QUALITY REPORT ESSPROS PENSION BENEFICIARIES REFERENCE YEAR: 2013

Transcription

1 QUALITY REPORT ESSPROS PENSION BENEFICIARIES (according to Commission Regulation (EC) No 1322/2007 of 12 November 2007, published in OJ L294, , p.5) MEMBER STATE: Norway REFERENCE YEAR: 2013 REPORT ISSUED:

2 1. Accuracy and Reliability / Geographical coverage 1.1 Coverage of data sources* (part 1) Name of data source Type of data source used (1) The Norwegian Labour and Welfare Administration (NAV) (see regulation point ) Frequency of the data source (2) (see regulation point ) Time lag in months (2)(3) (see regulation point ) Administrative data - statistics 12 months Approximately 2-3 months Schemes covered (please indicate which scheme numbers are covered by this data source) (see regulation point ) Scheme 01 (The National Insurance Scheme): includes disability pensions, old age pensions, survivors pensions (spouses and children) and pensions to residents living abroad. Due to changes in the welfare allowances some of the pensioners among disability receivers no longer are receiving disability pension. Therefore there is a break in the statistics and the figure from 2009 and 2010 is not comparable with previous years. Only those with more than 50 percent disability are coordinated with scheme 01. Scheme 08: War Pension. Includes pension for disabled persons, survivors pensions, and one other unspecified category. Quality Report ESSPROS pension beneficiaries Page 2 of 12

3 Scheme 07: Supplementary allowance. Statistics published on Individuals older than 67 years with reduced periods of insurance, or without rights to receive old-age pension from the National Insurance Scheme. Annual report published by: The Norwegian Public Service Pension Fund Pension Insurance for Seamen - pts.no. Partial Pension for Fishermen garantikassen.no. Kommunal Landspensjonskasse - Mutual insurance company klp.no. The municipal pension fund Administrative data annual reports 12 months Approximately 3-4 months Administrative data annual reports 12 months Approximately 3-4 months Administrative data transmitted by direct contact to Statistics Norway 12 months Approximately 3-4 months Administrative data annual reports 12 months Approximately 4-5 months Scheme 03 Includes disability pensions, old age pensions, anticipated old age pension (AFP), survivors pensions (spouses and children) and a special early retirement pension Scheme 08 Includes disability pensions, old age pensions, anticipated old age pension (AFP), survivors pensions (spouses and children) Scheme 08: A partial pension. Scheme 04: Includes disability pensions, old age pensions, anticipated old age pension (AFP), and survivors pensions (spouses Quality Report ESSPROS pension beneficiaries Page 3 of 12

4 and the rest of the corporations in the institutional sector * Please be exhaustive by mentioning all pension schemes 1. Please specify: "Administrative data", "Register based data", "National Accounts", "Survey", "Census", "Other". For category "Other", please specify the type 2. Please specify: "12 months" or "6 months", etc. 3. The time lag is the period between the reference date (31st of December of reference year or 1st January of reference year + 1) and the moment in which data sources are available and children). Scheme 04 is revised from 2008, and is now fully covered. Figures for 2007 and the previous years include only the figures from KLP. 1.1 Coverage of data sources (part 2) please note that part 1 and part 2 is in fact one table and have only been separated to facilitate the completion of the table Name of data source (Please indicate the same data sources as in table 1.1 part 1) The Norwegian Labour and Welfare Administration nav.no The Norwegian Public Service Pension Fund spk.no Pension Insurance for Seamen pts.no Partial Pension for Fishermen garantikassen.no Kommunal Landspensjonskasse Mutual insurance company klp.no Any additional information regarding this data source (i.e. reports on problems -including delays- which lead to estimation of data) (4) (see regulation point ) Full coverage Full coverage Full coverage Full coverage Full coverage Geographical coverage (i.e. which parts of the country are covered by this data source) (5) (see regulation point 1.2.1) 4. Please fill in this column only in cases of: delays, data source contains estimates, incomplete coverage for some schemes. In cases of schemes not complete covered, please, specify the number of the scheme and the code of the item for which no data are available and estimations are needed. 5. Please indicate "Full coverage" if the data source covers the whole country. If the data source contains data for some regions only, please specify the region. 1.2 Geographical comparability* (see regulation point 2.2) Quality Report ESSPROS pension beneficiaries Page 4 of 12

