Guides and sample 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 1.11 [tracked] [PDF]
Version 1.11 [clean] [PDF]
09 April 2016 Additional pension contributions Technical guide Pension Funds, Employers Current Version 1.8 [tracked] [PDF]
Version 1.8 [clean] [PDF]
15 January 2016 Aggregation Leaflets for re-joiners Pension Funds Current Version 1.6 [tracked] [DOC]
Version 1.6 [clean] [DOC]
16 October 2015 Aggregation Technical guide Pension Funds Current Version 1.8 [tracked] [PDF]
Version 1.8 [clean] [PDF]
27 February 2017 Annual allowance Technical guide Pension Funds Current Version 3.2 [tracked] [DOC]
Version 3.2 [tracked] [PDF]
Version 3.2 [clean] [DOC]
Version 3.2 [clean] [PDF]
03 April 2017 Annual allowance Factsheet for members Employees Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
01 July 2016 Annual allowance Sample pensions saving statement Pension Funds Current Version 1.0 [DOC]
Guidance notes [DOC]
09 February 2017 Annual benefit statements Technical guide Pension Funds Current Version 1.5 [tracked] [PDF]
Version 1.5 [clean] [PDF]
09 February 2017 Annual benefit statements Template ABS Pension Funds Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
01 June 2016 Automatic enrolment Technical guide - brief Pension Funds, Employers Current Version 6.1 [tracked] [PDF]
Version 6.1 [clean] [PDF]
09 June 2016 Automatic enrolment Technical guide - full Pension Funds, Employers Current Version 6.1 [tracked] [DOC]
Version 6.1 [clean] [DOC]
03 April 2017 Councillors Full guide Employees Current Version 1.6 [tracked] [DOC]
Version 1.6 [clean] [DOC]
04 April 2017 Councillors April 2014 update - councillors in England Employees Current Version 1.6 [clean] [DOC]
04 April 2017 Councillors Introductory leaflet - councillors in Wales Employees Current Version 1.4 [tracked] [DOC]
Version 1.4 [clean] [DOC]
10 April 2015 Discretions Technical guide - lists of discretions Pension Funds, Employers Current Version 1.5 [tracked] [PDF]
Version 1.5 [clean] [PDF]
10 April 2015 Discretions Technical guide - discretions policies Pension Funds, Employers Current Version 1.7 [tracked] [PDF]
Version 1.7 [clean] [PDF]
04 April 2017 Employees Brief Guide Employees Current Version 1.6 [tracked] [DOC]
Version 1.6 [clean] [DOC]
04 April 2017 Employees Full guide Employees Current Version 3.0 [tracked] [DOC]
Version 3.0 [clean] [DOC]
04 April 2017 Employees Promotional leaflet Employees Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
30 June 2016 Freedom and Choice Technical guide Pension Funds Current Version 1.6 [tracked] [PDF]
Version 1.6 [clean] [PDF]
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 April 2017 Freedom and Choice Transfer declaration forms Pension Funds Current Version 4.0 [tracked] [DOCX]
Version 4.0 [clean] [DOCX]
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]
01 April 2014 GMP and contracting out GMP payable table Pension Funds Current Version 1.0 [PDF]
03 May 2016 HR and Payroll HR guide Employers Current Version 3.11 [tracked] [PDF]
Version 3.11 [clean] [PDF]
15 August 2014 HR and Payroll LGPS 2014 briefing note for employers Employers Current Version 1.0 [PDF]
16 October 2015 HR and Payroll Payroll guide Employers Current Version 3.9 [tracked] [PDF]
Version 3.9 [clean] [PDF]
31 March 2016 Ill health Medical certificates Pension Funds, Employers Current Version 1.0 [DOC]
22 July 2016 Investment reform Q&A for employers - pooling Employers Current Version 1.0 [PDF]
22 July 2016 Investment reform Q&A for members - pooling Employees Current Version 1.0 [PDF]
16 October 2015 Investment reform Q&A for funds - MiFID II Pension Funds Current Version 1.0 [PDF]
04 April 2017 Lifetime allowance Factsheet for members Employees Current Version 1.3 [tracked] [DOC]
Version 1.3 [clean] [DOC]
01 March 2015 New models of service delivery Guide to pensions Employers Current Version 1.0 [PDF]
17 March 2014 Opting out and 50/50 Election to join main section form Pension Funds, Employers Current Version 1.0 [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]
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]
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]
07 January 2015 Survivor benefits Technical guide Pension Funds Current Version 1.4 [tracked] [PDF]
Version 1.4 [clean] [PDF]
21 March 2017 The underpin Technical guide Pension Funds Current Version 1.7 [tracked] [PDF]

Version 1.7 [clean] [PDF]
19 June 2015 Transfers in Technical guide Pension Funds Current Version 1.3 [tracked] [PDF]
Version 1.3 [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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