ANNEX IU.K.
The Annexes to Regulation (EEC) No 1408/71 are hereby amended as follows:
Annex II shall be amended as follows:
in section I, under the heading ‘D. GERMANY’, the text shall be replaced by the words: ‘does not apply’;
in section I, under the heading ‘R. AUSTRIA’, the text shall be replaced by the words: ‘does not apply’;
section II shall be amended as follows:
under the heading ‘G. SPAIN’, the word ‘None’ shall be replaced by the following:
‘Childbirth allowances (one-off cash benefits for the birth of the third child and subsequent children and one-off cash benefits in the event of a multiple birth)’;
under the heading ‘H. FRANCE’, the text shall be replaced by the following:
‘Birth or adoption grant (early childhood benefit)’;
under the heading ‘W. FINLAND’, the text shall be replaced by the following:
‘Maternity package, maternity lump-sum grant and assistance in the form of a lump sum intended to offset the cost of international adoption pursuant to the Maternity Grant Act’;
in section III, under the heading ‘D. GERMANY’, point b shall be deleted;
Annex IIa shall be replaced by the following text that includes, unchanged, the entries as set out in the 2003 Act of Accession:
‘ANNEX IIaSpecial non-contributory cash benefits Article 10a
A.BELGIUMU.K.
Income replacement allowance (Law of 27 February 1987)
Guaranteed income for elderly persons (Law of 22 March 2001).
B.CZECH REPUBLICU.K.
Social allowance (State Social Support Act No 117/1995 Sb.).
C.DENMARKU.K.
Accommodation expenses for pensioners (Law on individual accommodation assistance, consolidated by Law No 204 of 29 March 1995).
D.GERMANYU.K.
Basic subsistence income for the elderly and for persons with reduced earning capacity under Chapter 4 of Book XII of the Social Code.
E.ESTONIAU.K.
Disabled adult allowance (Social Benefits for Disabled Persons Act of 27 January 1999)
State unemployment allowance (Social Protection of the Unemployed Act of 1 October 2000).
F.GREECEU.K.
Special benefits for the elderly (Law 1296/82).
G.SPAINU.K.
Minimum income guarantee (Law No 13/82 of 7 April 1982)
Cash benefits to assist the elderly and invalids unable to work (Royal Decree No 2620/81 of 24 July 1981)
Non-contributory invalidity and retirement pensions as provided for in Article 38(1) of the Consolidated Text of the General Law on Social Security, approved by Royal Legislative Decree No 1/1994 of 20 June 1994
Allowances to promote mobility and to compensate for transport costs (Law No 13/1982 of 7 April 1982).
H.FRANCEU.K.
Supplementary allowances of the Special Invalidity Fund and the Old Age Solidarity Fund (Law of 30 June 1956, codified in Book VIII of the Social Security Code)
Disabled adults' allowance (Law of 30 June 1975, codified in Book VIII of the Social Security Code)
Special allowance (Law of 10 July 1952, codified in Book VIII of the Social Security Code).
I.IRELANDU.K.
Unemployment assistance (Social Welfare (Consolidation) Act 1993, Part III, Chapter 2)
Old age (non-contributory) pension (Social Welfare (Consolidation) Act 1993, Part III, Chapter 4)
Widow's (non-contributory) pension and widower's (non-contributory) pension (Social Welfare (Consolidation) Act 1993, Part III, Chapter 6 as amended by Part V of the Social Welfare Act 1997)
Disability allowance (Social Welfare Act 1996, Part IV)
Mobility allowance (Health Act 1970, Section 61)
Blind pension (Social Welfare (Consolidation) Act 1993, Part III, Chapter 5).
J.ITALYU.K.
