NAVY BANK/ CPPC CONFERENCE

Transcription

1 29 AUG 2018

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4 NAVY BANK/ CPPC CONFERENCE

5 SCOPE OLD AGENDA POINTS NEW AGENDA POINTS DISCUSSIONS STEPS TO ENHANCE VETERANS SATISFACTION VOTE OF THANKS 5

6 NAVAL HQs PSAs NAVPEN THE FACILITATOR CPPCs PENSIONER PDAs 6

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8 STATUS OF OLD AGENDA POINTS SNO GRIEVANCE STATUS / REMARKS 1 INCORRECT INTERPRETATION OF GROUP CODE 2 FROM PPO 02 CASES REPORTED SINCE LAST MEET 2 GIVING OF FORM 16 AND TDS CERT. TO PENSIONERS FOR FILING ITR 07 CASES REPORTED SINCE LAST MEET 3 NON COMPLIANCE OF CIRCULAR 24 & 25 FOR PENSION OF MEDICAL OFFICERS 4 ISSUE OF DUPLICATE PENSION CERTIFICATE (BOOK) NO NEW CASE REPORTED, WHICH SUGGESTS GOOD COMPLIANCE BY THE BANKS 10 CASES REPORTED SINCE LAST MEET 8

9 STATUS OF OLD AGENDA POINTS SNO GRIEVANCE STATUS / REMARKS 5 OVER-PAYMENT RECOVERY 6 NON-PAYMENT OF DR ON PENSION FOR THOSE RE-EMPLOYED IN GOVT SECTOR 7 OROP IMPLEMENTATION FOR PSU ABSORBEES NO NEW CASE REPORTED, WHICH SUGGESTS GOOD COMPLIANCE BY THE BANKS 8 MONETARY ALLOWANCE FOR GALLANTRY AWARDEES 04 CASES REPORTED SINCE LAST MEET 9

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11 OLD AGENDA POINT NO 2 RESTORATION OF COMMUTED ELEMENT OF PENSION PARA 33.1 OF DPPI , PCDA (P) CIRCULAR NO. 01/93, 28/02 & 165/13 The Issue FEW PDAs DO NOT RESTORE THE COMMUTED ELEMENT OF PENSION AS PER CIR 203 DATED 17 JUL CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD AUTOMATICALLY RESTORE COMMUTED ELEMENT ON COMPLETION OF 15 YEARS OF RETIREMENT 11

12 OLD AGENDA POINT NO 3 NON COMMENCEMENT OF ADDL. PENSION AT THE AGE OF 80 YRS (OR LATER, 85, 90, 95 & 100 YRS) PCDA (P) CIRCULAR 441 DATED 01 OCT 10 & 165 DATED 22 FEB 13 The Issue ADDL. PENSION NOT BEING COMMENCED AUTOMATICALLY FOR THE PENSIONER 35 CASES REPORTED IN LAST ONE YEAR Way Ahead ADDL PENSION SHOULD BE PROVISIONALLY COMMENCED FOR 06 MONTHS SIMULTANEOUSLY, THE PDAs SHOULD FORWARD THE CASE TO THE PSA, THROUGH RECORD OFFICE, FOR ISSUE OF CORR PPO 12

13 OLD AGENDA POINT NO 5 CONDONATION PERIOD PART OF QUALIFYING SERVICE The Issue FEW PDAs PAY REDUCE PENSION TO ARTIFICER EX- SAILORS BY COUNTING THEIR QS AS 14 YRS ONLY WHEREAS, CONDONATION OF MAX 12 MONTHS PERIOD IS THE SOLE REASON FOR THE ESM TO BECOME A PENSIONER, IN THE FIRST PLACE 13 CASES REPORTED IN LAST ONE YEAR Way Ahead TO SEEK INFO ON QUALIFYING SERVICE, IF ANY, BANKS SHOULD APPROACH THE PSA 13

14 OLD AGENDA POINT NO 6 DE-LINKING OF 33 YEARS OF SERVICE FOR PRE 2006 RETIREES PCDA (P) CIRCULAR NO. 568 DATED 13 OCT 16 ALL PRE-2006 ESMs ARE ENTITLED TO MGP (MIN GUARANTEED PENSION) The Issue THE PDAs HAVE NOT REVISED PENSION OF PRE-2006 RETIREES AS PER CIRCULAR 130 CASES REPORTED IN LAST ONE YEAR Way Ahead ALL PENSIONERS SHOULD BE GIVEN PENSION AS PER REVISION ORDERS WEF 01 JAN 06 TO 30 JUN 14 14

