Select Committee · Public Accounts Committee

AEA Technology Pension Case

Status: Closed Opened: 20 Jan 2023 Closed: 24 Sep 2023 3 recommendations 17 conclusions 2 reports

Following its work on the British Steel Pension Scheme , the Committee will question Government Actuary Martin Clarke and Karl Banister, Director of Operations, Legal and Clinical, from the Parliamentary and Health Service Ombudsman on the Atomic Energy Agency Technology pension case. This inquiry is based on an ongoing NAO investigation which will set out …

Clear

Reports

2 reports
Title HC No. Published Items Response
Correspondence from Peter Schofield CB, Permanent Secretary… 23 Nov 2023 0
Fifty-Seventh Report - AEA Technology Pension Case HC 1005 14 Jun 2023 20 Responded

Recommendations & Conclusions

5 items
3 Recommendation Fifty-Seventh Report - AEA Technology P… Deferred

Review ombudsman arrangements to ensure adequate appeal routes for pension complaints.

The AEAT case shows that there are gaps in the routes of appeal available for people raising complaints about their pensions. It is a fundamental right that 6 AEA Technology Pension Case people have appropriate and accessible routes of appeal. Ombudsman services provide a way for people to seek independent …

Government response. The government deflects the recommendation, stating that the request for the Public Administration and Constitutional Affairs Committee to consider time limits is a matter for that Committee. It does not address the recommendation to review ombudsman arrangements.
HM Treasury
13 Conclusion Fifty-Seventh Report - AEA Technology P… Deferred

Accessible ombudsman services are essential for people to pursue independent, affordable routes of appeal.

It is a fundamental right that people should have appropriate and accessible routes of appeal. Actions by government bodies are in principle subject to judicial review through the courts, but this is an expensive process.25 Ombudsman services provide a way for people to seek independent review of their complaints without …

Government response. The government agrees with the recommendation and will conduct an independent review of The Pensions Ombudsman in Autumn 2024, noting the department can request consideration of other relevant areas during this review.
HM Treasury
14 Conclusion Fifty-Seventh Report - AEA Technology P… Deferred

Ombudsman services lack statutory jurisdiction to investigate key 1996 government information in AEAT case.

In the case of the AEAT pension scheme, relevant ombudsman services said they were unable to properly investigate key aspects of scheme members complaints.27 Some aspects of the case could be reviewed. For example, GAD described to us how complaints about work done by individual actuaries who are members of …

Government response. The government agrees with the recommendation and will conduct an independent review of The Pensions Ombudsman in Autumn 2024, noting the department can request consideration of other relevant areas during this review.
HM Treasury
15 Conclusion Fifty-Seventh Report - AEA Technology P… Deferred

PHSO's legislative remit contains significant gaps preventing investigation of AEAT pension cases.

PHSO described to us the gaps in its remit which prevent it from providing pension scheme members with a route to appeal in this case or in similar situations. PHSO explained that its jurisdiction only allows it to investigate GAD on a very specific point about insurance companies during a …

Government response. The government agrees with the observation, stating that The Pensions Ombudsman will undergo an independent review in 2024, during which the department can request consideration of additional areas, without committing to amend PHSO's legislation.
HM Treasury
16 Conclusion Fifty-Seventh Report - AEA Technology P… Deferred

Pensions Ombudsman faces remit limitations, Limitation Act barriers, and inadequate data retention protocols.

The Pensions Ombudsman may also be a suitable body to investigate the administration and management of pension schemes, as it is the expert in government for investigating pensions complaints.32 However, it has no remit over the role of GAD in providing information to scheme members. The Pensions Ombudsman could in …

Government response. The government agrees with the recommendation and will conduct an independent review of The Pensions Ombudsman in Autumn 2024, stating the department can request the reviewer considers other areas that would benefit from their consideration.
HM Treasury

Oral evidence sessions

1 session
Date Witnesses
13 Mar 2023 Karl Banister · Parliamentary and Health Service Ombudsman, Martin Clarke · Government Actuary’s Department (GAD), Tom Josephs · Department for Work and Pensions View ↗

Correspondence

3 letters
DateDirectionTitle
11 Jul 2023 Correspondence from William Wragg MP, Public Administration and Constitutional …
17 Apr 2023 Correspondence from Tom Josephs, Director, Private Pensions and Arm’s Length Bo…
17 Apr 2023 Correspondence from Martin Clarke, Government Actuary, Government Actuary’s Dep…