The EU internal market for occupational pensions: Making further progress
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Economist. (2009) A slow-burning fuse Special Report on Ageing Population, 27 June.
OECD. (2009) Pension markets in focus, October (6): 2, http://www.oecd.org/dataoecd/30/40/43943964.pdf . 27 June.
European Commission. (2008) The 2009 Ageing Report: Underlying Assumptions and Projection Methodologies for the EU-27 Member States (2007–2060). Joint Report prepared by the European Commission (DG ECFIN) and the Economic Policy Committee (AWG), European Economy, 7 December.
World Economic Forum, Mercer and OECD. (2009) Transforming pensions and healthcare in a rapidly ageing world: Opportunities and collaborative strategies. http://www.weforum.org/pdf/scenarios/Transforming-Pensions-Healthcare.pdf .
Regulation (EEC) No. 1408/71.
Directive 2008/94/EC.
EFRP. (2009) Tax discrimination of foreign pension funds – European Commission and Courts’ decisions are producing tangible results. Press Statement of the European Federation for Retirement Provision, 6 July.
Barroso, J.-M. (2009) Political guidelines for the next commission. September. http://ec.europa.eu/commission_barroso/president/pdf/press_20090903_EN.pdf .
The Lamfalussy approach makes a distinction between three levels of regulation: level 1 contains the high-level principles, level 2 defines the implementing measures and level 3 consists of non-binding supervisory guidance. A recent example of EU legislation at level 1 is the Solvency II Directive for insurance undertakings.
CEIOPS. (2009) 2009 Report on Market Developments. CEIOPS-OP-34/09, 30 October.
The Budapest Protocol relates to the collaboration of the relevant competent authorities of the Member States of the EU in particular in the application of the IORP Directive 2003/41/EC.
European Commission. (2009) Feedback Statement for the consultation on the harmonisation of solvency rules applicable to Institutions for Occupational Retirement Provision (IORPs) covered by article 17 of the IORP Directive and IORPs operating on a cross-border basis. March. http://ec.europa.eu/internal_market/consultations/docs/occupational_retirement_provision/feedback_statement_en.pdf .
http://www.ceiops.eu/index.php?option=content&task=view&id=438&Itemid=201 .
The Feedback Statement for the consultation published in March 2009 and the summary of the Public Hearing published in June 2009 are available on http://ec.europa.eu/internal_market/consultations/2008/occupational_retirement_provision_en.htm .
Sender, S. (2009) Reactions to an EDHEC study on the impact of regulatory constraints on the ALM of pension funds. October, EDHEC-RISK Institute. http://www.pensionfundsonlime.co.uk/articles/regcon.aspx.