EIOPA · 2146

Pensions Reporting

Regulation
EIOPA-BoS/18-114 - Information request towards NCAs regarding provision of occupational pensions information
Article
NA
Topic
Pensions Reporting
Submitted
2020-09-18
Answered
2020-09-18

Question

PFE.50.01  Member dataQ1: In case the participant has more than one DC scheme (in our jurisdiction pension funds), which fund should we count him into? By partial share?  Q2: If a participant has more than one participant agreement, should we count him as a participant for each contract or by birth number?Q3: If the participant changed the fund during the year, should we include the participant in both funds as an active participant or only as an active participant in the fund in which he was at the end of the reporting year?

Answer

Q1: the participant will be counted for each scheme; Q2: it is unclear what is meant by 'participant agreement'; Q3: please only include the member as 'active' in the fund that is applicable at the end of the year (the last one)

This Q&A is published by European Insurance and Occupational Pensions Authority and is non-binding. It does not constitute legal advice. Updated weekly from official ESA sources.

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