Jurisdiction(s):
European Union

Key definition

Rules definition

What does Rules mean? Rules describes the written provisions that govern how a pension scheme operates—especially occupational pension schemes—usually contained in, or annexed to, the trust deed (trust deed and rules). Legislation refers to these as scheme rules (for example, Pensions Act 1995 and Pensions Act 2004 in the UK, and the Pensions Act 1990 in Ireland). Scheme rules set out eligibility, benefit structure (defined benefit or defined contribution), contributions, service and accrual, retirement options and ages, revaluation/indexation, ill‑health and death benefits, transfers in and out, leaver provisions, forfeiture, augmentation, priority on winding‑up, discretions and decision‑making, and the scheme’s amendment and termination powers. They also...

EU/EEA Citizens’ Directive: durable partners and other family members—definitions, evidential criteria, facilitation duties, and rights of entry and residence

Published by a LexisNexis EU Law expert

Practice notes

Under Directive 2004/38/EC, the Citizens’ Directive

Nationals of the European Economic Area (EEA)—which includes the EU Member States, Norway, Iceland and Lichtenstein—benefit from EU free movement law. In this Practice Note, references to ‘EU citizens’, meaning nationals of EU Member States, are understood to include EEA nationals.

The Citizens’ Directive identifies two additional categories of relatives of EU nationals who are exercising treaty rights in another Member State, beyond those classed as direct ‘family members’:

those in a ‘durable relationship’ with an EU national, which is ‘duly attested’; or
‘other family members’, who:
- were dependants of the EU national, or members of the EU national’s household, before the EU national came to the host Member State; or
- have serious health grounds that strictly require their personal care by the EU national

See Practice Note: Family members of EU nationals—definitions and rights of entry and residence for the definition of primary family members.

Non-EU nationals within these two additional groups do not possess an automatic entitlement to accompany or join their EU national family member who has moved, or is moving, to another Member State. Instead, the host...

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Sandra Akinbolu

The 36 Group

Practice Profile: Immigration, Asylum and Human Rights.Sandra acts for clients at all stages, from the advisory stage through to appeals before the Court of Appeal, dealing with all aspects of public and private immigration work. She regularly appears in asylum and deportation appeals at those levels and advises throughout proceedings. She lectures on all aspects of immigration law, recent lectures include the impact of the changes in the Points-Based system, and developments in EEA law.Public.Sandra has a flourishing judicial review practice, advising and appearing on fresh claim refusals, unlawful detention, and injunctive relief for removals and administrative, amongst others.Family.Sandra has a burgeoning family practice. She represents and advises both privately and publicly funded clients on all aspects of family and child law, at all levels. Recent cases have involved contested residency proceedings and large-scale care hearings....

Web page updated on 21/05/2026

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