GET IN TOUCH

0845 213 0202

or we'll call your daytime tel no

Technical Bulletins

Important updates on the running of the scheme and your responsibilities as an employer will be posted here. These supplement the regulations that are available from the SPPA and our new LGPS area that can be accessed by clicking here.

For example, you can download a copy of Pensions in partnership:

Pensions in partnership (July 2010)

Pensions in partnership (June 2010)

Pensions in partnership (May 2010)

Pensions in partnership (April 2010)

Pensions in partnership (Mar 2010)

Pensions in partnership (Feb 2010)

Pensions in partnership (Jan 2010)

Minutes from the SPFO Administrators Forum are also available:

You can also download a copy of Richard McIndoe's summary letter of June 2008 about the Actuarial Valuation 2008 and his letter re valuation of 3 Nov 2008.

You will also receive technical bulletins by email or post. It is important that you keep us updated with any changes in your organisation’s contact details and situation so that we can contact you with the latest news. You can contact us via this website.

Technical Bulletins

Bulletin No.

Issue Date

  Subject

 

Technical Bulletin 1

 

August 2002

 

Introduction to technical bulletin concept/ earnings cap for 2002

 

 

Technical Bulletin 2

 

 

January 2003

 

2003 Actuarial Valuation (draft)

 

 

Technical Bulletin 3 

 

Technical Bulletin 3A

 

 

March

2003

 

2003 Actuarial Valuation confirmation

Remuneration and additional voluntary contributions

 

 

Technical Bulletin 4

 

 

March

2003

 

FRS17

 

 

Technical Bulletin 5

 

April

2003

 

Returning Officers fees (Unitary Authorities only)

 

 

Technical Bulletin 6

 

January 2004

 

Simplification of Inland Revenue rules on taxation on pensions and Lifetime Limits

 

 

Technical Bulletin 7

 

January 2004

 

Reg. 121 employer's consent for transfer request where application is made outwith initial year of joining

 

 

Technical Bulletin 8

 

May

2004

 

Reminder to employers re implications involved when LGPS pensioner is re-employed

 

Taxation of Termination Payments on Early Retirement (Income Tax (Earnings and Pensions) Act 2003 Section 401 – 407 i.e. tax on termination benefits in excess of £30,000

 

 

Technical Bulletin 9

 

 

August 2004

 

Concurrent employments

Separate records and contributions split for each post even if posts with same employer

 

 

Technical Bulletin 10

 

 

January 2005

 

Maternity leave – LGPC Bulletin 133

 

 

Technical Bulletin 11

 

March

2005

 

Increase to Early Retirement Payments for Retirals after 1 April 2005 – 25% increase (interim measure) in strain costs. Hymans correspondence of 9th February 2005 also issued.

 

 

Technical Bulletin 12

 

 

August 2005

 

The Local Government  (Scotland) Amendment Regulations 2005 (SSI 2005/293)

 

 

Technical Bulletin 13

 

October 2005

 

Equal pay settlements (includes extract from Regulation 12 LGPS (Scotland) 1998 Regulations

 

Issues: should pension contributions be deducted from settlement payments made; and should payments made count in the calculation of final salary for those employees nearing retirement?

 

Technical Bulletin 14

December 2005

 

The Civil Partnership Act 2004

 

The Local Government Pensions etc (Civil Partnership) (Scotland) Amendment Regulations 2005

 

Effective from 5 December 2005 the Civil Partnership Act allowed same sex partners to register a civil partnership

 

LGPS Regs amended (via SSI 2005 No.554) to take Act into account. Once partnership has been legally registered surviving dependant's benefits will be payable. Provision applies to current, deferred and pensioner members on service accumulated after 5 April 1988 with benefits calculated in same way as spouse’s benefits. 

 

Technical Bulletin 15

 

Technical Bulletin 15(Appendix)

 

February 2006

 

 

Changes to the Local Government Pension Scheme including the removal of the Rule of 85

 

 

Technical Bulletin 16

 

 

March

2006

 

 

Inland Revenue Tax Simplification

 

 

Technical Bulletin 17

 

July     2006

 

LGPS (Scotland) Amendment (No.2) Regulations Draft Changes July 2006

 

 

 

Technical Bulletin 18

 

 

October 2006

 

LGPS (Scotland) Amendment (No.2) Regulations 2006  (SSI2006/468)

 

 

 

Technical Bulletin 19

 

 

 

December 2006

 

85 year rule

LGPS (Scotland) Amendment (No.3) Regulations 2006 (SSI2006/514)

 

Technical Bulletin 20

 

 

February 2007

 

Arrears of contributions – change of procedure

 

 

Technical Bulletin21

 

March

2007

 

Policy on abatement of pensions

for re-employed pensioners 

 

 

 

Technical Bulletin22

 

 

May

2007

 

 

Retiral procedures

Technical Bulletin 23

Apr

2008

 

Redundancy/efficiency retirement and strain on the Fund costs

  

Technical Bulletin 24

Aug

2008

 

LGPS Amendment Regs 2007

 

  

Technical Bulletin 25

 

 Mar

2009

Change of policy on accepting Non Club Transfer Values

Technical Bulletin 26

 

IDRP form

Mar

2009

(updated

Feb 2010)

Internal Disputes Resolution Process and form

(updated Feb 2010)

Technical Bulletin 27

Apr

2009 

 

New death in service procedure

Technical Bulletin 28

Apr

2009

 

Certificate of material change in circumstances

Technical Bulletin 29

May

2009

Employers benefit form guide

Technical Bulletin 30

Oct

2009

Amendments to LGPS regulations

Technical Bulletin 31

Jan

2010

Strain costs for early leavers

Technical Bulletin 32

 

Technical Bulletin 33

May

2010

 

July

2010

Changes to SPFO Teams and contact details

Dealing with life expectancy of less than a year

 

 

 

 


 

Join Now!

Find out about the next step.

The Fund is one of the largest local authority pension funds in the UK.