Scheme Arrangements Report

Our Frequently Asked Questions below will help you answer many of your common questions about the Scheme Arrangements Report.
  • Answer:

    This report contains all members that, according to our records, are active members of the Teachers’ Pension Scheme and are employees at a given establishment.

    The report will be available on request by contacting the Employer Support Team via the Employer Portal.

    The report will indicate the current scheme that members are in as at the start of the month in which it’s run, e.g. if requested on 26/10/2015 it’ll be the effective position on 01/10/2015. All members active in the Scheme will move to the career average scheme on 1 April 2022 but this won’t be reflective on the Scheme Arrangements Report until June 2022.

  • Answer:

    Versions can be provided on request by contacting the Employer Support Team via the Employer Portal.

  • Answer:

    This report is made available on a monthly basis, on the 1st of each month, and provides details of members whose scheme has changed as a result of:

    • Service updates filling a gap in service of more than five years
    • Service updates creating a gap in service of more than five years
    • Notification of retained protection after joining from another public scheme
    • New joiners.

  • Answer:

    This report will be made available on a monthly basis, on the 1st of each month.

  • Answer:

    The Scheme Arrangement Report is in .csv format, and will only be accessible from the Employer Portal, in the Scheme Arrangement Notification.

    To download the file please log in to the Employer Portal, go to the ‘Download a File (STU)’ section, and under ‘Categories’ select ‘Scheme Arrangement Notification’. Please look at the most recently available report for the latest version.

     

  • Answer:

    Inform us of your query by contacting the Employer Team.

  • Answer:

    Below is an example of the file format:

    Field

    Format

    LA

    xxx

    Establishment No.

    xxxx

    TP Ref No.

    xx/xxxxx

    NI No.

    XXxxxxxxX

    Surname

    Alphanumeric

    Forename

    Alphanumeric

    Date of Birth

    dd/mm/yyyy

    Current Arrangement

    Career Average OR

    Final Salary

    Previous Arrangement

    Career Average OR

    Final Salary OR blank

    Date of Previous Change

    dd/mm/yyyy

    Future Arrangement

    Career Average OR blank

    Date of Future change

    dd/mm/yyyy

Guide

Make pension management easy with our guide to the Employer Portal.

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Guide

Get to grips with Monthly Data Collection using our guide.

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Resources

How to administer the scheme.

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