What does a member need to do?

  • Answer:

    You don’t need to do anything now except signpost members to the information we’ve suggested and advise them that they should wait to be contacted directly from us.

    We do anticipate there will be some queries on an individual basis but will understand more on this as we work though the consultation response with the Department for Education. It’s therefore important to ensure that member records are kept up to date and you retain service and salary information in case we do have queries in the future.

  • Answer:

    No. The government confirmed that whichever solution is implemented, it will apply across all public sector schemes and for all members with relevant service, regardless of whether they’ve lodged a claim.

  • Answer:

    Yes. Depending on the eventual policy, members may need the relevant paperwork to help them reassess previous tax liabilities. Therefore, it would be helpful if people kept their paperwork related to tax from April 2015 onwards.

    This would include all self-assessment returns, P60s, the annual statements from your pension scheme administrator and documents relating to any other personal or occupational pension schemes.

Forms

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Calculators

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Calculators

FAQ's

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FAQs