0.142.113.672•Agreement between the Swiss Confederation and the United Kingdom of Great Britain and Northern Ireland on Citizens’ Rights following the Withdrawal of the United Kingdom from the European Union and the Free Movement of Persons Agreement
0.142.113.672Bilateral International TreatyJan 1, 2021
Concluded on 25 February 2019
Adopted by the Federal Assembly on 25 September 20201
Provisionally applied from 1 January 2021
Brought into force by an exchange of notes on 1 March 20212
(Last amended on 1 January 2026)
The Swiss Confederation
and
the United Kingdom of Great Britain and Northern Ireland
have agreed as follows:
The Agreement between the European Community and its Member States, of the one part, and the Swiss Confederation, of the other, on the free movement of persons3(«the FMOPA») ceases to apply on the specified date between the Swiss Confederation («Switzerland») and the United Kingdom of Great Britain and Northern Ireland («United Kingdom») as a consequence of the United Kingdom’s withdrawal from the European Union («Union»).
Acknowledging their commitment with regard to Article 23 of the FMOPA, the United Kingdom and Switzerland secure the rights acquired under the FMOPA (including the three annexes) with this Agreement.
This agreement protects the rights of Swiss, United Kingdom and, for matters related to Annex II, European Union nationals who have acquired rights under the FMOPA.
For the purposes of this Agreement, the following definitions apply:
ii) in the case where there is a transitional arrangement, the date on which that transitional arrangement ceases to apply.
c) «transitional arrangement» means an arrangement during which the FMOPA continues to apply to the United Kingdom.
d) «United Kingdom national» means a national of the United Kingdom as defined in the New Declaration by the Government of the United Kingdom of 31 December 19824on the definition of the term «nationals» together with Declaration No 63 annexed to the Final Act of the intergovernmental conference which adopted the Treaty of Lisbon5.
The provisions of this Agreement shall apply, on the one hand, to the United Kingdom and Gibraltar and, on the other hand, to Switzerland.
The Parties shall, in full mutual respect and good faith, assist each other in carrying out tasks which flow from this Agreement.
They shall take all appropriate measures, whether general or particular, to ensure fulfilment of the obligations arising from this Agreement and shall refrain from any measures which could jeopardise the attainment of the objectives of this Agreement.
For the purposes of this Agreement, all references to Member States and competent authorities in provisions of the FMOPA made applicable by this Agreement shall be read as including the United Kingdom and its competent authorities.
Nationals of a Party who are lawfully resident in the territory of the other Party shall not, in application of and in accordance with the provisions of this Agreement, be the subject of any discrimination on grounds of nationality.
Article 11 of the FMOPA shall apply in respect of any decision of the competent authorities of the United Kingdom or Switzerland with regard to the application and implementation of this Agreement.
For the purposes of this Part, the following definitions shall apply:
ii) in respect of United Kingdom nationals, Switzerland if they exercised there their right of residence in accordance with the FMOPA before the specified date and continue to reside there thereafter;
d) «persons providing services» means:
i) Swiss nationals or United Kingdom nationals who are established in the territory of Switzerland or the United Kingdom respectively and provide a service in the territory of the other Party,
ii) employees, irrespective of their nationality, who are integrated into the regular labour market of Switzerland or the United Kingdom and posted for the provision of a service in the territory of the other Party by their employer established in Switzerland or the United Kingdom in conformity with Article 18 of Annex I to the FMOPA;
e) «State of work» means:
i) in respect of Swiss nationals, the United Kingdom, if they pursued an economic activity as frontier workers there before the specified date and continue to do so thereafter,
ii) in respect of United Kingdom nationals, Switzerland, if they pursued an economic activity as frontier workers before the specified date and continue to do so thereafter.
Continuity of residence for the purposes of Articles 9 and 10 shall not be affected by absences as referred to in Articles 4 (see the reference to Regulation (EEC) No 1251/70), 6 paragraph 5, 12 paragraph 5 and 24 paragraph 6 of Annex I to the FMOPA.
After five years following the specified date, the United Kingdom may decide no longer to accept a national identity card to enter or exit its territory, if the respective national identity card does not include a chip compliant with the applicable International Civil Aviation Organisation standards related to biometric identification.