15 OLD AGENDA POINT NO 8 TDS FOR EXEMPTED CATEGORY OF PENSIONERS (GALLANTRY AWARD WINNERS AND DISABILITY PENSIONERS) CBDT GUIDELINES DT. 06 MAY 2000 EXEMPTS INCOME TAX FOR DISABILTY PENSION AND SERVICE ELEMENT The Issue PDAs DEDUCT INCOME TAX FROM THE PENSIONERS WHO ARE EXEMPTED TO PAY TAX Way Ahead BANKS SHOULD NOT DEDUCT TAX FROM THE EXEMPTED CATEGORY OF PENSIONERS 15

16 OLD AGENDA POINT NO 12 INTEREST (AS PENALTY) NOT BEING PAID, IF PAYMENTS ARE DELAYED PCDA (N) CIRCULAR 165 DATED 22 FEB 13 The Issue TIMELY IMPLEMENTATION OF PCDA (P) ALLAHABAD CIRCULARS Way Ahead TIMELY IMPLEMENTATION OF ORDERS/ PAYMENT OF ARREARS BY BANKS WILL AVOID 8% INTEREST FOR DELAYED PERIOD 16

17 OLD AGENDA POINT NO 13 NON COMMENCEMENT OF FAMILY PENSION, DESPITE JOINT NOTIFICATION PCDA (P) CIRCULAR NO. 397, 456, 502, 503, 510, 547, 548, 555, 560 & 570 The Issue FEW PDAs INSIST ON PRODUCING CORR. PPOs BEFORE COMMECING FAMILY PENSION, DESPITE AVAILABILITY OF JOINT NOTIFICATION PPO 62 CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD FOLLOW THE INSTRUCTIONS, PRINTED AT THE REAR OF THE PPOs 17

18 OLD AGENDA POINT NO 14 PAYMENT OF LTA TO LEGAL HEIR, AFTER DEMISE OF PENSIONER The Issue ARREARS MIGHT ACCRUE DUE TO REVISION FOR AN EARLIER PERIOD OF DECEASED PENSIONER S PENSION DELAYS REPORTED IN PAYMENT OF LTA Way Ahead BANKS SHOULD EMPLOY EFFICIENT SYSTEM AND METHODOLOGY FOR EXPEDITIOUS PAYMENT OF LTA 18

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20 AGENDA POINT NO 1 CHANGE OF FORM OF UNDERTAKING (MANDATORILY REQUIRED BY BANKS BEFORE 1 ST PENSION IS COMMENCED) AS PER CIRCULAR NO. 546 DATED 10 SEP 2015 The Issue IT HAS BEEN REPORTED THAT SBI, BELAPUR HAS UNILATERALLY CHANGED THE FORMAT OF UNDERTAKING Way Ahead BANK S UNILATERAL DECISIONS MAY HAVE ADVERSE IMPACT ON TIMELY DISBURSEMENT OF PENSION SBI REQUESTED TO OFFER CLARIFICATION 20

21 AGENDA POINT NO 2 REVISION OF BROADBANDING OF DISABILITY PENSION FOR PRE-2016 RETIREES CIRCULAR NO. 596 DATED 09 FEB 2018 AND CIRCULAR NO. 599 DATED 05 JUN 18 The Issue FEW BANKS HAVE NOT REVISED PENSION BY APPLYING BROADBANDING BENEFITS TO PRE RETIREES 55 CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD CORRECTLY IMPLEMENT THE ORDERS 21

22 AGENDA POINT NO 3 BANKS INSISTING WIDOW TO OPEN NEW ACCOUNT AS A PRE-REQUISITE BEFORE COMMENCING FAMILY PENSION The Issue PNB INSISTING THAT WIDOW OPEN NEW PENSION ACCT. PRIOR TO COMMENCING FP IF ORIGINAL PPO OF DECEASED ESM ALREADY ENDORSES WIFE S NAME, THE FP SHOULD COMMENCE IN THE SAME ACCOUNT ON SUBMISSION OF RELEVANT DOCS Way Ahead PNB TO OFFER CLARIFICATION ON THE ISSUE 22

23 AGENDA POINT NO 4 INCORRECT CORRELATION OF PENSION GROUP FOR ART/ MECH SAILORS PCDA (P) CIR 437 DT 03 JUN 10, CIR 512 DT. 26 JUN 13 The Issue FEW PDAs INCORRECTLY FIX PENSION OF X GROUP TO Y GROUP EXAMPLE : MECH/ART (III-I) IS INCORRECTLY 8740/- FOR RANK CPO (EQUI TO ARMY S NB/SUB), WHEREAS THEY SHOULD BE 9750/- (POST OROP) FOR BEING ART/ MECH 08 CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD CORRECTLY INTERPRET RANK AND GROUP PRINTED IN THE PPO, AS FOLLOWS:- CPO GROUP 1 Rs. 9750/- CPO GROUP 2 Rs. 8740/- 23

