Pilot: European Retirement Education (English edition)

Course leaders: Peter Kraneveld, Lodewijk Buschkens

Keynote speaker: Paul Roels
Programme Director: Mark de Wijs
Participants: Max 25
Location: Brussels Belgium
Date: 21, 22, 23 September 2009
Day 1: 21 September 2009
Timetable Programme Professor

10.00 -10.30 AM Registration

10.30 - 10.45 AM  Welcoming remarks and introduction Mark de Wijs

o Programme
o Speakers
o Interactive working method

Start-up module

10.45 AM – 12.30 PM  European Union Paul Roels

o Principles and terminology
Lodewijk Buschkens
o Institutions
o Working methods
 European Lobby,
o Organisations
o Working methods

12.30 – 2.00 PM Luncheon Guest speaker*

European pension systems module

2.00 – 5.00 PM  Pension systems Paul Roels

 Practical examples, national issues Peter Kraneveld
o UK, Ireland, Netherlands, Belgium,
Germany
o France, Spain, Portugal
o Scandinavian Member states, Italy
o Central and eastern Europe

5.00 – 6.15 PM Time at leisure

6.15 PM Guests to meet in lobby

6.15 – 10.00 PM Cocktail reception & diner Guest speaker*

Pilot: European Retirement Education (English edition)

Day 2: 22 September 2009

Timetable Programme Professor

08.00 – 9.00 AM Breakfast at Leisure

Internationalization pension providers module

9.00 – 9.45 AM  Opportunities for the pension sector Peter Kraneveld

o Capita Selecta
Paul Roels
 Compulsory participation
 Opt-out
 Gender and age discrimination
o Regulation 1408/71
 States’ pension obligations
o Asset pooling
o IORP directive
 Insurance & UCITS directives
o CEIOPS and implementation

9.45 – 10.30 AM  Practical implications and developments Peter Kraneveld

o Obstacles
o Fiscal issues
o Solutions

10.30 – 11.00 AM Coffee break

11.00 – 11.45 AM  International pension contracts, pros and cons Peter Kraneveld
o SICAV etc. (Luxembourg)
o CCF (Ireland)
o OPV (Belgium)
o API (The Netherlands)

11.45 – 12.30 PM  In the spotlight Guest speaker*

Lodewijk Buschkens
Peter Kraneveld
Paul Roels

12.30 – 2.00 PM Luncheon Guest speaker*

Practical application module

2.00 – 5.30 PM  Interviews in Brussels** Lodewijk Buschkens

5.30 – 7.00 PM Time at leisure

7.00 – 10.00 PM  Diner & Debriefing Lodewijk Buschkens

Peter Kraneveld
Pilot: European Retirement Education (English edition)

Day 3: 23 September 2009

Timetable Programme Professor

08.00 – 9.00 AM Breakfast at Leisure

Concluding module

9.00 – 10.30 AM  Develop your own EU vision*** Lodewijk Buschkens

o In groups
Peter Kraneveld
o Solving cross-border problems

10.30 – 11.00 AM Coffee break

11.00 – 12.00 AM  Lesson’s learned Lodewijk Buschkens

o Presentation
Peter Kraneveld
o Feedback

12.00 – 12.30 PM  Evaluation, certificates and closing Mark de Wijs

12.30 – 2.00 PM Luncheon Guest speaker*

* Guest speakers are experts, who will go into detail on their field of knowledge, either on pension
provision or on international co-operation. For different courses, there will be different guest speakers. A-
ERE recruits guest speakers from its supporting members, such as AEIP, EFRP, European Institutions, staff
of private pension providers and member-state pension institutions and other players in the pension field.

** Interviews are conducted in the Brussels offices of players in the European arena who are
knowledgeable in the field of pensions. Participants in the course will split in small groups and will have
an assignment to carry out.

*** A practical case study will familiarize participants with the arguments for and against international
co-operation and the kind of opportunities and practical obstacles that need to be taken into account.
Participants will split into groups and will be assigned a role to play.