Address

Removed

 

12 April 2007

 

 
 


The Directors

IBM UK Pensions Trust Ltd

PO Box 41

North Harbour

Portsmouth

PO6 3AU

 

Replacing the "Opt-out"

Dear Director,

 

I write as chairman of the Association of Members of IBM UK Pensions Plans (AMIPP, www.amipp.org.uk) to express disappointment that AMIPP has not been consulted about the arrangements needed to create MNDs and at the delay between when it was known that the Trust would need to make arrangements and the time when it has decided to consult.

The Regulator has provided a list of factors which Trusts should take into account when considering if an organisation is representative. Here is a comparison between AMIPP and the Hursley Retirees Club.

 

Whether the organisation has representation as one of its purposes:

 

AMIPP has representation as one of its purposes. It has recommended how voters should rank candidates in the 2002 and 2005 MED elections, in accordance with its objective of "Playing the fullest part possible in restoring the members' trust and confidence in the intentions of IBM UK and the Trust board".

 

The Hursley Club does not have representation as one of its purposes. "The objectives of the Club shall be to organise recreational, cultural and social activities for retirees of IBM United Kingdom Group of Companies." In practice this predominantly means organising coach trips.

 

Whom the organisation represents and the proportion of the active or pensioner members which it covers:

 

All scheme members can register with AMIPP. In practice about 2500 have, from all categories of membership.

 

The Hursley Club caters for those who retire from Hursley. The number of members is less than half the number of people registered with AMIPP. The maximum participation for any coach trip in 2006 was 204.

 

Whether the organisation has any limitations on membership:

 

AMIPP does not have limitations on membership. The Hursley Club is restricted to retirees and has a further restriction for those who retire from deferment.

 

The relationship of the organisation with the employer (i.e. how independent the organisation is of the employer):

 

AMIPP is a modern Internet organisation with low costs - what expenses it has are covered by donations from members. It is entirely independent of IBM. Seventy percent of the money coming into the Hursley Club in 2006 came from the IBM UK subsidy. IBM controls the Hursley Club through two trustees who are IBM appointed.


 

Whether individual members will also be involved in the nomination process, or representative organisations alone:

 

AMIPP and the Hursley Club are equal in this respect. It is expected that individual members will be involved in the MND nomination process.

 

Whether the organisation is the only organisation that the trustees intend to involve:

 

AMIPP and the Hursley Club are equal in this respect. Other organisations will be involved.

 

 

The Retirees Club is an excellent organisation throughout its sections. They bring pleasure to many people. But the credentials of AMIPP in MND considerations are far higher. The Trust's decision to consult the Hursley Club about MNDs, but not AMIPP, raises questions about the purpose of their consultation.

 

 

 

Yours sincerely,

 

 

 

 

Brian Marks