News and Updates
|30 September - September (no. 189) bulletin published The September 2019 LGPC bulletin (no. 189) has now been published and is available on the LGPC Bulletins page.|
|27 September - National LGPS Technical Group minutes of 20 September 2019 published Agreements concerning claims management companies, aggregation & concurrency, purchase of LGPS Knowledge system. Updates on McCloud, Fair Deal, 4 Year Valuation & Exit Credits, Exit payments|
|09 September - Equitable Life transfer - Counsel's opinion on considerations for administering authorities published The LGPC secretariat have obtained a Counsel’s opinion on considerations for administering authorities when voting on the proposed transfer of Equitable Life's business to Utmost Life and Pensions. The opinion be viewed on the legal opinions page.|
|28 August - Bulletin 188 August 2019 published Bulletin 188 is now available on the LGPC Bulletins page. Of particular importance is the article on Equitable Life.|
|19 August - LGPS community document published The purpose of this document is to explain the relationship between the different bodies that make up the Local Government Pension Scheme (LGPS) community. It has been produced at the request of the Local Government Pension Committee who are of the view that it will be particularly helpful to pension committee and local pension board members. It is available under the guides and sample documents page.|
|14 August - MHCLG issue Additional survivor benefits factors effective from 1 April 2020 MHCLG have issued new factors for the purchase of additional survivor benefits which are effective from 1 April 2020. No new additional survivor benefits contracts can start, but the contributions to any existing ongoing contract should be based on the new factors from 1 April 2020. The updated factor spreadsheet, covering letter from MHCLG and actuarial guidance can be found on the actuarial guidance page.|
|02 August - July Bulletin (187) published The July 2019 LGPC bulletin (no. 187) has now been published and is available on the LGPC Bulletins page.|
|23 July - Consultation on West Midlands pension fund merger published MHCLG have today opened a six week consultation on the proposed merger of the West Midlands Integrated Transport Authority Pension Fund and West Midlands Pension Fund. The consultation document includes draft regulations and a draft Direction.|
|15 July - Government confirms that the McCloud judgment is to apply to all public service pension schemes The statement confirms that "as ‘transitional protection’ was offered to members of all the main public service pension schemes, the government believes that the difference in treatment will need to be remedied across all those schemes. This includes schemes for the NHS, civil service, local government, teachers, police, armed forces, judiciary and fire and rescue workers. Continuing to resist the full implications of the judgment in Court would only add to the uncertainty experienced by members."|
|05 July - Survivor membership guide This guide sets out the LGPC Secretariat’s understanding of the membership to be used in the calculation of survivor benefits in the LGPS, once entitlement to that benefit has been established. The guide can be found in the guides and sample documents page.|
|02 July - MHCLG issue late retirement factors effective from 01/09/2019 MHCLG have issued new late retirement factors which are effective from 1 September 2019. The updated factor spreadsheet, covering letter from MHCLG and actuarial guidance can be found on the actuarial guidance page.|
|01 July - June bulletin (no. 186) published The June 2019 LGPC bulletin (no. 186) has now been published and is available on the LGPC Bulletins page.|
|28 June - Version 2.0 of Ill Health Certificates republished Revised version 2.0 of the Ill Health Certificates has been published. The guide can be found in the guides and sample documents page. |
|27 June - Breaking news: Government denied request for an appeal in the McCloud case On 27th June the Supreme Court denied the Government’s request to appeal the McCloud case. This followed a ruling in the Court of Appeal regarding age discrimination arising from public sector pension scheme transition arrangements. The case will now be referred back to the Employment Tribunal for remedy. The Q&A on the case on the SAB website has been updated following the Supreme Court’s decision. The matter will be discussed further at the Scheme Advisory Board meeting on the 8th July.|
|27 June - Supplementary pensions increase guide published The objective of the guide is to set out the LGPC Secretariat’s understanding of how supplementary pension increases are applied to LGPS lump sums. The guide can be found on the guides and sample documents page.|
