Fund Forms & Guides
This guide is for those employees who were contributing members of the LGPS on 1 April 2014 or who have subsequently joined. The guide is for employees in England or Wales and reflects the provisions of the LGPS and overriding legislation at the time of publication.
Download this guide (June 2019, PDF, 136 pages, 923kb)
This is a shortened version of the above guide for employees who were contributing members of the LGPS on 1 April 2014 or who have subsequently joined.
This form needs to be completed and returned to the Fund. It allows you to apply to keep your current membership separate from previous spells in the LGPS. Similarly, if you have ever paid into another pension scheme, you can apply to transfer into the LGPS. Both applications must be made within 12 months of joining.
This form gives you the opportunity to express your wish as to who would benefit from the payment of three years’ pay, should you die in service, or the balance of 10 years worth of your pension, should you die under age 75 but within 10 years of retiring.
Download this form (April 2014, PDF, 2 pages, 45KB)
If you are not married or part of a registered civil partnership, but currently living with a ‘partner’, you can, by completing the Cohabiting Partners Notiification for Survivor’s Pension form, name a ‘survivor’ who, in the event of your death and provided the required criteria are satisfied at the tie of your death, would be eligible to receive a Survivor’s Pension payable for life.
Download this form (February 2018, PDF, 2 pages, 43KB)
Your employer will normally automatically enrol you as a member of the LGPS when you start local government employment. However, there are some exceptions. Please check with your employer if you are eligible to join the LGPS before completing this form.
Download this form (July 2020, PDF, 1 pages, 140KB)
From 1 April 2014, members can elect to move to the 50/50 section of the Scheme by completing this form. The 50/50 section allows you to pay half your normal contributions in return for half your normal pension build up.
Download this form (July 2020, PDF, 2 pages, 149KB)
The purpose of this guide is to assist members with their retirement planning. It should not be used instead of financial advice. If you require financial advice, you should appoint an independent financial advisor.
You should complete this form if you wish to leave the 50/50 section and re-join the main section of the LGPS and pay your normal contributions and build up your normal pension.
Download this form (July 2020, PDF, 2 pages, 140KB)
Whether you are still a contributing member of the Scheme, or you have deferred your pension, we still need to know how to inform you of the value of your benefits. It is therefore very important, that you keep us informed of any change of address you might have.
Download this form (June 2016, PDF, 1 page, 13KB)
Most of us look forward to a happy and comfortable retirement and in order to have that little bit extra during your retirement years it is worth considering paying extra contributions, which are a tax efficient way of topping up your income in retirement.
Download this guide (October 2014, PDF, 2 pages, 125KB)
This form gives councillor members the opportunity to express your wish as to who would benefit from the payment of twice your career average pay, should you die in service, or the balance of 5 years worth of your pension, should you die within 5 years of retiring.
Download this form (April 2012, PDF, 2 pages, 3.72MB)
If you are joining another pension arrangement, you may wish to consider transferring your Local Government Pension Scheme benefits to it. Your new pension provider will require a Cash Equivalent Transfer Value (CETV) quotation from Merseyside Pension Fund, which you need to request by completing this form.
PLEASE NOTE: this form should not be used for a Divorce Enquiry.
Download this form (April 2017, PDF, 2 pages, 27KB)
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