National LGPS Technical Group minutes
The National LGPS Technical Group's functions included advising administering authorities on the interpretation of legislation and representing the views of administering authorities in recommending changes to Scheme regulations. The group was replaced on 4 October 2024 with a new group called the National Pension Officer Group.
On this page you can read minutes of the National LGPS Technical Group meetings that took place from April 2014 to October 2024 and read the final:
- recommendations on changes in the LGPS regulations made by the National LGPS Technical Group to the Scheme Advisory Board (E&W)
- agreements made by the National LGPS Technical Group, including recommendations to administering authorities on interpretation of legislation
You can also have a look at the outstanding technical queries raised with the Department for Levelling Up, Housing and Communities by the Local Government Association.
» 2024
Date |
Topics covered |
Documents |
| 4 October 2024 | Agreements and discussions covering Dashboards, McCloud, AVCs, Grant of Probate and replacement of the group with the National Pension Officer Group | Minutes Meeting documents |
| 7 June 2024 | Agreements and discussions covering Dashboards, McCloud, Transfers, AVCs and Terms of Reference | Minutes Meeting documents |
| 8 March 2024 | Agreements and discussions covering Dashboards, McCloud, Transfers, AVCs and Terms of Reference | Minutes Meeting documents |
» 2023
Date |
Topics covered |
Documents |
| 8 December 2023 | Topics discussed includes McCloud, Dashboards, regulatory changes and transfers out | Minutes Meeting documents |
| 29 September 2023 | Agreements and discussions covering Dashboards, McCloud, Interfunds and KPIs | Minutes Meeting documents |
| 9 June 2023 | Agreements and discussions covering AVCs for dashboards, McCloud, Transfers and AVCs | Minutes Meeting documents |
| 10 March 2023 | Agreements and discussions covering Dashboards, McCloud, Transfers and AVCs | Minutes Meeting documents |
» 2022
Date |
Topics covered |
Documents |
| 9 December 2022 | Agreements and discussions covering McCloud, Pensions Dashboards, Prudential AVCs, National AVC framework, transfers out and trust accounts | Minutes |
| 2 September 2022 | Agreements and discussions covering Good governance project, McCloud, Pensions Dashboards, Prudential AVCs, transfers and Cost of living crisis | Minutes |
| 17 June 2022 | Agreements and discussions covering McCloud, Pensions Dashboards, Prudential AVCs and transfers out | Minutes |
| 11 March 2022 | Agreements and discussions covering McCloud, Pensions Dashboards, changes to Mandatory Scheme Pays deadlines, Prudential AVCs and transfers out | Minutes |
» 2021
Date |
Topics covered |
Documents |
| 7 December 2021 | Agreements and discussions covering McCloud, Pensions Dashboards, Claims Management Companies, timeline for historical pension scam information, and the inclusion of pensionable emoluments for electronic vehicles | Minutes |
| 1 October 2021 | Agreements and discussions covering McCloud, Pensions Dashboards, Claims Management Companies, Historical pensions, Disclosure for active ABS and the inclusion of pensionable emoluments for electronic vehicles | Minutes |
| 18 June 2021 | Discussions: McCloud, Pensions Dashboards, AVCs, Claims Management Companies and active online ABS. Updates on McCloud, Exit Payments Cap, GMP Equalisation, Managing Public Money, NMPA consultation | Minutes |
| 5 March 2021 | Agreements and discussions covering McCloud, Exit Payments, Claims Management Companies and IFAs, Prudential AVCs and TPO guidance | Minutes |
» 2020
Date |
Topics covered |
Documents |
| 10 December 2020 | Discussions: McCloud, NI Database, AVCs, Independent Financial Advice and Death Grant determinations. Updates on McCloud, Exit Payments Cap, GMP Equalisation, Local Valuation Cycle and the Management of Employer Risk | Minutes |
| 1 October 2020 | Discussions and updates covering: Pension Schemes Bill 2019-21 – McCloud Remedy – Public Sector Exit Payments - Pensions Dashboards – Pensions Tax Relief | Minutes |
