BAILY THOMAS PROVIDENT FUND GUIDANCE NOTES

GRANTS FOR MEMBERSHIP OF SPORTS CLUBS

In September 2008 the Trustees of the Baily Thomas Provident Fund approved grants for membership of sports clubs to all former Mansfield Brewery employees.

Questions & Answers

Who is eligible for the grant?
The grants are available to all former employees and their spouse/partner and dependent children under the age of 18 [unless they are in full time education]. Marriage and Long Form birth certificates are required to establish relationship to former employee.

What does the grant cover?
The grants are available for any participative sport/activity. For example: angling, golf, bowls, swimming, dancing classes, judo, tai-chi, yoga etc.

How much is the grant?
The grant currently stands at a maximum of £300 for single membership and £500 for a family/joint membership. Please be aware that for family/joint membership the £300 maximum still applies within the total grant of £500.
Also, if two former employees are in one family the maximum grant available remains at £500.

Can I join more than one club?
Yes, however the maximum grant available from the trust remains at £300 for individual membership & £500 for family memberships.

Will the trust pay the grant every year?
The grant is currently available annually.  However, all grants are discretionary and the Trustees have the right to review this facility at any time.

How do I access the grant?
You should make yourself a member at the club of your choice and pay all the necessary fees. 

When will I be reimbursed? Provided all the documentary evidence is in place, a cheque would normally be sent to the beneficiary within four weeks.  However, at very busy periods, it may take longer than this.
What documentary evidence of membership is required?

For reimbursement you must provide evidence of your membership. For example, a membership contract/agreement/card/badge/pass etc. identifying the member [s], showing a membership number where applicable, the members’ address, period of membership and cost of membership.

In addition, a receipt for the full payment made (till receipt/credit/debit card receipt) and evidence of the payment as shown on your bank/card statement is required.

• Please note an invoice, signed off by someone at the club, as a standalone piece of information, is not acceptable evidence of membership and/or payment having been made by the beneficiary. 
• If applying for family membership Marriage/Long Form birth certificates must be provided the first time you access family membership grant.  The grant will then be paid to you. 
• Original receipts and membership evidence is required, Emailed/scanned/photocopies are not accepted.
• If all of the above is not provided, you will not receive reimbursement.

 

I currently pay my membership by monthly direct debit, can I continue to do this?
If you have a current monthly membership and wish to retain this arrangement the grant will be paid at the end of the year.  To access the grant, evidence of the previous 12 monthly payments identified on your bank statements should be provided together with a copy of your direct debit agreement and membership evidence as stated above.

What happens when my membership is due for renewal?
If your continued membership is reliant upon receiving the grant you should contact Denise Wilson on 01623 473290 or email to check that the grant is still available before renewing it. 

Otherwise, go ahead with your renewal and provide the evidence stated above. Provided the grant is still available and all the documentation required is provided, the grant will be made.