Administrator guides and documents


Guides, sample documents and other publications issued by the LGPC Secretariat in respect of a variety of subjects. Use the filters menu to narrow down your search by subject matter, intended audience, year of publication or any combination thereof.

Publication date
Subject
Description
Intended audience
Status
Documents
09 February 2017 85 year rule Technical guide Pension Funds Current Version 1.2 [tracked] [PDF]
Version 1.2 [clean] [PDF]
20 April 2016 Additional pension contributions Technical guide Pension Funds, Employers Current Version 1.3 [tracked] [PDF]
Version 1.3 [clean] [PDF]
14 March 2022 Aggregation Technical guide Pension Funds Current Version 2.0 [clean] [PDF]
19 January 2016 Aggregation Leaflets for re-joiners Pension Funds Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
06 December 2017 Annual allowance Technical guide Pension Funds Current Version 3.3 [tracked] [DOC]
Version 3.3 [tracked] [PDF]
Version 3.3 [clean] [DOC]
Version 3.3 [clean] [PDF]
31 May 2022 Annual allowance Factsheet for members Employees Current Version 1.9 [tracked] [DOC]
Version 1.9 [clean] [DOC]
01 July 2016 Annual allowance Sample pensions saving statement Pension Funds Current Version 1.0 [DOC]
Guidance notes [DOC]
10 February 2017 Annual benefit statements Technical guide Pension Funds Current Version 1.3 [tracked] [PDF]
Version 1.3 [clean] [PDF]
31 July 2017 Automatic enrolment Qualifying scheme certificates Pension Funds, Employers Current Test scheme certificate


Contracting out certificate

13 April 2018 Automatic enrolment Sample letters Pension Funds, Employers Current Version 2.0 [tracked] [DOC]
Version 2.0 [clean] [DOC]


13 April 2018 Automatic enrolment Technical guide - brief Pension Funds, Employers Current Version 9.0 [tracked] [PDF]

Version 9.0 [clean] [PDF]
01 October 2021 AVCs Salary sacrifice shared cost AVCs Information note Pension Funds, Employers Current Version 1.0 [clean] [PDF]
27 May 2022 AVCs - Nudge to guidance Technical guide Pension Funds Current Version 2.0 [Clean] [PDF]
Version 2.0 [Tracked] [Word]
27 May 2022 AVCs - Nudge to guidance Getting guidance insert Pension Funds Current Version 1.0 [Word]
31 March 2020 Coronavirus (COVID-19) FAQs for scheme members Employees Current Version 1.0 [DOC]
23 April 2018 Councillors Full guide Employees Current Version 1.3 [tracked] [DOC]