2. Subject to paragraph 3, no exit or entry visa or equivalent formality shall be required for holders of a valid document issued in accordance with the following Articles of this Agreement:
3. In Switzerland, the entry and exit of United Kingdom nationals and their family members shall be regulated in accordance with its association with Schengen. If, and only if, Switzerland is obliged to require documents other than those set out in Article 1 of Annex 1 to the FMOPA due to its Schengen association, the United Kingdom may also require these same documents for the purposes of the entry and exit of Swiss nationals in the United Kingdom.
4. Where the host State requires either i) persons providing services pursuant to Article 23 of this Agreement who are neither a United Kingdom nor a Swiss national; or ii) family members who join the Swiss national or the United Kingdom national covered by this Agreement on or after the specified date, to have an entry visa, the host State shall grant such persons every facility to obtain the necessary visas.
The right of Swiss nationals, United Kingdom nationals and their respective family members to rely directly on this Part shall not be affected when they change status, for example between student, worker, self-employed person, economically inactive person and family member. Persons who, before the specified date, enjoyed a right of residence in their capacity as family members of Swiss nationals or United Kingdom nationals cannot become persons referred to in sub-paragraphs a–b of Article 10 paragraph 1 of this Agreement. Accordingly, they cannot generate family reunification rights under sub-paragraph e of Article 10 paragraph 1 of this Agreement.
Switzerland and the United Kingdom shall take due account of the Decisions and Recommendations of the Administrative Commission for the Coordination of Social Security Systems attached to the European Commission, set up under Regulation (EC) No 883/2004 («Administrative Commission») listed in Part I of Annex I this Agreement. 2. For the purposes of this Part, the definitions in Article 1 of Regulation (EC) No 883/2004 shall apply.
Where there is no agreement in force between the United Kingdom and the European Union which provides for Regulations (EC) No 883/2004 and (EC) No 987/2009 to apply to any specified category of person as between the United Kingdom and the European Union, the 21 European Union coordination regulations referred to in Article 26 shall apply only as between the United Kingdom and Switzerland to the extent possible and necessary for the purposes of this Agreement.
The provisions of Regulations (EC) No 883/2004 and (EC) No 987/2009 on reimbursement, recovery and offsetting shall continue to apply in relation to events, in so far as they relate to persons not covered by Article 25, that:
The Joint Committee established under Article 6 of this Agreement shall revise Part II of Annex I to this Agreement and align it to any act amending or replacing Regulations (EC) No 883/2004 and (EC) No 987/2009 and incorporated into the FMOPA and the Withdrawal Agreement between the United Kingdom and the European Union, as soon as a decision to that effect is adopted by the Swiss-EU Joint Committee established under Article 14 of the FMOPA and the corresponding Joint Committee established under the Withdrawal Agreement between the United Kingdom and the European Union. To that end, the Parties shall, as soon as possible after adoption, inform each other within the Joint Committee established under Article 6 of this Agreement of any act amending or replacing those Regulations.
2. By way of derogation from the second subparagraph of paragraph 1, where an act amending or replacing Regulations (EC) No 883/2004 and (EC) No 987/2009 that has been incorporated into the FMOPA and the Withdrawal Agreement between the United Kingdom and the European Union:
In making its assessment the Joint Committee shall consider in good faith the scale of the changes referred to in a) to c), as well as the importance of the continued good functioning of Regulations (EC) No 883/2004 and (EC) No 987/2009 between Switzerland and the United Kingdom and of there being a competent State in relation to an individual in scope of Regulation (EC) No 883/2004.
If the Joint Committee so decides within 6 months from the information given pursuant to paragraph 1, Part II of Annex I to this Agreement shall not be aligned to the act referred to in sub-paragraph 1.
For the purposes of this paragraph:
3. Regulations (EC) No 883/2004 and (EC) No 987/2009 shall, for the purposes of this Agreement, be understood as comprising the adaptations listed in Part III of Annex I to this Agreement. The United Kingdom shall, as soon as possible after adoption, inform Switzerland of any changes in domestic provisions of relevance to Part III of Annex I to this Agreement within the Joint Committee.
4. The Decisions and Recommendations of the Administrative Commission shall, for the purposes of this Agreement, be understood as comprising the list set out in Part I of Annex I. The Joint Committee shall amend Part I of Annex I to reflect any new Decision or Recommendation adopted by the Administrative Commission. To that end, the Parties shall, as soon as possible after adoption, inform each other thereof within the Joint Committee. Such adaptations shall be made by the Joint Committee on a proposal of Switzerland or the United Kingdom .