|20 June - LGPS National Technical Group minutes of 14 June 2019 published Agreements concerning the NI Database - Recommendation to SAB concerning future refunds and the issues around non-payment of CEPs – Supplementary Pensions Increase technical guide approved – PENTAG on-line guide agreed that LGA would lead the project. The minutes can be found in the technical group minutes page.|
|20 June - MHCLG update actuarial factor apreadsheet MHCLG have updated the actuarial factor spreadsheet to include new factors for inverse commutation, annual allowance debits and conversion of AVC funds for additional pension or transfer credits. The spreadsheet, covering letter from MHCLG and new actuarial guidance covering annual allowance debits can be found on the actuarial guidance page.|
|12 June - Revised Ill Health Certificates The Ill Health certificates have been revised to include the changes to SPa in November 2018, amendments made by the LGPS (Miscellaneous) Amendment Regulations 2018 [SI 2018/493] and a number of minor corrections. The guide can be found in the guides and sample documents page. |
|10 June - Annual LGPS Governance Conference now open for booking Annual LGPS Governance conference is taking place at the Principal Hotel York 23 - 24 January 2020. The conference is aimed at elected members and others who attend pension committees/panels and local pension boards. Book your place on the LGA events page. More information including the training programme is available in circular 314.|
|30 May - Bulletin 185 May 2019 published This bulletin contains a number of important updates for LGPS administering authorities, scheme employers and software providers; whilst also providing a general update for all stakeholders. The bulletin can be found in the LGPC bulletins page. |
|14 May - SAB issue advice on McCloud and the local valuations Due to the pause of the cost cap process (both HMT and SAB) and the uncertain outcome of the McCloud case there is a scheme liability which is unknown in both scale and timing. A survey of administering authorities undertaken by the SAB indicated very strong support for SAB advice on the approach to be taken with regard to this liability in the 2019 valuation process. The advice is available on the Board's website.|
|14 May - SAB issue Scheme Annual Report 2018 Cllr Roger Phillips, the chair of the scheme advisory board launched the 2018 annual report at the recent PLSA local authority conference. The aim of the annual report is to provide a single source of information about the status of the LGPS for its members, employers, and other stakeholders. It aggregates information supplied in the 89 fund annual reports, as at 31st March 2018. The report is available on the Board's website.|
|08 May - MHCLG issue consultation on local valuation cycles and managing employer risk MHCLG have today opened a 12 week policy consultation called ‘LGPS: Changes to the local valuation cycle and the management of employer risk’. The consultation documents be viewed on the consultations page.|
|23 April - MHCLG issue Lifetime Allowance factors MHCLG have issued Lifetime Allowance factors that have effect from 1 April 2019. The factor spreadsheet and covering letter from MHCLG are available under the actuarial guidance page.|
|17 April - Briefing on the exit cap consultation published The LGPC Secretariat has published a briefing for local government employers and LGPS administering authorities which collates information from the HMT consultation documents. The briefing along with all the consultation documents can be viewed on the Non-scheme consultations page.|
|10 April - Fundamentals training is now open for booking Fundamentals is a three day training course aimed at elected members and others who attend pension committees/panels and local pension boards. It runs from October to December each year in three different locations. Book your place on the LGA events page. More information including the training programme is available in circular 313.|
|10 April - HM Treasury issue consultation on the exit cap HM Treasury have today issued a 12 week consultation called 'Restricting exit payments in the public sector: consultation on implementation of regulations'. The consultation closes on 3 July 2019. Consultation documents can be viewed on the Non-scheme consultations page. The LGA will provide a summary of the consultation shortly.|
|08 April - Version 1.10 of Discretions Policy & version 1.8 of Discretions List published New versions of the Discretions Policy (version 1.10) and List (version 1.8) were published on 8 April 2019. The documents remove a flawed discretion under regulation 30(7) of the LGPS Regulations 1997 (employer approval for payment of benefits at NRD, in respect of a member who opted out of the Scheme whilst continuing in employment). The guides can be found in the guides and sample documents page. |
