Question ID: 2001
Regulation Reference: EIOPA-BoS/18-114 - Information request towards NCAs regarding provision of occupational pensions information
Topic: Pensions Reporting
Article: Template PF.51.01.24, R0070 and R0080
Status: Final
Date of submission: 05 Aug 2019
Question
In the QRT PFE.50.01.30, a distinction is made between "beneficiaries" (beneficiaries, ie all benefit recipients, including their survivors) and "retired members" (former contributors, part of the "beneficiaries"). Should this logic be transferred to PF.51.01.24, R0070 and R0080? How to distribute disability pension, retirement pension, survivor's pension, orphan's pension and death benefit to R0070 and R0080?
Background of the question
Version 1
R0070 = disability pension + retirement pension
R0080 = survivor's pension + orphan's pension + death benefit
Version 2
R0070 = disability pension + retirement pension + survivor's pension + orphan's pension
R0080 = death benefit
EIOPA answer
With reference to PF.51.01.24.:
R0070 = retirement pension
R0080 = survivor's pension + orphan's pension + death benefit + disability pension