News and Updates
|15 February - SAB publish a McCloud Case Q&A The Scheme Advisory Board to the LGPS in England and Wales has produced a Q&A for administering authorities on the potential timescales and possible outcomes of the McCloud case and its impact on the cost cap process. The Q&A is available on the Board's website.|
|08 February - SAB cost management process paused On 8th February, the SAB announced that it considers it has no option but to pause its own cost management process pending the outcome of the McCloud case. As a result there are currently no changes to benefits planned in respect of the cost cap. For more information see the cost management page on the Board's website.|
|02 February - National Communications Working Group minutes published The minutes from the meeting held on 15 January 2019 are available to view under the CWG minutes page.|
|04 January - The application of increases to LGPS pensions - technical guide The information in this Guide sets out the LGPC Secretariat’s understanding of how increases are applied to LGPS pensions in payment on and after 6 April 2016 (i.e. following the end of contracting out).|
|21 December - December bulletin (no.179) published The December 2018 LGPC bulletin (no. 179) has now been published and is available on the LGPC Bulletins page.|
|14 December - LGPS National Technical Group minutes of 11 December 2018 published NI Database usage expansion, possible recommendation for change to timescale for payment of 2014 refund, Ms D v bath & North East Somerset (the Council) (PO23282), Transfers out – requests for information from Claims Management companies, Aggregation following the cessation of a concurrent employment, Ministerial Direction under s59A of the Social Security Pensions Act 1975, revision to the Terms of Reference, creation of sub-groups to review forthcoming consultations, factor for interfunds.|
|30 November - November bulletin (no. 178) published November bulletin (no. 178) published|
|28 November - SPPA issue updated non-club transfer and pension CETV on divorce factors MHCLG issue updated non-club transfer and pension CETV on divorce factors|
|03 November - October bulletin (no. 177) published The October 2018 LGPC bulletin (no. 177) has now been published and is available on the LGPC Bulletins page.|
|23 October - LGPS National Technical Group minutes of 28 September 2018 published Recommendation: refund process where payment of refund is reaching the 5 year maximum retention period, Recommendation: change to the forfeiture regulations, Recommendation: process for CEP reclaim upon transfer from the LGPS to another registered pension scheme, View: impact of TUPE on pensionable employment, View: payment of an exit credit where a commercial risk sharing agreement is in place, Connected entities, LGPC update and National LGPS Technical Group membership and terms of reference|
|12 October - 15th LGPS annual governance conference - programme published The programme for the 15th LGPS annual governance conference is now available. Places are going fast - see the programme for information on how to book your place.|
|26 September - Bulletin 176 - September 2018 published September bulletin 176 was published on 26 September 2018.|
|21 September - 15th LGPS annual governance conference - now open for booking The 15th LGPS annual governance conference is now open for booking on the LGA events page. The conference is taking place in Bristol on 17/18 January 2019 and will be of interest to elected members and others who attend pension committees and local pension boards. Early booking is recommended. More information is available in Circular 310|
|31 August - August bulletin (no. 175) published The August 2018 LGPC bulletin (no. 175) has now been published and is available on the LGPC Bulletins page.|
|31 July - Bulletin 174 published Bulletin 174 was published on 31 July 2018|
|17 July - Fundamentals training now open for booking The fundamentals training course is now live for booking on the LGA events page. Fundamentals is a three day training course aimed at pension committee and local pension board members. Early booking is highly recommended. More information is available in Circular 309|
|13 July - HMRC Annual Allowance calculator is back online The issues with HMRC's annual allowance calculator have now been fixed and the calculator is back online.|
|12 July - SPPA issue Increased Pension Entitlement consultation SPPA have confirmed that Scottish Ministers had decided that the approach to be taken concerning overpayments arising from the contracted-out reconciliation exercise should be in keeping with a similar exercise that took place in 2008/2009. On 12 July 2018, SPPA published a consultation to facilitate this approach.|
|02 July - Timeline LGPS Regulations 2018 published A timeline version of the consolidated LGPS (Scotland) Regulations 2018 has now been published and is available under LGPS Regulations 2018.|
|29 June - Bulletin 173 published The June 2018 LGPC bulletin (no. 173) has now been published and is available on the LGPC Bulletins page.|
