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Leading workforce thinking 2010

Ill health case studies 

This section has case studies to illustrate how the proposals would work in practice. A range of scenarios based on age, length of service and salary are illustrated.

Each of the scenarios set out the benefits a member could access if granted a pension under the current arrangements and are compared against the benefits available under the new proposals.

Background to scenarios

Based on advice from occupational health, the employer understands that the scheme member has a strong likelihood of meeting the permanent incapability criteria.

Existing arrangements

Calculation formulas for the current scheme arrangements are set out in annex D of the full consultation document, Partnership review of ill health retirement, NHS injury benefit scheme and sickness absence: joint proposals for consultation

Case study 1

Harbhajan is a senior manager and an existing scheme member on Agenda for Change band 8b paid £45,000.  He is aged 55 and has 18 years' service in the NHS Pension Scheme.... more

Case study 10

Brian is a health transport worker on Agenda for Change band 2 paid £13,000, is aged 51 and has 20 years' service in the NHS Pension Scheme.... more

Case study 2

Barbara is a physiotherapist on Agenda for Change band 8a paid £38,000, is aged 52 and has 18 years' service in the NHS Pension Scheme.... more

Case study 3

Yvonne is a midwife and an existing scheme member on Agenda for Change band 7 paid £31,000. She is aged 45 and has 15 years' service in the NHS Pension Scheme.... more

Case study 4

Leroy is a community paramedic on Agenda for Change band 6 paid £26,700, is aged 50 and has 11 years' service in the NHS Pension Scheme.  ... more

Case study 5

Eileen is a technician on Agenda for Change band 5 paid £24,800, is aged 41 and has 11 years' service in the NHS Pension Scheme.... more

Case study 6

Steve is a porter on Agenda for Change band 2 paid £14,000, is aged 45 and has 15 years' service in the NHS Pension Scheme. ... more

Case study 7

Rachael is a healthcare assistant on Agenda for Change band 2 paid £12,800, is aged 38 and has 8 years' service in the NHS Pension Scheme. ... more

Case study 8

Andy is an electrician on Agenda for Change band 4 paid £18,000, is aged 35 and has 4 years' service in the NHS Pension Scheme. ... more

Case study 9

Thembi is a nurse on Agenda for Change band 6 paid £24,800, is aged 54 and has 25 years' service in the NHS Pension Scheme. ... more

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