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Employment and Pensions (EP)

EP064: MAIN REASON FOR EARLY RETIREMENT
GENERIC France (FR) english
Explanatory notes  
"97. Other" not in generic version. 
Text of the question  
Please look at card 23.For which reasons did you retire?

Veuillez observer la fiche 23. Pour quelles raisons êtes vous
parti(e) à la retraite ?

Interviewer instructions  
IWER: CODE ALL THAT APPLY

IWER: COCHEZ TOUTES LES REPONSES QUI S'APPLIQUENT

Response categories  
1. Became eligible for public pension
2. Became eligible for private occupational pension
3. Became eligible for a private pension
4. Was offered an early retirement option/window (with special
incentives or bonus)
5. Made redundant (for example pre-retirement)
6. Own ill health
7. Ill health of relative or friend
8. To retire at same time as spouse or partner
9. To spend more time with family
10. To enjoy life

1. J'avais atteint l'âge obligatoire de la retraite
2. J'avais acquis le droit à une retraite publique
3. J'avais acquis le droit à une retraite privée d'entreprise
4. On m'a offert une possibilité de retraite anticipée
5. J'étais en sureffectif
6. Pour raisons de santé personnelles
7. En raison de problèmes de santé d'un parent ou d'un ami
8. Pour prendre ma retraite en même temps que mon conjoint ou mon(ma)
partenaire
9. Pour passer plus de temps avec ma famille
10. Pour profiter de la vie
97. Autre



EP071: INCOME SOURCES IN LAST YEAR
GENERIC France (FR) english
Explanatory notes  
Below a detailed comparison of items for the generic and the French versions, with comments on the differences. One general point to mention : one person can receive several pensions of one given category, for instance two different “basic” pensions is he has worked succesively in the private sector and as a civil servant, or two or more  complementary pensions. In the loop of detailed questions that follows question EP071, where several questions are asked about benefits of the different types, an instruction to interviewers which explains that people are requested either to give totals for all benefits of the given item, or characteristics of the most important among these benefits (depending on the kind of question that is asked)

Text of the question  
Please look at card 24.Have you received income from any of these
sources in the year 2003?

Veuillez regarder la fiche 24. Avez-vous touché une ou plusieurs de
ces prestations en 2003 ?

Interviewer instructions  
IWER: CODE ALL THAT APPLY

IWER: LIRE LES REPONSES A VOIX HAUTECOCHER TOUTES LES REPONSES QUI
S'APPLIQUENT (NB : LE REPONDANT PEUT TOUCHER PLUSIEURS PRESTATIONS
D'UN TYPE DONNE)

Response categories  
1. Public old age pension
2. Public early retirement or pre-retirement pension
3. Public disability insurance
4. Public unemployment benefit or insurance
5. Public survivor pension from your spouse or partner
6. Public invalidity or incapacity pension
7. War pension
8. Private (occupational) old age pension
9. Private (occupational) early retirement pension
10. Private (occupational) disability or invalidity insurance
11. Private (occupational) survivor pension from your spouse or
partner's job
96.
None of these

1. Une retraite de base (ex: régime général ou assimilé, régime
spécial du secteur public, régime de base de non salarié)
2. Une préretraite publique (ex: ASFNE)
4. Une prestation d'assurance chômage
5. Une pension de réversion d'un régime de base
6. Une prestation publique d'invalidité (ex : AAH, APA)
7. Une pension d'ancien combattant
8. Une ou des retraites complémentaires (ex: ARRCO, AGIRC, IRCANTEC,
autres régimes complémentaires)
9. Une préretraite d'entreprise
10. Une prestation d'invalidité versée par l'entreprise
11. Une pension de réversion d'un régime complémentaire
96. Aucune de ces prestations

1. Basic pension (general regime or assimilited regimes, special regime for the public sector, basic regime of independent workers): We have used this modality for basic pensions. The relevant dichotomy in France is not between public and private pensions, but between basic and complementary pensions. This first ones are generally co-managed by the State and social partners, the second group is organised on a professional basis, exclusively managed by social partners, but the two kinds of systems are considered as public (all these schemes are considered by the UE as first pillar schemes).
2. Public preretirement pension: This category is limited in France to preretirement. The concept of early retirement does not have a clear meaning in France, where the first age of eligibility to pension entitlements (60 in the private sector) is more or less confounded with the normal age at retirement.
3. Dropped : no prestation of this kind that could be distinguishable from those covered by category 6
4. Unemployment benefit
5. Survivor pension from a basic regime: Applies to survivor pensions of basic regimes (see item 1).
6. A public invalidity pension (AAH, APA): Note that APA (a benefit dedicated to old disabled people) could have been dealt with through questions EP085-088, but I never had any answer to this request
7. War pension
8. One or several complementary old age pensions: This item is used for complementary pensions (see item 1).
9. A preretirement pension paid by the employer  
10. A invalidity benefit paid by the employer  
11.A survivor pension from a complementary regime: Used for survivor pensions from complementary schemes (see item 1)


EP085: RECEIVE CARE INSURANCE PAYMENTS
GENERIC France (FR) english
Explanatory notes  
Does not apply.
Text of the question  
Did you receive regular payments from a long-term care insurance in
2003?

