The following documents show how we are progressing our claim against HPE for fairer treatment of Pensioners who accrued pension prior to 1997. We have set out the documents in three sections – Governance, Strategy and Additional papers. The graphic below shows the timeline of work that took place last year. You can click on any of the documents below and read or download them as you wish.
We would also greatly appreciate any comments you might have about any of this material – you can add a comment below the document.
Request for Governance Review
HPPA Governance Review Cover Letter
This document introduces our formal request to Marc Waters and Paul Early requesting their support for initiating a “Collaborative Governance Review” to break the deadlock
Main Justification Document
This document provides detailed and exhaustive analysis and justification for a “Collaborative Governance Review” and includes a “benchmark” with the progress IBM Leadership and Trustees
Supplementary Content
This document provides additional analysis on ways to approach and deliver sustainable discretionary increases over future years, including indicative estimation of costs
Responses and Exchange with HPE & Trustees
These documents show the communication exchanges with Marc Waters and Paul Early in response to our request above.
Exchange of emails between Trustees and HPPA on Request for a Governance Review
This document shows the communications between the Trustees and HPPA on the subject of a Governance Review of the Pension Fund.
Strategy for Value Recovery
Strategy for Value Recovery – Cover Letter
This document introduces our proposal for a “Strategy Framework” for restoring value for pensioners in the future – sent to both Marc Waters and Paul
Strategy for Value Recovery – Whitepaper
This document explains our proposed Strategy Framework for Restoring Value for past and future pensioners including analysis and simulation of various approaches that can be