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
10 August 2018 85 year rule Technical guide Pension Funds Current Version 1.12 [tracked] [PDF]
Version 1.12 [clean] [PDF]
28 April 2020 Additional pension contributions Technical guide Pension Funds Current Version 2.0 [tracked] [PDF]
Version 2.0 [clean] [PDF]

28 April 2020 Aggregation Technical guide Pension Funds Current Version 2.0 [clean] [PDF]
Version 2.0 [tracked] [PDF]
08 August 2023 Aggregation Member template letters and leaflets Pension Funds Current Version 1.0 [clean] [DOC]
17 May 2023 Annual allowance Factsheet for members Employees Current Version 1.10 [tracked] [DOC]
Version 1.10 [clean] [DOC]
01 July 2016 Annual allowance Sample pensions saving statement Pension Funds Current Version 1.0 [DOC]
Guidance notes [DOC]
28 January 2020 Annual benefit statements Technical guide Pension Funds Current Version 2.0 [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]
25 July 2018 AVCs AVC template letters Pension Funds Current Version 2.0 [tracked] [DOC]
Version 2.0 [clean] [DOC]
08 October 2018 AVCs AVC technical guide Pension Funds Current Version 3.0 [tracked] [PDF]
Version 3.0 [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 Risk warning Pension Funds Current Version 2.0 [Word]
17 May 2023 AVCs A member's guide to AVCs Employees Current Version 2.4 [DOCX] [clean]
Version 2.4 [DOCX] [tracked]
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]
17 May 2023 Councillors April 2014 - update for councillors in England Employees Current Version 2.3 [tracked] [DOC]
Version 2.3 [clean] [DOC]
17 May 2023 Councillors Introductory Leaflet - councillors in Wales Employees Current Version 2.0 [tracked] [DOC]
Version 2.0 [clean] [DOC]
17 May 2023 Councillors Introductory Leaflet - councillors in Wales Employees Current Version 2.0 [tracked] [DOC]
Version 2.0 [clean] [DOC]
10 July 2023 Councillors Full guide Employees Current Version 2.4 [tracked] [DOC]
Version 2.4 [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]
08 June 2020 Discretions Technical guide - discretionary policies Pension Funds, Employers Current Version 1.11 [tracked] [PDF]
Version 1.11 [clean] [PDF]

04 November 2020 Discretions Technical guide - list of discretions Pension Funds, Employers Current Version 1.10 [tracked] [PDF]
Version 1.10 [clean] [PDF]
26 April 2023 Employees Brief guide Employees Current Version 2.4 [tracked] [DOC]
Version 2.4 [clean] [DOC]
10 July 2023 Employees Retirement planning guide Employees Current Version 1.5 [tracked] [DOCX]

Version 1.5 [clean] [DOCX]
18 January 2021 Exit cap Strain cost warning Pension Funds Current Version 1.0 [DOCX]
10 March 2021 Exit cap Exit cap information note for administering authorities Pension Funds Current Version 3.2 [clean] [PDF]
Version 3.2 [tracked] [DOCX]
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]
09 June 2017 GMP and contracting out Pensioner overpayments - Information note Pension Funds Current Version 1.0 [PDF]
01 April 2014 GMP and contracting out GMP payable table Pension Funds Current Version 1.0 [PDF]
18 April 2023 HR and Payroll HR guide Pension Funds, Employers Current Version 4.4 [tracked] [Word]
Version 4.4 [clean] [PDF]
18 April 2023 HR and Payroll Payroll guide Pension Funds, Employers Current Version 4.4 [tracked] [Word]
Version 4.4 [clean] [PDF]
28 June 2019 Ill health Medical certificates Pension Funds, Employers Current Version 2.0 [tracked] [PDF]
Version 2.0 [clean] [PDF]
19 August 2019 LGPS community The LGPS community Pension Funds, Employers Current Version 1.0 [clean] [PDF]
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]
03 March 2023 McCloud Data issues guidance Pension Funds Current Version 1.0 [PDF]
02 October 2023 McCloud Template letters and disclosure wording Pension Funds Current Version 1.0 [doc] [clean]
12 October 2023 McCloud Prioritisation policy Pension Funds Current Version 1.0 [PDF] [clean]
06 November 2023 McCloud Member factsheet Employees Current 4 page version 1.0 [DOC]
5 page version 1.0 [DOC]
Welsh language version 1.0 [DOC]
15 November 2023 McCloud Administrator guide Pension Funds Current Version 1 [clean] [PDF]
13 March 2024 McCloud Non-Club transfer calculator Pension Funds Current Version 1.1 [XLS]
17 March 2014 Opting out and 50/50 Election to join main section form Pension Funds, Employers Current Version 1.0 [DOC]
30 December 2019 Opting out and 50/50 Opt out form and notes Pension Funds Current Version 2.1 [tracked] [DOC]
Version 2.1 [clean] [DOC]
08 April 2015 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]
08 April 2015 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]
06 November 2023 Pensions Dashboards LGPS Pensions Dashboards connection guide Pension Funds Current Draft version 0.1 [PDF]
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]

20 December 2019 Pensions Increase When and how to apply supplementary pensions increase Pension Funds Current Version 2.0 [tracked] [PDF]
Version 2.0 [clean] [PDF]
20 April 2017 QROPS - overseas transfer charge Scheme administrator factsheet Pension Funds Current Version 1.0 [clean] [DOC
13 March 2020 Survivor benefits Technical guide Pension Funds Current Version 3.0 [tracked] [PDF]
Version 3.0 [clean] [PDF]
19 June 2015 Transfers in Technical guide Pension Funds Current Version 1.3 [tracked] [PDF]
Version 1.3 [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]
14 April 2023 Transfers Out Non-club Technical Guide Pension Funds Current Version 2.4 [tracked] [PDF]
Version 2.4 [clean] [PDF]
08 May 2017 Trivial commutation Technical guide Pension Funds Current Version 1.7 [tracked] [PDF]
Version 1.7 [clean] [PDF]
03 February 2015 Year end Guidance note Pension Funds, Employers Current Version 1.0 [DOC]
03 February 2015 Year end Template spreadsheet Pension Funds, Employers Current Version 1.0 [XLS]

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