New Bursars Conference

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(No Transcript)
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GROUPS WITHIN TP

• Business Support.
• Operations Group.
• Contact Centres.
• Technical.

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TEACHERSPENSIONS
Colin Fowler Pensions Operations Director
Chris Mcmaster 07795 827 085 Vanda Patrick
07766 397 592 Employer Relationship
Managers
Elizabeth Ford Head of Pensions Operations
Mark Richardson Payroll, Pensioner
services Contact Centre
Stephen Fry Policy and Legislation Manager
Sue Blewitt 01325 745796 Judith Gordon 01325
745081 Karen Armstrong 01325 745548 Shaun
McCormack 01325 745503 Andy Myers 01325 745142
Julie Kenworthy (Payroll Manager) 01325
745781 Claire Richardson (Contact centre
Manager) 01325 745088
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EMPLOYER RESPONSIBILITIES

• Communicating scheme provisions to members and
  new entrants
• Providing Teachers Pensions with the
  documentation and information necessary for the
  administration of the TPS

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COMMUNICATION

• Provide new entrants with Scheme Guide, and
  relevant fact sheets, available from TP website
  including
• transfer in
• options to increase benefits
• opt out / opt in
• death benefits and nominated partner provisions
  

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WHAT TYPE OF SCHEME IS THE TEACHERS PENSION
SCHEME (ENGLAND WALES)

• Statutory Scheme subject to the Teachers
  Pensions Regulations 1997 (as amended)
• Defined benefit final salary scheme paying
  guaranteed inflation proof benefits

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EMPLOYERS

• 172 local authorities (LAs).
• 2,098 non local authorities (Non LAs).
• Total of 2,270 employers across England and
  Wales.

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EVENT NOTIFICATIONS

• Appointments.
• Amendments to records.
• Absences from service.
• Leaving pensionable employment.

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APPOINTMENTS

• Provide teacher with scheme information as
  required under Pensions Act.
• Notify TP of appointment by form TR6 or via TP
  Online at www.teacherspensions.co.uk.
• Member Ref number required if using TP Online
• TP issues an appointment statement.

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NOTIFICATION OF CHANGE or CORRECTION of PERSONAL
DETAILS
Form PERDETCHANGE (Obtainable from the TP
Website)

• Amend names
• Verify/amend date of birth
• Amend National Insurance number
• TP Online

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ABSENCES FROM WORK
Maternity/Paternity/Adoption

• Treated as pensionable provided teacher receives
  any salary or SMP/SPP or SAP
• Parental leave is not pensionable
• Any period where teacher has no salary or SMP/SPP
  or SAP is not pensionable but has death grant
  cover

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KEEPING IN TOUCH (KIT) DAYS

• Member in receipt of SMP or salary days not
  counted as pensionable
• Member NOT receiving SMP or Salary but is paid on
  the annual salary rate counted as pensionable
• Member paid nominal amount not counted as
  pensionable

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ABSENCES FROM WORK
Sick Leave
Treated as pensionable provided teacher receives
not less than half their salary Suspension from
Duty Full pay pensionable No pay not
pensionable, recorded as days excluded
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LEAVING PENSIONABLE EMPLOYMENT

• Action for employers
• As required under the Pensions Act each leaver
  should be provided (except retiring teachers)
  with a Leaving Pensionable Employment fact
  sheet. This fact sheet sets out the options
  available.

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LEAVER RETURN FORM(TR8)

• Mini annual return
• Service details from last financial year
• Not to be used for retirements
• Completed immediately
• TP Online
• Mech return

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DATA RELEVANT TO THE DEDUCTION OF CONTRIBUTIONS

• Is Teacher a member ?

All Full and Part time teachers and lecturers
who have opted in, made a part time election or
had a change of contract and not opted out
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DATA RELEVANT TO THE DEDUCTION OF CONTRIBUTIONS

• Contributable Salary is the actual total of
  superannuable pay of employees

Does not include Opted out Over 75s No Part
Time election Non pensionable allowances i.e.
overtime
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ADDITIONAL CONTRIBUTIONS
DATA RELEVANT TO THE DEDUCTION OF CONTRIBUTIONS

• PAST ADDED YEARS
• FAMILY BENEFITS
• TR22 ELECTIONS
• ADDITIONAL PENSION BENEFITS
• SURVIVING NOMINATED PARTNER BENEFITS
• PRESTON CASES

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CONTRIBUTION RATE
EMPLOYEES 6.4
EMPLOYERS 14.1
TEACHERS PENSIONS
To reach TP by the 7th of the following month
or last working day before if a weekend or bank
holiday Interest is charged at 8 per month on
late payments
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NOTE Ensure that No of employees contributing
box is completed and the form is signed and dated
before posting
TOTAL ACTUAL CONTRIBUTORY SALARY. This entry is
compulsory

• Teachers Contributions (6.4) at F
• Additional Contributions (see note 8) at G
• Additional Contributions (Preston) (see note 9)
  at H
• Additional Pension Contributions (see note 10) at
  I
• Employers Contributions (14.1) at J
• Gross Contributions at K
• Deduct Pension Payments at L
• Deduct Refunds (previous years only) at M
• Net Total Remitted at N

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End of year Certificate of Contributions and TR17A

• All employers must have their Certificate of
  Contributions completed by 30 April.
• If this is correctly audited, you do not need to
  complete the TR17A, which is required by
• 30 September.

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ANNUAL RETURN
Annual Return MUST be submitted by 31st
August All teachers full time or part time
should be included on the Annual Return whether
contributing to the TPS or not. This should also
include any teacher in receipt of benefits from
the TPS
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DATA SUBMISSION METHODS
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www.teacherspensions.co.uk
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CUSTOMER COMMITMENT

• A prompt, accurate and helpful service.
• A prompt and accurate payment of all benefits
  due.
• We will regularly and systematically seek, listen
  to, and act upon the views of our customers.

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CONTACT DETAILS
WEB SITE ADDRESS
www.teacherspensions.co.uk
Vanda.Patrick_at_capita.co.uk
Chris.Mcmaster_at_capita.co.uk TEACHER
CONTACT CENTRE Tel [phone]
Minicom 0845 6099899 Fax 01325
745789 Employer Contact 0845 -
3003756 TEACHERS PENSIONS MOWDEN
HALL DARLINGTON DL3 9EE