5 Amendments of Engin EROGLU related to 2023/0205(COD)
Amendment 184 #
Proposal for a regulation
Recital 15
Recital 15
(15) The sharing of data on occupational and personal pension savings has strong innovative potential for consumers. Pcan create added value for consumers in case they can choose the provider and the pension scheme. Especially in absence of national tracking systems pension savers often lack sufficientholistic knowledge about their pension rights, which is related to the fact that data on such rights are often dispersed across different data holders. The sharing of data related to occupational and personal pension savings should contribute to the development of pension tracking tools that provide savers with a comprehensive overview of their entitlements and retirementaccording to this regulation should be aligned in terms of content, data access and data formats with national pension tracking systems. The national pension tracking systems that can most effectively ensure comprehensive overviews by including entitlements from the first and second pillar (public and occupational pension schemes) and inc some both within specific Mcases also from third pillar personal schemes. Alignment is also desirable with regard to ember States and cross-border in the Unionging forms of data exchange between national pension tracking systems, most notable the European Tracking System. Data on pension rights concerns in particular accrued pension entitlements, projected levels of retirement benefits, risks and guarantees of members and beneficiaries of occupational pension schemes. Access to data related to occupational pensions is without prejudice to national social and labour law on the organisation of pension systems, including membership of schemes and the outcomes of collective bargaining agreements.
Amendment 242 #
Proposal for a regulation
Article 2 – paragraph 1 – point c
Article 2 – paragraph 1 – point c
(c) pension rights in occupational pension schemes, in accordance with Directive 2009/138/EC and Directive (EU) 2016/2341 of the European Parliament and of the Council33 , that are accessible for all interested consumers; _________________ 33 Directive (EU) 2016/2341 of the European Parliament and of the Council of 14 December 2016 on the activities and supervision of institutions for occupational retirement provision (IORPs) (recast) (OJ L 354, 23.12.2016, p. 37).
Amendment 261 #
Proposal for a regulation
Article 2 – paragraph 2 – point i
Article 2 – paragraph 2 – point i
(i) insurances that are accessible for all interested consumers and reinsurance undertakings;
Amendment 265 #
Proposal for a regulation
Article 2 – paragraph 2 – point k
Article 2 – paragraph 2 – point k
(k) institutions for occupational retirement provision that are accessible for all interested consumers;
Amendment 296 #
Proposal for a regulation
Article 3 – paragraph 1 – point 2
Article 3 – paragraph 1 – point 2
(2) ‘customer’ means a natural or a legal person who makes use of financial products and services and who is the contractual partner of a financial institution (in its role as a data user) and can him- or herself choose the product and its provider;