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APPENDIX 1
Team A
Ashley House Hostel
Assessment & Qualifications Alliance
Avon Fire Brigade
Brislington Neighbourhood Centre
Bristol City Council
Bristol Conference & Tourism Bureau
Bristol Council for Racial Equality
Bristol Education Action Zone
Centre for Deaf People
Clifton Suspension Bridge Trust
Community Action
South West Museums Council
Team B
Backwell Parish Council
Bath & NE Somerset Council
Bath & NE Somerset Racial Equality Council
Connexions Gloucestershire Ltd.
Connexions West of England
Care & Repair Ltd – Bath & NE Somerset
Charter Trustees of the City of Bath
Keynsham Town Council
Long Ashton Parish Council
Nailsea Town Council
North Somerset Council
North Somerset Housing Trust
Norton Radstock Town Council
Off the Record (Bath & NE Somerset)
Paulton Parish Council
Peasedown St John Parish Council
Portishead & North Weston Town Council
Saltford Parish Council
SHAW North Somerset Care Ltd
Somer Community Housing Trust
Somer Housing Group
The Brandon Trust
West Mendip Internal Drainage Board
Weston-super-Mare Town Council
Whitchurch Parish Council
Woodspring Association for Blind People
Yate Town Council
Team C
Bath Spa University College
Beechen Cliff School
Bradley Stoke Town Council
Children’s Playlink
City of Bath College
City of Bristol College
Dodington Parish Council
Filton College
Filton Town Council
Frampton Cotterell Parish Council
Holbourne Museum
National Care Standards Commission
Norton Radstock College
Oldfield School
Patchway Town Council
St Brendan’s College
SITA Holdings UK Ltd.
Soundwell College
South Gloucestershire Council
South Gloucestershire Leisure
Southern Brooks Community Partnership
STA Travel
Stoke Gifford Parish Council
Thornbury Town Council
St Brendan’s College
University of Bath
University of the West of England
Weston College
All the Teams can be contacted
by phone
All correspondence should be addressed to:
Avon Pension Fund, Floor 3 South, Riverside, Temple Street, Keynsham, Bristol
BS31 1LA
Tel: 01225 477000
Fax 01225 395258
Email: avon_pension@bathnes.gov.uk
Please quote your employees National Insurance number and
your employer’s name when calling or corresponding.
APPENDIX 2
FORMS IN USE
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LGPS 1
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Pension Membership Form
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LGPS 1
(Councillors)
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Councillors Pension Membership Form
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LGPS 2
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Details of new Member
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LGPS 3
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Notification of Changes to Employees Personal
Details / Contract
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LGPS 4
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Election to Opt-Out of LGPS
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LGPS 5
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Certificate of Protection of Pension Benefits
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LGPS 6
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Leave of Absence beyond 30 days – Payment of
Contributions
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LGPS 7
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Unpaid Maternity Leave – Payment of
Contributions
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LGPS 8
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Trade Dispute – Payment of Contributions
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LGPS 15
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Cessation of Employment / Membership
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LGPS 16
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Final Pay Calculation
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LGPS 17
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Medical Certificate of Permanent Ill-health /
Current Pensionable Employee
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LGPS 18
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Medical Certificate of Permanent Ill-health /
Person with Deferred Benefits
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LGPS 19
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Death Grant Nomination Form
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LGPS 20
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Notice of Retirement from Employee
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LGPS 22
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Notice of Death – Spouse’s and Children’s
Claim Form
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LGPS 23
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Request for an Estimate of Pension Benefits
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LGPS 24
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Notice of Election under Regulation 50
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LGPS 25
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Occupational Pension Declaration
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LGPS 26
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Termination Payments Declaration
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LGPS 50
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Contributions Remittance Advice*
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LGPS 51
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End of Year Balance
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LGPS 52
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Annual Return of Contributions
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LGPS 53
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Authorised Signatories of Forms
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LGPS 54
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Medical Practitioner Certificate
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*Please note that this form is an example only and
should not be used without reference to Avon
Pension Fund Accounts Department first.
APPENDIX 3
Regulation 4(3) SCHEME EMPLOYERS
The Commission for Local Administration in England.
The Commission for Local Administration in Wales.
