5 year bonus

Discussion in 'Army Pay, Claims & JPA' started by stinger_sweaty, Mar 11, 2009.

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  1. Hi all, done well over my 5 year point now, and am due for my bonus, got told after i signed back on last week by the clerk, that i will be getting my 5 year bous at the end of this month and was told its about £1800 after tax, iv heard from other riflemen in the battalion who'v signed for it and they reckon its over 2k, anyone know the REAL ammout ur ment to get?

    Many Thanx...
     
  2. Enlist before 1 Apr 04. A taxable CB of £3,000 paid to soldiers with 5 years' reckonable service who have not given 12 months notice to leave the Army. A further taxable bonus of £2,500 is payable to soldiers with 8 years' reckonable service who have not given 12 months notice to leave the Army.
    Enlist after 1 Apr 04. A single taxable bonus of £5,500 will be paid at a point between 5 and 7 years, decided upon by the relevant cap badge. Receipt of the bonus will commit the soldier for 2 years further service
     
  3. Who told you it was about £1,800, your Clerk? and you mates told you it was more? If i tell you that you get £2,500 are you happy with that? or would you like more....?
     
  4. Well spotted LJS, You are clearly going to get £3,000 pounds. Sounds like your Clerk or whomever told you that you would receive £1,800 pounds is talking about the £2,500 8 year money. You should get (approx 2,300) however due to how you tax is calculated you may receive less than this initially and then pay less tax during the course of the next few months to make up the difference.

    Edited to Add. It grips my Arrse when blokes get given an answer from their Clerk, don't like it and so then proceed to ask every other fecker who will listen, until they get the answer they want. Maybe on this occasion there has been genuine confusion :oops:
     
  5. The bonus scheme changed last year to award return of service, basically if you do not take your bonus until your 8 year point you can recieve 15 grand! It is basically trying to award personnel who stay in that little bit longer, if I was at at Unit and not a Cushy Staff post I would care mate!

    Tell your clerk to stop being so lazy and pull there finger out!! Oh by the way before anyone starts I am a Clerk to!
     

  6. The new Bonus Scheme is not relevant to him, I don't have the details of the transitional arrangments but beleive that only those that have not completed 5 years service or claimed their bounty as at 1st April 09 will be eligable? Like I say, not 100% sure on this.
     
  7. i signed up before 1st april 04, so does this mean that i will be entitled to the taxable 3k bonus? all sounds quite confusing to me to be totally honest, but thanx for the replies folks.
     

  8. Yes, Open the link below for the full details, Chap 7 Sections 1 and 2. The new scheme is only open to those who have completed 4 years or less reckonable service on 1 Apr 09 (reckonable service commencing on or after 2 Apr 05).

    http://defenceintranetds.diiweb.r.mil.uk/sites/polestar/cs/DocumentLibrary/09/1060_JSP754%20Edition%209.doc#Chap7Sec1
     
  9. thanx evertonluke for that, i dont think the link is workin mate
     
  10. Feck it, here you go. Read it before a MOD gets rid for taking up too much space...


    CHAPTER 7

    SECTION 1

    COMMITMENT BONUSES

    Introduction

    07.0101. Commitment Bonuses (CBs) are paid as stand-alone payments and are made in return for a commitment to serve for a further specified period. CBs are used by the Services as a flexible measure to assist them in meeting their manning requirements. CBs are a taxable lump sum and are subject to National Insurance contributions.

    07.0102. SP Pol will maintain a register of all CB schemes and promulgate these in the form of a Directed Letter. A breakdown of the extant schemes is given at Annex A to this Section.

    Scope

    07.0103. The timing of CB payments may be varied by the Services to meet their manning requirements within the general principles set out below. CBs are not payable to attendance-based Reserve personnel

    Conditions

    07.0104. CBs are paid to regular non-commissioned personnel reaching a specified reckonable service point, or points, in their career determined by the Service and trade (with rank as a further optional criterion). CBs will be payable to individuals in the next available pay run on or immediately following their specific reckonable service point for a CB. Reckonable service towards the award of CBs is to be calculated as service from age 18 or enlistment, whichever is the later, for the RN/Army , and from the date of enlistment for the RAF . The following general principles regarding payment apply:

    a. CBs will be paid either as a single lump sum or in two parts at specific reckonable service points. The total value is as recommended by the AFPRB and set out in the annual SP Pol Directed Letter.

    b. The total sum carries with it a requirement to undertake two years’ return of service (ROS) from the date upon which the individual became eligible for a CB. A CB may be paid in two parts and the recipient must undertake to provide a one year ROS for each payment. However, attention is drawn to Annex A which details arrangements for RAF personnel recruited prior to 1 April 2005.

    c. CBs will be paid to all personnel who undertake to deliver the ROS associated with the CB even if they have given or plan to give notice to leave the Service. The CB is payable provided that the appropriate ROS will be delivered by the individual’s last day of service.

    d. Personnel who do not meet the satisfactory performance requirements for YIP (see Chapter 3 Section 5) on the date a CB is due will not be eligible to receive the payment at that point. Payment
    will be made once the individual has been re-assessed as satisfactory. In such cases, the individual will be required to commit to the originally specified ROS and no additional commitment will be added resulting from the period of unsatisfactory performance.

