Information for Scheme Employers - Year End Data

Year End Financial Arrangements 31 March 2018

***This page is intended as a reference for Payroll Sections responsible for the completion of LGPS annual scheme returns***

To assist employers with their submission of the year end data for 31 March 2018 we have identified some of the common issues with the data supplied on previous year end returns. For further information use the link below:

Common employer data return issues

You will also find below the submission deadline date for 2018 together with links to various related year end documentation.

Submission deadline for 2018

Employers should be aware that Regulation 89 of the LGPS Regulations 2013 requires administering authorities to issue an Annual Benefit Statement to all its active members by 31 August following the end of the Scheme year to which it relates. Failure to meet this statutory requirement constitutes a breach of law which further invokes a legal requirement for the breach to be reported to The Pensions Regulator, exposing both the employer and the administrator to the risk of censure.

The submission of data for the financial year ending 31 March 2018 must therefore be received by Pension Services no later than 30 April 2018, in order to comply with the requirement to issue Annual Benefits Statements within statutory time limits.

Further information on timescales for data receipt can be found in the Staffordshire Pension Fund Administration Strategy:  

https://www.staffspf.org.uk/Governance/Staffordshire-Pension-Fund-Administration-Strategy.pdf 

Page 28 outlines the year end requirements, and page 39 sets out the potential sanctions for late submission.

All completed returns should be submitted to our "Pensions Employers" inbox via Secure File Transfer (SFT) as usual. NB Staffordshire County Council has just replaced the Secure File Transfer Software, and you should use the link above rather than any previously saved SFT link you have.

If you need to refer to the additional requirements introduced for 2014/15 in respect of the schem returns, please follow the links directly below:

How to complete the Year End template return "Contpostmaster2018.xls"

How to complete the Career Average Pay - "CARE.xls" return

The documents you are required to complete can be found below:

Excel Document CONTPOSTMASTER2018 (70 KB)

NB The above return has been updated for 2018; please do not submit your return in the previous format

Excel Document CTR2 17-18 (29 KB)

Excel DocumentCARE.xls (32 KB) 

LGPS – Payroll Guide to the 2014 Scheme

If you are uncertain of the data that should be supplied, please refer to the LGPS Payroll Guide to the 2014 Scheme, which provides advice and guidance on how the new scheme defines pay recording and reporting requirements.

Monthly Returns (CTR1)

You should also continue to submit monthly return CTR1 with details of contributions, absences, APCs etc. The guidance notes for completion of the CTR1 form can be accessed via the link below.

PDF Document  Guidance Notes for CTR1 form August 2015 (41 KB)

We are currently introducing i-Connect as a means of electronic data exchange between scheme employers and Pension Services. If you would like further information about this facility, or technical advice on any of the above, please contact:

pensions.employers@staffordshire.gov.uk