|08 April - Communication working group minutes published The minutes from the meeting held on 3 April 2019 are available to view under the CWG minutes page.|
|01 April - LGPC responds to the Fair Deal consultation The Local Government Pension Committee (LGPC) of the LGA has responded to MHCLG’s consultation on ‘Fair Deal - strengthening pension protection’. The response can be viewed on the consultations page.|
|29 March - Bulletin 183 published The March 2019 LGPC bulletin (no. 183) has now been published and is available on the LGPC Bulletins page.|
|29 March - MHCLG update actuarial factor spreadsheet to include revised Club and CRA factors MHCLG have updated the actuarial factor spreadsheet to include the revised Club factors and revised CRA factors. The spreadsheet and covering letter from MHCLG are available under the actuarial guidance page.|
|29 March - Additional pension calculator updated The additional pension calculator on the member website has been updated to take into account the revised factors and methodology from 1 April 2019.|
|28 March - Short consultation on the implementation of new late retirement factors issued Following consultation with the Scheme Advisory Board (SAB) and the Government Actuary’s Department (GAD), MHCLG have opened a short, technical consultation on draft late retirement guidance and their plans for implementation of the new factors. Consultation documents are available under the consultations page.|
|22 March - Bulletin 182 March 2019 Annual Update published Bulletin 182 - Annual Update March 2019 has been published and is available from LGPC bulletins.|
|15 March - The Pensions Increase (Review) Order 2019 published The Pensions Increase (Review) Order 2019 published effective from 8 April 2019|
|13 March - LGPS National Technical Group minutes of 8 March 2019 published Recommendation to SAB EW re: aggregation following the cessation of a concurrent employment & to remove the 5 year limit to pay a 2014 refund of contributions - Recommendation to seek POG group support for PENTAG on-line LGPS historical guide - McCloud and SAB survey re 2019 valuation - Finalisation of revised Terms of Reference - Response to Fair Deal consultation published by MHCLG on 4 January 2019 - CEPs and the end of contracting out - Academy sponsors - Changes to the NI Database / update – List of LGA technical queries with MHCLG – List of historical recommendations made by Technical group. The minutes can be found in the technical group minutes page.|
|10 March - Leaflet for communicating recent changes to members published The LGPC secretariat, in conjunction with the national Communications Working Group, have produced a leaflet to assist administering authorities when communicating the material changes to the scheme made by the LGPS (Miscellaneous Amendment) Regulations 2018 to scheme members. The document is available for download under the guides and sample documents page.|
|19 February - Bulletin 181 February (2) 2019 published This is the second bulletin to be published in February 2019 has now been published and is available on the LGPC Bulletins page.|
|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.|
|13 February - Timeline regulations updated for the LGPS (Miscellaneous Amendment) Regulations 2018 The timeline regulations have been updated to take into the account the changes made to both the LGPS 2013 Regulations and the LGPS (Transitional) Regulations 2014. The updated regulations can be viewed under the scheme regulations page.|
|11 February - Circular 312 - Training Events published Circular 312 has been published and is available under LGPC circulars and advertises Employer and Practitioner training events to be run in March, April and May 2019.|
|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.|
|04 February - Bulletin 180 published - commentary for administering authorities on the LGPS (Misc Amendment) Regulations 2018 LGPC bulletin (no. 180) is available on the LGPC Bulletins page. It provides a commentary on the changes made to the LGPS in England and Wales by the LGPS (Misc Amendment) Regulations 2018|
|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.|
|01 February - Discretionary list and employer policy guides updated Version 1.9 of the scheme employer Discretionary policy guide has been published to include a mandatory Discretion under the 1997 Scheme. Version 1.7 of the Discretionary policies list has been published to take into account an amendment made by the LGPS (Miscellaneous Amendment) Regulations 2018. The guides can be found in the guides and sample forms page. |
|10 January - Fair deal consultation issued On 10 January 2019, MHCLG opened a twelve week consultation called LGPS: Fair deal - strengthening pension protection. Consultation documents are available under the consultations page.|
