Zaklad Ubezpieczen Spolecznych I Oddzial w Warszawie (Social security for migrant workers - Worker who has been employed in two Member States - Judgment) [2021] EUECJ C-866/19 (21 October 2021)

Zaklad Ubezpieczen Spolecznych I Oddzial w Warszawie (Social security for migrant workers - Worker who has been employed in two Member States - Judgment) [2021] EUECJ C-866/19 (21 October 2021)

For the purposes of determining the limit which non-contribution periods may not exceed in relation to contribution periods under national legislation, the competent institution must aggregate all periods of insurance, including those completed under other Member States' legislation, when calculating the theoretical...

Source-derived case information.

Citation
[2021] EUECJ C-866/19
Parties
Applicant: SC; Respondent: Zakład Ubezpieczeń Społecznych I Oddział w Warszawie (Social Insurance Institution, Branch No 1 in Warsaw, Poland)
Jurisdiction
European Union
Procedural Posture
Preliminary Ruling / Final Judgment
Outcome
Interpretation granted
Legal Topics
Coordination of Social Security Systems, Retirement Pension Calculation, Aggregation of Insurance Periods, Interpretation of Regulation (ec) No 883/2004
European Union Law Social Security Law Coordination of Social Security Systems Retirement Pension Calculation Aggregation of Insurance Periods Interpretation of Regulation (ec) No 883/2004

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Parties

SC

Applicant

Zakład Ubezpieczeń Społecznych I Oddział w Warszawie (Social Insurance Institution, Branch No 1 in Warsaw, Poland)

Respondent

Procedural Posture

Preliminary Ruling / Final Judgment

  1. 1 Interpretation of Article 52(1)(b) of Regulation (EC) No 883/2004 regarding calculation of pro rata retirement pension
  2. 2 Extent to which non-contribution periods completed under national and other Member States' legislation are considered in pension calculations

Ratio Decidendi

For the purposes of determining the limit which non-contribution periods may not exceed in relation to contribution periods under national legislation, the competent institution must aggregate all periods of insurance, including those completed under other Member States' legislation, when calculating the theoretical amount of the benefit. The actual amount is calculated solely with reference to periods completed under the legislation of the Member State concerned.

Court Disposition

Interpretation granted

Orders

  • Article 52(1)(b) of Regulation (EC) No 883/2004 must be interpreted as requiring aggregation of all insurance periods for theoretical calculation, but only national periods for actual calculation.