|21 June - Full privacy notice updated - Version 3 is now available Squire Patton Boggs have updated the template full privacy notice to include administering authorities of other LGPS funds in the section which sets out which data controllers LGPS funds share data with. Clean and tracked versions of the privacy notice are available under guides and sample documents.|
|19 June - Circular 307 - training events published Circular 307 - training events published|
|08 June - LGPS National Technical Group minutes published LGPC update, LGPS(Amendment) Regulations 2018, Elmes v Essex, TPR Governance & Administration Survey 2018, useage expansion of the NI database, aggregation and Bona Vacantia payments|
|30 May - Bulletin 172 pubished Bulletin 172 published on 30 May 2018|
|17 May - Circular 306 - training events published Circular 306 has been published and is available under LGPC circulars.|
|30 April - April 2018 bulletin pubished LGPC's April bulletin (no.170) has been published and is available under LGPC bulletins.|
|25 April - Employee guides updated The employee and councillor guides have been updated for the 2018/19 annual updates.|
|17 April - HMRC Annual Allowance calculator temporarily removed Unfortunately, following the addition of the 2018/2019 tax year, the pensions annual allowance calculator is not working as it should in some cases. As this is not in line with the level of service that HMRC is committed to provide, and to make sure customers get the right results from the calculator in future, they have temporarily removed access to the calculator until it can be updated.|
|01 April - GDPR - memorandum of understanding issued The LGPC Secretariat, on behalf of LGPS administering authorities, commissioned Squire Patton Boggs to produce a template Memorandum of Understanding (MOU) document for administering authorities to issue to participating employers in their fund. The document is now available for download under the guides and sample documents page.|
|29 March - LTA and AA member factsheets updated Updates have been made to both the lifetime allowance and annual allowance member factsheets. Tracked and clean versions are available for download under the guides and sample documents page. The latest versions are 1.5 for the lifetime allowance factsheet and 1.4 for the annual allowance factsheet. |
|28 March - Bulletin 168 and 169 published Bulletin 168 (March 2018) has been published and contains topics such as the publication of the new Freedom & Choice AVC technical guide, SPPA circulars, security compliance for TUO, publication of GDPR template privacy notices and publication of version 7.0 of the transfer out declaration forms. Bulletin 169 (Annual Update 2018/19) has also been published. Both bulletins are available under LGPC bulletins.|
|27 March - Technical Group minutes of 9 March 2018 Minutes of the Technical Group meeting held on 9 March 2018 covering the LGPC update, Consultation outcome on indexation and equalisation of GMP in public service pension schemes, GMP Technical Working Group that took place on 28 February 2018 - update, Contracted-out reconciliation – rectification (Stage 3), Contracted Out Reconciliation – Stalemate cases, HMRC Notification for Survivors, Re Use of Public Sector Information Request, GDPR – Data Sharing – Mortality Screening, TPR Conditional data.|
|27 March - Transfer out declaration forms - version 7.0 We have removed reference for the requirement to be a ‘nominated’ co-habiting partner in respect of the Northern Ireland LGPS and made clear that where a transfer is in respect of a deferred refund, this is a ‘Cash Transfer Sum’. We have also made a technical adjustment to the areas concerning what sums should be included when assessing whether or not the aggregate value of a members benefits has exceeded £30,000 or not.|
|15 March - SPPA circulars 1, 2 and 3 SPPA circulars 2018/1-GMP, 2-Contribution rates and 3-PI and revaluation|
|13 March - GDPR - template privacy notices published The LGPC secretariat, on behalf of LGPS administering authorities, commissioned Squire Patton Boggs to produce two template privacy notices for LGPS administering authorities to use / adapt. The privacy notices will need to be tailored to the specific circumstances of each fund taking into consideration the notes on the first page and the footnotes when doing so. Both privacy notices are available under guides and sample documents.|
|06 March - GDPR - Q&A for members published The Communications Working Group in conjunction with the LGA have published a Q&A for members on the GDPR. The document is available under guides and sample documents.|
|01 March - February 2018 bulletin published The LGPC Secretariat's February 2018 bulletin (no. 167) has now been published and is available under LGPC bulletins.|
|29 January - January 2018 bulletin published The LGPC Secretariat's January 2018 bulletin (no. 166) has now been published and is available under LGPC bulletins.|