|09 January - MHCLG issue revised factors MHCLG have issued revised factors for non-club transfers in, early retirements, trivial commutations, pension debits (pre and post 2014) and pension credits (pre 2014). The excel workbook containing the factors and the transitional arrangements table have been updated and are available under the actuarial guidance 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). The guide can be found in the guides and sample documents page. |
|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.|
|18 December - LGPS (Miscellaneous Amendment) Regulations 2018 enacted The LGPS (Miscellaneous Amendment) Regulations 2018 were enacted on 18 December 2018. The regulations and explanatory memorandum can be viewed on the LGPS 2013 Regulations page. MHCLG have also published their response to the consultation.|
|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|
|19 November - MHCLG issue updated non-club transfer and pension CETV on divorce factors MHCLG have issued the updated factors in accordance with regulation 2(3) of the LGPS 2103 Regulations. A spreadsheet containing the factors and a covering letter were emailed to LGPS administering authorities on 19 November - both will be uploaded to the actuarial guidance page in the next few days.|
|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.|
|08 October - AVC technical guide updated The Freedom and Choice AVC technical guide has been updated to clarify the options available where an orphan AVC is left with a previous administering authority. Clean and tracked versions of the guide (version 3.0) are available under guides and sample documents.|
|04 October - MHCLG open consultation on technical amendments to the LGPS On 3 October 2018, MHCLG opened an eight week consultation on amendments to the LGPS which are necessary to respond to recent legal judgements and meet existing policy objectives. MHCLG intend to undertake a separate technical consultation on draft amendment regulations to give effect to the proposed changes. Consultation documents are available under the consultations page.|
|02 October - Members' guide to AVCs published The national communications working group, in conjunction with the LGA, have produced a members' guide to AVCs in the LGPS. The guide is available in word and pdf format and can be found under guides and sample documents.|
|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.|
|10 August - version 1.12 85 year rule guide published The 85 year rule guide has been updated to reflect the changes brought about by the LGPS (Amendment) Regulations 2018 - accordingly version 1.12 has been published in both track and newly formatted clean versions.|
|31 July - Bulletin 174 published Bulletin 174 was published on 31 July 2018|
|31 July - Revised Bulletin 171 published Since publication, we have made a number of clarifying amendments to bulletin 171 and we have now published an updated version (dated July 2018). The updated version replaces the first version with the amendments shown in tracked changes.|
|25 July - Freedom and Choice - AVC technical guide and template letters updated The Freedom and Choice AVC technical guide and template letters have been updated to reflect the recent changes made by the LGPS (Amendment) Regulations 2018. Clean and tracked versions of both documents (both version 2.0) are available under guides and sample documents.|
|18 July - version 1.8 of the Underpin guide published Version 1.8 of the underpin guide has been published. This guide reflects the changes implemented by way of the LGPS (Amendment) Regulations 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.|
|09 July - Circular 308 - Training Events published Circular 308 - Training Events published advertising Insight and Understanding Transfers courses|
|09 July - Discretionary policies updated Version 1.8 of the Discretionary policies for Scheme employers and version 1.6 of the Full list of discretionary policies to be determined upon published|
|29 June - Bulletin 173 published The June 2018 LGPC bulletin (no. 173) has now been published and is available on the LGPC Bulletins page.|
|25 June - Employee and councillor guides updated The employee guides (full and brief) and councillor guides (full, 2014 update for England and the introductory leaflet for Wales) have been updated for the changes made by the LGPS (Amendment) Regulations 2018. Tracked and clean versions are available under guides and sample documents.|
|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|