Avez-vous reçu des paiements réguliers au titre d'une assurance
dépendance en 2003 ?

Response categories  
1. Yes
5. No

1. Oui
5. Non



EP086: AMOUNT OF CARE INSURANCE
GENERIC France (FR) english
Explanatory notes  
Does not apply.
Text of the question  
How much do you get each month from long-term care insurance?

 
Combien touchez-vous par mois au titre de cette assurance dépendance ?

Interviewer instructions  
IWER: AMOUNT IN [{local currency}]
enter an amount

IWER: MONTANT EN [{euros}]
indiquez un montant



EP086M: AMOUNT OF CARE INSURANCE
GENERIC France (FR) english
Explanatory notes  
Does not apply.
Text of the question  
How much do you get each month from long-term care insurance?

Combien touchez-vous par mois au titre de cette assurance-dépendance ?

Interviewer instructions  
IWER: AMOUNT IN [{pre-euro currency}]
enter an amount
IWER: MONTANT EN [{francs}]
indiquez un montant



EP087: APPLY FOR CARE INSURANCE
GENERIC France (FR) english
Explanatory notes  
Does no apply.
Text of the question  
Did you ever apply for payments from long-term care insurance?

Avez-vous fait une demande pour une prestation d'assurance-dépendance
?

Response categories  
1. Yes
5. No

1. Oui
5. Non



EP088: APPLICATION REJECTED OR PENDING
GENERIC France (FR) english
Explanatory notes  
Does not apply.
Text of the question  
Was your application rejected or is it still pending?

Votre demande a-t-elle été rejetée ou est-elle toujours en attente ?

Response categories  
1. Rejected
2. Pending

1. Rejetée
2. En attente



EP089: ANY REGULAR PAYMENTS RECEIVED
GENERIC France (FR) english
Explanatory notes  
In wave 2, the name of some categories changed. 2. An annuity from a personal pension plan (PREFON, Madelin): Such plans are not widespread in France : the two examples quoted concern civil servants (PREFON) and self employed people (Madelin contracts)
3. Dropped : considered as irrelevant or non significant in the French case
Text of the question  
Please look at card 25. Did you receive any of the following regular
payments or transfers during the year 2003?

Veuillez regarder la fiche 25. Avez-vous reçu l’un des ces paiements
ou transferts en 2003 ?

Interviewer instructions  
IWER: READ OUT. CODE ALL THAT APPLY

IWER: LIRE A VOIX HAUTE

Response categories  

1. Life insurance payment
2. Private annuity/private personal pension
3. Private health insurance payment
4. Alimony
5.
Regular payments from charities
96. None of these

1. Une rente d'un contrat d'assurance vie
2. Une rente d'un plan d'épargne retraite individuel (ex: PREFON, Madelin)
3.|
4. Une pension alimentaire
5. Des versements d'organismes caritatifs
96. Aucune de ces prestations



EP098: TYPE OF PENSION YOU ARE ENTITLED TO
GENERIC France (FR) english
Explanatory notes  
1. A basic pension: See question EP071
2 Dropped : an individual cannot know ex-ante that he will get a preretirement pension. Such pensions are delivered only in cases of colletive lay-offs by firms, which are not known in advance
3 Dropped : Such benefits potentially concern anyone, but individuals cannot know in advance if they will fulfill the conditions to get them. 
4: A complementary pension: See question EP071
5 Dropped : same reason as for modality 2.
Text of the question  
Which type or types of pension are you entitled to?

 
A quelle(s) prestation(s) aurez vous droit ?

Interviewer instructions  
IWER: CODE ALL THAT APPLY

IWER: COCHER TOUTES LES REPONSES QUI S'APPLIQUENT

Response categories  
1. Public old age pension
2. Public early retirement or pre-retirement pension
3. Public disability insurance; sickness/invalidity/incapacity pension
4. Private (occupational) old age pension
5.
Private (occupational) early retirement pension
96. None of these

1. Une retraite de base
2.|
3.|
4. Une retraite complémentaire
5.|
96. Aucune de ces prestations



EP099: PENSION WITH/WITHOUT HEALTH INSURANCE
GENERIC France (FR) english
Explanatory notes  
This question is meaningless for France. Health insurance and pensions are two independent systems. Interviewers are asked to skip this question.
Text of the question  
Does [the public old age pension/the public early retirement or
pre-retirement pension/the public disability insurance;
sickness/invalidity/incapacity pension/the private (occupational) old
age pension/the private (occupational) early retirement
pension/{empty}/{empty}/{empty}/{empty}] include also health
insurance?

Interviewer instructions  
IWER: SANS OBJET DANS LE CAS FRANCAIS. TAPEZ 1

Response categories  
1. Pension only
2. Pension and health insurance

1. Continuer