[Solved] Annual Review

hi,

my annual review will be in early march. so they will be using out-dated info like my 2019/20 records. so if the amount they work out for you is wrong, you give them your latest salary info like payslips, and they should calculate correctly if they don't be retarded.

they told me 25% rule does not apply when comparing income from one year to the next. only applies when changes to your income happen within same year.

This is interesting. I have always been told that its 25% at all times. I have had an instance where my current wages were 10% lower than the P60 and they have said it has to be 25%.

Also they don't send out the letters 20 days before annual review anymore, so you aren't able to query the figures until the annual review date.

Hello Yoda. You say they no longer send out the review letter 20 days before anymore. Is this temporary and because of Covid, or a policy moving forward? I also did not receive my review letter in April, just the decision, but I assumed it was only because of Covid reducing staff.

As you indicated, if they send the review 20 days in advance then Joe4271 has time to respond and provide payslips showing the salary is over 25% changed. However if it has to wait until after the decision(with no review option) then it has to be later as Bill says, to go back as a 'change in income' and report a 25%+ change and they retrospectively apply.

Thanks for the replies. So its looking like the 25% rule applies to both annual review and any changes after?

I'm sure many get caught in the trap of receiving overtime\bonus one year and not the next especially when its a previous tax year. It is frustrating as the more money you earn, mostly through overtime or bonuses, the worse off you are with child maintenance involved.

Just be aware that if you claim 25% less and they award accordingly, and then it turns out you are over the 25% differential again at year end(because of bonus/OT), then they will reassess and award back CM for the previous year and the year ahead.

Hi HRRabbit. All I have been told by the CMS is that these letters are no longer generated. I pointed out that it is still in the documentation about annual reviews, but they did not answer this.

I should add that I have only been told this after being told 3 different things, when I queried it at annual review time I was told the letter had generated and was sent to me (twice), the second time apparently there was a system error that was waiting to be rectified, and the third time that they are no longer generated.

Every time a different response, and no one will answer any questions.

confusing. but anyway, when they send you the annual review letter with new calculation, they give you about 28 days to respond if it's wrong. it may not always arrive in the post, so check messages in your self service account.

We had the same problem regarding the first letter, it didn't turn up when we expected so messaged them on the website and they informed us they didn't send the letter due to some personal information changing and it would affect data protection......not changed any details! Not sure how they would have sent the annual review letter if that was the issue! We did question it and they didn't bother answering that question!
We was told we could still appeal for 20 days after receiving the annual review letter.

Wow what an excuse, total bullshit. I wish they would just be honest with people rather that giving false information.

I've tried to ask many questons to get to the bottom of this but they don't answer them at all. Very frustrating.

We had the same problem regarding the first letter, it didn't turn up when we expected so messaged them on the website and they informed us they didn't send the letter due to some personal information changing and it would affect data protection......not changed any details! Not sure how they would have sent the annual review letter if that was the issue! We did question it and they didn't bother answering that question!
We was told we could still appeal for 20 days after receiving the annual review letter.

If they say some personal data has changed, but you haven't changed anything, that sounds potentially like a GDPR breach (your account has been accessed by someone else) - I'm sure it hasn't, but it could be a way to force them to come clean.

Confirmed 25% I'm New but been advised.