Where an act amending or replacing Regulations (EC) No 883/2004 and (EC) No 987/2009 has been incorporated into the FMOPA, the Joint Committee shall assess the effects of the act and shall consider whether it is appropriate for Part II of Annex I to this Agreement to be aligned to that act. To that end, Switzerland shall, as soon as possible after adoption, inform the United Kingdom within the Joint Committee established under Article 6 of this Agreement of any act amending or replacing those Regulations.
If the Joint Committee does not take a decision to align Part II of Annex I to this Agreement to the act referred to, Part II of Annex I to this Agreement shall not be aligned to that act. 3. Regulations (EC) No 883/2004 and (EC) No 987/2009 shall, for the purposes of this Agreement, be understood as comprising the adaptations listed in Part III of Annex I to this Agreement. The United Kingdom shall, as soon as possible after adoption, inform Switzerland of any changes in domestic provisions of relevance to Part III of Annex I to this Agreement within the Joint Committee. 4. The Decisions and Recommendations of the Administrative Commission shall, for the purposes of this Agreement, be understood as comprising the list set out in Part I of Annex I. The Joint Committee may amend Part I of Annex I to reflect any new Decision or Recommendation adopted by the Administrative Commission as the Joint Committee consider appropriate. To that end, Switzerland shall, as soon as possible after adoption, inform the United Kingdom thereof within the Joint Committee. Such adaptations shall be made by the Joint Committee on a proposal of Switzerland or the United Kingdom. 5. The Joint Committee may, until the end of the fourth year following the end of the specified date, adopt decisions amending Part Three of this Agreement, for the purpose of clarifying the operation of Regulation (EC) No 883/2004 and Regulation (EC) No 987/2009 in a bilateral context.
In the circumstances mentioned in paragraph 1 of Article 28a , the Parties shall jointly review the provisions of Part Three of this Agreement in the Joint Committee prior to the end of the year following the date on which it is applied between the Parties and annually thereafter. In carrying out the review, the Parties shall consider whether Part Three remains the most appropriate means of securing social security coordination for the persons covered or whether Part Three should be amended or replaced.
Without prejudice to Parts Two and Three, this Part applies to United Kingdom nationals and Swiss nationals.
Persons providing services pursuant to Article 23 of this Agreement can continue to benefit from Title II of Directive 2005/36/EC and from Directive 77/249/EEC under the conditions set out in Article 23 paragraph 4.
Where a lawyer within sub-paragraphs a) or b) does register with the relevant competent authority of the other Party pursuant to Article 3 of Directive 98/5/EC they shall be permitted to practise under their home State professional title in accordance with Directive 98/5/EC provided that registration is continuous. If a lawyer practising under their home State professional title is no longer registered then national law or the terms of any successor agreement between the United Kingdom and Switzerland shall apply should that lawyer seek to register again.
4. Those:
5. For the purposes of the recognition of third country professional qualifications where the recognition procedure has not commenced before the specified date, the following shall apply:
a) persons who have secured a first recognition decision in the United Kingdom or Switzerland pursuant to Article 2(2) of Directive 2005/36/EC before the specified date, shall be permitted to apply within four years of the specified date for a recognition decision from Switzerland or the United Kingdom respectively in accordance with the provisions of that Directive;
b) persons who have attained a third country professional qualification and have submitted an application for a first recognition decision to the relevant United Kingdom or Swiss competent authority pursuant to Article 2 paragraph 2 of Directive 2005/36/EC before the specified date, shall be permitted to apply within four years of the specified date for a recognition decision from Switzerland or the United Kingdom respectively in accordance with the provisions of that Directive.
With regard to pending applications referred to in Article 31, applications not yet initiated under Article 32 and in respect of lawyers practising under their home State professional title under Article 30 paragraph 2, the parties shall cooperate and shall provide mutual assistance in order to facilitate the application of Articles 30 paragraph 2, 31 and 32. Cooperation may include the exchange of information, including disciplinary action or criminal sanctions taken or any other serious and specific circumstances which are likely to have consequences for the pursuit of the activities falling under the Directives referred to in Articles 30 paragraph 2, 31 and 32.
Annex I shall form an integral part of this Agreement.
