Case Studies » Pensions
State Pension (Contributory) - from 2016 Annual Report (ref: 2016/29)
Question at issue: Date of award
State Pension (Contributory) - from 2016 Annual Report (ref: 2016/30)
Question at issue: Rate of pension awarded
State Pension (Contributory) - from 2015 Annual Report (ref: 2015/19)
Question at issue: Eligibility with reference to contributions paid
State Pension (Contributory) - from 2015 Annual Report (ref: 2015/20)
Question at issue: Eligibility with reference to contributions paid
State Pension (Non-Contributory) - from 2016 Annual Report (ref: 2016/27)
Question at issue: Eligibility (means)
State Pension (Non-Contributory) - from 2016 Annual Report (ref: 2016/28)
Question at issue: Eligibility (revised decision as to means)
State Pension (Non-Contributory) - from 2015 Annual Report (ref: 2015/21)
Question at issue: Means and overpayment assessed following review
State Pension (Non-Contributory) - Case 1
Question At Issue:
Non-disclosure of means - revised decision resulting in the assessment of an overpayment against the late pensioner’s estate.
State Pension (Non-Contributory) - Case 2
Question At Issue:
Valuation of premises in assessing capital as means.
State Pension (Non-Contributory) - Case 3
Question At Issue:
Backdating award of pension. Issue as to the provision of information on entitlements also raised.
State Pension (Non-Contributory) - Case 4
Question At Issue:
Retrospective assessment of means, to take account of the fact that the appellant’s wife had been in employment while he had been paid a qualified adult increase for her in his pension. An overpayment of some €21,000 was assessed.
State Pension (Non-Contributory) - Case 5
Question At Issue:
Means assessment – capital acquired by the appellant following settlement of her late brother’s estate.
State Pension (Non-contributory) - Case 6
Question At Issue:
Whether family home is appellant’s “principal residence” for means disregard purposes for Old Age Pension, in circumstances where couple had separated some years before spouse’s death
State Pension (Non-contributory) - Case 7
Question At Issue:
The Appellant is appealing the decision to terminate his Old Age Pension entitlement as his means exceed the statutory limit.
State Pension (Non-contributory) - Case 8
Question At Issue:
Assessment of savings as ‘unreported capital’ following the death of a pensioner, resulting in an overpayment of some €34,000 which the Department of Social and Family Affairs sought to recover from his estate.
State Pension (Non-Contributory) - Case 9
Question At Issue:
Whether a pension could be backdated to an earlier date when the appellant had applied for pension but had been refused.
State Pension (Non-Contributory) - Case 10
Question At Issue:
Whether proceeds from the sale of the appellant’s former family home are assessable as means.
State Pension (Non-Contributory) - Case 11
Question At Issue:
Assessment of means derived from capital.
State Pension (Non-Contributory) - Case 12
Question At Issue:
Whether appellant has attained pension age, in the absence of a birth certificate, for the purpose of claiming state pension (non-contributory).
State Pension (Non-Contributory) - Case 13
Question At Issue:
Whether appellant should be assessed with means derived from an assurance policy payable to his wife’s children.
State Pension (Non-Contributory) - Case 14
Question At Issue:
Whether the capital value of a business premises in respect of which the appellant was never properly registered as the owner should be assessed for the purpose of determining the appellant’s means for the state non-contributory pension.