Social pensions for persons without means (Law No 153 of 30 April 1969)
Pensions and allowances for the civilian disabled or invalids (Laws No 118 of 30 March 1974, No 18 of 11 February 1980 and No 508 of 23 November 1988)
Pensions and allowances for the deaf and dumb (Laws No 381 of 26 May 1970 and No 508 of 23 November 1988)
Pensions and allowances for the civilian blind (Laws No 382 of 27 May 1970 and No 508 of 23 November 1988)
Benefits supplementing the minimum pensions (Laws No 218 of 4 April 1952, No 638 of 11 November 1983 and No 407 of 29 December 1990)
Benefits supplementing disability allowances (Law No 222 of 12 June 1984)
Social allowance (Law No 335 of 8 August 1995)
Social increase (Article 1(1) and (12) of Law No 544 of 29 December 1988 and successive amendments).
K.CYPRUSU.K.
Social Pension (Social Pension Law of 1995 (Law 25(I)/95), as amended)
Severe motor disability allowance (Council of Ministers' Decisions Nos 38210 of 16 October 1992, 41370 of 1 August 1994, 46183 of 11 June 1997 and 53675 of 16 May 2001)
Special grant to blind persons (Special Grants Law of 1996 (Law 77(I)/96), as amended).
L.LATVIAU.K.
State Social Security Benefit (Law on Social Assistance of 26 October 1995)
Allowance for the compensation of transportation expenses for disabled persons with restricted mobility (Law on Social Assistance of 26 October 1995).
M.LITHUANIAU.K.
Social pension (Law of 1994 on Social Pensions)
Special transport compensation for the disabled who have mobility problems (Law of 2000 on Transport Compensations, Article 7).
N.LUXEMBOURGU.K.
Income for the seriously disabled (Article 1(2), Law of 12 September 2003), with the exception of persons recognised as being disabled workers and employed on the mainstream labour market or in a sheltered environment.
O.HUNGARYU.K.
Invalidity annuity (Decree No 83/1987 (XII 27) of the Council of Ministers on Invalidity Annuity)
Non-contributory old age allowance (Act III of 1993 on Social Administration and Social Benefits)
Transport allowance (Government Decree No 164/1995 (XII 27) on Transport Allowances for Persons with Severe Physical Handicap).
P.MALTAU.K.
Supplementary allowance (Section 73 of the Social Security Act (Cap. 318) 1987)
Age pension (Social Security Act (Cap. 318) 1987).
Q.NETHERLANDSU.K.
Disablement Assistance Act for Handicapped Young Persons, of 24 April 1997 (Wajong)
Supplementary Benefits Act of 6 November 1986 (TW).
R.AUSTRIAU.K.
Compensatory supplement (Federal Act of 9 September 1955 on General Social Insurance — ASVG, Federal Act of 11 October 1978 on Social insurance for persons engaged in trade and commerce — GSVG and Federal Act of 11 October 1978 on Social insurance for farmers — BSVG).
S.POLANDU.K.
Social pension (Act of 29 November 1990 on social assistance).
T.PORTUGALU.K.
Non-contributory State old-age and invalidity pension (Decree-Law No 464/80 of 13 October 1980)
Non-contributory widowhood pension (Regulatory Decree No 52/81 of 11 November 1981).
U.SLOVENIAU.K.
State pension (Pension and Disability Insurance Act of 23 December 1999)
Income support for pensioners (Pension and Disability Insurance Act of 23 December 1999)
Maintenance allowance (Pension and Disability Insurance Act of 23 December 1999).
V.SLOVAKIAU.K.
Adjustment of pensions as the sole source of income (Act No 100/1988 Zb.).
W.FINLANDU.K.
Disability allowance (Disability Allowance Act, 124/88)
Child care allowance (Child Care Allowance Act, 444/69)
Housing allowance for pensioners (Act concerning the Housing allowance for pensioners, 591/78)
Labour market support (Act on Unemployment Benefits 1290/2002)
Special assistance for immigrants (Act on Special Assistance for Immigrants, 1192/2002).
X.SWEDENU.K.
Housing supplements for persons receiving a pension (Law 2001: 761)
Financial support for the elderly (Law 2001: 853)
Disability allowance and care allowance for disabled children (Law 1998: 703).
