Under the Railway Pension Scheme (The Railway Pension Scheme Order 1994), incapacity means bodily or mental incapacity or physical infirmity which, in the opinion of the Trustee on such evidence as it may require, shall prevent, otherwise than temporarily, the Member carrying out his duties, or any other duties which in the opinion of the Trustee, are suitable for him.​​

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It is not uncommon for an ill-health retirement application to be unsuccessful. However, if a member wants to appeal against the Trustees' decision, the appeal process can be complex and daunting. Typically, additional medical evidence will be required to support your case. While you may obtain a medical report from your general practitioner or hospital specialist, a thorough and detailed occupational health assessment from an independent consultant occupational physician, addressing the specific criteria and rules relevant to ill-health retirement, is often more advantageous to the outcome of your appeal.

 

​Our consultant occupational physician has previously worked as a Scheme Medical Advisor for the Railway Pension Scheme and has knowledge of their ill-health retirement criteria, decision-making by the trustees and appeal process.

 

We will

• review the available evidence, including medical and occupational health reports,

• carefully analyse the reasons given by the Trustees for their decision,

• arrange an occupational health consultation and

• provide an expert report.

 

The report may strengthen your appeal or help you consider whether to proceed with an appeal against the outcome.

 

Please refer to our terms and conditions for this service.​

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