QUALITY REPORT ESSPROS PENSION BENEFICIARIES

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: Belgium REFERENCE YEAR: 2014 REPORT ISSUED: May 2016 Quality Report ESSPROS pension beneficiaries Page 1 of 10

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) (see regulation point ) Frequency of the data source (2) (see regulation point ) Time lag in months (2)(3) (see regulation point ) Schemes covered (please indicate which scheme numbers are covered by this data source) (see regulation point ) Vade Mecum Administrative data yearly 14 months Var. 112, rég: Vade Mecum Administrative data yearly 14 months Var. 113, rég: 6-7 Vade Mecum Administrative data yearly 14 months Var. 114, rég: RVP, jaarlijkse statistiek der pensioengerechtigden Administrative data yearly 17 months Var. 113, rég: RVP, jaarlijkse statistiek Administrative data yearly 17 months Var. 114, rég: der pensioengerechtigden RVA, Statistisch Jaarboek Administrative data yearly 12 months Var. 116, rég: 10 ( PDOS Administrative data yearly 17 months Var. 113, rég: PDOS Administrative data yearly 17 months Var. 114, rég: Ethias, concerning public Administrative data (direct data on yearly 15 months Var. 113, rég: 16 sector pensions demand) Ethias, concerning public Administrative data (direct data on yearly 15 months Var. 114, rég: 16 sector pensions demand) AG Insurance, concerning Administrative data (direct data on yearly 15 months Var. 113, rég: 16 public sector pensions demand) AG Insurance, concerning Administrative data (direct data on yearly 15 months Var. 114, rég: 16 public sector pensions demand) BPost Administrative data (direct data on yearly 17 months Var. 113, rég: 27 Ethias concerning VMW demand) Administrative data (direct data on demand) yearly 15 months Var. 113, rég: 29 Quality Report ESSPROS pension beneficiaries Page 2 of 10

3 Ethias concerning Administrative data (direct data on yearly 15 months Var. 114, rég 29 VMW demand) SWDE Administrative data (direct data on yearly 16 months Var. 113, rég 30 demand) SWDE Administrative data (direct data on yearly 16 months Var. 114, rég 30 demand) Vlaamse Radio en Administrative data (direct data on yearly 15 months Var. 113, rég 31 Televisieomroep V.R.T.) demand) Vlaamse Radio en Administrative data (direct data on yearly 15 months Var. 114, rég 31 Televisieomroep V.R.T. demand) RIZIV cel mijnwerkers Administrative data yearly 15 months Var. 112, rég 37 PDOS (for ex Nationale Administrative data yearly 14 months Var. 112, rég 39 Kas voor Oorlogspensioenen) PDOS (for ex-nationale Administrative data yearly 14 months Var. 114, rég 39 Kas voor Oorlogspensioenen) DIBISS ex-dosz (Dienst Administrative data yearly 17 months Var. 112, rég 44 Overzeese Sociale Zekerheid) DIBISS ex-dosz Administrative data yearly 17 months Var. 114, rég 44 DIBISS ex-dosz Administrative data yearly 17 months Var. 113, rég 45 DIBISS ex-dosz Administrative data yearly 17 months Var. 114, rég 45 FSMA (Financial Services and Markets Authority, ex-cbfa) Administrative data yearly 18 months Var. 113, rég 49 * 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 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 Quality Report ESSPROS pension beneficiaries Page 3 of 10

4 Name of data source (Please indicate the same data sources as in table 1.1 part 1) DIBISS ex-rszppo, jaarverslag 2011 (régime 17) FSMA (Financial Services and Market Authorithy, ex-cbfa) (regime 49) KSZ ( Kruispuntbank voor de Sociale Zekerheid) application Datawarehouse Arbeidsmarkt en Sociale Bescherming Any additional information regarding this data source (i.e. reports on problems -including delays- which lead to estimation of data) (4) (see regulation point ) Complementary data: to read in combination with PDOS -data Concerns only the complementary pensions Concerns double counting in items 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) 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) Vlaamse Radio en Televisieomroep (regime 31) Missing data in 2014 * 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. Quality Report ESSPROS pension beneficiaries Page 4 of 10