    07.0105. The Services have flexibility in determining when CBs should be paid. In so doing the following principles apply:

    a. There is no restriction on the reckonable service point at which payment(s) may be made.

    b. A CB should be paid as late as possible in a Service individual’s career to ensure that the overall tie-in period is maximised and the optimum value for money is realised.

    c. CBs should not normally be made to a trade group where individuals are already required to deliver a ROS based on the length of their training .

    d. In determining whether flexibility is appropriate, the Services must ensure that the arrangements will be seen as equitable so that they will not become a source of discontent (especially in joint units).

    Non-Fulfilment of a Return of Service

    07.0106. The individual is required to refund the CB in full (net) if the ROS obligation is not delivered, although this may be waived in compassionate circumstances with the agreement of the Joint Personnel Administration Centre Pay and Allowances Casework Cell Recoveries and Write Offs (PACC R&WO). It will be the responsibility of the individual to reclaim any tax paid in respect of the payment.




    Changes to the Conditions of Payment

    07.0107. Where the timing of payment and/or commensurate ROS is varied within the existing framework of the CB, individual Services will notify changes through their chain of command to SP Pol. If, however, the framework is changed at a policy level, SP Pol will issue the change in the form of a Directed Letter detailing any revised conditions, along with whatever transition/reserved rights rules that are to apply.

    Payments on Change of Trade

    07.0108. In circumstances where an individual changes Service, trade or branch to one where the CB package is different with payments timed at different length of service points, it is appropriate to ensure that the individual is treated fairly. The overarching principles are that:

    a. length of service for entitlement to a CB payment is unchanged as a result of the transfer;

    b. during the course of a career an individual must complete the total ROS in respect of the value of the CB received;

    c. an individual must not receive more than the total permitted CB entitlement. However the rates payable may be increased from time to time. Therefore, each payment, when made, is to be at the current rate.

    07.0109. The following rules apply to the individual in the new Service/trade.

    a. If, at the time of transfer, the individual has not received any CB payments in respect of the former trade but the individual’s record of Service would have made them eligible to a previous payment if they had been in the new trade, the individual should receive the missed CB payments on transfer to the new trade with the necessary ROS determined from date of transfer to the new trade.

    b. If, at the time of transfer, an individual has received the full CB entitlement in the former trade, there is no further entitlement to any CB payments regardless of the timing of the payments in the new trade. In circumstances where an individual transfers without having delivered the full ROS in the former trade, that commitment will be carried forward to be served in the new trade.

    c. If, at the time of transfer, an individual has not received any CB payments in their former trade and has not reached the length of service point for payment in the new trade, then payment is made in the new trade in the normal manner.


    d. If, at the time of transfer, an individual has received part of the CB entitlement in respect of the former trade, the balance will be payable on the date the second CB would be payable in the new trade or on transfer if this has already passed, or if the new trade makes a single CB payment that has already passed.

    Business Process Guide

    07.0110. The relevant Business Process Guide (BPG) relating to this Section can be found at:

    http://www.ipublish.dii.r.mil.uk/nlapps/data/folders/JPA_Docs/IN701232.htm



    ANNEX A. Breakdown of Commitment Bonuses.




































    Back to top Back to Main Contents Page
    ANNEX A TO CHAPTER 7 SECTION 1

    BREAKDOWN OF COMMITMENT BONUSES

    RN
    GROUP NO OF YEARS’ RECKONABLE SERVICE TO QUALIFY AMOUNT OF BONUS RETURN OF SERVICE (YRS)
    WS(SSM), WS(TSM), CISSM, WESM (all main trades excluding legacy Artificers), MESM (all main trades excluding legacy Artificers. 5 £5500 2
    RN Artificers and RM Band Service 9
    £5500
    2

    All other RN Ratings/RM Other ranks joining prior to JPA roll out. 5 £3,000 1
    All other RN Ratings/RM Other ranks joining prior to JPA roll out. 8 £2,500 1
    All other RN Ratings/RM Other ranks joining after JPA roll out. 5 £2,750 1
    All other RN Ratings/RM Other ranks joining after JPA roll out. 8 £2,750 1

