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Querying Your 2008/09 InvoiceIf you believe your invoice amount is incorrect, you can:
All queries or appeals must be made within 28 days of the date of issue of the invoice. Your 28 day deadline is also stated on the invoice. In either case, you will then have a maximum of 28 days to escalate your appeal to each subsequent stage. Appeals with D&B and queries with the PPF need to be conducted simultaneously, if you have both. If exceptional circumstances prevent you from making an appeal on time, you should contact the PPF or D&B, as appropriate, and be prepared to provide evidence as to why. We would not usually consider any of the following to amount to exceptional circumstances: poor scheme management, administrative failure, or the planned absence of trustees or their advisers. Appealing your D&B failure scoreIf you want to know more about your failure score, probability of insolvency or DUNS number, you should contact D&B directly on 0870 850 6209. If you want to appeal your failure score you must put it in writing to customerhelp@dnb.com, with ‘PPF’ in the subject line. You can only appeal against D&B’s use of information that was publicly available at one of D&B’s standard sources before 31 March 2008. Any information that wasn’t publicly available from those sources at that time will not be taken into account in your appeal. You should make it clear to D&B that you wish to appeal the failure score and quote the employer’s DUNS number (this can be found on your levy invoice). They will then treat your appeal in accordance with their five stage process:
You have 28 days from the date on your Pension Protection Levy invoice to appeal your score with D&B. You do not have to wait to receive your invoice to lodge an appeal, you can find out your 30 March 2008 Failure Score and lodge an appeal prior to receiving your invoice. Should your appeal be rejected at any of stages one to four, you have a maximum of 28 days to escalate your appeal to the next level. If exceptional circumstances prevent this, you should contact D&B and be prepared to provide evidence as to why. We have instructed D&B that they should not generally regard any of the following as amounting to exceptional circumstances: poor scheme management, administrative failure, or the planned absence of trustees or their advisers. Querying and reviewing your scheme-based levy or underfunding risk calculationIf you think the PPF has made a mistake when calculating your scheme-based levy or the underfunding element of your risk-based levy, you should contact our Stakeholder Support Team on 0845 600 2541 or at levyinvoice@ppf.gsi.gov.uk. They will treat yourquery as an informal review of your levy invoice. When raising a query, please ensure that you quote your scheme name and invoice number so that we can identify your scheme correctly. You can only appeal against the PPF’s use of information that was submitted to the PPF or the Regulator on or before 31March 2008. Any information that wasn’t submitted at that time will not be taken into account in your review. Most issues with invoices can be resolved by an informal review,but you also have the option of a formal review. Formal reviewsThe calculation of a levy invoice is considered to be a ‘reviewable matter’ under section 207 of the Pensions Act 2004. The formal review process considers whether the PPF has followed the rules of the determination when calculating your levy. We consult annually on the levy rules and anyone with an interest in the PPF can respond. if you do not receive email news updates from us, please register to do so. The formal review process does not cover your D&B failure score, which is not determined by the PPF, but is an independent measure used by the PPF. You can only appeal your failure score with D&B, as outlined above. How to request a formal review Information on the statutory requirements for a review application, and an application form, can be found on the PPF website under ‘Complaints and Reviews’ This page also contains details of the other reviewable matters. Formal pension protection levy review applications must:
If you are not satisfied with the result of your formal review, it is possible to appeal first to the PPF’s Reconsideration Committee and ultimately to the Pension Protection Fund Ombudsman. Each body will consider only whether the rules set out in the determination have been correctly applied, and has no power to modify or depart from those rules. Contact DetailsPPF
D&B Customer Services |
