Resources
Dr Pollock would be pleased to discuss his particular requirements for any given expert witness assignment but the details and downloadable files below summarise most of the information he would normally require to provide advice in the main areas where he is instructed to provide opinions.
PERSONAL INJURY
INFORMATION REQUIRED
PENSION LOSS
- Date of birth and marital status
- Date of joining and leaving previous employer/pension scheme
- Benefits awarded on leaving (eg a deferred or immediate ill-health pension for final salary schemes)
- Gross salary on leaving and current gross salary of comparator employees, if available
- Details of promoted levels of pay, if appropriate
- Details of pension scheme (benefit statements, booklets, etc). Please note we have scheme information for all public sector and many private sector schemes
- Date of joining new employer/pension scheme and salary/pension details, if appropriate
- Copies of relevant background information and correspondence
- Copies of any employment/medical reports on file
- A Mandate from the pursuer/claimant is not always required but can be useful in more complex cases
FUTURE EARNINGS LOSS
- Date of birth
- Gross and net salary on leaving and current gross and net salary of comparator employees, if possible
- Details of promoted levels of pay, and the likely timing of promotion, if appropriate
- Copies of relevant background information and correspondence
- Copies of any employment/medical reports on file
Download as PDF HERE
FATAL ACCIDENTS
INFORMATION REQUIRED
LOSS OF SUPPORT CALCULATIONS
Pre-retirement:-
- Dates of birth of deceased and dependants
- Date of death
- Gross and net pre-accident earnings of deceased (and spouse for cases in England, Wales and Northern Ireland)
- Details of promoted levels of pay, if appropriate
- Details of benefits in kind e.g. P11D returns
- Copies of any vocational/employment reports on file
- Anticipated retirement age of deceased and spouse
Post retirement:-
- Dates of birth of deceased and dependants
- Date of death
- Details of any pension rights accrued by both the deceased (and his dependant spouse/partner for cases in England, Wales and Northern Ireland). This is to include previous occupations as well as the current occupation. Copies of any State pension forecasts on file
- Gross pre-accident earnings of deceased
- Details of promoted levels of pay, if appropriate
- Copies of any vocational/employment reports on file
- Anticipated retirement age of deceased
- Copies of relevant background information and correspondence
- A Mandate from the pursuer/claimant is not always required but can be useful in more complex cases
Download as PDF HERE
EMPLOYMENT LAW
INFORMATION REQUIRED
PENSION LOSS
- Date of birth
- Dates of employment
- Details of pension scheme in former employment e.g. explanatory booklet
- Copies of past annual benefit statements
- Copy of the benefit statement issued on leaving the scheme
- Details of new employment, salary, pension scheme etc
- Copies of background information on the case, e.g. ET1, ET3 etc
Download as PDF HERE
TRUST & PROBATE
INFORMATION REQUIRED
TRUST VARIATIONS
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- A copy of the Will/Trust instrument
- Statement of the trust asset values and the income being generated
- If property is involved an open market rent on a shorthold assured tenancy basis may need to be estimated
- Dates of birth of life tenant(s)
- Dates of birth of non-charity reversionary beneficiaries
- A completed medical questionnaire (available on this site)
- Details of any IHT complications
Download as PDF HERE
MEDICAL QUESTIONNAIRE
The information given in the above sections is also available to download in PDF format and requires Adobe Acrobat Reader to view. You can download Adobe Acrobat Reader here.