Pan European Pensions Briefing


The EU Pensions Directive, currently under consideration by the European Parliament, is likely to be law within two years. Like UCITS it allows the establishment of a 'passport', but this time for Pension Funds, across the European Union. Given the current inadequate funding for pension funds by most people in Europe and the rapidly ageing population, as well as the increasing awareness of the situation, a Pan European Pensions Fund represents one of the most fruitful opportunities for any significant institution, whether mutual fund manager, life assurance company, private bank or fund administrator. Multinational companies and their Pension Funds too will find a Pan European Fund extremely useful. This course explains the EU policy, the technical changes about to come into force and the opportunities.


  • Pension Fund Managers
  • Fund Administration Executives
  • Private Bankers
  • Marketing Executives in Financial Institutions
  • Pension Fund Advisers
  • Actuaries
  • Lawyers and Accountants
  • Compliance Officers
  • Multinational Company Pension Executives
  • Others involved in pensions in any EU country
  • Custodians and Depositories


    -The Background to the Development of EU Pensions Policy

    -Cultural Differences in Pension Provision in Member States

    -Rationale Behind the Changes

    -The Impact of the Prudent Man Rule

    -The Case Law on Tax Relief Cross-Border

    -The Case Law on Competition Between Pension Schemes Cross-Border

    -The Detailed Provisions of the EU (draft) Directive

    -Cost-benefit Analysis of the Changes

    -Marketing Opportunities Arising

    -Compliance Issues of the Changes

    -The Impact of the Development of the Pensions Passport

    -Comparative Attractiveness of Competing Jurisdictions

    -Detailed Controls on EU Pension Schemes, including Vesting and Disclosure

    -Methods of Enforcing Rights Across Jurisdictions

    -Implications of Risk Management by Cross-Border Pooling of Liabilities and

    -Overview of Investment Powers and Scope of Investment in Pension Funds in

    -Europe. Developments and Likely Changes.

  • Todays Date:

    Duration 1 day
    Available as an in-house course

    Investment Education PLC
    45 Old Hall Road, Manchester M7 4JF, United Kingdom
    Tel:+44 (0)161 832 3800
    Registered in England Number 2129160
    VAT Registered Number GB 480 2112 85

    site designed by:WEBSCIENCES