Downloads

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

    • 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

FAMILY LAW

INFORMATION REQUIRED

PENSIONS

  • Dates of birth of both parties
  • Jurisdiction involved e.g. Scotland, England etc
  • Copies of all pension related correspondence and valuations on file
  • Copies of any reports from other experts
  • Dates of marriage and separation (if in Scotland)
  • Signed letters of authority enabling contact to be made with any pension schemes
  • Whether pension sharing is intended, and if so, the objective e.g. the transfer of a specific amount of value or an income based target

SHARE OPTIONS

  • Documentation for any share option, ‘sharesave’ or Long Term Incentive arrangements
  • Details of contributions being made
  • Details of vesting conditions
  • Details of option exercise prices, terms etc
  • Signed letters of authority enabling contact to be made with the scheme administrators

Download as PDF HERE

MEDICAL QUESTIONNAIRE

Download as PDF HERE

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.

Pollock & Galbraith, Stirling Business Centre, Wellgreen Place, Stirling FK8 2DZ | Tel: 01786 473591 | Fax: 01786 448983

All content © Pollock & Galbraith | Website Design by: The Write People for Design Ltd

Pollock & Galbraith, Stirling Business Centre, Wellgreen Place, Stirling FK8 2DZ Tel: 01786 473591 | Fax: 01786 448983

All content © Pollock & Galbraith | Website Design by: The Write People for Design Ltd

Pollock & Galbraith, Stirling Business Centre,
Wellgreen Place, Stirling FK8 2DZ
Tel: 01786 473591 | Fax: 01786 448983
All content © Pollock & Galbraith
Website Design by: The Write People for Design Ltd