Home

gloucestershire.gov.uk uses cookies to make the site simpler.
Find out more about cookies

Skip to main content
Over 30 thousand local residents get updates direct to their inbox
Sign up for our email updates now

LGPS - Employers Administration Guide & Forms

Employers Administration Guide and Forms for employers with members in the Local Government Pension Scheme.

Employers Administration Guide

Employers Administration Guide
The above guide refers to the procedures to be followed under the 2008 Scheme and is now defunct.
For full details of the requirements of the 2013 Scheme, which came into effect 1st April 2014, you should refer to the comprehensive guidance provided in the HR and Payroll Guides on the National LGPS 2014 Regulations & Guidance website. The forms provided below must be used where relevant.

Employee Pension Scheme Booklet/Guide

The latest available Booklet/Guide can be found on the Employees pages of the site at LGPS Member Guides & Information

Employer Starter Notification Form

Employer Pension Starter Notification Form
This is the Official notification by you, the Employer, of an employee having been admitted to the Pension Scheme. This form must therefore be fully completed and sent to the Pensions Section without delay for all new admissions to the scheme.

Pension Starter Information Pack - Automatic Entry to Scheme

Pension Starter Information Pack - Automatic Entry to Scheme

LGPS 2014 Pension Starter Information Pack - Automatic Entry to Scheme

If commenced membership
before 1st April 2014
If commenced membership
after 31st March 2014

To be issued to NEW employees eligible for automatic membership to the Local Government Pension Scheme.
Please refer to admin guide for details.
Please note that forms are provided above for new AUTO entrants commencing membership both before and after April 2014

Pension Starter Information Pack - Entry to Scheme by Election

LGPS Pension Starter Information Pack - Entry to Scheme by Election
To be issued to:
    - New employees who are eligible for membership, but not automatic entry, or
    - Current employees who are eligible for membership, but are not currently contributing.

Please refer to Admin Guide for details.

Starter Form (Councillors)

Starter Form (Councillors)
Complete this form to offer eligible councillors membership in the Local Government Pension Scheme.N.B. The employing authority must have previously passed a resolution to allow councillors membership in the Scheme.

Expression of wish form for Death Grants

Expression of Wish for Death Grants
Previously known as "Nomination" form. Members complete this form to nominate someone to receive any Lump Sum grant in the event of their death.

Con-Change Form

LGPS Con-Change Form
Complete this form to notify Pensions of changes in contractual hours, status, name or Leave of Absence.

Retirement Information Guide

Retirement Information Guide
This pack must be sent to the member prior to retiring. The guide provides the member with important retirement & option information. It also includes the required forms for completion & return by the member (Please note this replaces the former Retirement-1 form)

Leaver Notification Form

LGPS Leaver-1 Form]

to be completed for a scheme leaver on or before 31/03/2014

LGPS 2014 - EMPLOYER Leaver Notification Form

to be completed for a scheme leaver on or after 01/04/2014

To be completed by the employer where a member ceases active membership of the Scheme.

Please note that forms are provided for leavers before and after 1st April 2014

Member Leaver Form

(previously "Leaver2" form)
LGPS - Member Leaver Form
Send this form to scheme members upon ceasing membership where there is no immediate entitlement to payment of their pension

Medical Certificate - Ill Health Retirement

Medical Certificate - Ill Health Retirement from ACTIVE status 

Medical Certificate - Ill Health Retirement from ACTIVE status
In cases of Ill Health retirement from Active status - To be completed by independent medical practitioner for Ill Health retirements after 01/10//2008

Medical Certificate - Ill Health Retirement - TIER 3 - 18 MONTH REVIEW (Leaver on or before 31/03/2014)

Medical Certificate - Ill Health Retirement - TIER 3 - 18 MONTH REVIEW (Leaver on or before 31/03/2014)
To be used for the 18 month review of a "Tier 3" ill health retirement from active status, where the member left your employment on or before 31/03/2014. To be completed by independent medical practitioner.

Medical Certificate - Ill Health Retirement - TIER 3 - 18 MONTH REVIEW (Leaver on or after 01/04/2014)

Medical Certificate - Ill Health Retirement - TIER 3 - 18 MONTH REVIEW (Leaver on or after 01/04/2014)
To be used for the 18 month review of a "Tier 3" ill health retirement from active status, where the member left your employment on or after 01/04/2014. To be completed by independent medical practitioner.

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW within 3 years of suspension (Leaver on or before 31/03/2014)

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW within 3 years of suspension (Leaver on or before 31/03/2014)
To be used where the member left your employment on or before 31/03/2014 and was awarded a "Tier 3" ill health from active status which is currently suspended, and the subsequent review is taking place within 3 years of the date from which the "Tier 3" was suspended. To be completed by independent medical practitioner.

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW within 3 years of suspension (Leaver on or after 01/04/2014)

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW within 3 years of suspension (Leaver on or after 01/04/2014)
To be used where the member left your employment on or after 01/04/2014 and was awarded a "Tier 3" ill health from active status which is currently suspended, and the subsequent review is taking place within 3 years of the date from which the "Tier 3" was suspended. To be completed by independent medical practitioner.

