Reply To: % Uprating for Occupational Pensions at EOY

#287575
markg
Participant

We have used a percentage uplift , where we don’t have the exact details from the claimant or the pension scheme provider. Upon audit, we’ve been asked (at the end of May 2024) to provide evidence that we performed a ‘post uprating check’ on a case where we applied a percentage increase. First time that’s ever been asked for, as far as I know. Bear in mind, this is for the audit on the year 2021/22!