Information for scheme employers - year end data

Year End Financial Arrangements 31 March 2020

To assist employers with their submission of the year end data for 31 March 2019 we have identified some of the common issues with the data supplied on previous year end returns.

For further information on common employer data return issues, see our common issues page. 

You will also find below the submission deadline date for 2019 together with links to various related year end documentation.

Submission deadline for 2020

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.

Please note: a further legal obligation this year is the successful submission and completion of the fund’s actuarial valuation which assess the Fund and individual employers’ assets relative to liabilities.

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 2020 must therefore be received by Pension Services no later than 24 April 2020, in order to comply with the requirement to issue annual benefits statements within statutory time limits and the timely submission of data to the fund's actuary.

All completed returns should be submitted to via secure file transfer (SFT) as usual.

Documents you are required to complete

Please note: the above return was updated in 2018. Please do not submit your return in the format used prior to 2018.

LGPS - payroll guide to the 2014 scheme

If you are uncertain of the data that should be supplied, please refer to the guide below. It provides advice and guidance on how the new scheme defines pay recording and reporting requirements.