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW after 3 years or more of suspension (Leaver on or before 31/03/2014)

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW after 3 years or more of suspension (Leaver on or before 31/03/2014)
To be used where the member left your employment on or before 31/03/2014 and was awarded a "Tier 3" ill health from active status which is currently suspended, and the subsequent review is taking place after 3 years or more of the date from which the "Tier 3" was suspended. To be completed by independent medical practitioner.

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW after 3 years or more of suspension (Leaver on or after 01/04/2014)

Medical Certificate - Ill Health Retirement - Suspended TIER 3 - subsequent REVIEW after 3 years or more of suspension (Leaver on or after 01/04/2014
To be used where the member left your employment on or after 01/04/2014 and was awarded a "Tier 3" ill health from active status which is currently suspended, and the subsequent review is taking place after 3 years or more of the date from which the "Tier 3" was suspended. To be completed by independent medical practitioner.

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver on or before 31/03/1998 

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver on or before 31/03/1998
To be completed by independent medical practitioner in cases of a deferred member who left your employment on or before 31/03/1998 and is requesting early release of their deferred benefits on Ill Health grounds

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver Between 01/04/1998 and 31/03/2008

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver Between 01/04/1998 and 31/03/2008

To be completed by independent medical practitioner in cases of a deferred member who left your employment between 01/04/1998 and 31/03/2008 and is requesting early release of their deferred benefits on Ill Health grounds

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver Between 01/04/2008 and 31/03/2014

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver Between 01/04/2008 and 31/03/2014
To be completed by independent medical practitioner in cases of a deferred member who left your employment between 01/04/2008 and 31/03/2014 and is requesting early release of their deferred benefits on Ill Health grounds

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver on or after 01/04/2014

Medical Certificate - Ill health Retirement from DEFERRED status - Leaver on or after 01/04/2014
To be completed by independent medical practitioner in cases of a deferred member who left your employment on or after 01/04/2014 and is requesting early release of their deferred benefits on Ill Health grounds

Opt-Out Form

Due to the requirements of overriding "Safeguarding of Individuals Rights" legislation effective 1st July 2012, the Opt-Out form has been removed from the employers area of our website (August 2012). This is to help ensure that the Employer is not part of the process of providing the Opt-Out form to the individual. The individual must now obtain the form themselves from the member pages of our website or by contacting the Pensions Section.

Estimate Request Form

LGPS - Estimate Request Form
Complete this form when requesting an estimate of benefits.

Protection Form

LGPS Certificate of Protection (Protection)
Complete this form as a Certificate of Protection of Benefits (you may want to contact the pay section to ensure this form's relevance before completing.)
Please Note - A Certificate of Protection cannot be issued in respect of a reduction in pay occurring on or after 01/04/2008.

Monthly Contribution Spreadsheet

To be completed each time a monthly contribution payment is made. Please contact the Pensions Investment Section (phone: Sheralee Jones (01452) 328911 or email: peninv@gloucestershire.gov.uk) for the current version of the spreadsheet.

Year End Return

Year End Return

The Year End Template spreadsheet

LGPS Year End Return - Guidance

Guidance for Completion of Year End Template spreadsheet

The above Year End return spreadsheet must be completed to provide information of all members who have LGPS contributions within the relevant financial year.

Employers POLICY Template

LGPS Employers POLICY Template Form
This document should be used by Employers to confirm their policy in relation to the provisions of the LGPS Regulations requiring the Employers discretion. PLEASE NOTE that this document should be used to notify the Administering Authority (the Pensions Section) of an Employers initial Policy Statement and subsequently, of any changes to that Policy Statement.
The document has been developed as a Microsoft Word "Form". Once completed, please ensure that you use the "SAVE AS" option on you PC (and not "SAVE") to save the document to a relevant directory on your PC.

Confirmation of MEDICAL PRACTITIONER for the purposes of Ill Health Retirements

Employers Nominated MEDICAL PRACTITIONER for Ill Health Retirement
Complete this form to confirm who is the Employers Medical Practitioner for the purposes of completion of Medical Certificates in cases of Ill Health Retirements. PLEASE NOTE that this document should be used to initially notify the Administering Authority (the Pensions Section) of the nominated person and subsequently, of any change in the nominated person.

Confirmation of Nominated Person for Stage 1 of the Internal Dispute Resolution Procedures (I.D.R.P.)

IDRP - Employers Nominated Person (Stage 1)
Complete this form to confirm who is the Nominated Person for dealing with disputes under Stage 1 of the Internal Dispute Resolution Procedures (I.D.R.P.) of the LGPS Regulations. PLEASE NOTE that this document should be used to initially notify the Administering Authority (the Pensions Section) of the nominated person and subsequently, of any change in the nominated person.

Help us improve Gloucestershire County Council

Don’t include personal or financial information like your National Insurance number or credit card details.