Feasibility Study for Creating an EU Pension Fund for Researchers

This report covers the main results of the study carried out on behalf of the European Commission in accordance with the service contract RTD/DirC/C4/2009/0268794 of 9 June 2009. The main objective of this project was to study, and report to the European Commission and to its Advisory Group1, the legal, technical and financial terms and requirements that should be considered for setting up a viable pan-European framework of occupational pension arrangements that could best match EU researchers’ needs. At each phase of the project implementation and on the basis of three interim reports submitted to the Commission, key findings have been presented to, and discussed with, DG Research and the Advisory Group members.

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Alternative title:	Prepared for the European Commission Research Directorate-General
Year of publication:	2010-06-15
Other Persons:	Hewitt Associates (contributor)
Institutions:	Hewitt Associates
Subject:	Global Governance \| Global governance \| Pensionsfonds \| Pension fund \| Rentenpolitik \| Pensions policy

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Introduction
1. Pan-European pension funds and life assurance products in place and under development
2. Employers' survey results on current practices and willingness to establish pan-European arrangements
3. Guidelines and examples of governance
4. Considerations and benchmark analysis for geographical location
5. Cost structure and estimation of costs to set-up and administer pension arrangements
6. Overview of labour law, social security and tax conditions applicable to employees governed by the "host" country" legal framework
7. Impact assessment providing estimated pension rights for researchers moving across EU Countries
8. Operational conclusions and possible next steps

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