1. Whether your organisation has a policy of offering payment equivalent to the employer pension fund contributions to employees who opt out of the scheme? And if so:
a) when was this policy adopted?
b) is this option offered to all employees by default, or is it considered on a case by case basis following requests?
c) how many employees have taken advantage of this policy since its adoption?
d) what was the total value of payments made until the end of July 2019?
A) No, the Trust does not have a policy on this.
2. Whether your organisation has made an assessment of the number of employees who are likely breach the annual allowance? If so, what assessment was made?
A) No
3. How many employees have left employment as a result of pension taxation issues?
A) Reason for leaving due to pension taxation is not centrally recorded.
4. How many employees have applied to reduce their working hours as a result of pension taxation issues? And how many such applications were successful?
A) Unable to obtain this. Not centrally recorded.
5. Whether an internal briefing or assessment on the impact of changes to pension taxation has been provided? If so, could a copy of that document be provided?
A) The Trust has held pension sessions run by its external payroll provider for staff which have covered both the annual allowance and lifetime allowance.
Additional sessions with a BMA approved financial advisor have also been arranged for staff by some departments.