This Agreement is drawn up in two original copies in the German and English languages, the texts in each of these languages being equally authentic.
Done in Bern on 25 February 2019.
| For the Swiss Confederation: Mario Gattiker | For the United Kingdom of Great Britain and Northern Ireland: Chris Heaton-Harris |
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Applicable legislation (A series): – Decision A1 of 12 June 2009 concerning the establishment of a dialogue and conciliation procedure concerning the validity of documents, the determination of the applicable legislation and the provisions of benefits under Regulation (EC) No 883/2004 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p.1); – Decision A2 of 12 June 2009 concerning the interpretation of Article 12 of Regulation (EC) No 883/2004 of the European Parliament and of the Council on the legislation applicable to posted workers and self-employed workers temporarily working outside the competent State (OJ C 106, 24.4.2010, p. 5); – Decision A3 of 17 December 2009 concerning the aggregation of uninterrupted posting periods completed under the Council Regulation (EEC) No 1408/71 and Regulation (EC) No 883/2004 of the European Parliament and of the Council (OJ C 149, 08.6.2010, p. 3).
Electronic data exchange (E series): – Decision E1 of 12 June 2009 concerning the practical arrangements for the transitional period for the data exchange via electronic means referred to in Article 4 of Regulation (EC) No 987/2009 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p. 9); – Decision E2 of 3 March 2010 concerning the establishment of a change management procedure applying to details of the bodies defined in Article 1 of Regulation (EC) No 883/2004 of the European Parliament and of the Council which are listed in the electronic directory which is an inherent part of EESSI (OJ C 187, 10.7.2010, p. 5); Decision E3 of 19 October 2011 concerning the transitional period as defined in Article 95 of Regulation (EC) No 987/2009 of the European Parliament and of the Council (OJ C 12, 14.1.2012, p. 6).
Family benefits (F series): – Decision F1 of 12 June 2009 concerning the interpretation of Article 68 of Regulation (EC) No 883/2004 of the European Parliament and of the Council relating to priority rules in the event of overlapping of family benefits (OJ C 106, 24.4.2010, p. 11).
Horizontal aspects (H series): – Decision H1 of 12 June 2009 concerning the framework for the transition from Council Regulations (EEC) No 1408/71 and (EEC) No 574/72 to Regulations (EC) No 883/2004 and (EC) No 987/2009 of the European Parliament and of the Council and the application of Decisions and Recommendations of the Administrative Commission for the coordination of social security systems (OJ C 106, 24.4.2010, p. 13); – Decision H2 of 12 June 2009 concerning the methods of operation and the composition of the Technical Commission for data processing of the Administrative Commission for the coordination of social security systems (OJ C 106, 24.4.2010, p. 17); – Decision H3 of 15 October 2009 concerning the date to be taken into consideration for determining the rates of conversion referred to in Article 90 of Regulation (EC) No 987/2009 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p. 56); – Decision H4 of 22 December 2009 concerning the composition and working methods of the Audit Board of the Administrative Commission for the Coordination of Social Security Systems (OJ C 107, 27.4.2010, p. 3); – Decision H5 of 18 March 2010 concerning cooperation on combating fraud and error within the framework of Council Regulation (EC) No 883/2004 and Regulation (EC) No 987/2009 of the European Parliament and of the Council on the coordination of social security systems (OJ C 149, 8.6.2010, p. 5); – Decision H6 of 16 December 2010 concerning the application of certain principles regarding the aggregation of periods under Article 6 of Regulation (EC) No 883/2004 on the coordination of social security systems (OJ C 45, 12.2.2011, p. 5).
Pensions (P series): – Decision P1 of 12 June 2009 on the interpretation of Articles 50 paragraph 4, 58 and 87 paragraph 5 of Regulation (EC) No 883/2004 of the European Parliament and of the Council for the award of invalidity, old-age and survivors' benefits (OJ C 106, 24.4.2010, p. 21).
