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] |
| 15 January 2016 | Aggregation | Leaflets for re-joiners | Pension Funds | Current | Version 1.6 [tracked] [DOC] Version 1.6 [clean] [DOC] |
| 28 April 2020 | Aggregation | Technical guide | Pension Funds | Current | Version 2.0 [clean] [PDF] Version 2.0 [tracked] [PDF] |
| 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] |
| 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 June 2021 | AVCs | A member's guide to AVCs | Employees | Current | Version 2.3 [DOCX] [clean] Version 2.3 [DOCX] [tracked] |
| 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] |
| 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] |
| 31 May 2022 | Councillors | April 2014 update - councillors in England | Employees | Current | Version 2.2 [tracked] [DOC] Version 2.2 [clean] [DOC] |
| 31 May 2022 | Councillors | Full guide | Employees | Current | Version 2.2 [tracked] [DOC] Version 2.2 [clean] [DOC] |
| 31 May 2022 | Councillors | Introductory leaflet - councillors in Wales | Employees | Current | Version 1.9 [tracked] [DOC] Version 1.9 [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] |
| 18 June 2018 | Employees | Amending Regs 2018 - Leaflet for communicating changes to members | Employees | Current | Version 1.0 [DOC] Version 1.0 [PDF] |
| 10 March 2019 | Employees | Misc Amending Regs 2018 - leaflet for communicating changes to members | Employees | Current | Version 1.0 [DOC] Version 1.0 [PDF] |
| 25 April 2019 | Employees | Promotional leaflet | Employees | Current | Version 1.6 [tracked] [DOC] Version 1.6 [clean] [DOC] |
| 20 June 2019 | Employees | Full guide | Employees | Current | Version 5.1 [tracked] [DOC] Version 5.1 [clean] [DOC] |
| 31 May 2022 | Employees | Brief guide | Employees | Current | Version 2.3 [tracked] [DOC] Version 2.3 [clean] [DOC] |
| 31 May 2022 | Employees | Retirement planning guide | Employees | Current | Version 1.3 [clean] [docx] Version 1.3 [tracked] [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] |
| 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] |
| 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] |
| 31 May 2022 | HR and Payroll | HR guide | Pension Funds, Employers | Current | Version 4.3 [tracked] [Word] Version 4.3 [clean] [PDF] |
| 07 June 2022 | HR and Payroll | Payroll guide | Pension Funds, Employers | Current | Version 4.3 [tracked] [Word] Version 4.3 [clean] [PDF] |
| 28 June 2019 | Ill health | Medical certificates | Pension Funds, Employers | Current | Version 2.0 [tracked] [PDF] Version 2.0 [clean] [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] |
| 19 August 2019 | LGPS community | The LGPS community | Pension Funds, Employers | Current | Version 1.0 [clean] [PDF] |
| 07 June 2022 | Lifetime allowance | Factsheet for members | Employees | Current | Version 1.9 [tracked] [DOC] Version 1.9 [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 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] |
| 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 |
| 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 March 2020 | Survivor benefits | Technical guide | Pension Funds | Current | Version 3.0 [tracked] [PDF] Version 3.0 [clean] [PDF] |
| 18 July 2018 | The underpin | Technical guide | Pension Funds | Current | Version 1.8 [tracked] [PDF] Version 1.8 [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] |
| 30 January 2023 | Transfers Out | Non-club Technical Guide | Pension Funds | Current | Version 2.3 [tracked] [PDF] Version 2.3 [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] |