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
Commission Regulation (EC) No 388/2005of 8 March 2005adopting 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 establishing the European Community,Having regard to Council Regulation (EC) No 577/98 of 9 March 1998 on the organisation of a labour force sample survey in the CommunityOJ 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)., and in particular Article 4(2) thereof,Whereas:(1)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 Regulation (EC) No 577/98OJ L 34, 11.2.2003, p. 3. includes an ad hoc module on transition from work into retirement.(2)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 for action, in particular through guideline 5 of the Employment Guidelines 2003 "Increase labour supply and promote active ageing" as adopted by the Council on 22 July 2003OJ L 197, 5.8.2003, p. 13. and through objective 5 of the pensions process as developed in the Joint report on objectives and working methods in the area of 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 on adequate and sustainable pensions adopted by the Council of Brussels, 20 and 21 March 2003.(3)In accordance with Decision No 1145/2002/ECOJ L 170, 29.6.2002, p. 1. Decision as amended by Decision No 786/2004/EC (OJ L 138, 30.4.2004, p. 7). 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, 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 the objectives of these activities is to develop, follow up and evaluate the European Employment Strategy with a strong forward-looking emphasis.(4)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.(5)The measures provided for in this Regulation are in accordance with the opinion of the Statistical Programme Committee,HAS ADOPTED THIS REGULATION:
Article 1The 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 2In Section 3 of the Annex to Regulation (EC) No 246/2003, the point "Sample" is replaced by the following:"SampleThe target age group for the sample 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 3This Regulation shall enter into force on the seventh day following that of 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, 8 March 2005.For the CommissionJoaquín AlmuniaMember of the CommissionANNEX
LABOUR FORCE SURVEYSpecifications of the 2006 ad hoc module on transition from work into retirement1.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.
ColumnCodeDescriptionFilter
240Person reduced his/her working hours in a move to full retirementEverybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
1Yes, in a progressive retirement scheme/part-time pension
2Yes, but not in a progressive retirement scheme/part-time pension
3No, but plans to do so within the next 5 years
4No, and plans not to do so within the next 5 years/did not do so
5No, and does not know about plans for the next 5 years or plans are not relevant
9Not applicable (not included in the filter)
BlankNo answer
241/242Planned age for stopping all work for pay or profitEverybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
50-932 digits
94No exact planned age, but it will be before 60 years old
95No exact planned age, but it will be between 60 and 64 years old
96No exact planned age, but it will be at 65 years old or after or plans to work as long as possible
97No exact planned age and does not know at all when it will be
98Has already stopped all work for pay or profit
99Not applicable (not included in the filter)
BlankNo answer
243Main labour status just after leaving last job or businessEverybody aged 50-69 and C24 = 3, 5 and (C67/70 – C11/14) > 49
1Unemployed
2In retirement or early retirement
3Long term sick or disabled
4Other
9Not applicable (not included in the filter)
BlankNo answer
244Main reason for retirement or early retirementC243 = 2
1Job lost
2Had reached compulsory retirement age
3Own health or disability
4Care responsibilities
5Problems related to job
6Favourable financial arrangements to leave
7Preference to stop working other than previous codes
8Other
9Not applicable (not included in the filter)
BlankNo answer
245More flexible working time arrangements would have contributed to person staying longer at work/would contribute to person staying longer at workEverybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
1Yes
2No
9Not applicable (not included in the filter)
BlankNo answer
246More opportunities to update skills would have contributed to person staying longer at work/would contribute to person staying longer at workEverybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
1Yes
2No
9Not applicable (not included in the filter)
BlankNo answer
247Better health and/or safety at workplace would have contributed to person staying longer at work/would contribute to person staying longer at workEverybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
1Yes
2No
9Not applicable (not included in the filter)
BlankNo answer
248/249Age at which person started to receive an individual retirement pensionEverybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
2 digits
97Does not receive an individual retirement pension even though is entitled to
98Is not/not yet entitled to an individual retirement pension
99Not applicable (not included in the filter)
BlankNo answer
250Person 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 allowanceEverybody aged 50-69 and C24 = 3, 5 and (C67/70 – C11/14) > 49
1Yes, a disability pension or a sick pension
2Yes, an early retirement scheme allowance
3Yes, another individual benefit not elsewhere classified
4Yes, combination of codes 1, 2 or 3
5No
9Not applicable (not included in the filter)
BlankNo answer
251Main financial incentive to stay at workEverybody aged 50-69 and C24 = 1, 2 and C248/249 < 98
1To increase retirement pension entitlements
2To provide sufficient household income
3No financial incentive
9Not applicable (not included in the filter)
BlankNo answer
252/253Number of years spent working for pay or profit (during working life)Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
2 digits
99Not applicable (not included in the filter)
BlankNo answer
254/259Weighting factor for the LFS module 2006 (optional)Everybody aged 50-69 and ((C24 = 3, 5 and (C67/70 – C11/14) > 49) or (C24 = 1, 2))
0000-9999Columns 254-257 contain whole numbers
00-99Columns 258-259 contain decimal places