Sickness (S series): – Decision S1 of 12 June 2009 concerning the European Health Insurance Card (OJ C 106, 24.4.2010, p. 23); – Decision S2 of 12 June 2009 concerning the technical specifications of the European Health Insurance Card (OJ C 106, 24.4.2010, p. 26); – Decision S3 of 12 June 2009 defining the benefits covered by Articles 19 paragraph 1 and 27 paragraph 1 of Regulation (EC) No 883/2004 of the European Parliament and of the Council 32 and Article 25(A)(3) of Regulation (EC) No 987/2009 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p. 40); – Decision S4 of 2 October 2009 concerning refund procedures for the implementation of Articles 35 and 41 of Regulation (EC) No 883/2004 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p. 52); – Decision S5 of 2 October 2009 on interpretation of the concept of «benefits in kind» as defined in Article 1 point va of Regulation (EC) No 883/2004 of the European Parliament and of the Council in the event of sickness or maternity pursuant to Articles 17, 19, 20, 22, 24 paragraph 1, 25, 26, 27 paragraphs 1, 3, 4 and 5, 28, 34 and 36 paragraphs 1 and 2 of Regulation (EC) No 883/2004 and on calculation of the amounts to be refunded under Articles 62, 63 and 64 of Regulation (EC) No 987/2009 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p. 54); – Decision S6 of 22 December 2009 concerning the registration in the Member State of residence under Article 24 of Regulation (EC) No 987/2009 and the compilation of the inventories provided for in Article 64 paragraph 4 of Regulation (EC) No 987/2009 (OJ C 107, 27.4.2010, p. 6); – Decision S7 of 22 December 2009 concerning the transition from Regulations (EEC) Nos 1408/71 and 574/72 to Regulations (EC) Nos 883/2004 and 987/2009 and the application of reimbursement procedures (OJ C 107, 27.4.2010, p. 8); – Decision S8 of 15 June 2011 concerning the granting of prostheses, major appliances and other substantial benefits in kind provided for in Article 33 of Regulation (EC) No 883/2004 on the coordination of social security systems (OJ C 262, 06.9.2011, p. 6); – Recommendation S1 of 15 March 2012 concerning financial aspects of cross-border living organ donations (OJ C 240, 10.8.2012, p. 3).
Unemployment (U series): – Decision U1 of 12 June 2009 concerning Article 54 paragraph 3 of Regulation (EC) No 987/2009 of the European Parliament and of the Council relating to increases in unemployment benefit for dependent members of the family (OJ C 106, 24.4.2010, p. 42); - – Decision U2 of 12 June 2009 concerning the scope of Article 65 paragraph 2 of Regulation (EC) No 883/2004 of the European Parliament and of the Council on the right to unemployment benefits of wholly unemployed persons other than frontier workers who were resident in the territory of a Member State other than the competent Member State during their last period of employment or self-employment (OJ C 106, 24.4.2010, p. 43); – Decision U3 of 12 June 2009 concerning the scope of the concept of «partial unemployment» applicable to the unemployed persons referred to in Article 65 paragraph 1 of 33 Regulation (EC) No 883/2004 of the European Parliament and of the Council (OJ C 106, 24.4.2010, p. 45); – Decision U4 of 13 December 2011 concerning the reimbursement procedures under Article 65 paragraphs 6 and 7 of Regulation (EC) No 883/2004 and Article 70 of Regulation (EC) No 987/2009 (OJ C 57, 25.2.2012, p. 4); – Recommendation U1 of 12 June 2009 concerning the legislation applicable to unemployed persons engaging in part-time professional or trade activity in a Member State other than the State of residence (OJ C 106, 24.4.2010, p. 49); – Recommendation U2 of 12 June 2009 concerning the application of Article 64 paragraph 1 sub-paragraph a of Regulation (EC) No 883/2004 of the European Parliament and of the Council to unemployed persons accompanying their spouses or partners pursuing a professional or trade activity in a Member State other than the competent State (OJ C 106, 24.4.2010, p. 51).
Regulation (EC) No 883/2004 of the European Parliament and of the Council of 29 April 2004 on the coordination of social security systems, as amended by: – Regulation (EC) No 988/2009 of the European Parliament and of the Council of 16 September 2009; – Commission Regulation (EU) No 1244/2010 of 9 December 2010; – Regulation (EU) No 465/2012 of the European Parliament and of the Council of 22 May 2012; – Commission Regulation (EU) No 1224/2012 of 18 December 2012; – Council Regulation (EU) No 517/2013 of 13 May 2013; Regulation (EC) No 987/2009 of the European Parliament and of the Council of 16 September 2009 laying down the procedure for implementing Regulation (EC) No 883/2004 on the coordination of social security systems, as amended by: – Commission Regulation (EU) No 1244/2010 of 9 December 2010; – Regulation (EU) No 465/2012 of the European Parliament and of the Council of 22 May 2012; Commission Regulation (EU) No 1224/2012 of 18 December 2012; Point II of Protocol to Annex II to the Agreement between the European Community and its Member States, of the one part, and the Swiss Confederation, of the other, on the free movement of persons of 21 June 1999.
