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Reconsideration Committee application form

Application to the Reconsideration Committee for reconsideration of a decision of the Board of the Pension Protection Fund – Levy Reviews only

Appeal a levy review decision

You can appeal a levy review decision by completing and submitting this form

Before you complete this form

Before you fill in this form, please ensure you have read the notes to this form, the guidance booklet accompanying your levy invoice and the publication "How we deal with your concerns". It is important you read this information as there are a number of formal requirements which must be met before the Reconsideration Committee will reconsider a case and issue a reconsideration decision (note 1).

If you make any mistakes or fail to complete this form properly, this may lead to delays in processing your application or you may lose the right to have the decision reconsidered. (note 2)

Please complete all sections of the form, unless otherwise indicated.

  1. The requirements for a reconsideration application are set out in the Pension Protection Fund (Review and Reconsideration of Reviewable Matters) Regulations 2005.
  2. A request for reconsideration must be made within 28 days of the date of the review decision.
  3. Under paragraph 19 of the Schedule to the Pension Protection Fund
    (Review and Reconsideration of Reviewable Matters) Regulations 2005, the only person(s) who may apply for reconsideration are the trustees or manager in relation to the scheme or their appointed representative.
    For these purposes" trustees and managers" is defined under section 124 of the Pensions Act 1995 to mean "in the case a trust based scheme the trustees and in any other case the managers.
  4. You may also apply for reconsideration where the Board has failed to make a decision in respect of eligibility or in response to a formal application for levy waiver or levy interest waiver.
  5. In giving a reconsideration decision, the Board's determination under
    section 175(5) of the pension protection levies for the relevant financial year must be applied to the relevant facts relating to each scheme. When calculating the amount of the levies, there is no discretion to depart from the terms of that determination. Copies of the Board's determinations under section 175(5) are available on the PPF website.

Your details

Before you fill in this form, please ensure you have read the notes to this form, the guidance booklet accompanying your levy invoice and the publication "How we deal with your concerns". It is important you read this information as there are a number of formal requirements which must be met before the Reconsideration Committee will reconsider a case and issue a reconsideration decision (note 1).

If you make any mistakes or fail to complete this form properly, this may lead to delays in processing your application or you may lose the right to have the decision reconsidered. (note 2)

Please complete all sections of the form, unless otherwise indicated.

In order to complete this form, you will need: 
 
- Details of the parent scheme (including PSR and name as shown on Exchange)
- Details of parent section (including PSR, name and the date of segregation)
- The effective date of the latest s179 valuation
- The date the latest s179 valuation certificate was entered on Exchange
- To know if the latest s179 valuation asset figure include a value attributed to ABC arrangements
- To know if all relevant data for the parent scheme was entered into Exchange before segregation occurred:
     - Asset breakdown
     - Bespoke investment stress (if applicable)
     - Normal pensions age (NPAs)  
- To know if there is a new s179 valuation for the parent scheme that hasn’t been entered on Exchange yet, and the effective date (if applicable)
- To know if a s179 valuation has been carried out for the parent section, and the effective date (if applicable)
- If there are any of the following should be taken into account, and if so, the relevant certificate numbers, dates and other applicable information:
     - DRCs;
     - Contingent Assets; and / or
     - ABCs 
- A copy of the legal advice to the trustees of the parent section
- A copy of the confirmation from the scheme actuary to the parent section
- To be authorised by or on behalf of the trustee of the parent section to complete this form