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Decision details

(FCS) Determination of a request for late transfer of pension rights (September 2019)

Decision Maker: Strategic Director of Finance and Customer Services

Decision status: Recommendations Approved

Is Key decision?: No

Is subject to call in?: No


To determine a request for a late transfer of pension rights to the South Yorkshire Pension Scheme








Date Of Decision:



Decision Maker:

(Including Job Title)


Judith Badger

Section 151 Officer

Strategic Director Finance & Customer Services


Specific Delegation:

(If any)


Appendix 9 of the Constitution (Responsibility for Functions) – Delegation to the Strategic Director of Finance and Customer Services to determine requests for early release and flexible retirement, in consultation with the relevant Cabinet Member


Brief Description of Decision:



A request for transfer of pension rights into the South Yorkshire Pension Scheme outside the normal 12 month time limit from an employee in Regeneration & Environment was rejected.

Reasons for the Decision:




Although the employee had put forward some mitigating circumstances these were not continuous over the two and a half years they had been employed and hence in this case there is no reasonable justification for agreeing the request which would be expected to lead to additional cost liabilities for the pension fund and hence the council.


Details of Alternative Options Considered and Rejected:



Where the decision is made under specific delegation from a decision making body, the names of any member of the relevant body who has declared a conflict of interest in relation to the decision and name of the body granting the specific delegation and the date when it did so:



Background Papers:




I certify that this is a true record of the decision in relation to

Signed by the Decision Maker   


Dated:            17th September 2019         

Name:            Judith Badger                                                        

Job Title:      Strategic Director of Finance and Customer Services & Section 151 Officer



Publication date: 10/09/2019

Date of decision: 10/09/2019