North Yorkshire Council

Pension Board

6 July 2023

Annual Review of Dispute Cases Report

and

Exercise of Discretions

1. Purpose of the Report

1.1 To provide Pension Board members with details of the cases received via the Internal Dispute Resolution Procedure (IDRP) and those cases referred to the Pensions Ombudsman in the scheme year to 31 March 2023.

2. Internal Dispute Resolution cases

2.1 There were nine IDRP cases received in the period 1 April 2022 to 31 March 2023. A summary of each case and the outcomes is provided in Appendix 1.

3. Pensions Ombudsman cases

3.1 There were no cases received from the Pensions Ombudsman in the period 1 April 2022 to 31 March 2023.

4. Exercise of Discretions

4.1 Employer discretions are being exercised throughout the year such as for flexible retirements, deadlines for transferring in, assessing employee contribution bands, etc.

5. Recommendation

5.1 That Pension Board members review the contents of the report and appendices and provide feedback.

Phillippa Cockerill

Head of Pensions Administration

County Hall

Northallerton

28 June 2023

Background Papers - Nil