|22 January - Government response to the consultation on indexation and equalisation of GMP in public service pension schemes The Government has responded to its consultation on the indexation and equalisation of GMP in public service pension schemes, issued on 28 November 2016, this has been published and is available under Non-scheme consultations.|
|11 January - LGPC response to draft LGPS (Scotland) Regulations 2018 published The LGPC Secretariat's response, to the consultation issued in November 2017 covering the draft LGPS (Scotland) Regulations 2018, has now been published and is available under Scheme consultations.|
|22 December - December 2017 bulletin published The LGPC Secretariat's December 2017 bulletin (no. 165) has now been published and is available under LGPC bulletins.|
|06 December - Annual Allowance technical guide updated A revised version (version 3.3) of the annual allowance technical guide has been uploaded to the guides and sample documents page. The guide has been updated to reflect the reduction in Money Purchase Annual Allowance (MPAA) from 6 April 2017 and also to correct the carry forward examples on pages 126 to 143 of the guide.|
|05 December - Updated transfer declaration forms issued Version 6.0 of the LGPC Secretariat's pack of transfer declaration forms have been issued and are available under guides and sample documents.|
|30 November - November 2017 bulletin published The LGPC's November 2017 bulletin (no. 164) has now been published. To read the bulletin, please visit the LGPC bulletins webpage.|
|13 November - Automatic enrolment brief guide updated The automatic enrolment brief guide has now been updated in accordance with the Employers’ Duties (Miscellaneous Amendments) Regulations 2017 which has the effect of aligning the timing of the deferral date in relation to postponement so that for staging and post-staging employers the period for which automatic enrolment can be deferred is the same i.e. three months and one day. In addition some other small amendments have also been made. A clean and tracked version of the guide (version 8.0) are available under guides and sample documents.|
|08 November - SPPA commence consultation on new LGPS Scotland Regulations 2018 The Scottish Public Pensions Agency (SPPA) have commenced a consultation on a new set of regulations governing the LGPS in Scotland, the LGPS (Scotland) Regulations 2018. The draft regulations would replace the LGPS (Scotland) Regulations 2014.|
The consultation documents can be found on the scheme consultations page and on the SPPA website.
The consultation closes on 1 January 2018.
|03 November - October 2017 bulletin published The LGPC's October 2017 bulletin (no. 163) has now been published. To read the bulletin, please visit our LGPC bulletins webpage.|
|03 November - Transfer declaration form updates and temporary withdrawal of Freedom and Choice guide The LGPC Secretariat have made a series of updates to our suite of transfer declaration forms, the current versions of which can be found under guides and sample documents. |
We have also temporarily withdrawn the Freedom and Choice technical guide whilst we make a series of updates to its content. The updated version of the guide will be published as soon as possible and, in the meantime, the most recent version of the guide can be found under withdrawn guides.
|30 September - September 2017 bulletin published The September 2017 LGPC bulletin, no. 162, has now been published and is available on the LGPC bulletins page.|
|05 September - New automatic enrolment brief guide published A relaunched version (version 7.0) of the automatic enrolment brief guide has now been published and is available under guides and sample documents.|
The new version is a complete rewrite of the guide meaning that a tracked version is not available. The new guide aims to supplement the information provided by the Pensions Regulator (TPR); it covers automatic enrolment from the perspective of the LGPS and TPS and contains signposts to the detailed guidance available on TPR’s website. The sample letters have also been updated and are now contained in a standalone document – clean and tracked version of these are also available under guides and sample documents.
The full guide has now been removed and placed under withdrawn guides. We have taken this decision because in 2017 automatic enrolment, for the most part, is simply ‘business as usual’ and the TPR website contains the vast majority of information needed by an employer.
|29 August - August 2017 bulletin published The August 2017 LGPC bulletin, no. 161, has now been published and is available on the LGPC bulletins page.|
|03 August - July 2017 bulletin published The July 2017 LGPC bulletin (no. 160) is now available on the LGPC bulletins along with accompanying appendices.|
|19 July - Updated lifetime allowance factsheet published Minor updates have been made to the sample lifetime allowance factsheet for scheme members which is now available as version 1.4 on the guides and sample documents page.|
A tracked version of the factsheet shows the amendments made in the revised version.