Y.UNITED KINGDOMU.K.
State Pension credit (State Pension Credit Act 2002)
Income-based allowances for jobseekers (Jobseekers Act 1995, 28 June 1995, Sections 1, (2)(d)(ii) and 3, and Jobseekers (Northern Ireland) Order 1995 of 18 October 1995, Articles 3(2)(d)(ii) and 5)
Income Support (Social Security Act 1986 of 25 July 1986, Section 20 to 22 and Section 23, and Social Security (Northern Ireland) Order 1986 of 5 November 1986, Articles 21 to 24)
Disability Living Allowance (Disability Living Allowance and Disability Working Allowance Act 1991 of 27 June 1991, Section 1, and Disability Living Allowance and Disability Working Allowance (Northern Ireland) Order 1991 of 24 July 1991, Article 3)
Attendance Allowance (Social Security Act 1975 of 20 March 1975, Section 35, and Social Security (Northern Ireland) Act 1975 of 20 March 1975, Section 35)
Carer's Allowance (Social Security Act 1975 of 20 March 1975, Section 37, and Social Security (Northern Ireland) Act 1975 of 20 March 1975, Section 37).’;”
Annex III shall be amended as follows:
the following paragraph shall be introduced at the beginning of the Annex under ‘General comments’:
‘3.Account being taken of the provisions of Article 6 of this Regulation, it is to be noted that the provisions of bilateral Conventions which do not fall within the scope of this Regulation and which remain in force between Member States are not listed in this Annex, inter alia, provisions providing for aggregation of insurance periods fulfilled in a third country.’;
in part A, the following points shall be deleted:
Points 2, 3(b), 5, 6, 7, 8, 9, 13, 16, 17, 19, 22, 23, 24, 48, 50, 51, 52, 53, 54, 58, 61, 62, 64, 69, 71(a) and (c), 73(a) and (b), 74, 75, 83(a), (b), (c), (d), (e), (f), (g), 85, 88, 89, 111, 112, 113, 114, 118, 121, 122, 124, 127, 128, 129, 130, 131, 132, 136, 139, 140, 145, 146, 147, 148, 149, 153, 156, 157, 159, 162, 163, 164, 165, 169, 172, 173, 175, 178, 179, 184, 188, 190, 193, 194, 195, 237, 238, 240, 243, 244, 245, 265, 270, 271, 272, 274, 277, 278, 279, 288, 289, 299, 300;
in part A, point 3(a) (Belgium — Germany) the text shall be replaced by the following:
‘Articles 3 and 4 of the Final Protocol of 7 December 1957 to the General Convention of that date, as in the Complementary Protocol of 10 November 1960 (reckoning of insurance periods completed in some border regions before, during and after the Second World War)’;
in part A, point 67 (Denmark — Finland) the text shall be replaced by the following:
‘Article 10 of the Nordic Convention on Social Security of 15 June 1992, concerning coverage of extra travel expenses in case of sickness during stay in another Nordic country making a more expensive return travel to the country of residence necessary’;
in part A, point 68 (Denmark — Sweden) the text shall be replaced by the following:
‘Article 10 of the Nordic Convention on Social Security of 15 June 1992, concerning coverage of extra travel expenses in case of sickness during stay in another Nordic country making a more expensive return travel to the country of residence necessary’;
in part A, point 71(b) (Germany — Greece) the text shall be replaced by the following:
‘Articles 8(1), (2)(b) and (3), 9 to 11 and Chapters I and IV, in so far as they concern these Articles, of the Convention on unemployment insurance of 31 May 1961, together with the note in the minutes of 14 June 1980 (reckoning of insurance periods for unemployment benefits in case of transfer of residence from one State to another)’;
in part A, point 72 (Germany — Spain) the text shall be replaced by the following:
‘Article 45(2) of the Social Security Convention of 4 December 1973 (representation by diplomatic and consular authorities)’;
in part A, point 73 (Germany — France) the text of paragraphs (c), (d), (e) and (f) shall be replaced by the following:
Complementary Agreement No 4 of 10 July 1950 to the General Convention of the same date, as in Supplementary Agreement No 2 of 18 June 1955 (reckoning of periods of insurance completed between 1 July 1940 and 30 June 1950);
Title I of the said Supplementary Agreement No 2 (reckoning of periods of insurance completed before 8 May 1945);
points 6, 7 and 8 of the General Protocol of 10 July 1950 to the General Convention of the same date (administrative arrangements);
Titles II, III and IV of the Agreement of 20 December 1963 (social security in the Saar)’.