    ARMY
    Soldiers joining after 1 April 2004 At point decided by A&SD, as shown at Appendix 1
    £5,500 2
    Soldiers joining prior 2 April 2004 5 (but must not have given notice) £3,000 1
    8 (but must not have given notice) £2,500 1
    RAF
    Personnel recruited from 1 April 2005
    All Ground Trades ORs wef 1 April 2005 7 £5,500 2

    RAF Non- Commissioned Aircrew from JPA roll-out 10 £5,500 2
    Personnel recruited prior to 1 April 2005
    All Ground Trades and RAF NCA completing qualifying service after 1 April 2002.
    4.5 £3,000 1.5
    7.5 £2,500 1.5








































    Back to top Back to Main Contents Page
    APPENDIX 1 TO ANNEX A TO CHAPTER 7 SECTION 1

    PAYMENT DATES FOR COMMITMENT BONUSES FOR ARMY PERSONNEL

    Ser A&SD Trade Payment Date Courses resulting in exemption from Trg ROS Rule
    1 HQ DRAC All 6 years
    2 HQ DRA All 5 years
    3 HQ EinC(A) All 5 years Class 1 trade courses.
    4 HQ SOinC(A) All 5 years Class 1 trade courses.
    5 HQ Inf All 5 years
    6 HQ DAAvn All 6 years Army Pilots Course.
    7 HQ DRLC All 5 years
    8 HQ AMD All 6 years Biomedical Scientist
    Environmental Health Technician
    Radiographer
    Dental Hygienist
    Registered Nurse – Adult
    Registered Nurse – Mental Health
    9 HQ DEME(A) All 5 years Class 1 trade courses.
    10 HQ DSPS(A) All 5 years
    11 HQ PM(A) All 5 years
    12 HQ DINT CORPS All 6 years OP MI (L) course.
    13 HQ DCAMUS All 6 years








    Back to Chapter Contents Page Back to Main Contents Page


    CHAPTER 7

    SECTION 2

    COMMITMENT BONUSES (NEW SCHEME WEF 1 APRIL 2009)

    This section refers to the new scheme and applies to personnel who have completed 4 years or less reckonable service on 1 Apr 09 (reckonable service commencing on or after 2 Apr 05). The CB regulations for personnel who have completed more than 4 years reckonable service on 1 Apr 09 are detailed at Chapter 7, Section 1.

    Introduction

    07.0201. Commitment Bonuses (CBs) are paid as stand-alone payments and are made as an incentive for serving for a specified period. CBs are used by the Services as a flexible measure to assist them in meeting their manning requirements. They are taxable lump sums and are subject to National Insurance contributions.

    07.0202 The new CB scheme is aimed at rewarding service already delivered rather than the existing scheme which pays the CB in return for a commitment to serve for a further specified period. The new scheme is applicable to all non-commissioned Service personnel with 4 years reckonable service or less on 1 Apr 09 (reckonable service commencing on or after 2 Apr 05). Service towards the award of CBs is to be calculated from age 18 or enlistment, whichever is the later, except for RAF personnel who enlisted after 1 Apr 07, in which case it is the date of enlistment.

    07.0203. SP Pol will maintain a register of all CB schemes and promulgate these in the form of a Directed Letter. A breakdown of the new scheme is given at Annex A to this Section.

    Scope

    07.0204. The timing of CB payments may be varied by the Services to meet their manning requirements within the general principles set out below. CBs are not payable to attendance-based Reserve personnel.

    Conditions

    07.0205. Regular non-commissioned personnel are eligible to apply for a CB on reaching a specified point in their career determined by their Service and trade. CBs will be payable to eligible individuals following the submission of a completed application form. The following general principles regarding payment apply:

    a. Each CB point is accessible to those who have delivered the required reckonable service and have not given notice to leave. The total maximum value of the CB is as recommended by the AFPRB and set out in the annual SP Pol Directed Letter.

    b. With the exception of RN Artificers, the RM Band Service and nurses in all three Services, who receive the full CB as a single payment at a specific point in their service as shown in the tables at Annex A, all other personnel have a choice as to when they claim the CB. As they qualify for each level of payment they have the option of claiming that payment or of waiting until they have sufficient service to qualify for a later and higher payment. Those who elect to take a payment before they are eligible for the maximum CB, but then remain in service sufficiently long to qualify for a higher payment, will be able to claim a second payment. However, the total amount they will receive from both payments will be less than if they waited and claimed the CB in one lump sum at the second payment point. The new CB structure therefore provides the incentive to wait and take the larger sum, with benefits being maximised if the bonus is taken in one amount.

    c. Personnel who do not meet the satisfactory performance requirements for YIP (see Chapter 3 Section 5) on the date a CB is due will not be eligible to receive a payment at that point. An individual will not become eligible, again, for a CB payment, until they have been re-assessed as satisfactory.

    d. Personnel can claim a CB at any time once they become eligible for the payment. However, should there be an increase in the rate of CB before the individual has claimed the sum paid will be restricted to the amount payable at the time of eligibility for the payment. Claims should be made via JPA.

    e. Once a payment has been made, an individual cannot repay a CB in order to access higher payments at a later date.

    f. Personnel who terminate their service and re-enlist, after a break of service of more than 30 days, will not be entitled to count previous reckonable service towards CB qualification.

    g. Personnel who receive a CB and decide to terminate their service will be required to serve for a 12 month notice period from the qualifying date of the payment.