The provisions of Regulation (EC) No 883/2004 shall, for the purposes of this Agreement, be adapted as follows: (a) the following shall be added to Annex I, section I:
Cantonal legislation concerning the advances of maintenance payments based on Articles 131 paragraph 2 and 293 paragraph 2 of the Federal Civil Act.»;
(b) the following shall be added to Annex I, section II:
Birth grants and adoption grants pursuant to the relevant cantonal legislation based on Article 3 paragraph 2 of the Federal Family Allowances Act.»;
(c) the following shall be added to Annex III:
d) the following shall be added to Annex IV:
« Switzerland »;
e) the following shall be added to Annex VI:
Employment and Support Allowance (ESA)(a) Great Britain legislation Part 1 of the Welfare Reform Act 2007; (b) Northern Ireland legislation Part 1 of the Welfare Reform Act (Northern Ireland) 2007.»; f) the following shall be added to Part 1 of Annex VIII:
All applications for retirement pension, widows' and bereavement benefits, with the exception of those for which during a tax year beginning on or after 6 April 1975: (i) the party concerned had completed periods of insurance, employment or residence under the legislation of the United Kingdom and another Member State; and one (or more) of the tax years was not considered a qualifying year within the meaning of the legislation of the United Kingdom; (ii) the periods of insurance completed under the legislation in force in the United Kingdom for the periods prior to 5 July 1948 would be taken into account for the purposes of Article 52 paragraph 1 sub-paragraph b of the Regulation by application of the periods of insurance, employment or residence under the legislation of another Member State.
All applications for additional pension pursuant to the Social Security Contributions and Benefits Act 1992, section 44, and the Social Security Contributions and Benefits (Northern Ireland) Act 1992, section 44.»
All claims for old-age, survivors’ and invalidity pensions under the basic scheme (Federal Law on old-age and survivors’ insurance and Federal Law on invalidity insurance) and statutory old-age pensions under the statutory occupational benefit plans (Federal Law on occupational benefit plans for old-age, survivors’ and invalidity insurance).»;
g) the following shall be added to Part 2 of Annex VIII:
Graduated retirement benefits paid pursuant to the National Insurance Act 1965, sections 36 and 37, and the National Insurance Act (Northern Ireland) 1966, sections 35 and 36.»
Old-age, survivors’ and invalidity pensions under the statutory occupational benefit plans (Federal Law on occupational benefit plans for old-age, survivors’ and invalidity insurance).»
h) the following shall be added to Part 2 of Annex IX:
Survivors’ and invalidity pensions under the statutory occupational benefit plans (Federal Law on occupational benefit plans for old-age, survivors’ and invalidity insurance).»
i) the following shall be added to Annex X:
(a) State Pension Credit (State Pension Credit Act 2002 and State Pension Credit Act (Northern Ireland) 2002); (b) Income-based allowances for jobseekers (Jobseekers Act 1995 and Jobseekers (Northern Ireland) Order 1995); (c) Disability Living Allowance mobility component (Social Security Contributions and Benefits Act 1992 and Social Security Contributions and Benefits (Northern Ireland) Act 1992); (d) Employment and Support Allowance Income-related (Welfare Reform Act 2007 and Welfare Reform Act (Northern Ireland) 2007).»
