Council Pension Fund

A

Employer Number

Specific pay location reference for the employer completing the template (optional)

B

Title

Individuals title entered (Mr/Mrs etc) - mandatory

C

Surname

Individuals given surname - mandatory

D

Forenames

Individuals forenames - mandatory

E

Gender

Individuals gender as identified (if known) - mandatory

F

DoB

Individuals date of birth - mandatory

G

DoB Verified

Has the date of birth been verified (y/n) - mandatory

H

Marital status

Individual marital status  (married/single etc) - mandatory

I

NINO

National Insurance Number - mandatory

J

Blank

Blank

K

Employee Payroll Number

Pay reference specific to the individuals pay record with this employer - mandatory

L

Position Occupancy Ref

Individuals current Job Title - mandatory

M

School

Leave blank

N

Address Line 1

Line 1 of the individuals current address - mandatory

O

Address Line 2

Line 2 of the individuals current address - mandatory

P

Address Line 3

Line 3 of the members current address - mandatory

Q

Address Line 4

Line 4 of the individuals current address - optional

R

Address Line 5

Line 5 of the individuals current address - optional

S

Postcode

Postcode relating to members current address - mandatory

T

Scheme

Section of pension scheme the individual is a member (1 = Main Section, 2 = 50/50 section) - mandatory

U

Full Scheme Name

Name of pension scheme. Always input LGPS - mandatory

V

Blank

Blank

W

Date of Admission

Date individual joined the Local Government Pension Scheme (dd/mm/yyyy) - mandatory

X

Part time hours

Number of hours individual works per week (if full time enter zero) - mandatory

Y

Term Time Proportion

If individual is school based please enter percentage of weeks worked per year based on term time contract - optional

Z

Full time equivalent hours

Full time equivalent hours worked per week (i.e. 37 or 32.5) - mandatory

AA

Casual

Is the individual a casual employee working as and when required (y/n) - mandatory

AB

Pensionable Pay

Salary earned for hours worked - mandatory

AC

Full time equivalent pay

Salary entered as if individual worked in a full time role - mandatory

AD

Employee Cont Rate

Local Government Pension Scheme Contribution Rate. Percentage of pension deductions taken from salary in accordance with LGPS salary bandings - mandatory

AE

Blank

Blank

AF

Auto enrolment

Blank

AG

Employee Type

Blank

AH

Qualifying earnings

Blank

AI

Declaration of opt out

Blank

AJ

Employer declaration

Blank

AK

Protected Member Flag

Blank

AL

Opt out immediately flag

Blank

AM

Opt out date

Blank

AO

Has the member opted out

Has the individual opted out of the scheme after joining (Y/N) - mandatory

AP

Email - personal

Individuals email address - optional

AQ

Email - business

Individuals business email address - optional

AR

Notes

Any notes you as the employer would like attaching to the individuals pension record - optional

A

Employerno

Specific pay location reference - mandatory

B

Employeemembershipno

Individuals pension reference - mandatory

C

Employeepayrollno

Individuals pay roll reference number - mandatory

D

NINO

National Insurance Number - mandatory

E

Title

Title (Mr/Mrs etc) - mandatory

F

Forenames

Forename(s) of individual - mandatory

G

Surname

Surname of individual - mandatory

H

Gender

Individuals gender - optional

I

DoB

Individuals date of birth - mandatory

J

Marital Status

Individuals marital status - optional

K

DateofMarriage

Individuals date of marriage - optional

L

PhoneNumber

Individuals telephone number - optional

M

EmailHome

Individuals personal email address - optional

N

EmailWork

Individuals business email address - optional

O

AddressLine1

First line of address - optional

P

AddressLine2

Second line of address - optional

Q

AddressLine3

Third line of address - optional

R

AddressLine4

Fourth line of address - optional

S

AddressLine5

Fifth line of address - optional

T

Postcode

Postcode - optional

U

Job Title

Job title - optional

V

School

Blank

W

EffectiveDate

Date any change occurred - optional

X

SchemeSection

Section of the pension fund to which the member contributes (1 = Main Section 2 = 50/50 section) - optional

Y

ContRate

Members pension contribution rate - optional

Z

ServiceBreakStarted

Date break in pension service started - optional

AA

ServiceBreakEnded

Date break in pension service ended - optional

AB

BreakReason

If break of service is reported please give reason - optional

AC

HoursChangeStartDate

Change in hours worked start date - optional

AD

HoursChangeEndDate

Change in hours worked end date - optional

AE

NewContractedHours

Hours worked after date of change is effective - optional

AF

PrevContractedHours

Hours worked prior to date of change - optional

AG

Notes

Any additional notes to be added to the member record

A

Employerno

Specific pay location reference - mandatory

B

Employeemembershipno

Individual's pension reference - mandatory

C

Employee payroll no

Individual's payroll reference number - mandatory

D

NINO

National Insurance number - mandatory

E

Title

Title (Mr/Mrs etc) - mandatory

F

Forenames

Forename(s) of individual - mandatory

G

Surname

Surname of individual - mandatory

H

DateOfLeaving

Date individual ceased membership of the pension scheme - mandatory

I

MainSectionPayYTD

Salary received from 01/04 to date of leaving in current financial year if in Main Section of the pension scheme - optional based on membership