    Changes to the Conditions of Payment

    07.0206. Where the timing of a payment is varied within the existing framework of the CB, individual Services will notify changes through their chain of command to SP Pol. If, however, the framework is changed at a policy level, SP Pol will issue the change in the form of a Directed Letter detailing any revised conditions, along with any transition/reserved rights rules that are to apply.

    Payments on Change of Service or Trade

    07.0207. In circumstances where an individual changes Service, trade or branch without a break in Service to one where the CB package is different with payments timed at different length of service points, it is appropriate to ensure that the individual is treated fairly. The overarching principles are that:

    a. On transfer to a new service or trade the length of service requirement of the new service or trade will apply.

    b. If, at the time of transfer, the individual has not received any CB payments in respect of the former trade but the individual’s record of Service would have made them eligible to a previous payment if they had been in the new trade, the individual will be eligible for the missed CB payments on transfer to the new trade.

    c. If, at the time of transfer, an individual has received the full CB entitlement in the former Service/trade, there is no further entitlement to any CB payments regardless of the timing of the payments in the new Service/trade.

    d. If, at the time of transfer, an individual has not received any CB payments in their former Service/trade and has not reached the length of service point for payment in the new Service/trade, then payment is made in the new Service/ trade in the normal manner.

    e. If, at the time of transfer, an individual has received part of the CB entitlement in respect of the former Service/trade, the balance will be payable on the date the individual elects to take the second CB payment, subject to the abatement as detailed in 07.0205b.

    Business Process Guide

    07.0208 The relevant Business Process Guide (BPG) relating to this Section is currently being produced by JPA.


    ANNEX A. Breakdown of Commitment Bonuses







    Back to Top Back to Chapter Contents



    ANNEX A TO CHAPTER 7 SECTION 2

    BREAKDOWN OF COMMITMENT BONUSES FOR PERSONNEL WHO HAVE COMPLETED 4 YEARS RECKONABLE SERVICE OR LESS ON
    1 APR 09

    Army & RAF (Excluding Nurses and RAF NCO Aircrew)
    NO OF YEARS RECKONABLE SERVICE AT WHICH 2nd PAYMENT TAKEN, AND VALUE OF THAT PAYMENT3
    NO OF YEARS RECKONABLE
    SERVICE AT WHICH FIRST (OR ONLY) PAYMENT TAKEN AMOUNT
    OF FIRST (OR ONLY) BONUS
    5
    6
    8

    4

    £3750

    £1250

    £2500

    £7500


    5

    £5500

    N/A

    £1250

    £6250

    6

    £7500
    N/A
    N/A
    £5000

    8

    £15000
    N/A
    N/A
    N/A

    RAF (NCO Aircrew)
    NO OF YEARS RECKONABLE SERVICE AT WHICH 2nd PAYMENT TAKEN, AND VALUE OF THAT PAYMENT4
    NO OF YEARS RECKONABLE
    SERVICE AT WHICH FIRST (OR ONLY) PAYMENT TAKEN AMOUNT OF FIRST (OR ONLY) BONUS
    11
    13

    9.5

    £5500

    £1250
    £6250

    11

    £7500

    N/A
    £5000


    13

    £15000

    N/A
    N/A


    RN Artificers and RM Band Service
    AMOUNT OF BONUS
    NO OF YEARS’ RECKONABLE SERVICE TO QUALIFY

    9

    £15000



    Army, RAF & RN Nurses
    AMOUNT OF BONUS
    NO OF YEARS’ RECKONABLE SERVICE TO QUALIFY

    8

    £15000


    RN/RM5 (Excluding Nurses, RN Artificers and RM Band Service)
    NO OF YEARS RECKONABLE SERVICE AT WHICH 2nd PAYMENT TAKEN, AND VALUE OF THAT PAYMENT6
    NO OF YEARS’ RECKONABLE SERVICE AT WHICH FIRST (OR ONLY) PAYMENT TAKEN AMOUNT OF FIRST (OR ONLY) BONUS

    6

    8

    5

    £5500

    £1250
    £6250

    6

    £7500

    N/A

    £5000


    8
    £15000
    N/A
    N/A








    Back to Top Back to Chapter Contents
     
  11. wow that was alot to take in, thanx Evertonluke, top bloke.