5 Degree of coverage in terms of schemes (6) (if there are cases of schemes, to be potentially included in ESSPROS that are completely or partially missed or not available) Degree of coverage in terms of beneficiaries (whether for the schemes included that data provided are exhaustive or if a number of pension beneficiaries are not available (partial return) Cases of non-application of the ESSPROS methodology in the form of a comprehensive list (whether there are cases (both schemes and benefits) of possible nonadherence with the ESSPROS methodology: provision from specific sources, for example, could imply the use of definitions and methodologies not in line with our Manual) * Please note that this table is referred to coverage and consistency with ESSPROS methodology of final figures. 6. If a scheme is completely missed in final figures please specify its number in the first column and in the second column specify "Missing". If only some items are missing, please specify in the first column the number of the scheme and in the second column the items that are missing. 2. Methodologies and assumptions used in the treatment of double counting and in estimates (please give details for all cases) 2.1 Estimates for schemes on which no data are available (see regulation point 2.1.2) Schemes Items (7) Type of estimate (8) Summary of estimation procedure Scheme Partial Pension for Fishermen estimate breakdown of a total by gender Based on a hypothesis; direct contact with the organisation which informed that they do not have any gender distribution, but that a majority of the beneficiaries are men Estimate 20 percent women and 80 percent, but under the age of 67 years All schemes level Based on a hypothesis Estimate increased from 25% to 28% in Specify only the codes of the items concerned. In cases of breakdowns, please specify: "breakdown of a total by gender", or "breakdown of a total between MT and NMT pensions", etc. 8. Specify one of the following estimation methods: "based on known distributions", "based on previous data", "based on a hypothesis", "based on a survey", "based on extrapolation", and "other". For category "other", please specify the method. Quality Report ESSPROS pension beneficiaries Page 5 of 12

6 2.2 Information on the treatment of double counting (please indicate all types of double counting occurring in your country and specify the treatment, if any, for each of these cases) (see regulation point 2.1.2) (a) for a pension category inside a single scheme Item Scheme Treatment Type of treatment (9) , 03 yes personal identification number yes personal identification number , 03, 04 yes personal identification number , 03 yes personal identification number yes personal identification number yes personal identification number estimate see 2.2. b) Summary of the treatment Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method. Quality Report ESSPROS pension beneficiaries Page 6 of 12

7 Comments on this type of double counting: Norway has based the statistics on administrative data and by using a personal identification number double counting of this type is avoided. (b) between schemes (a pension category for all schemes): Item Schemes Treatment (disability pension beneficiaries National Insurance Scheme), 03 (disability pension beneficiaries SPK), 04 (disability pension beneficiaries KLP and the municipal pension fund and the rest of the corporations in the same business sector) (old age pension beneficiaries National Insurance Scheme - NMT), 03(old age pension beneficiaries Type of treatment (10) Summary of treatment yes All beneficiaries of scheme 03 and scheme 04 is also beneficiaries of scheme 01 Total: This is the sum of the old age beneficiaries from the National Insurance Scheme, the old age beneficiaries under the age of 67 in the PTS and 40 percent of the beneficiaries from the supplementary pension (based on information from NAV). It is assumed that all of them (SPK, Quality Report ESSPROS pension beneficiaries Page 7 of 12