(a) Supplementary benefits (Federal Supplementary Benefits Act of 6 October 2006) and similar benefits provided for under cantonal legislation. (b) Pensions in the case of hardship under invalidity insurance (Article 28 subparagraph 1a of the Federal Invalidity Insurance Act of 19 June 1959, as amended on 7 October 1994). (c) Non-contributory mixed benefits in the event of unemployment, as provided for under cantonal legislation. (d) Non-contributory extraordinary invalidity pensions for disabled persons (Article 39 of the Federal Invalidity Insurance Act of 19 June 1959) who have not been subject, before their incapacity for work, to the Swiss legislation on the basis of an activity as an employed or self-employed person.» j) the following shall be added to Annex XI:
1. Where, in accordance with United Kingdom legislation, a person may be entitled to a retirement pension if: (a) the contributions of a former spouse are taken into account as if they were that person's own contributions; or (b) the relevant contribution conditions are satisfied by that person's spouse or former spouse, then provided, in each case, that the spouse or former spouse is or had been exercising an activity as an employed or self-employed person, and had been subject to the legislation of two or more Member States, the provisions of Chapter 5 37 of Title III of this Regulation shall apply in order to determine entitlement under United Kingdom legislation. In this case, references in the said Chapter 5 to 'periods of insurance' shall be construed as references to periods of insurance completed by: (i) a spouse or former spouse where a claim is made by: – a married woman, or – a person whose marriage has terminated otherwise than by the death of the spouse; or (ii) a former spouse, where a claim is made by: – a widower who immediately before pensionable age is not entitled to widowed parent's allowance, or – a widow who immediately before pensionable age is not entitled to widowed mother's allowance, widowed parent's allowance or widow's pension, or who is only entitled to an age-related widow's pension calculated pursuant to Article 52 paragraph 1(b) of this Regulation, and for this purpose 'age-related widow's pension' means a widow's pension payable at a reduced rate in accordance with section 39(4) of the Social Security Contributions and Benefits Act 1992.
2. For the purposes of applying Article 6 of this Regulation to the provisions governing entitlement to attendance allowance, carer's allowance and disability living allowance, a period of employment, self-employment or residence completed in the territory of a Member State other than the United Kingdom shall be taken into account in so far as is necessary to satisfy conditions as to required periods of presence in the United Kingdom, prior to the day on which entitlement to the benefit in question first arises.
3. For the purposes of Article 7 of this Regulation, in the case of invalidity, old-age or survivors' cash benefits, pensions for accidents at work or occupational diseases and death grants, any beneficiary under United Kingdom legislation who is staying in the territory of another Member State shall, during that stay, be considered as if he resided in the territory of that other Member State.
4. Where Article 46 of this Regulation applies, if the person concerned suffers incapacity for work leading to invalidity while subject to the legislation of another Member State, the United Kingdom shall, for the purposes of Section 30A (5) of the Social Security Contributions and Benefits Act 1992, take account of any periods during which the person concerned has received, in respect of that incapacity for work: (i) cash sickness benefits or wages or salary in lieu thereof; or (ii) benefits within the meaning of Chapters 4 and 5 of Title III of this Regulation granted in respect of the invalidity which followed that incapacity for work, under the legislation of the other Member State, as though they were periods of short term incapacity benefit paid in accordance with Sections 30A paragraphs 1-4 of the Social Security Contributions and Benefits Act 1992.
In applying this provision, account shall only be taken of periods during which the person would have been incapable of work within the meaning of United Kingdom legislation.
Article 2 of the Federal Old-Age and Survivors’ Insurance Act and Article 1 of the Federal Invalidity Insurance Act, which govern voluntary insurance in these insurance branches for Swiss nationals resident in States not subject to this Agreement, shall be applicable to persons resident outside Switzerland who are nationals of the other States to which this Agreement applies, and to refugees and stateless persons resident in the territory of these 39 States, where these persons join the voluntary insurance scheme not later than one year after the date on which they ceased to be covered by old-age, survivors’ and invalidity insurance after a continuous period of insurance of at least five years.
Where a person ceases to be insured under Swiss old-age, survivors’ and invalidity insurance after a continuous period of insurance of at least five years, he shall continue to be entitled to be insured with the agreement of the employer if he works in a State to which this Agreement does not apply for an employer in Switzerland and if he submits an application to this effect within six months of the date on which he ceases to be insured.
