Case Studies » Pensions

Question at issue: Date of award

Question at issue: Rate of pension awarded

Question at issue: Eligibility with reference to contributions paid

Question at issue: Eligibility with reference to contributions paid

Question at issue: Eligibility (means)

Question at issue: Eligibility (revised decision as to means)

Question at issue: Means and overpayment assessed following review

Question At Issue:

Non-disclosure of means - revised decision resulting in the assessment of an overpayment against the late pensioner’s estate.

Question At Issue:

Valuation of premises in assessing capital as means.

Question At Issue:

Backdating award of pension. Issue as to the provision of information on entitlements also raised.

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.

Question At Issue:

Means assessment – capital acquired by the appellant following settlement of her late brother’s estate.

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

Question At Issue:

The Appellant is appealing the decision to terminate his Old Age Pension entitlement as his means exceed the statutory limit.

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.

Question At Issue:

Whether a pension could be backdated to an earlier date when the appellant had applied for pension but had been refused.

Question At Issue:

Whether proceeds from the sale of the appellant’s former family home are assessable as means.

Question At Issue:

Assessment of means derived from capital.

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).

Question At Issue:

Whether appellant should be assessed with means derived from an assurance policy payable to his wife’s children.

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.