Archived decisions

Part-time Pensions Claims - Tribunal Applications

Timetable for Dealing with the Questionnaire/Settlement Phase

(approximately 80 in total)

Target Date

Action

Duration

By whom?

Performance Indicator

1 October 2003

Questionnaires sent out

Complete

ER Team

Completed

3 November 2003

Target return date for questionnaires

Complete

Applicants

Completed

21 November 2003

Estimated date for final questionnaire returns

Complete

Applicants

Completed

13 April 2004

Apply to ET to have applicants who did not return their questionnaire `struck out'

1 day

ER Team

Completed

16 April 2004

Re-send questionnaire to applicants who did not return the original questionnaire, as requested by the ET

1 day

ER Team

Completed

30 April 2004

Preliminary evaluation of data returns (inc. information from CF re opportunity to join pension scheme).

3 months

ER Team

Completed

20 May 2004

All outstanding questionnaires to be returned.

1 month

ER Team

Check questionnaire returns against the database.

In hand

21 May 2004

Apply to ET to have applicants who did not return the second questionnaire `struck out'.

1 day

ER Team

Letter sent to the Regional Secretary requesting strike outs.

21 May 2004

Collate information and pass to payroll to validate service and provide salary information.

1 week

ER Team

Front sheets completed as far as possible.

In hand

21 May 2004

Payroll to pass information to Pension Services

2 and half weeks

Linda Calder

Data verified and salary details input.

         

25 May 2004

Supplemental queries generated.

Ongoing

ER Team/Linda Calder

Clarify queries in respect of data. In hand

28 May 2004

Advise Employment Tribunal of those cases which must fail in whole or in part because the proceedings were commenced more than 6 months after a stable employment relationship ended or because no stable employment relationship ever existed.

1 month

ER Team

Tribunal notified of Applicants whose claims must fail.

In hand

4 June 2004

Advise Employment Tribunal of those cases which must fail in full, or in part, as a result of the Applicant's failure to opt into the pensions scheme (Represented Applicants - one schedule per TU or professional body)

1 month

ER Team, assisted by Pensions

Tribunal notified of Applicants whose claims must fail in whole or in part.

In hand

4 June 2004

Advise Employment Tribunal of those cases which must fail in full, or in part, as a result of the Applicant's failure to opt into the pensions scheme (unrepresented Applicants)

1 month

ER Team, assisted by Pensions

Tribunal notified of Applicants whose claims must fail in whole or in part.

In hand

9 July 2004

Numerical evaluations undertaken in line with Public Sector Settlement Model.

5 weeks

Pensions Services

Basis for settlement of claims achieved.

30 July 2004

Offers of settlement generated.

2 weeks

Pensions Services

Letters sent to successful applicants.

30 August 2004

(NB: estimated date)

Tribunal to send letter to each representing union/professional body inviting them to give reason (s) why claims should not be struck out in whole, or in part, because of the applicant's failure to opt into the scheme. (Info Bulletin No 9: Para 7.4(c))

2 months

Employment Tribunal

N/A

31 December 2004

(NB: estimated date)

Representatives to respond to why claims should not be struck out. (Info Bulletin No 9: Para 7.4(d))

4 months

Applicants representatives

N/A

January 2005 (ongoing)

(NB: estimated date)

Cases listed for hearing.

Ongoing

Employment Tribunal

(Hearings attended by ER Team)

Contentious cases heard and able to reach resolution.

31 January 2005

(NB: estimated date)

Applicants to accept/reject offers of settlement.

6 months of receipt of letter.

Pensions Services

Applicants to have responded to the offers of settlement.

31 January 2005

(NB: estimated date)

Unions and other bodies to advise Employment Tribunal whether successful part of claims are to be withdrawn from ET. (Info Bulletin No 9: Para 7.4(e))

5 months

Trade Unions and other Professional Bodies

N/A

31 March 2005

(NB: estimated date)

ET to send letter to unrepresented applicants whose claim is identified as failing, inviting them to give a reason why their claim should not be struck out in whole or in part. (Info Bulletin No 9: Para 7.4(f))

2 months (estimated)

Employment Tribunal

N/A

30 April 2005

(NB: estimated date)

HCC to notify whether it concedes para 7.2 of Info Bulletin no. 9.

(Info Bulletin No 9: Para 7.4(g))

1 month

ER Team/Pensions

Further clarification claims which must fail or succeed.

31 July 2005

(NB: estimated date)

Contentious claims solved & hence estimated completion date.

6 months

Pensions Services

Contentious claims resolved.