Fund Forms & Guides

Employees Guide to the Local Government Pension Scheme

The LGPS is a valuable part of the pay and rewards package of employees who are entitled to join the Scheme. You can take control by choosing to pay more or less into your pension.
 
This guide is for employees who were contributing members of the LGPS on 1 April 2014 or who have subsequently joined and goes into more detail about the valuable benefits.
 
 Download this guide (May 2024, PDF, 35 pages, 406kb)

Election to join the Local Government Pension Scheme

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 (June 2022, PDF, 1 pages, 140KB)

Death Grant Expression of Wish form

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 (January 2023, PDF, 2 pages, 141KB)

Death Grant Expression of Wish form (Councillor Members)

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 (June 2022, PDF, 2 pages, 145KB)

Survivor's Pension - Notification of your eligible Cohabiting Partner

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 (June 2022, PDF, 3 pages, 170KB)

Retirement Planning Guide

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.
 
 Download this guide (May 2024, PDF, 27 pages, 464kb)

Membership form

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.
 
 Download this form (February 2017, PDF, 3 pages, 167KB)

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