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Pensioners Win Court Battles: ZUS Alignment and Potential Refunds

by Priya Shah – Business Editor

ZUS ⁣Ordered to Pay Back Pensioners Thousands⁣ in Retroactive Benefits

Warsaw, Poland – Polish pensioners are winning court battles forcing the Social Insurance Institution (ZUS) to issue critically important retroactive payments and increased monthly benefits, potentially⁢ impacting tens of thousands of retirees. Recent rulings have‌ mandated ZUS to provide lump-sum equalizations exceeding ⁤PLN 29,000 and monthly pension increases of over PLN ‍2,000.

These victories stem from disputes over unfavorable ‌pension ⁢conversions offered by ZUS to⁣ those opting for early retirement.While legally‌ entitled to a ​pension, some retirees were presented with calculations deemed unfair, prompting legal challenges. The rulings​ underscore a⁤ growing ⁢trend of ‌pensioners successfully contesting ZUS decisions in court, and signal a potential wave ​of further claims.

A woman recently received a ⁢PLN 11,751.40 equalization payment‌ after a court ordered ZUS to increase her monthly benefit by PLN 988.20. Similarly, a teacher retiring in 1957 saw his monthly pension rise by PLN 2097.54 in September, accompanied by a PLN 29,642.66 leveling payment.⁤ Both pensioners are now seeking further compensation from the state, requesting PLN 50,000 and PLN 60,000 respectively.

Lawyer Wojciech Hańderka⁣ alleges ZUS employs delaying tactics, such as requesting judgment interpretations and⁤ enforcement suspensions, though these ⁣efforts were recently ⁤dismissed by‍ the ⁣Court of Appeal in Bialystok. With no⁣ legislative solution in sight, pensioners ‍are largely left to pursue their claims ‍through the ⁣courts.

The situation is further elaborate⁤ by a November 15, 2023, Constitutional⁤ Tribunal ruling deeming the calculation of “June pensions” – benefits granted ‍between 2009 and 2019 – unconstitutional due to⁣ violations of the principle of equality before the law. While ZUS ‍plans to​ resume ⁢valorization of⁢ these pensions in January 2026, it will not ⁢be retroactive, prompting many seniors‍ to prepare for⁤ renewed legal action.

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