Lump Sum

Refused permission to convert pension to lump sum

1)       Elected for larger lump sum as shown in estimate

2)       Estimate incorrect – became member after Mar 87

3)       Appeal dismissed

597

L97:59

59

Member claimed entitled to benefits in Lump Sum

1)       Age 45, with 3yrs service, ill-health retirement

2)       Pension and Lump Sum paid under reg 27

3)       Appeal dismissed – no power to pay L/Sum only

L97:49

L97:59

Refused option to exchange pension for lump sum

1)       Joined LGPS 1986, however break in service

2)       Option offered then informed not available

3)       Appeal dismissed – cannot override regs