|18 June - Leaflet for communicating with members about the recent changes to the LGPS published The Secretariat, in conjunction with the national Communications Working Group, have produced a leaflet to assist administering authorities when communicating the material changes to the scheme made by the LGPS (Amendment) Regulations 2018 to scheme members. The document is available for download under the guides and sample documents page.|
|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.|
|11 May - Bulletin 171 - commentary on the LGPS (Amendment) Regulations 2018 published Bulletin 171 provides commentary for LGPS administering authorities in England and Wales on the changes to the LGPS introduced by the Local Government Pension Scheme (Amendment) Regulations 2018 (Statutory Instrument 2018 No. 493). The bulletin is available under LGPC bulletins.|
|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.|
|19 April - The Local Government Pension Scheme (Amendment) Regulations 2018 enacted The Local Government Pension Scheme (Amendment) Regulations 2018 were enacted on 19 April 2018 and amend the Local Government Pension Scheme Regulations 2013 (“the 2013 Regulations”) and the Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (“the 2014 Regulations”) adding clarity, and addressing necessary issues that were raised during the 2016 consultation, as good stewardship of the regulatory framework of the Scheme.|
|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.|
|23 March - Freedom and Choice AVC technical guide published The freedom and choice AVC guide has now been published along with template letters and an AVC risk warning. It is available under guides and sample documents.|
|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.|
|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.|
|20 November - Legal opinion on implications of GDPR for LGPS published The LGA have published a legal opinion from Squire Patton Boggs on the implications of the EU's General Data Protection Regulation (GDPR) for LGPS administering authorities when it comes into effect in May 2018. The legal opinion can be found on the legal opinions page of our website.|
|15 November - DCLG publish template documents for moving administering authorities DCLG have published two template documents to assist LGPS employers in the process of making an application to substitute an administering authority under Part 2 of Schedule 3 of the LGPS Regulations 2013.|
The two documents are available under Other Government Documents (see the sub-heading Other Documents) and consist of the following:
Application form – to be completed by the scheme employer containing the relevant details regarding the application. This form can be used by any scheme employer looking to make an application to substitute an administering authority for another.
Template Direction for College mergers – to be completed by the legal representative of the scheme employer(s) making the application. The legal representative should complete the gaps so that the completed version could be sent by DCLG to the applicant(s) to approve the application. This form can be used by Colleges who are merging and, as a consequence, wish to merge or move their LGPS memberships into another fund. Where a College is making an application to substitute an administering authority, the application form (above) must also be completed.
Completed applications and questions or queries in respect of the forms should be sent to [email protected].
|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.|
|13 November - Counsel opinion on assistant coroners published The LGPC Secretariat have obtained a Counsel opinion on the eligibility of assistant coroners for the LGPS in England and Wales.|
The opinion is available on the legal opinions page and has been published alongside an additional note regarding a historic matter on the treatment of coroners in the LGPS.
|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.
|12 July - DCLG published updated guidance on preparing and maintaining an ISS DCLG have published an updated version of their statutory guidance on preparing and maintaining an investment strategy statement (ISS), as issued under regulation 7(1) of the LGPS (Management and Investment of Funds) Regulations 2016.|
The updated guidance is available on the Investment Regulations 2016 page.
|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.|
|09 June - Information note on GMP pensioner overpayments issued LGPC information note on GMP pensioner overpayments has been issued and is available on our 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.|
|02 June - Scheme advisory board publish academies report The Scheme Advisory Board for the LGPS in England and Wales have published a report by PwC entitled 'Options for academies in the LGPS'.|
The report was commissioned by the Scheme Advisory Board in 2016 to look into the issues associated with the participation of academies in the LGPS and the options for addressing these.