|02 July - June 2017 Technical Group minutes uploaded The minutes of the June 2017 meeting of Technical Group are now available on the Technical Group minutes page.|
|30 June - June 2017 bulletin published The June 2017 LGPC bulletin, no. 159, has now been published and is available on our LGPC bulletins page.|
|26 June - March 2017 LGPC minutes published The minutes of the 6 March 2017 LGPC meeting have now been finalised and are available on the LGPC minutes page.|
|07 June - Updated versions of HR and Payroll guides issued Versions 1.8 of the LGPS 2015 HR and Payroll guides have now been issued and are available on the guides and sample documents page.|
|07 June - New version of the automatic enrolment full guide issued Version 6.2 of the automatic enrolment full guide for pension funds and employers has now been issued and is available on the guides and sample documents page.|
This will be the last version of the full guide to be issued and, once legislative changes are introduced that would mean the guide would again need to be updated, the guide will be removed and placed on the withdrawn guides page.
The current version of the LGA pension team's automatic enrolment brief guide has been moved to the withdrawn guides pending a re-launch of the guide, due in late Summer 2017.
|05 June - Bulletin 158 published The LGPC secretariat's May 2017 bulletin (no. 158) has now been published and is available on the LGPC bulletins page.|
|15 May - SPPA publish new guidance on conversion of accumulated AVCs SPPA have published new guidance on the use of accumulated AVCs to purchase additional pension under the scheme.|
The new guidance, dated 10 May 2017, replaces the prior version dated 26 February 2015 and is available on the Actuarial guidance page of the website.
|08 May - Updated trivial commutation guide issued Version 1.7 of the LGPC guide to trivial commutation for LGPC administrators has now been issued and is available on our Guides and sample documents page.|
|20 April - Transfer discharge forms updated The transfer discharge forms have been updated. Clean and tracked versions are available (version 4.0).|
|20 April - Scheme administrator factsheet published on the overseas transfer charge A scheme administrator factsheet has been published on the overseas transfers charge that can apply to QROPS transfers from 9 March 2017.|
|28 March - March 2017 bulletin published The LGPC's March 2017 bulletin (no. 156) has been published containing a number of general items of information.|
The bulletin is available on our LGPC Bulletins page.
|28 March - 2017 conference now open for booking The LGPC's trustees' conference, taking place this year in Bournemouth on 29-30 June 2017, is now open for bookings.|
Full details are available in circular 303 and in the conference flyer.
To book, visit the LGA Events website.
|22 March - LGPC annual update bulletin 2017 published LGPC bulletin no. 155 containing the annual update for 2017 has now been published.|
The bulletin can be found on our LGPC Bulletins page.
|21 March - 2017 annual update SIs published The 2017 'annual update' statutory instruments, meaning those SIs which amends rates and bands applicable from April 2017 for various purposes, have now been published by the Government and are available on the Related legislation page.|
The accompanying annual update bulletin is due to be published shortly.
|01 March - LGPC bulletin no. 154 published The February 2017 bulletin (no. 154) has now been published and is available on our LGPC Bulletins page.|
|27 February - Updated annual allowance guide published Minor amendments have been made to the annual allowance guide which has now been published as version 3.2 and is available on our Guides and sample documents page:|
- An update has been made to footnote 81 in paragraph 68
- Paragraph 71 and example 48 have been updated to correct an error in the revaluation rate added to the Opening Value
|20 February - LGA submits response to GMP consultation The LGA have submitted its response to the HM Treasury consultation on the indexation and equalisation of GMP in public service pension schemes (Gov.uk). The response is available on our Non-scheme consultations page.|
|13 February - New factsheet on topping up state pension published Following discussions held at the communications working group in late 2016, the LGPC Secretariat have published a short factsheet for members on the options available for topping up their state pension.|
The leaflet’s content has been checked by DWP’s policy team and can be found on our Guides and sample documents page.
As mentioned in bulletin 150 topping up the State Pension may be particularly appealing to former public sector workers who have:
a) Retired, and
b) Not yet reached SPA (or have reached their SPA since 6 April 2016).
|10 February - Cabinet Office update public sector transfer club memorandum The Cabinet Office have issued an updated version of the public sector transfer club memorandum along with an updated list of the schemes participating in the club. The updated memorandum is effective from 1 March 2017.|
The updated documents are available on the Civil Service Pensions website as well as under other Government documentson this website.
The main changes to both documents are shown in red.
|01 February - Bulletin 153 published The January 2017 LGPC bulletin has now been published and is available on our LGPC bulletins page.|