24 AGENDA POINT NO 5 DELAY IN COMMENCING FAMILY PENSION, POST DEMISE OF ESM CIRCULAR NO. 203 DATED 17 JUL 18 The Issue POST DEMISE OF ESM, FEW BANKS DO NOT AUTOMATICALLY COMMENCE THE FAMILY PENSION, DESPITE SUBMITTING OF REQUISITE DOCUMENTS 117 CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD EFFECTIVELY IMPLEMENT THE ORDERS 24

25 AGENDA POINT NO 6 SERVICE NUMBER OF ESM IS IMPORTANT WHILE CORRESPONDING WITH NAVY The Issue FEW PDAs DO NOT MENTION SERVICE NO. OF ESMs WHILE CORRESPONDING NAVY MAINTAINS RECORDS WITH SERVICE NO. AS THE PRIMARY KEY OF VETERAN S DATABASE 31 CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD ALWAYS MENTION SERVICE NO. OF ESMs WHEN WRITING TO NAVPEN EG W, Y 25

26 AGENDA POINT NO 7 UPDATING OF PENSIONERS DATA ON WEBSITE DEFENCEPENSION.GOV.IN The Issue REGULAR UPDATION OF DATA REGARDING DISBURSEMENT OF PENSION BY BANKS ON AFORESAID PORTAL Way Ahead CPPCs SHOULD ENSURE UPDATION OF DATA 26

27 AGENDA POINT NO 8 REVISION OF MONETARY ALLOWANCE FOR GALLANTARY AWARDEES CIRCULAR NO. 30 DATED 22 DEC 2017 The Issue FEW BANKS HAVE NOT REVISED MONETARY ALLOWANCE FOR GALLANTARY AWARDEES, AS PER 7 TH CPC ORDERS 08 CASES REPORTED IN LAST ONE YEAR Way Ahead BANKS SHOULD ADHERE TO THE ORDERS PROMULGATED 27

28 REVISED RATES OF MONETARY ALLOWANCE FOR GALLANTRY AWARDEES SNO GALLANTRY AWARDS MONETARY ALLOWANCE EXISTING REVISED 1 PARAM VIR CHAKRA (PVC) ASHOKA CHAKRA (AC) MAHAVIR CHAKRA (MVC) KIRTI CHAKRA (KC) VIR CHAKRA (VrC) SHAURYA CHAKRA (SC) NAO SENA MEDAL (NM)

29 AGENDA POINT NO 9 UPDATION OF CONTACT DETAILS OF NODAL OFFICERS/ CPPCs The Issue NON AVAILABILITY OF UPDATED CONTACT DETAILS OF CPPCs AND NODAL OFFICERS HINDERS EXPEDITIOUS RESOLUTION OF GRIEVANCES Way Ahead BANKS SHOULD PROVIDE CONTACT DETAILS OF BANKS/ NODAL OFFICERS TO NAVPEN ON NAVPEN-NAVY@NIC.IN 29

30 AGENDA POINT NO 10 AMBIGUITY IN CAPTAIN S RANK PENSION The Issue THE CAPTAIN OF NAVY WITH + 3 YEARS SERVICE IN NAVY ARE ENTITLED FOR PENSION EQUIVALENT TO THE RANK OF COMMODORE (ARMY EQUI BEING BRIG) Way Ahead PENSION OF AN EX-NAVY CAPTAIN RANK OFFICER (WITH 3 YRS SERVICE IN SAME RANK) SHOULD BE CALCULATED AS EQUIVALENT TO COMMODORE RANK PENSION 30

31 STEPS TO ENHANCE VETERANS SATISFACTION POINT NO 1 SBI HOLDING APPROX 55% NAVAL PENSIONERS ACCOUNT MAY CONSIDER DESIGNATING MUMBAI (BELAPUR) BRANCH AS CENTRAL NAVAL CPPC AKIN TO PNB, WHICH IS CO- LOCATED WITH NAVPEN 31

32 STEPS TO ENHANCE VETERANS SATISFACTION POINT NO 2 POST COMMENCEMENT OF FAMILY PENSION OF WIDOW OR DEPENDENT OF ANY DECEASED PENSIONER, BANKS SHOULD INTIMATE SUCH DETAILS TO NAVPEN ON A MONTHLY BASIS 32

33 STEPS TO ENHANCE VETERANS SATISFACTION POINT NO 3 E-PPOS MAY BE COMMENCED BY CDA 33

34 PENSION A NATION S GRATITUDE TO A SOLDIER HE GAVE HIS PRIME FOR THE SAFETY AND SECURITY OF THE NATION 34

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37 THANK YOU 37