The report is available on the Board website.
|24 May - Timeline version of Investment Regulations 2016 issued A timeline version of the LGPS (Management and Investment of Funds) Regulations 2016 (SI2016/946) is now available from the Investment Regulations 2016 homepage.|
|24 May - Updates to Timeline 2013 Regulations The timeline LGPS Regulations 2013 have now been amended to reflect minor changes made by a number of statutory instruments issued in 2016.|
Clean and tracked versions of the updated Regulations are available from the LGPS Regulations 2013 homepage.
|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.|
|12 April - Information document on the LGPS and academies published In conjunction with the Department for Communities and Local Government and the Department for Education, the Local Government Association has today published “Local Government Pension Scheme – arrangements for academies”. This is intended for schools considering conversion to academy status, academy trusts, multi-academy trusts and administering authorities.|
Contents of the paper include guidance for academy trusts on preparing to be an LGPS employer; their role and responsibilities post conversion; the position of multi-academy trusts in the scheme; pooling arrangements; understanding scheme deficits; outsourcing services; the Department for Education guarantee and academy re-brokerage.
Although the advice given in the paper is intended to have wide application across the 79 LGPS funds in England, some variation in policy and approach across all the funds and their advisers is inevitable. Schools engaged in conversion are therefore encouraged to contact their local fund as early as possible in the process and seek assistance from independent professional advisors retained by them for the purpose.
The document can be found on our Other Government documents.
|04 April - Employee guides and factsheets updated The employee guides and factsheets (LTA and AA) have been updated for the new financial year|
|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.
|23 March - New transfer factors published by DCLG New individual incoming and outgoing transfer factors have been published by DCLG. The publication follows the issue of the new Club memorandum by the Cabinet Office in February 2017.|
The new factors can be found on our Actuarial guidance page.
|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 - Updates to the underpin guide An updated version of the LGPC's technical guide to the underpin has now been issued (version 1.7).|
The updated version is available on our Guides and sample documents 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
|24 February - DCLG publish new actuarial guidance on conversion of accumulated AVCs DCLG have publised new actuarial guidance on the conversion of accumulated AVCs to transfer credits under regulation 66(8) of the LGPS Regulations 1997.|
The new guidance can be found on our Actuarial Guidance page.
|22 February - Minutes of January 2017 LGPC meeting published The minutes of the 23 January 2017 meeting of the Local Government Pensions Committee have now been published on our LGPC minutes page.|
|20 February - Updates to ABS template and councillor full guide Version 1.3 of the LGPS ABS template has now been published along with version 1.5 of the full guide for councillors. Both documents are available on our Guides and sample documents page.|
|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 - Updates to annual allowance, 85 year rule and ABS technical guides Version 3.1 of the annual allowance guide has been published incorporating the below main changes:|
Paragraph 34: AVCs for life assurance are NOT to be included in the Closing Value
Paragraph 71: The effect of a scheme pays election
Paragraph 68 (and footnote 81) and paragraphs 163, 179, 180, 181, 182, 202, 218 and 223: Treatment of Voluntary Scheme Pays requests
Paragraph 173 (and footnote 141 on pages 158/159): Treatment of reportable events 22 and 23
Annex 1: a new definition has been added to the Glossary to explain what is meant by the references in the guide to ‘Standard’ annual allowance
Annex 3: Example 39 has been substantially updated
Annex 3: New examples 47 to 57 have been added to explain the effect on the annual allowance calculation of Club transfers. Note that examples 48, 50, 52, 53, 54, 55A, 55B, 56A and 56B represent the LGPC Secretariat’s view on how the cases in those examples should be valued for annual allowance purposes. However, although we feel reasonably confident that the examples are correct, the Secretariat is checking with the Cabinet Office, GAD and the Public Sector Pensions Forum to see whether or not they agree with the calculations. Confirmation, either way, will be provided to administering authorities as soon as a response has been received.
Minor updates have also been made to both the 85 year rule technical guide (now issued as version 1.11) and the ABS technical guide (now issued as version 1.11).
The updated documents can be found as tracked and clean versions on our Guides and sample documents page.
|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.|