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Call key data
Implementation of a European Tracking Service for pensions
European Social Fund+
Estimated EU contribution per project
between € 4,500,000.00 und € 5,000,000.00
Link to the call
Link to the submission
The project is expected to facilitate the access to pension information and improve pension awareness of mobile workers, self-employed and citizens who have worked and accrued pension rights in the participating countries.
Cross-border pension tracking can support the process of modernisation and digitalisation of social protection systems across Europe through the provision of its digital service, providing structured information on pension benefits via a centralised European platform. This has the potential to substantially improve communication on pensions also at national level.
The main purposes of the call are to facilitate the access of workers who exercise their right to free movement to pension information, thus contributing to their pension awareness and pension adequacy, and to support the capacity of national pension schemes to provide such information, in particular to former members who have moved to another country, by bringing together information from pension sources in different Member States, preferably NTSs, and present it in a meaningful way for the user – mobile worker or citizen.
The cross-border pension tracking services shall be established on a not-for-profit basis and provide the pension information to users free of charge.
The successful applicant will be expected to:
- develop and operate an online service that allows users (cross-border workers and citizens) to receive, free of charge, in a user friendly format, through a web portal or application, at least the following information:
- database of pension providers with search functionality that helps mobile workers identify and contact their former pension providers, covering all 27 EU Member States at the end of the project period;
- access to individual pension information (such as the current value of pension entitlements held in different schemes and, where available, the projected value of pension rights or benefit level at the retirement age) from at least five to seven Member States;
- implement and develop an appropriate governance structure, allowing for future geographical expansion of the service;
- develop and expand a network of pension institutions and stakeholders throughout the 5 years project period, building the commitment to extend cross-border tracking services to additional EU Member States; encourage existing and newly established NTSs to participate in cross-border pension tracking, including through facilitating agreement as regards the data model and standards;
- support the digitalisation of the national pension systems and secure their cross-border interoperability;
- raise awareness of the cross-border tracking service among the end users, national authorities, social partners and the wider stakeholder community;
- monitor the use and regularly evaluate the service from the perspective of end users;
- develop a strategy for long-term development of cross-border tracking services in the EU beyond the time frame of the present project, including ensuring the financial sustainability.
Expected effects and impacts
The actions supported by this call will contribute to the implementation of EPSR principles number 12 ‘Social protection’ and number 15 ‘Old age income and pensions’ and facilitate EU freedom of movement by providing an overview of individualised, objective and impartial information to EU movers about accrued pension entitlements and projected retirement income by all possible pension sources in a simple and understandable manner. Once these functionalities have been achieved, EU cross-border pension tracking service should ideally also facilitate a sound retirement planning.
In order to achieve the objectives described above, the principal activities during the project will include establishing connections to national tracking services (NTS), improving the functionality of the service, including by extending the pension provider functionality by adding more pension providers, strengthening the organisational capacity and promoting pension communication.
The successful applicant should in the first place identify how personal pension data may be safely transferred from data holders to the cross-border tracking service in the context of existing legal frameworks, such as data protection rules, at national and EU level. The successful applicant will be strongly encouraged to make use of the existing or planned digital building blocks developed in the framework of the European Digital Strategy, such as eDelivery, eIdentification, eSignature and Automated Translation.
The types of activities which may be funded under this call for proposals include:
- actions aiming at the creation and improving of networks;
- digital infrastructure development, such as web portal / platform / application for providing access to individual pension information and database of pension providers;
- awareness and dissemination actions;
- conferences, seminars;
- capacity building and training activities;
- analysis, studies.
Regions / countries for funding
Island (Ísland), Kosovo (Kosova/Kosovë / Косово), Montenegro (Црна Гора), Norway (Norge), Serbia (Srbija/Сpбија)
Non-Profit Organisation (NPO) / Non-Governmental Organisation (NGO), Public Body (national, regional and local; incl. EGTCs)
Proposals by both single applicants and consortia are allowed. Proposals submitted by a consortium should be composed of at least two applicants (beneficiaries; not affiliated entities)
To be eligible, applicants must fall into one of the categories below, either
- public law bodies, including Member States’ organisations
- or non-profit private law bodies
- be legal entities - public law bodies, including Member States’ organisations, or non-profit private law bodies)
- be established in one of the eligible countries, i.e.:
- EU Member States (including overseas countries and territories)
- non-EU countries:
- listed EEA countries and countries associated to the ESF+ or countries which are in ongoing negotiations for an association agreement and where the agreement enters into force before grant signature
Relevance for EU Macro-Region
EUSAIR - EU Strategy for the Adriatic and Ionian Region, EUSALP - EU Strategy for the Alpine Space, EUSBSR - EU Strategy for the Baltic Sea Region, EUSDR - EU Strategy for the Danube Region
UN Sustainable Development Goals (UN-SDGs)
between 54 and 60 months
Proposals must be complete and contain all the requested information and all required annexes and supporting documents:
- Application Form Part A — contains administrative information about the participants (future coordinator, beneficiaries and affiliated entities) and the summarised budget for the project (to be filled in directly online)
- Application Form Part B — contains the technical description of the project (to be downloaded from the Portal Submission System, completed and then assembled and re-uploaded)
Mandatory annexes and supporting documents (to be uploaded):
- detailed budget table/calculator: not applicable
- CVs (standard) of core project team
- list of previous projects (key projects relating to free movement of workers and/or EURES in the last 3 years) (template available in Part B)
Proposals are limited to maximum 70 pages (Part B). Evaluators will not consider any additional pages.