Archived decisions

Appendix

Timetable for Dealing with Part-time Pension Claims - Letters Applicants

(approximately 180 active claims plus 150 non-HCC claims)

Letters Claims (as at 31 October 2006)

*Target Date*	*Action*	*Duration*	*By whom?*	*Performance Indicator*
20 November 2003	Filter `out of time' cases from Letters claims	1 week	ER Team/Pension Services	Ascertain strike outs Completed
May/June 2004	Notify Applicants whose claims fail on grounds of being out of time	1 week	Pensions Services	Letters sent Completed
25 June 2004	Send questionnaires out	1 week	Pensions Services	Completed
23 July 2004	Target return date for questionnaires	4 weeks	Applicants	Majority of completed questionnaires returned Completed
3 August 2004	Chaser letter sent to non-returner applicants	1 day	Pensions Services	Letter sent out Completed
31 August 2004	Predicted date for final questionnaire returns	4 weeks	Applicants	All questionnaires returned or notified that Applicants do not wish to pursue claim Completed
3 December 2004	Notify relevant Applicants/Organisation of non-HCC claims	1 month	Pensions Services	Non-HCC claims disposed of On-going: 60% completed
7 January 2005	Preliminary evaluation of data returns	5 months	Pensions Services	Data verified as far as possible to ensure that Pensions can proceed with settlement calculations. Completed
7 January 2005	Supplemental queries	Ongoing	ER Team	Clarify queries in respect of data Ongoing
*Target Date*	*Action*	*Duration*	*By whom?*	*Performance Indicators*
Awaiting confirmation from the LGPC that non-ET Claims can be settled. Therefore date TBC.	Numerical evaluations in line with Public Sector Settlement Model.	6 months	Pensions Services	Basis for settlement of claims achieved. Completed as far as possible - still waiting for confirmation from LGPC that non-ET Claims can be settled
As above	Offers of settlement generated	4 weeks	Pensions Services	Letters sent to successful applicants Waiting for guidance from LGPC that non-ET claims can be settled - 10 claims pending
As above	Write to unsuccessful applicants whose claims fail.	4 weeks	Pensions Services	Letters to unsuccessful applicants Completed to all applicants identified as unsuccessful so far Ongoing pending result of Beswick 2 test case
1 July 2006	9 letters claims pending in line with s.7.1 of ET Part-Time Pensions Information Bulletin No.9	Unknown	Pensions Services	Awaiting outcome of test case Beswick category 2 12 Cases on hold-
Awaiting confirmation from the LGPC that non-ET Claims can be settled. Date TBC.	Applicants to accept/reject offers of settlement	4 weeks	Pensions Services
As above	Agreed claims settled	4 weeks	Pensions Services	Settlement of outstanding claims
As above	Contentious claims solved	3 months	Pensions Services
To be confirmed	Estimated completion date

Part-time Pension Claims - Tribunal Applicants

Timetable for Dealing with the Questionnaire/Settlement Phase

LGPS Claims (as at 31 October 2006)

(approximately 56 active claims, including 4 claims awaiting notification of strike out by ET)

*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		Applicants	Completed
30 May 2004	Preliminary evaluation of data returns	4 weeks	ER Team	Data verified as far as possible to ensure that Pensions can proceed with settlement calculations. Completed
1 July 2004	25 Claims stayed by the Employment Tribunal in line with s.7.1 of Information Bulletin No.9 Now reduced to 15 claims	Unknown	ER Team	Awaiting outcome of test case Beswick, now Beswick category 2 Cases on hold
31 January 2005	Supplemental queries	Ongoing	ER Team/Pensions Services	Clarify queries in respect of data Ongoing
31 January 2005	Numerical evaluations undertaken in line with Public Sector Settlement Model	6 months	Pensions Services	Basis for settlement of claims achieved Completed
31 January 2005	Offers of settlement generated	6 months	Pensions Services	Letters sent to successful applicants Completed for 7 successful claimants so far
*Target Date*	*Action*	*Duration*	*By whom?*	*Performance Indicator*
31 January 2005	Write to unsuccessful applicants	6 months	Pensions Services	Letters sent to unsuccessful applicants 117 cases struck out to date
31 July 2005	Applicants to accept/reject offers of settlement	6 months	Pensions Services	All Applicants to have notified us of their acceptance/rejection of offer of settlement Completed for 7 successful applicants Ongoing pending Beswick 2 test case result
30 September 2005	Agreed Claims settled	2 months	Pensions Services	Settlement of outstanding claims Completed for 7 successful applicants
31 October 2005	Contentious claims solved	3 months	Pensions Services	Contentious claims resolved Ongoing pending Beswick 2 test case result
To be confirmed	Estimated completion date.

This content is archived