Version 1.3 [clean] [DOC]
25 May 2022 Councillors Brief guide Employees Current Version 2.1 [tracked] [DOC]
Version 2.1 [clean] [DOC]
11 May 2022 Data subject access requests (DSARs) Guidance for handling DSARs Pension Funds Current Version 1.0 [PDF]
11 May 2022 Data subject access requests (DSARs) Procedure for handling DSARs Pension Funds Current Version 1.0 [PDF]
11 May 2022 Data subject access requests (DSARs) Template response letter Pension Funds Current Version 1.0 [Word]
11 May 2022 Data subject access requests (DSARs) Template acknowledgement letter Pension Funds Current Version 1.0 [Word]
11 May 2022 Data subject access requests (DSARs) Template acknowledgement letter requesting more information Pension Funds Current Version 1.0 [Word]
11 May 2022 Data subject access requests (DSARs) Template acknowledgement and deadline extension letter Pension Funds Current Version 1.0 [Word]
02 August 2022 Digital engagement Technical guide Pension Funds Current Version 1.0 [pdf] [clean]
20 April 2015 Discretions Technical guide - lists of discretions Pension Funds, Employers Current Version 1.1 [tracked] [PDF]
Version 1.1 [clean] [PDF]
20 April 2015 Discretions Technical guide - discretions policies Pension Funds, Employers Current Version 1.1 [tracked] [PDF]
Version 1.1 [clean] [PDF]
20 April 2018 Employees Promotional leaflet Employees Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
23 April 2018 Employees Full guide Employees Current Version 1.6 [tracked] [DOC]
Version 1.6 [clean] [DOC]
25 May 2022 Employees Retirement Planning Guide Employees Current Version 1.1 [tracked] [DOC]
Version 1.1 [clean] [DOC]
25 May 2022 Employees Brief guide Employees Current Version 2.2 [tracked] [DOC]
Version 2.2 [clean] [DOC]
08 April 2015 Freedom and Choice Q&A for employers Employers Current Version 1.0 [PDF]
19 October 2016 Freedom and Choice Q&A for members Employees Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
20 September 2021 GDPR Memorandum of understanding for employers Pension Funds Current Version 2.0 [clean] [DOC]
Version 2.0 [tracked] [PDF]
20 September 2021 GDPR Template personal data retention policy for Scheme employers Pension Funds, Employers Current Version 2.0 [clean] [DOC]
Version 2.0 [tracked] [PDF]
20 September 2021 GDPR Template personal data retention policy for LGPS funds Pension Funds Current Version 1.0 [clean] [DOC]
Version 1.0 [tracked] [PDF]
02 February 2022 GDPR Template full privacy notice Pension Funds Current Version 5.0 [clean] [DOC]
Version 5.0 [tracked] [PDF]
02 February 2022 GDPR Template summary privacy notice Pension Funds Current Version 4.0 [clean] [DOC]
Version 4.0 [tracked] [PDF]
28 January 2016 GMP and contracting out Q&A for employers - ending of contracting out Employers Current Version 4.0 [tracked] [PDF]
Version 4.0 [clean] [PDF]
Appendix [XLS]
03 September 2014 HR and Payroll Payroll flowchart Pension Funds, Employers Current Version 1.0 [PDF]
06 June 2017 HR and Payroll HR and Payroll appendix 1 Pension Funds, Employers Current Version 11 [PDF]
07 June 2017 HR and Payroll HR guide Pension Funds, Employers Current Version 1.8 [tracked] [PDF]
Version 1.8 [clean] [PDF]
07 June 2017 HR and Payroll Payroll guide Pension Funds, Employers Current Version 1.8 [tracked] [PDF]
Version 1.8 [clean] [PDF]
21 May 2015 HR and Payroll HR appendix 2 Pension Funds, Employers Current Version 2.0 [tracked] [PDF]
Version 2.0 [clean] [PDF]
16 September 2021 Ill health Guidance and certificates Pension Funds Current Version 1.0[clean][DOC]
16 October 2015 Investment reform Q&A for funds - MiFID II Pension Funds Current Version 1.0 [PDF]
19 August 2019 LGPS community The LGPS community Pension Funds, Employers Current Version 1.0 [clean] [PDF]
01 June 2021 Lifetime allowance Factsheet for members Employees Current Version 1.8 [tracked] [DOC]
Version 1.8 [clean] [DOC]
30 July 2020 McCloud Standard data collection template Pension Funds Current Version 1.0 [Excel]
30 July 2020 McCloud Notes to accompany the standard data collection template Pension Funds Current Version 1.0 [Word]
30 July 2020 McCloud Data collection guidance for administrators Pension Funds Current Version 1.0 [PDF]
30 July 2020 McCloud Data collection - key bullet points for employers Pension Funds Current Version 1.0 [Word]
30 July 2020 McCloud Data collection - Q&As for employers Pension Funds Current Version 1.0 [Word]
17 June 2015 Opting out and 50/50 Election to join main section form Pension Funds, Employers Current Version 1.1 [tracked] [DOC]
Version 1.1 [clean] [DOC]
04 July 2016 Opting out and 50/50 Opt out form and notes Pension Funds, Employers Current Version 2.0 [tracked] [DOC]
Version 2.0 [clean] [DOC]
17 January 2016 Opting out and 50/50 Election to join 50/50 form Pension Funds, Employers Current Version 1.2 [tracked] [DOC]
Version 1.2 [clean] [DOC]
17 January 2016 Opting out and 50/50 Election to join 50/50 guidance notes Pension Funds, Employers Current Version 1.2 [tracked] [DOC]
Version 1.2 [clean] [DOC]
04 January 2019 Pensions Increase The application of increases to LGPS pensions in payment Pension Funds Current Version 1.0 [PDF]
Appendix A [PDF]
Appendix B and C [PDF]
Appendix D [PDF]

02 August 2021 Protected pension age Technical guide Pension Funds, Employers Current Version 1.0 [clean] [PDF]
20 April 2017 QROPS - overseas transfer charge Scheme administrator factsheet Pension Funds Current Version 1.0 [clean] [DOC
24 October 2016 Revaluation Technical guide Pension Funds Current Version 1.4 [tracked] [PDF]
Version 1.4 [clean] [PDF]
15 March 2016 State pension Q&A for members - new State Pension Employees Current Version 1.2 [tracked] [DOC]
Version 1.2 [clean] [DOC]
13 February 2017 State pension Leaflet for members - topping up Employees Current Version 1.0 [DOC]
13 July 2022 Survivor benefits for pre April 15 membership Technical guide Pension Funds Current Version 1.0 [clean] [PDF]
16 October 2015 The underpin Technical guide Pension Funds Current Version 1.3 [tracked] [PDF]
Version 1.3 [clean] [PDF]
24 June 2015 Transfers in Technical guide Pension Funds Current Version 1.2 [tracked] [PDF]
Version 1.2 [clean] [PDF]
20 December 2019 Transfers Out Transfer declaration forms Pension Funds Current Version 8.0 [tracked] [DOCX]
Version 8.0 [clean] [DOCX]
17 December 2021 Transfers Out Transfers out initial enquiry letter Pension Funds Current Version 2.0 [DOC]
17 December 2021 Transfers Out Transfers out initial enquiry letter AVCs and Pension Credits Pension Funds Current Version 1.0 [DOC]
17 December 2021 Transfers Out Transfers out confirmation of payment letter Pension Funds Current Version 1.0 [DOC]
17 December 2021 Transfers Out Transfers out refusal to transfer letter Pension Funds Current Version 1.0 [DOC]
19 January 2022 Transfers Out AVCs Addendum Pension Funds Current Version 1.0 [DOC]
21 July 2022 Transfers Out QROPS addendum Pension Funds Current Version 1.2 [tracked] [PDF]
Version 1.2 [clean] [PDF]
21 July 2022 Transfers Out Non-club Technical Guide Pension Funds Current Version 2.2 [tracked] [PDF]
Version 2.2 [clean] [PDF]
08 May 2017 Trivial commutation Technical guide Pension Funds Current Version 1.7 [tracked] [PDF]
Version 1.7 [clean] [PDF]

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