Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Lump sum definition

What does Lump sum mean? A lump sum is a single, upfront payment rather than periodical instalments, used across legal practice. It is a descriptive expression; in some contexts it is given specific statutory treatment and tax consequences. Pensions: In England & Wales, Scotland and Northern Ireland, members may take a Pension Commencement Lump Sum (PCLS)—typically up to 25% of crystallised benefits—tax‑free, subject to scheme rules and to the Lump Sum Allowance and the Lump Sum and Death Benefit Allowance (in force from 6 April 2024, replacing the lifetime allowance). Uncrystallised Funds Pension Lump Sums (UFPLS) are partly tax‑free up to the allowance, with any...

Compensation Recovery Unit (CRU) certificates: reporting duties, recoverable benefits and lump sums, settlement notifications, reviews, mandatory reconsideration and appeals

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Practice notes

This Practice Note sets out the Requirements for Reporting a claim to the Compensation Recovery Unit (CRU), and describes the steps for applying for a CRU certificate, requesting a review, seeking mandatory reconsideration, and appealing a certificate that lists recoverable benefits and Lump sum payments. Separate legislation applies to the recovery of NHS charges. For guidance on requesting and challenging an NHS charges certificate, see Practice Note: Recovery of NHS charges.

Recovery of social security benefits

A claimant may receive state benefits arising from an accident, injury or disease. The Department for Work and Pensions (DWP) operates a scheme to recover these benefits from the compensator (the Defendant or, more commonly, the defendant’s insurers) through the CRU. For further information, see Practice Note: Recovery of social security benefits.

Reporting requirements

The CRU provides an online service enabling compensators and their representatives to:

register a claim
request a CRU certificate
notify the CRU of claim settlement
make any relevant payments to the CRU
transfer responsibility for a claim

For other queries, parties may contact the CRU by email, telephone or post...

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Web page updated on 21/05/2026

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