Compulsory insurance under Swiss sickness insurance and possible exemptions
(a) The Swiss legal provisions governing compulsory sickness insurance shall apply to the following persons not resident in Switzerland: (i) persons subject to Swiss legal provisions under Title II of the Regulation; (ii) persons for whom Switzerland shall bear the costs of benefits according to Articles 24, 25, 26 of the Regulation; (iii) persons receiving Swiss unemployment insurance benefits; (iv) family members of persons referred to in points i and iii or of an employed or self-employed person resident in Switzerland who is insured under the Swiss sickness insurance scheme, unless these family members are resident in one of the following States: Denmark, Spain, Hungary, Portugal, Sweden or the United Kingdom; (v) family members of persons referred to in point ii or of a pensioner resident in Switzerland who is insured under the Swiss sickness insurance scheme, unless these family members are resident in one of the following States: Denmark, Portugal, Sweden or the United Kingdom. As family members are considered those persons who are defined as family members according to the legislation of the state of residence. (b) Persons referred to in sub-paragraph a may, on request, be exempted from compulsory insurance if and as long as they are resident in one of the following States and can prove that they are eligible for cover in the event of sickness: Germany, France, Italy, Austria, and, with regard to persons referred to in sub-paragraph a points iv and v, Finland and, with regard to persons referred to in paragraph a point ii, Portugal. This request: (aa) must be submitted within three months of the date on which the obligation to take out insurance in Switzerland comes into effect; where, in justified cases, the request is submitted after this deadline, the exemption shall take effect as from the commencement of the insurance obligation; (bb) shall apply to all family members residing in the same State.
Where a person subject to Swiss legal provisions under Title II of the Regulation is, in application of paragraph 3 sub-paragraph b, subject for the purposes of sickness insurance to the legal provisions of another State covered by this Agreement, the costs of these benefits in kind for non-occupational accidents shall be shared equally between the Swiss insurer against occupational and non-occupational accidents and industrial diseases and the competent sickness insurance institution if an entitlement exists to benefits in kind from both bodies. The Swiss insurer against occupational and non-occupational accidents and industrial diseases shall meet all costs in the event of occupational accidents, accidents on the way to work or industrial diseases, even where there is an entitlement to benefits from a sickness insurance body in the country of residence.
Persons who are working, but not residing in Switzerland and who have statutory insurance cover in their State of residence in accordance with paragraph 3 subparagraph b, as well as their family members, shall benefit from the provisions of Article 19 of the Regulation during a stay in Switzerland.
For the purposes of applying Articles 18, 19, 20, 27 of the Regulation in Switzerland, the competent insurer shall bear all invoiced costs.
Periods of daily allowance insurance completed under the insurance scheme of another State to which this Agreement applies shall be taken into account for reducing or lifting a possible reserve in daily allowance insurance in the event of maternity or sickness where the person becomes insured with a Swiss insurer within three months of ceasing to be covered by insurance in another country.
Where a person who was gainfully employed or self-employed in Switzerland and covering his vital needs has had to cease his activity owing to an accident or illness and is no longer subject to Swiss legislation on invalidity insurance, he shall be considered to be covered by that insurance for the purpose of eligibility for rehabilitation measures until the payment of an invalidity pension and throughout the period during which he benefits from these measures, provided that he has not taken up a new activity outside Switzerland.
The provisions of Regulation (EC) No 987/2009 shall, for the purposes of this Agreement, be adapted as follows: a) the following shall be added to Annex 3:
«United Kingdom»
AS 2021 85 ↩
AS 2021 86 ↩
SR 0.142.112.681 ↩
OJ L. C 23 of 28.1.1983, p. 1 ↩
OJ L. C 306 of 17.12.2007, p. 270 ↩
Regulation (EC) No 987/2009 of the European Parliament and of the Council of 16 September 2009 laying down the procedure for implementing Regulation (EC) No 883/2004 on the coordination of social security systems (OJ L 284, 30.10.2009, p. 1) ↩
By Joint Committee Decision No 1/2021 adopted on 4 August 2021, the Contracting Parties decided that the provisions of Part III of the Agreement on the coordination of social security schemes shall apply to nationals of the Member States of the European Union as from 1 Jan. 2021 (AS 2021 709). ↩
Directive 98/5/EC of the European Parliament and of the Council of 16 February 1998 to facilitate practice of the profession of lawyer on a permanent basis in a Member State other than that in which the qualification was obtained (OJ L 77, 14.3.1998, p. 36). ↩
Council Directive 74/556/EEC of 4 June 1974 laying down detailed provisions concerning transitional measures relating to activities, trade in and distribution of toxic products and activities entailing the professional use of such products including activities of intermediaries (OJ L 307, 18.11.1974, p. 1). ↩
Council Directive 86/653/EEC of 18 December 1986 on the coordination of the laws of the Member States relating to self-employed commercial agents (OJ L 382, 31.12.1986, p. 17). ↩
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