SPPA

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SPPA

• EMPLOYER SEMINARS
• JUNE 2008

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Introduction
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• Pension Change Project
• Employer Engagement
• Marion Chapman

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What is the Pension Change Project
A dedicated team was set up in 2005 to Procure
a New Pension Administration System to
administer the pensions that the SPPA is
responsible for.
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Why?

• Pension Reforms
• Legacy System
• Business Opportunities

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What happened 2006/2007?

• Prepared Requirements
• Early engagement with employing organisations a
• Procurement Process
• Evaluation
• Selected Heywood Ltd.
• Commenced Development

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Where are we now?

• Finalising the development
• Carrying out robust and detailed testing
• Paylink
• End to End testing
• Training
• Go Live Go live for STSS 16/09/2008
• Go live for NHS 02/12/2008
• Electronic Interfaces early 2009
• Web/on-line services later in 2009

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After go-live

• Employer Interfaces
• Web Services

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Employer Engagement

• A major Workstream of the Pension Change Project
• Under control of Operations Director
• Workstream Manager Christine Ross

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What we want to achieve

• Improved Data review what we want and how often
  we want it.
• Improved Data flow look at the methods for
  sending data between our organisations
• Robust validation processes agreement to send
  back incorrect or incomplete information

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What we need from you

• Let your organisation know this is happening
• Identify the relevant people in your organisation
  to be involved in a work group
• SPPA
• Employers
• Heywood
• We will need to work with the
• people empowered to make decisions and
• the people with IT knowledge

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What we will be doing for you

• Communicating the plans
• Communicating the progress
• Taking your needs into account
• Supply dedicated contacts and support
• Working together towards a successful conclusion
  that benefits all stakeholders

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Pension Change Project

• Any Questions ?

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Submission of data and requests for missing
data Nigel Baylis Pensions Change Team
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• Completion of Starter and Leaver information
• Electronic Submission of Data
• Common Errors

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Completion of TSS1 (starter) form

• A TSS1 is required when
• A new employee begins to make
  superannuation contributions
• When a member goes from either Full time to
  Part time OR from Part Time to Full Time
• When the member makes a winding down election,
  takes phased retirement or becomes re- employed

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Completion of TSS2 (Leaver) form

• A TSS2 is required when
• A member leaves pensionable employment
  (retires/opts out/leaves your employment)
• When a member goes from either Full time to
  Part time OR from Part Time to Full Time
• When the member makes a winding down election,
  takes phased retirement or becomes re-employed

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• Templates for Submission of Data
• Data can be e-mailed directly to SPPA, this can
  be uploaded to our Pensions Administration
  System email pct_at_scotland.gsi.gov.uk and
  copy to appropriate STSS team email address
• Data can be encrypted and saved onto
  CD/Disk, and submitted to the SPPA
• Currently the SPPA can only accept WinZip
  encrypted files
• Templates can be requested, and SPPA will send
  them electronically to you

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• Benefits of Submitting data in this format
• Time efficiencies
• Reduced risk of misplaced/lost data
• Members records can be updated much quicker
• Problems with data can be identified straight
  away
• Cost savings

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Missing Data RequestsThe SPPA will be
conducting further exercises to identify and
request missing informationThese requests will
be electronically issued to you for completion,
with the specific cells that we require to be
completed highlighted.
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• Common Problems with the Submission of Data
• Missing/Inaccurate Added Years Contributions
• Missing Basis of Service
• No Superannuation Number
• Temporary NI Numbers
• Leading Zeros
• School Code and significance to Pay Reference
• Missing Part Time Hours
• Data in wrong format

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Submission of Data Post Implementation of AxisE

• AxisE Data Interfaces have been developed to
  support the current methods of data upload.
• Therefore we will still be able to accept CSV
  files and DDS data tapes.
• Improvements to data transfer options will be
  looked at through Employer Engagement

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QuestionsFor Pension Change Team
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Winding Down Scheme

• Application must be completed and signed off by
  Employer and then submitted to SPPA for approval
• Example application form and guidance notes in
  your Delegate Pack and also available at
  www.sppa.gov.uk

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Pensionable Salary

• Excessive Salary increase in the material period
  - Regulation E34 (11)
• This Regulation governing the pensionable salary
  calculation safeguards the Scheme against
  excessive increases in Salary in the lead up to
  retirement

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Ill Health Retirement

• SPPA currently tendering for new supplier
  contract to start 1 October 2008

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New SPPA StructureOverview

• Janet MacLean
• Communications Manager

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Why am I here today?

• To inform you of recent structural changes within
  the Operational Directorate of SPPA
• Tell you about the new Operations Communication
  team and their role

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The Revised Operations Directorate
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Operations Communication Team

• Who are we?

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• Janet MacLean Manager
• Claire McGow Team Leader
• Shelley Hardie Administrator

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What will the Communications Team do for you?
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• Develop and maintain a contact database
• Ensure that our website (www.sppa.gov.uk) is kept
  up-to-date.
• Keep all scheme forms and guides updated (the
  latest always available on the website)
• Undertake a survey of all our stakeholders

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From 2009

• Communications Team will lead in organising
  Employer Seminars for STSS and NHS

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To summarise

• Communications Team will work hand in hand with
  the STSS and NHS Operations Teams to ensure our
  stakeholders are kept informed on all aspects of
  the Operations business.

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STSS Team Structure

• Group 1
• STSS-1, 2 7
• 1 Argyll Bute, Ayrshire, Dumfries Galloway
  and Renfrewshire
• 2 Orkney, Shetland, Western Isles, Aberdeen,
  Moray, Highland and Grampian
• 7 Edinburgh and Lothian

• Group 2
• STSS- 4, 5 6
• 4 Fife, Falkirk, Tayside, Central and Angus
• 5 Glasgow, SQA, Stirling and Inverclyde
• 6 Lanarkshire, Dunbartonshire and Borders

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Contacting the Agency

• Voice Recognition System

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Changes to the STSS 2008
The Teachers Superannuation (Scotland) Amendment
Regulations 2008 SSI 2008/227 Coming into force
1 July 2008
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Removal of the earnings cap

• Earnings cap removed from 1 April 2008
• Members, whose contributable salaries are subject
  to the cap, will have the option of electing
  either for the cap to continue to apply or to
  have their service apportioned during the period
  when the cap applied
• SPPA will contact those members affected

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Purchase of Additional Pension

• Extended to NPA 60 members aged 60
• Effective from 1 July 2008
• Cost will be based on factors for age 65 members

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Discretionary severance compensation

• Increased from 66 weeks to 104 weeks
• Continues to be at discretion of employer
• Effective from 1 July 2008

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Questions ?

• Thank You
• Complete Question Sheets
• Latest information www.sppa.gov.uk