2019, we reported on the launch of a project funded by the
European Commission to develop the European pension information system known as
the European Tracking Service.
The international team consists of experts from the project
consortium of 8 pension institutions and associations from various European countries. Since the
beginning of the project, the team has conducted numerous user tests on ‘Find your Pension’, which is a similar platform. ‘Find your Pension’ (www.findyourpension.eu) is the
pan-European pension tracking service created by the German Federal and State Pension Institution
(VBL), which was developed for professional research groups.
The aim was to obtain information from the usage tests about
the target group, their interest in the European Tracking Service platform and
the usability of the site. The results showed that, in order to be able to make
meaningful decisions on their pension arrangements, the target group needs
general information on the pension system in combination with information on
their individual circumstances.
The results of the usage tests will be used
to help set up the European Tracking Service. The service will be divided into two
parts. The first will contain general information adapted to each individual
situation; the second section will allow users to log into a personal area to
obtain their own individual pension information.
The next step in the project is to conduct a survey of communication professionals working within the
European umbrella organisations ESIP (European Social Insurance Platform) and
EAPSPI (European Association of Public Sector Pension Institutions) to evaluate
the best way to present pension
information and how to
communicate this. The results of the survey are expected to be presented
in Stockholm in May 2020.
A European Tracking Service communication workshop is to
take place in autumn 2020, where the first guidelines for the content fields will be
However, given the different national legal systems and the
different pillars of old-age pensions, many questions will still have to be answered before the
platform is completed. In particular, a detailed look at aspects such as
economic assumptions and interest rates will be required in order to be able to
offer cross-border consolidated pension information in the personalised area of the platform.