A county council, a county borough council in Wales, the
Common Council, a district council, a London borough council. a residuary
body (within the meaning of section 105(1) of the Local Government Act 1985,
the Residuary Body for Wales and a joint board, body or committee appointed
under any Act or statutory order, or statutory scheme, of which all the
constituent authorities are such councils or such bodies or a combination of
such councils and bodies.
A fire authority constituted by a combination scheme made
under the Fire Services Act 1947(c). A metropolitan county fire and civil
defence authority established by section 26 of the Local Government Act 1985
and the London Fire and Civil Defence Authority established by section 27 of
that Act.
A valuation tribunal established under Schedule 11 to the Local
Government Finance Act 1988.
A magistrates’ courts committee other than the Greater London
Magistrates' Courts.
A police authority within the meaning of the Police Act 1996..
A National Probation Service local board.
The Chichester Harbour Conservancy.
The Lee Valley Regional Park Authority.
A passenger transport authority.
The Broads Authority.
A further education corporation.
A higher education corporation.
The London Pensions Fund Authority
The governing body of a grant-maintained school which immediately before
becoming such a school was a county school. Deleted SI 1212 1999
The South Yorkshire Pensions Authority.
The Environment Agency.
A National Park Authority established under Part III of the Environment
Act 1995.
An Education Action Forum within the meaning of section
11 of the School Standards and Framework Act 1998.
The National College for School Leadership
The Standards Board for England
A city academy within the meaning of the Education Act
1996.
A body set up by a local authority, in exercise of powers
under section 2 of the Local Government Act 2000 as a housing management
company to exercise housing management functions as agent of the local
authority under an arrangement approved by the Secretary of State under
section 27 of the Housing Act 1995.
Back to top of page
APPENDIX 4
RECORDING AN EMPLOYEES PENSIONABLE SERVICE
WHOLE-TIME, PART-TIME, VARIABLE TIME & CASUAL
EMPLOYEES
Whole-time Employees
It should be noted that it is possible for the employer
to decide that a post is full-time even if the employee is paid a proportion
of a scale point. EG an employee employed in a school with contractual hours
of 32.5 could be designated as full-time even if they are paid a salary
which is based on 32.5 / 37ths of a scale point. The reason for this would
be that the employer considers that the employee is working the maximum
number of hours that can be worked in that post.
Part-time Employees
If an employee is designated as a part-time employee,
membership in the Pension Scheme is apportioned. EG an employee who is
designated as part-time and works half time, each year of employment would
be recorded as 6 months membership.
If an employee works 37 hours per week but is paid using
a factor (ie the employee is paid for less than 52 weeks a year) that
employee should be designated as a part-time employee as the factor would be
used to reduce the period of membership.
If an employee has no set number of contractual hours but
is paid for the number of hours worked. EG a home care assistant whose paid
hours is dependent on the number of clients they have would be part-time. In
this case the employer must advise the Pensions Section of the total
number of hours worked in each financial year and what is considered to be
the full-time hours. If such an employee worked a total of 900 hours and the
full-time hours were 37 the apportionment for a year would be 900/1929 (37 x
52) which equals 0.4665. Therefore the employees service for a year would be
1 year x 0.4665 which equals 170 days (365 x 0.4665).
Variable-Time Employees
A variable-time employee is an employee whose pay is calculated by
reference to his/her duties (rather than necessarily by reference to the
number of hours worked, or whose duties only have to be performed on an
occasional basis. EG Clerk to School Governors.
Casual Employees
A casual employee has to make a positive option to join
the Pension Scheme. Casual is not defined in the Regulations but could be
taken to mean employment of an irregular nature circumstanced by chance and
with a day-to-day element about it.
If a casual employee decides to join the Pension Scheme
the employer must advise the Pensions Section of the dates of employment
and the hours worked by the casual employee.
APPENDIX 5
DATA REQUIREMENTS FOR BEST VALUE CONTRACTS
For each employee in the Local Government Pension Scheme, the following
information is required from the employer. If an employee has multiple
contracts then the data required must be shown separately for each contract.
