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    • minty777
    • By minty777 11th Oct 16, 10:25 AM
    • 120Posts
    • 104Thanks
    Works Pension annual statements active member
    • #1
    • 11th Oct 16, 10:25 AM
    Works Pension annual statements active member 11th Oct 16 at 10:25 AM
    1) Annual pension benefit statement has been received every year up to 1st June each year.This year I have not received one as yet.Are they obliged to send one to me if I request it?

    2)If your made redundant,and your in a DB company pension,does the pension increase each year as a minimum increase?
    Last edited by minty777; 11-10-2016 at 10:29 AM.
Page 1
    • ischofie1
    • By ischofie1 11th Oct 16, 10:59 AM
    • 82 Posts
    • 52 Thanks
    • #2
    • 11th Oct 16, 10:59 AM
    • #2
    • 11th Oct 16, 10:59 AM
    Answer 1 - For DB schemes you generally don't get annual statements although there may be exceptions & you could ask for 1 if you wanted.
    Answer 2 - If you leave employment there is an obligation to increase your DB by inflation as a minimum but some may increase by more depending on scheme rules.

    • johndough
    • By johndough 12th Oct 16, 11:07 PM
    • 430 Posts
    • 158 Thanks
    • #3
    • 12th Oct 16, 11:07 PM
    • #3
    • 12th Oct 16, 11:07 PM

    You say active member, so you are entitled to a statement.

    Either an Annual Benefit Statement or a statement of your Pension value , compared to a year ago, so that you can assess whether your have exceeded your annual allowance and need to inform HMRC (Her Majesties Rhubarb and Custard)
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