J

FinalSalaryPensionablePay

Salary received by individual in last 365 days of employment - mandatory

K

5050PayYtd

Salary received from 01/04/to date of leaving in current financial year if in 5050 section of the pension scheme - optional based on membership

L

ReasonForLeaving

Reason individual ceased scheme membership (retired, voluntary resignation, opted out of pension scheme etc) - mandatory

M

ReductionInPay

Has the member received a reduction in pay in last three years (y/n) - optional

N

ReductionWaived

Does the employer agree to waive reductions on pension (y/n) - mandatory

O

TypeofIllHealthRet

If retiring on grounds of ill health please indicate if the member has been awarded Tier 1/Tier 2/Tier 3 - optional based on reason for leaving

P

SeriousIllHealth

Has the member been granted retirement on grounds of serious ill health - optional

Q

Pre2008FTEPay

Salary linked to final salary proportion of pension benefits - mandatory

R

AssumedPenPay

Assumed pensionable pay figure should member have had period of absence through sickness, child related absence etc - optional dependant in circumstances at leaving

S

Notes

Additional notes to add to member pension record - optional

T

PIOverrideDate

If a previous years pay has been used please give date to which it applies - optional

V

School

Blank

W

EffectiveDate

Date any change occurred - optional

X

SchemeSection

Section of the pension fund to which the member contributes (1 = Main Section 2 = 50/50 section) - optional

Y

ContRate

Members pension contribution rate - optional

Z

ServiceBreakStarted

Date break in pension service started - optional

AA

ServiceBreakEnded

Date break in pension service ended - optional

AB

BreakReason

If break of service is reported please give reason - optional

AC

HoursChangeStartDate

Change in hours worked start date - optional

AD

HoursChangeEndDate

Change in hours worked end date - optional

AE

NewContractedHours

Hours worked after date of change is effective - optional

AF

PrevContractedHours

Hours worked prior to date of change - optional

AG

Notes

Any additional notes to be added to the member record

A

Employer Number

Specific pay location reference - optional

B

Folder Ref

Member unique reference - optional

C

NINO

National Insurance Number - mandatory

D

Surname

Surname of individual - mandatory

E

Forenames

Forename(s) of individual - mandatory

F

Forenames

Forename(s) of individual - mandatory

G

Gender

Individuals gender - mandatory

H

Date of Birth

Individuals date of birth - mandatory

I

Payroll number

Pay reference - optional

J

Date joined Scheme

Date individual joined the pension scheme. If before 01/04 of year the return relates us 01/04/yyyy - mandatory

K

Contribution date

Year end date 31/03/yyyy unless individual left the pension scheme prior. If so, use the leave date - mandatory

L

Section of scheme employee was member of at end of Scheme Year or at the date of cessation of active membership in the employment.

Section of the scheme the individual contributed to (1 for Main Section, 2 for 50/50 section) - mandatory

M

Employee contribution rate payable at end of Scheme Year

Contribution rate - mandatory

N

Pensionable Pay received in main section

Main section pay relating to the year in question - mandatory

O

Employee Contributions paid in main section

Main section contributions relating to the year in question - mandatory

P

Pensionable Pay received in 50/50 section

50/50 section pay relating to the year in question - mandatory

Q

Employee Contributions paid in 50/50 section.

50/50 contributions relating to the year in question - mandatory

R

FTE Final Pensionable Pay (as per 2008 regs)

Full time equivalent pay received in last 365 days - mandatory

S

Employee Additional Pension Contributions (APC's) - regular contribution

Amount of regular APC contributions paid in the year (zero if not applicable) - mandatory

T

Employee Additional Pension Contributions (APC's) - lump sum

Amount of APC paid in the form of a lump sum in the year (zero if not applicable) - mandatory

U

Employee AVC Contributions

Member AVC contributions (zero if not applicable) - mandatory

V

Employee ARC contributions paid (Reg 14 2008 regs)

Employee ARC contributions (zero if not applicable) - mandatory

W

Employee Additional contributions paid

Additional contributions paid by the individual (zero if not applicable) - mandatory

X

Contributions made by employer in respect of employee's pensionable pay

Employer contributions paid in the year  - mandatory

Y

Employer Additional Pension Contributions (APC's) - regular contribution

Employer APC regular contributions (zero if not applicable) - mandatory

Z

Employer Additional Pension Contributions (APC's) - lump sum

Employer APC lump sum contributions (zero if not applicable) - mandatory

AA

Employer AVC Contributions

Employer AVC contributions (zero if not applicable) - mandatory

AB

Job Title

Job title of individual concerned - mandatory