Name and NI number
Date of birth
Current rate of employee’s contribution
Pensionable pay (Pensionable pay for part timers must be the whole
time equivalent)
Proportion of whole time hours worked (for part-timers)
In addition, the following information is required
Commencement date of best value contract
Length of contract
APPENDIX 6
LOCAL GOVERNMENT PENSION SCHEME
Flow Charts for new employees and
leavers
Back to top of page
APPENDIX 7
Local Government Pension Scheme Cost of Early
Retirement
Member Details
| Name: |
A N Example |
NI Num AA123456A |
| Date of Birth: |
10/06/1949 |
Date of Leaving: |
30/09/2002 |
| Sex: |
F |
Reason for Leaving: |
16 |
| Age Next Birthday: |
52/000 |
(may have been increased by 4 for ill-health) |
| Age Attained: |
51/113 |
Capital Cost
| Pension |
ERRF |
AMPF |
| 12042.86 |
* |
0.329640 |
* |
16.94 |
= |
67248.55 |
| Lump Sum |
ERRF / 2 |
| + 36128.59 |
* |
0.329640 / 2 |
= |
5954.71 |
| A. 73203.26 |
Benefit Reduction Saving
| Pension |
GARF |
- Pension |
AMPF |
| 12042.86 |
* |
(1 – 1.000000) |
* |
16.94 |
= |
0.00 |
| Lump Sum |
GARF |
– |
Lump Sum |
| 36128.59 |
* |
(1 – 1.000000) |
= |
B. 0.00 |
Net Capital Cost
(A) 73203.26 - (B) 0.00 (C) = 73203.26
Additional Cost Calculation - CAY
| Added Pension |
AMPF |
| 2365.29 |
* |
16.94 |
= |
40068.01 |
| Added pension / 2 |
ASPF |
| 1182.65 |
* |
0.82 |
= |
969.77 |
| Added Years Lump Sum |
= |
7095.86 |
| (D) |
= |
D. 48133.64 |
Total Cost
(C) 73203.26 + (D) 48133.64 = 121336.90
APPENDIX 8
SUGGESTED STATEMENT ON THE PENSION SCHEME TO BE
INCLUDED IN INDIVIDUAL LETTERS OF APPOINTMENT FOR EMPLOYEES
Newly appointed employee (other than casual)
Pension Scheme
Bath and North East Somerset Council administers the Local Government Pension
Scheme on behalf of this.................. *
employees. Subject to an upper age limit of 65 you will automatically become
a member of the Scheme unless you opt not to be. A Starter Pack about the
Scheme, with forms which you must complete and return is enclosed. For the
purpose of the Pension Scheme you are classified as a whole-time / part-time
*** employee.
Newly appointed casual employee
Pension Scheme
Bath and North East Somerset Council administers the Local Government Pension
Scheme on behalf of this................ *
employees. Casual employment is not automatically pensionable. However,
subject to an upper age limit of 65 you can opt to become a member of the
Scheme. A Starter Pack about the Scheme, with forms for you to complete and
return are available from xx. For the purpose of the Pension Scheme you are
classified as a whole-time / part-time *** employee.
Existing employees for whom this letter of appointment results from a
change in post / job or a change in their contractual hours or contractual
weeks of employment etc.
Pension Scheme
Bath and North East Somerset Council administers the Local Government Pension
Scheme on behalf of this................ *
employees. If you currently contribute to the Scheme, membership will
continue. If you do not currently contribute to the Scheme you can opt to
become a member of the Scheme. A Starter Pack about the Scheme, with forms
for you to complete and return are available from xx. For the purpose of the
Pension Scheme you are classified as a whole-time / part-time *** employee.
Notes for employers:
1. The Pension Scheme rules do not define the meaning of
"casual". However it is deemed to mean an employee who has no
contractual hours of employment and who is called upon to work on an as
and when required basis. The Employer has no obligation to offer work to
such employees nor is the employee under an obligation to make
him/herself available for work.
2. * Please insert appropriate wording, e.g. "authority’s" or
"College’s", or "School’s", etc.
3. xx Please insert appropriate address.
4. *** Delete that which does not apply. Whole time means
whole time under the employee’s conditions of service or locally agreed
full time hours. Part time employees, casual employees, and employees
contracted to work less than 52 weeks per year (e.g. 44 weeks per year -
term time only), should be defined as part time.
APPENDIX 9
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