Employer forms and Excel spreadsheets

Template forms

Employer forms and Excel spreadsheets

These forms are for our employers, all of whom who have an allocated, bespoke Fund number. Information about us, like our bank details and useful reference numbers, is available from the About us area of our website. Here you can download the forms you need:

Note: If you are retiring an employee on redundancy (or allowing them to take flexible retirement before 60 with your agreement to pay the costs of it), you are likely to incur a cost, as your employee’s benefits are being paid out on their redundancy / flexible retirement rather than at their normal pension age.

These Excel spreadsheets are for employers. Here you can download the Excel spreadsheets you need:

Note: the above spreadsheet can alternatively be used at the time of transfer to capture a full data extract of LGPS information when changing payroll provider.

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