Council Pension Fund

BDI template - new scheme entrants

BDI template to be completed by pension scheme employers to inform Durham Pension Fund of any new scheme entrants which need to be recorded on pension fund database.

BDI template - new scheme entrants (CSV) [1KB]

The template shows a number of columns of data which are explained in the table below:

Column	Field name	Explanation
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

BDI template - scheme member change in details

Bulk data import template to be completed by pension scheme employers to inform Durham Pension Fund of any changes in circumstance which need recording on their individual pension record such as change in hours worked, break in service, change in marital status or surname.

BDI template - scheme member change in details (CSV) [470B]

The template shows a number of columns of data which are explained in the table below:

Column	Field Name	Explanation
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

BDI template - scheme leaver details

Bulk data import template to be completed by pension scheme employers to inform Durham Pension Fund of any instances where a scheme member has left the fund (retired, opted out or left employment).

BDI template - scheme leaver details (CSV) [311B]

The template shows a number of columns of data which are explained in the table below:

Column	Field Name	Explanation
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

BDI Template - scheme annual returns

Bulk data import template enabling scheme employers to upload annual returns to the Pensions Database for processing.

BDI Template - annual return (Excel doc) [11KB]

The template shows a number of columns of data which are explained in the table below:

Column	Field Name	Explanation
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