If you have a previous pension, you may like to explore transferring it to your current LGPS employee membership using one of the forms below. Please be aware that you will need to have your employer’s permission to do this if you do not do it within 12 months of joining the LGPS.
Amongst the reasons for transferring that you should discuss with your financial adviser before proceeding are: the investment risk you are bearing; the opportunity to maintain a link to your final pensionable pay; the security of your previous pension; and the benefits the LGPS would provide on a future redundancy or ill health retirement.
Transfer in previous LGPS benefits
Download: Transfer in Previous LGPS Benefits Form
Please complete and return to Worcestershire Pension Fund. This form must be signed and dated or it will not be valid.
Once we have obtained details about your deferred benefits from your previous LGPS fund, we will contact you about your choices and outline the implications for you. You may find our Glossary of terms used for LGPS transfers in of use in understanding your choices and the implications.
Transfer in previous personal pension or occupational pension scheme benefits
Download: Transfer in Previous Personal Pension or Occupational Pension Scheme Benefits Form
Please complete and return to Worcestershire Pension Fund. This form must be signed and dated or it will not be valid