Ere Programme September 2009 _3

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

10.00 -10.30 AM

Registration

10.30 - 10.45 AM



Welcoming remarks and introduction o Programme o Speakers o Interactive working method

Professor

Mark de Wijs

Start-up module 10.45 AM – 12.30 PM





12.30 – 2.00 PM

European Union o Principles and terminology o Institutions o Working methods European Lobby, o Organisations o Working methods

Luncheon

Paul Roels Lodewijk Buschkens

Guest speaker*

European pension systems module Pension systems Practical examples, national issues o UK, Ireland, Netherlands, Belgium, Germany o France, Spain, Portugal o Scandinavian Member states, Italy o Central and eastern Europe

2.00 – 5.00 PM

 

5.00 – 6.15 PM

Time at leisure

6.15 PM

Guests to meet in lobby

6.15 – 10.00 PM

Cocktail reception & diner

Paul Roels Peter Kraneveld

Guest speaker*

Pilot: European Retirement Education (English edition) Day 2: 22 September 2009 Timetable

Programme

08.00 – 9.00 AM

Breakfast at Leisure

Professor

Internationalization pension providers module 9.00 – 9.45 AM



Opportunities for the pension sector o Capita Selecta  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

Peter Kraneveld Paul Roels

9.45 – 10.30 AM



Practical implications and developments o Obstacles o Fiscal issues o Solutions

Peter Kraneveld

10.30 – 11.00 AM

Coffee break

11.00 – 11.45 AM



International pension contracts, pros and cons o SICAV etc. (Luxembourg) o CCF (Ireland) o OPV (Belgium) o API (The Netherlands)

Peter Kraneveld

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 Interviews in Brussels**

2.00 – 5.30 PM



5.30 – 7.00 PM

Time at leisure

7.00 – 10.00 PM



Diner & Debriefing

Lodewijk Buschkens

Lodewijk Buschkens Peter Kraneveld

Pilot: European Retirement Education (English edition) Day 3: 23 September 2009 Timetable

Programme

08.00 – 9.00 AM

Breakfast at Leisure

Professor

Concluding module Develop your own EU vision*** o In groups o Solving cross-border problems

9.00 – 10.30 AM



10.30 – 11.00 AM

Coffee break

11.00 – 12.00 AM



Lesson’s learned o Presentation o Feedback

Lodewijk Buschkens Peter Kraneveld

12.00 – 12.30 PM



Evaluation, certificates and closing

Mark de Wijs

12.30 – 2.00 PM

Luncheon

Lodewijk Buschkens Peter Kraneveld

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. AERE 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.