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Call key data
Implementation of a European Tracking Service for pensions
Funding Program | European Social Fund+ | |
Call number | ESF-2023-ETS | |
deadlines | Opening 14.03.2023 | Deadline 11.05.2023 17:00 |
Funding rate | 80% | |
Call budget | € 5,000,000.00 | |
Estimated EU contribution per project | between € 4,500,000.00 und € 5,000,000.00 | |
Link to the call | ec.europa.eu | |
Link to the submission | ec.europa.eu |
Call content
short description | 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. |
Call objectives | 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.
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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. |
Expected results | 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:
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Regions / countries for funding | EU Member States, Overseas Countries and Territories (OCT) Island (Ísland), Kosovo (Kosova/Kosovë / Косово), Montenegro (Црна Гора), Norway (Norge), Serbia (Srbija/Сpбија) |
eligible entities | Non-Profit Organisation (NPO) / Non-Governmental Organisation (NGO), Public Body (national, regional and local; incl. EGTCs) |
Mandatory partnership | No |
Project Partnership | 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
In order to be eligible, the applicants (beneficiaries and affiliated entities) must:
The European Commission Joint Research Centre can be part of the consortium.
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Additional information
Topics |
Administration & Governance, Institutional Capacity & Cooperation, Competitiveness of Enterprises, Employment/Labour Market, SME & entrepreneurship, Demographic Change, European Citizenship, Migration, Digitalisation, Digital Society, ICT |
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) |
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project duration | between 54 and 60 months |
Additional Information | Proposals must be complete and contain all the requested information and all required annexes and supporting documents:
Mandatory annexes and supporting documents (to be uploaded):
Proposals are limited to maximum 70 pages (Part B). Evaluators will not consider any additional pages. |
Call documents | ESF 2023 ETS Call document (500kB) |
Contact | ESF+ Programm Österreich Website |
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