8 SPK-NMT), 04, 07, 08 (old age pension beneficiaries KLP,PTS- NMT) KLP, the municipal pension fund and the rest of the corporations in the same business sector, the war pensioners and the PTS beneficiaries above the age of 67) are coordinated with the National Insurance Scheme. Old age pensioner (SPK) under 67 years are not coordinated with the National Insurance Scheme, so they are therefore only included in item Scheme 04, 07, 08: This is old age beneficiaries from KLP and The municipal pension fund and the rest of the corporations in the same business sector, PTS (both under and above 67 years), the pension for disabled persons in the war pension and the beneficiaries of the supplementary pension granted to those without rights to receive old-age pension from the National Insurance Scheme (because of short period of residence in Norway). For the PTS beneficiaries both under and above 67 years are included because PTS treat them this way. For the war pension, everyone receiving disability pensions are classified as old age pension beneficiaries because it is confirmed that almost everyone is above 67 years. Statistics is no longer distributed on age and gender (old age pension beneficiaries National Insurance Scheme - MT), scheme 07 (beneficiaries of the supplementary pension granted to those without yes Estimation based on a hypothesis 40 percent from scheme 07(supplementary allowance) are summarized with those in scheme 01 who receives special allowance (dependent on income) to avoid double counting Quality Report ESSPROS pension beneficiaries Page 8 of 12

9 rights to receive old-age pension from the National Insurance Scheme) (survivors pension beneficiaries MT National Insurance Scheme), 03(survivors pension beneficiaries MT SPK) and group 01(survivors pension beneficiaries MT KLP, PTS and the survivors from the war pension) yes Estimation based on a hypothesis 28% percent from scheme 03 (SPK) are summarized with the whole population on scheme 01 (The National Insurance Scheme) to avoid double counting SPK has reported 0 persons receiving particular early retirement pension in Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method. Comments on this type of double counting: (c) between non-means-tested and means-tested Quality Report ESSPROS pension beneficiaries Page 9 of 12

10 Item Double counting Treatment Type of treatment (11) Summary of treatment yes yes All beneficiaries of MT pension are beneficiaries of NMT pension no yes yes All beneficiaries of MT pension are beneficiaries of NMT pension. In addition 40 per cent of the beneficiaries from the supplementary allowance (scheme 07) are included in item since they are not coordinated with the National Insurance Scheme (based on information from NAV) no no no Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method. Comments on this type of double counting: (d) between categories in aggregation: To obtain functions at "all schemes" level Item no no Double counting Treatment Type of treatment (12) Summary of treatment To obtain the totals of survivors and old age pensioners and the total of pensioners in the country Quality Report ESSPROS pension beneficiaries Page 10 of 12

11 Changes in the data sources used (13) Changes in the methods used for estimating data (14) Revisions of data due to conceptual adjustments (15) Revisions of data due to availability of final statistics (16) Other revisions of data (e.g. due to quality review actions) Item Double counting Treatment Type of treatment (12) Summary of treatment no no 12. Specify one of the following methods: "using a personal identification number", "using micro level data", "estimation based on previously known data", "estimation based on a hypothesis", "estimation based on a survey", "other". For category "other", please specify the method. Comments on this type of double counting: 3. Revision of statistics (In the first column, please indicate the scheme involved, in the second column, the items involved, then thick with an 'X' the column that corresponds to the type of the revision and, where it is the case, please describe in the last column each revision with a few words, specifying if it is extraordinary (very rare) or ordinary (it can happen regularly). (see regulation point 2.1.3) Type of revision Scheme Items Details on the revision Quality Report ESSPROS pension beneficiaries Page 11 of 12

12 13. E.g. changes in the set of the data sources (new data sources, disappearing of an old one); additional information supplied by certain data sources; other changes in data sources. 14. E.g. changes in the methods used: to put in line information supplied by data sources with the ESSPROS methodology; to estimate the missing breakdown (or part of schemes) or other changes in methods. 15. E.g. changes in the ESSPROS methodology; in the social protection system; in classifications or definitions other than ESSPROS; etc. 16. E.g. final figures are provided by the data sources; or provisional estimation are replaced by information that was missing in the last data collection; etc. 4. Other information related to quality 4.1 Dissemination policy in the country* Are these data published in your country? (17) At what timeliness? (in months) (18) State any specific publication (and eventually the link) Are they part of regular publications? *Optional 17. Please specify "yes everything", "yes, only the following part ", "yes, but not in the ESSPROS format" or no". In case of "yes, but not in the ESSPROS format", please explain. 18 Please specify how many months after the period of reference the data are published (31st of December of reference year or 1st January of reference year + 1). 4.2 Other information Quality Report ESSPROS pension beneficiaries Page 12 of 12