Our Documents
The joint positions of CBBA-Europe are published on this page.
Other relevant documents published by other entities such as the EU will be available on this page (in English) as well.
A document prepared by the World Economic Forum in conjunction with Mercer and our CBBA member, Zurich, wth a 360° view on longevity, a topic we have discussed at various CBBA events.
Longevity Economy Principles: The Foundation for a Financially Resilient Future, January 2024.
CBBA-Europe answer to the consultation paper on technical advice for the review of the IORP II Directive, May 2023
CBBA-Europe comments and suggestion on the revision of the IORP II Directive.
CBBA-Europe letter to the european commission requestion urgent measures aiming to ease the cross-border activities and transfers of occupational pensions in Europe, March 2022
CBBA-Europe letter to Commissioner McGuinness. Highlighting the problems of cross-border activities and transfer of occupational schemes and stressing specific mesaures to address the problem.
CBBA-Europe press release announcing campaign on mental health, September 2021
CBBA-Europe announces its upcoming campaign to handle and face mental health matters in Europe and its tremendous effects on millions of European workers especially as a consequence of the Covid-19 pandemic.
CBBA-Europa letter to the european parliament on the problematic inclusion of the costs of the mandatory advice for the basic PEPP, March 2021
The Cross Border Benefits Alliance-Europe (CBBA-Europa) would like to stress the well-known problematic question about the inclusion of the mandatory personalized advice costs for the basic PEPP (Pan-European Personal Product) within the fee-cap of 1% of the capital accumulated every year.
CBBA-Europe reference to the WorkPlace Options paper on “Impact of COVID on employees’ mood”, June 2020
The COVID pandemic is not only causing physical healthcare, economic or political issues, but it is also affecting the mental health of millions of employees.
CBBA-Europe answer to the EIOPA’s Consultation Paper on the proposed approaches and considerations for EIOPA’s Technical Advice, Implementing and Regulatory Technical Standards under Regulation (EU) 2019/1238 on a Pan-European Personal Pension Product (PEPP), March 2020
The EIOPA’s consultation mainly focused on several issues including the format of the information documents; the way how to present the pension product’s performances; on how to measure the risks; the PEPP supervision between home state and host state authorities; the scope of the cost-cap for the basic PEPP; the best possible approaches to risk mitigation techniques; and the possible use of technology such as robo-advice.
CBBA-Europe Communication on the withdrawal of United Pensions from The Netherlands due to the Dutch provisions aimed at hampering the cross-border activities in its territory , November 2019
The new Dutch provisions referred to cross-border activities of IORPs produced their first victim and hence urgently need to be challenged by the EU Institutions.
CBBA-Europe position paper on possible legal inconsistency with EU provisions of the additional requirement of providing information on the coverage ratio of a foreigner pension fund operating in another member state (host state) according to the national parameters of the host state, March 2019
CBBA Europe recommends European authorities to remain vigilant on the current transposition of the IORP 2 Directive by National Competent Authorities (NCAs) in order to ensure that they fully respect the single market rules.
CBBA-Europe position paper on article 12(3) IORP 2 Directive, January 2019
Super-majority requirements of members and beneficiaries cannot be defined by member states in order to approve cross border transfers. Otherwise, such requirements would infringe both the overall spirit of the IORP 2 Directive and the general principles of EU law.–
CBBA-Europe reflection paper on new strategies for decumulation and some advice for the policy makers, April 2019
CBBA-Europe Review July, 2018