| 12 June 2020 | Discussions: Pensions Dashboards, NI Database, AVCs, COVID-19. Updates on McCloud, Cost Control, Exit Payments Cap, G M P, Local Valuation Cycle and the Management of Employer Risk, SF3 Data Collection, Survivor Benefits, Forfeiture and Fair Deal | Minutes |
| 6 March 2020 | Discussions: CIPFA annual report guidance, GAD 2020 data collection, Statutory guidance for survivor benefits, AVCs, GMP reconciliation and equalisation. Updates on McCloud, Fair Deal, 4 Year Valuation & Exit Credits, 95k cap and recovery | Minutes |
» 2019
Date |
Topics covered |
Documents |
| 10 December 2019 | Agreements and discussions covering: LGPS Knowledge System, CIPFA annual report guidance, AVCs to additional pension and ABS content | Minutes |
| 20 September 2019 | Agreements concerning claims management companies, aggregation & concurrency, purchase of LGPS Knowledge system. Updates on McCloud, Fair Deal, 4 Year Valuation & Exit Credits, Exit payments | Minutes |
| 14 June 2019 | 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 | Minutes |
| 8 March 2019 | 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 | Minutes |
» 2018
Date |
Topics covered |
Documents |
| 11 December 2018 | 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 | Minutes |
| 28 September 2018 | 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 | Minutes |
| 8 June 2018 | 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 | Minutes |
| 9 March 2018 | 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 | Minutes Appendix A Appendix B Appendix C Appendix D Appendix E Appendix F Appendix G Appendix H |
» 2017
Date |
Topics covered |
Documents |
| 12 December 2017 | Calculation of IP2016 where there is a scheme pays offset, Academies and SAB workstream, Pension Decision Service - JLT, the Pensions Ombudsman, LGA Training, The Pensions Dashboard, Confiscation Order | Minutes Appendix A Appendix B1 Appendix B2 Appendix C Appendix D Appendix E Appendix F Appendix G |
| 15 September 2017 | MiFIDII, Brewster, GMP reconciliation, Auto Enrolment and Transitional Delay, GDPR, TUPE and Flexible retirement, Voluntary Scheme Pays | Minutes Appendix A |
| 16 June 2017 | Taxation, multi academy trusts, pension credit member commutation, the LGPS and the SHPS, refunds paid in respect of deceased members | Minutes |
» 2016
Date |
Topics covered |
Documents |
| 9 December 2016 | AVCs and Freedom and Choice, appointment of new chair, voluntary scheme pays, DB into payment on ill health | Minutes |
| 16 September 2016 | Transfers following change to SCAPE rate, 95k cap, DB into payment on ill health, reporting breaches of the law, address tracing | Minutes |
| 10 June 2016 | Transfers, SAB representative, DB into payment on ill health, negative revaluation | Minutes Appendix A |
| 18 March 2016 | GMP Indexation and Treasury Guidance, GMP reconciliation, Transfers | Minutes Appendix A |
» 2015
Date |
Topics covered |
Documents |
| 11 December 2015 | Alignment of pension input periods, Tell Us Once, Contracting out and State Pension changes, Appointment of deputy Chairman | Minutes |
| 11 September 2015 | Freedom and Choice, Aligning input periods with the tax year, GMP reconciliation, Consultation on pension tax relief, Exit cap, Pooling of investments | Minutes |
| 5 June 2015 | Tell us Once, GMP reconciliation, AVC issues, APC contracts, Freedom and Choice | Minutes |
| 13 March 2015 | Tell us Once, New DC arrangements from April 2015, Club transfer arrangements, Transfers for 'old folks' | Minutes |
» 2014
Date |
Topics covered |
Documents |
| 12 December 2014 | Orphaned AVCs, Additional Pensions Contracts, Public sector pensions forum, Tell us Once, Death grants, Councillors' pensions | Minutes |
| 19 September 2014 | Councillors' pensions, Term time working, LGPS NI Database | Minutes |
| 13 June 2014 | Tell us Once, Active data sharing for LGPS, Aggregation, AVCs, Trivial commutation, Perspective | Minutes |
