate the
European Employment Strategy with a strong forward-
looking emphasis.

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.

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

opinion

the

of

(4)

(5)

HAS ADOPTED THIS REGULATION:

Article 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.

Article 2

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

the sample for

‘Sample: The target age group 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.’

Article 3

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

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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

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ANNEX

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.

Column

Code

Description

Filter

240

Person reduced his/her working hours in a move to full retirement

1

2

3

4

5

9

Yes, in a progressive retirement scheme/part-time pension

Yes, but not in a progressive retirement scheme/part-time pension

No, but plans to do so within the next 5 years

No, and plans not to do so within the next 5 years/did not do so

No, and does not know about plans for the next 5 years or plans are
not relevant

Not applicable (not included in the filter)

Blank

No answer

Everybody aged 50-69 and ((C24 = 3, 5 and
(C67/70 – C11/14) > 49) or (C24 = 1, 2))

241/242

Planned age for stopping all work for pay or profit

50-93

2 digits

Everybody aged 50-69 and ((C24 = 3, 5 and
(C67/70 – C11/14) > 49) or (C24 = 1, 2))

94

95

96

97

98

99

No exact planned age, but it will be before 60 years old

No exact planned age, but it will be between 60 and 64 years old

No exact planned age, but it will be at 65 years old or after or plans
to work as long as possible

No exact planned age and does not know at all when it will be

Has already stopped all work for pay or profit

Not applicable (not included in the filter)

Blank

No answer

243

Main labour status just after leaving last job or business

1

2

3

4

9

Unemployed

In retirement or early retirement

Long term sick or disabled

Other

Not applicable (not included in the filter)

Blank

No answer

Everybody aged 50-69 and C24 = 3, 5 and
(C67/70 – C11/14) > 49

244

Main reason for retirement or early retirement

C243 = 2

1

2

3

4

5

6

7

8

9

Job lost

Had reached compulsory retirement age

Own health or disability

Care responsibilities

Problems related to job

Favourable financial arrangements to leave

Preference to stop working other than previous codes

Other

Not applicable (not included in the filter)

Blank

No answer

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Column

Code

Description

Filter

245

246

247

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))

1

2

9

Yes

No

Not applicable (not included in the filter)

Blank

No answer

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))

1

2

9

Yes

No

Not applicable (not included in the filter)

Blank

No answer

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))

1

2

9

Yes

No

Not applicable (not included in the filter)

Blank

No answer

248/249

Age at which person started to receive an individual retirement pension

2 digits

97

98

99

Does not receive an individual retirement pension even though is
entitled to

Is not/not yet entitled to an individual retirement pension

Not applicable (not included in the filter)

Blank

No answer

Everybody aged 50-69 and ((C24 = 3, 5 and
(C67/70 – C11/14) > 49) or (C24 = 1, 2))

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

1

2

3

4

5

9

Yes, a disability pension or a sick pension

Yes, an early retirement scheme allowance

Yes, another individual benefit not elsewhere classified

Yes, combination of codes 1, 2 or 3

No

Not applicable (not included in the filter)

Blank

No answer

251

Main financial incentive to stay at work

1

2

3

9

To increase retirement pension entitlements

To provide sufficient household income

No financial incentive

Not applicable (not included in the filter)

Blank

No answer

Everybody aged 50-69 and C24 = 1, 2 and
C248/249 < 98

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Column

Code

Description

Filter

252/253

Number of years spent working for pay or profit (during working life)

2 digits

99

Blank

Not applicable (not included in the filter)

No answer

Everybody aged 50-69 and ((C24 = 3, 5 and
(C67/70 – C11/14) > 49) or (C24 = 1, 2))

254/259

Weighting factor for the LFS module 2006 (optional)

0000-9999

Columns 254-257 contain whole numbers

00-99

Columns 258-259 contain decimal places

Everybody aged 50-69 and ((C24 = 3, 5 and
(C67/70 – C11/14) > 49) or (C24 = 1, 2))