in part A, point 79 (Germany — Luxembourg) the text shall be replaced by the following:
‘Articles 4, 5, 6 and 7 of the Treaty of 11 July 1959 (reckoning of insurance periods completed between September 1940 and June 1946)’;
in part A, point 83 (Germany — Austria) the text of paragraphs (h) and (i) shall be replaced by the following:
‘Article 1(5) and Article 8 of the Convention on Unemployment Insurance of 19 July 1978 and Article 10 of the Final Protocol to this Convention (granting of unemployment allowances to frontier workers by the previous State of employment) shall continue to apply to persons who have exercised an activity as a frontier worker on or before 1 January 2005 and become unemployed before 1 January 2011’;
in part A, point 90 (Germany — United Kingdom) the text of paragraphs (a), (b) and (c) shall be replaced by the following:
Article 7(5) and (6) of the Convention on social security of 20 April 1960 (legislation applicable to civilians serving the military forces);
Article 5(5) and (6) of the Convention on unemployment insurance of 20 April 1960 (legislation applicable to civilians serving the military forces)’;
in part A, point 142 (Spain — Portugal) the text shall be replaced by the following:
‘Article 22 of the General Convention of 11 June 1969 (export of unemployment benefits)’;
in part A, point 180 (Ireland — United Kingdom) the text shall be replaced by the following:
‘Article 8 of the Agreement of 14 September 1971 on social security (concerning the transfer and reckoning of certain disability credits)’;
in part A, point 267 (Netherlands — Portugal) shall be replaced by the following:
‘Article 31 of the Convention of 19 July 1979 (export of unemployment benefits)’;
in part A, point 298 (Finland — Sweden) the text shall be replaced by the following:
‘Article 10 of the Nordic Convention on Social Security of 15 June 1992, concerning coverage of extra travel expenses in case of sickness during stay in another Nordic country making a more expensive return travel to the country of residence necessary’;
in part B, the following entries shall be deleted:
2, 3, 5, 6, 7, 8, 9, 13, 16, 17, 19, 22, 23, 24, 48, 50, 51, 52, 53, 54, 58, 61, 62, 64, 67, 68, 69, 71, 72, 73, 74, 75, 79, 82, 83, 85, 88, 89, 90, 111, 112, 113, 114, 118, 121, 122, 124, 127, 128, 129, 130, 131, 132, 136, 139, 140, 142, 145, 146, 147, 148, 149, 153, 156, 157, 159, 162, 163, 164, 165, 169, 172, 173, 175, 178, 179, 180, 184, 187, 188, 190, 193, 194, 195, 237, 238, 240, 243, 244, 245, 265, 267, 270, 271, 272, 274, 277, 278, 279, 288, 289, 290, 298, 299, 300;
in Annex IV, section B shall be amended as follows:
under the heading ‘D. GERMANY’, the text shall be replaced by the following:
‘Farmers' old-age insurance (Alterssicherung der Landwirte)’;
under the heading ‘J. ITALY’, the text shall be replaced by the following:
‘Pension insurance schemes for (Assicurazione pensioni per):
medical practitioners (medici)
pharmacists (farmacisti)
veterinarians (veterinari)
nurses, medical auxiliaries, children's nurses (infermieri, assistenti sanitari, vigilatrici infanzia)
psychologists (psicologi)
engineers and architects (ingegneri ed architetti)
surveyors (geometri)
solicitors (avvocati)
economists (dottori commercialisti)
accountants and business experts (ragionieri e periti commerciali)
employment consultants (consulenti del lavoro)
notaries (notai)
customs agents (spedizionieri doganali)
biologists (biologi)
agricultural technicians and scientists (agrotecnici e periti agrari)
sales representatives (agenti e rappresentanti di commercio)
journalists (giornalisti)
industrial technicians (periti industriali)
actuaries, chemists, agronomists, foresters, geologists (attuari, chimici, dottori agronomi, dottori forestali, geologi)’;
under the heading ‘R. AUSTRIA’, the text shall be replaced by the following:
‘Pension schemes of pension institutions of liberal profession associations (Kammern der Freien Berufe)’;
Annex VI shall be amended as follows:
under the heading ‘C. DENMARK’, point 6 (b) shall be deleted;
under the heading ‘C. DENMARK’, the following text shall be added:
‘11.The temporary benefit for unemployed persons who have been admitted to the “flexible-job” scheme (ledighedsydelse) (Law No 455 of 10 June 1997) is covered by Title III, chapter 6 (Unemployment benefits). As regards unemployed persons going to another Member State, Articles 69 and 71 of this Regulation will be applicable when this Member State has similar employment schemes for the same category of persons.’;
under the heading ‘D. GERMANY’, points 3, 11 and 17 shall be deleted and the following points shall be added:
‘24.For the calculation of the theoretical amount referred to in Article 46(2)(a) of the Regulation, in pension schemes for liberal professions, the competent institution shall take as the basis, in respect of each of the years of insurance completed under the legislation of any other Member State, the average annual pension entitlement acquired during the period of membership of the competent institution through the payment of contributions.
25.Article 79a of the Regulation shall apply mutatis mutandis to the calculation of orphans' pensions and increases or supplements in respect of children from pension schemes for liberal professions.’;
under the heading ‘H. FRANCE’, the text in point 7 shall be replaced by the following:
‘Notwithstanding Articles 73 and 74 of this Regulation, the housing allowances and the supplement for childcare of the parents' choice (early childhood benefit) shall be granted only to persons concerned and to members of their families residing in French territory.’;
under the heading ‘I. IRELAND’, point 11 shall be deleted;
under the heading ‘R. AUSTRIA’, the following points shall be added:
‘8.For the calculation of the theoretical amount in accordance with Article 46(2)(a) of this Regulation concerning benefits or parts of benefits of a pension scheme of the liberal profession associations (Kammern der Freien Berufe), financed exclusively by the funded scheme method or based on a pension account system, the competent institution shall take into account, in respect of each month of insurance completed under the legislation of any other Member State, capital in proportion to the capital actually accrued in the pensions scheme concerned, or considered to have accrued in the pension account scheme, and the number of months of the insurance periods in the pension scheme concerned.
9.Article 79a of the Regulation shall apply mutatis mutandis to the calculation of orphans' pensions and increases or supplements to pensions in respect of children from a pension scheme of the liberal profession associations (Kammern der Freien Berufe).’;
under the heading ‘Y. UNITED KINGDOM’, the text shall be amended as follows:
in point 2(b), (i) and (ii) shall be replaced by the following:
a spouse or former spouse where a claim is made by:
a married woman, or
a person whose marriage has terminated otherwise than by the death of the spouse,
or
a former spouse, where a claim is made by:
a widower who immediately before pensionable age is not entitled to widowed parent's allowance, or
a widow who immediately before pensionable age is not entitled to widowed mother's allowance, widowed parent's allowance or widow's pension, or who is only entitled to an age-related widow's pension calculated pursuant to Article 46(2) of the Regulation, and for this purpose “age-related widow's pension” means a widow's pension payable at a reduced rate in accordance with section 39(4) of the Social Security Contributions and Benefits Act 1992.’;
point 22 shall be deleted.