5 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 Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime No estimate for breakdown by gender Régime Estimation for breakdown by gender By hypothesis 40 % female and 60 % male Régime Estimation for breakdown by gender By hypothesis 90 % female and 10 % male Régime No estimation for breakdown by gender Régime Extrapolation of the figure of the total number of beneficiaries for No gender breakdown. Total of beneficiaries is estimated, following the yearly total benefits in the scheme. Repartition over disability / old age / survivor function 7. 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. 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) Summary of the treatment Quality Report ESSPROS pension beneficiaries Page 5 of 10

6 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: (b) between schemes (a pension category for all schemes): Item Schemes Treatment Rég Yes Rég Type of treatment (10) Summation of these schemes with eliminating of the beneficiaries of rég. 8 and rég. 9 (partially) and rég. 34, rég. 37 and rég. 39 (totally). Aggregation without double counting. Eliminating the pensioners of rég. 5, 39, 45 and 49 Summary of treatment The calculation (aggregation) is made starting from RVP-data (rég. 6 and rég. 7) without double counting. The PDOS-data (rég. 15 and Quality Report ESSPROS pension beneficiaries Page 6 of 10

7 17) are added, with reducing them with the number of pensioners of the public sector reported by the RVP Rég. 7 In rég. 7 item has to be considered as a part (detail) included in item Rég Aggregation, without double counting. Eliminating of the pensioners of rég. 5, 8, 34, 39, 44, 45 and 46 The calculation is made starting from RVP-data (rég. 6 and 7) without double counting. The PDOS-data (rég. 15 and 17) are added, with reducing them with the number of pensioners of the public sector reported by the RVP. 10. 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: The calculation mentioned for items and are effectuated in the document Total-without doublecountscijfers2014_ _v0_en (c) between non-means-tested and means-tested Item Double counting Treatment Type of treatment (11) yes yes Estimation based on previously known data no yes yes The number of double counting is reported by the RVP no no no no Summary of treatment On the base of Data Warehouse Arbeidsmarkt en Sociale Bescherming 2011 Q4 the double counting is determinated on 5,32 % of the total in scheme 53. Number of double counts is known: cf. RVP jaarlijkse statistiek van de uitkeringsgerechtigden ed (p. 278 en p. 284) Quality Report ESSPROS pension beneficiaries Page 7 of 10

8 11. 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 Double counting Treatment Type of treatment (12) Summary of treatment no yes The sum for item equals item The figure in item is entirely included in , so that figure can be considered as a double count no To obtain the totals of survivors and old age pensioners and the total of pensioners in the country Item Treatment Double counting Type of treatment (12) yes yes Separate calculation of a total for old age beneficiaries and of a total for survivor beneficiaries. Summary of treatment Cf. document Total-without-doublecountsCijfers2014_ _V0_EN Please, cf. answer on the previous line. 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: : In principle, in Belgium no double counting exists between old age (retirement) pensions and unemployment or disability functions. Quality Report ESSPROS pension beneficiaries Page 8 of 10

9 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) However the analysis of the aggregation at this level of the numbers of beneficiaries of different benefit categories beneficiaries is difficult and leads to a so heterogeneous aggregate as the different benefit types included may not be conditioned by a full withdrawal from the labour market, or by a precise age limit, etc that an analysis following such lines is hazardous. 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 Rég X Correction in the calculation of the breakdown over disability, old age and survivors for 2013 Rég X idem Rég X idem 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. Quality Report ESSPROS pension beneficiaries Page 9 of 10

10 4. Other information related to quality 4.1 Dissemination policy in the country* Are these data published in your country? (17) Only the data of existing publications. Vade Mecum (statistical data) edition 2016 will be published soon. The data mentioned in paragraph 1.1 as direct data on demand are not published. At what timeliness? (in months) (18) State any specific publication (and eventually the link) Are they part of regular publications? The most publications are annualy. *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 ESSPROS data on pension beneficiaries may represent aggregates of multiple types of pensions, granted for various purposes, under different conditions, and to different groups with different levels of entitlement. It is essential, therefore, that users understand exactly what the data show and can interpret the figures correctly. In view of this, please see the publication "Social protection statistics - pension expenditure and pension beneficiaries" and more specifically the section "interpretation of data Quality Report ESSPROS pension beneficiaries Page 10 of 10