Pay appeals checklist and model letters

Pay appeals can be used to challenge unfair pay decisions.

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Checklist England Wales Pay Reps

This checklist is to be used in conjunction with the pay appeal model letters to prepare for meetings on recommendations to deny pay progression and appeal hearings after a decision has been taken to deny pay progression.

NB: there is no entitlement for members to attend governors’ pay committee meetings, however it is the NEU’s view that members and reps should take all opportunities to reverse a decision to deny pay progression, therefore members are encouraged to request attendance to these meetings alongside their rep in the name of transparency.

Model letters for meetings about pay recommendations and appeal hearings on denial of pay progression:

Request a meeting on pay progression
Appeal against a decision not to receive pay progression
Attend a governors’ committee meeting on pay recommendation
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Pay progression

All pay progression including onto and on the Upper Pay Range should be automatic and annual.

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Pay appeals checklist

A checklist to help prepare for meetings or appeal hearings following a recommendation or decision to deny pay progression.

Preparing the case

  • Work with the member to identify potential grounds for appeal, such as refusal of pay progression due to pregnancy or maternity-related absence, disability- related absence, or incorrect application of the pay policy.
  • Follow the bargaining cycle to find out if other members are experiencing similar pay issues and consider collectivising.
  • Assist the member in drafting a clear and concise appeal letter that outlines the grounds for appeal and references the gathered evidence.
  • Include a summary of how the pay decision deviates from the policy or is otherwise flawed.
  • Ensure that the member is involved in decisions, discuss your plans in advance and respect confidentiality.

The hearing

  • Arrange a pre-meeting with the member. Make sure that you have clarified your position and the facts of the case as you will need to represent them to management/governors. Decide on your key arguments, tactics and any signals that you may use during the meeting, such as the need to request an adjournment.
  • Consider prospective arguments from the other side and prepare counterarguments.
  • Familiarise yourself with the relevant policies and key documents – bringing highlighted sections or key quotes to the meeting will help you feel more confident and look well prepared.
  • Avoid disagreeing with the member in front of management – focus the discussion on your strongest arguments. If responses are evasive, raise an objection and request specific facts when vague statements are made.
  • Use brief adjournments, when needed, to regroup or consider new information. If a longer adjournment is necessary, ask for one – and agree the new time and date before you leave.
  • Ensure there is an agreed, written record of the outcome.

Publicise successes

With the member’s consent, consider sharing the outcome of a successful appeal with other members to help build collective strength and confidence.

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