Local Government Pension Scheme Regulations 2018
NEW ENTRANT FORM
As a new member of staff you can join the Local Government Pension Scheme (LGPS). The scheme is
a nationwide statutory funded scheme for local government employees and is very safe and secure.
The scheme is administered locally by Shetland Islands Council Pension Fund.
If you have a contract we will start to deduct pension contributions from your pensionable pay
automatically. However, it is important to complete this form to tell us the correct relevant information
with regards to becoming a member of LGPS.
If you are a casual employee, you can opt to join the scheme by completing this application form.
If you have previously opted out of the scheme you can rejoin and be a member of the scheme until the
eve of your 75
th
birthday.
SECTION A -
*National Insurance No *Date of Birth
*Title (Mr/Ms/Mrs/Miss etc.) ____________________________ *First Name(s) ________________________________________
*Surname __________________________________________ Previous Surname (if applicable) ____________________________
Marital Status (single / married / widow(er)/ divorced* / separated / registered civil partnership / dissolved civil partnership*)____________________________________________
*(If divorced / dissolved civil partnership please insert date in Section B)
*Address __________________________________________
__________________________________________ Sex MALE / FEMALE
__________________________________________
__________________________________________ *Post Code
*Job Title __________________________________________ *Date Employment
Commenced:
*Employer __________________________________________ *Service Employed ____________________________________
SECTION B
Spouse or Civil Partner’s Surname _____________________________ First Name(s) ___________________________________
Spouse or Civil Partner’s Date of Birth
Date of Marriage or Civil Partnership
*Date of Divorce /
Dissolved Civil Partnership(if applicable)
Date of Death of Spouse (if applicable)
O:\Expenditure Services\Pensions\Forms\New Start\Form - New Entrant 2018.docx
SECTION C
Previous Local Government Pension Scheme (LGPS) Membership in Scotland
Do you have previous LGPS Membership within Scotland?
No
If NO, proceed to Section D
Yes
If YES please complete the table below,
then proceed to Section D
You must declare all your previous periods of LGPS (Scotland) membership in the box below and
state clearly whether the pension rights were refunded, deferred, transferred to another scheme, or
that you are in receipt of pension payments.
Previous Scottish Pension Scheme
Administering Authority
Period of
membership
(Give Dates)
Are your pension
benefits deferred?
Yes/No
Are you in
receipt of
this pension?
Yes/No
I wish to investigate a
transfer to the LGPS
(Scotland)
Yes/No
From
To
From
To
From
To
NOTE: Where you have previously received a refund of benefits or transferred your benefits to another
pension provider, please confirm here.
NOTE: It is important that you tell us about any previous Scottish Pension Rights you hold, as this may
affect your entitlement under the LGPS (continue on a separate sheet if necessary). If you have deferred
benefits we require to contact your previous Pension Scheme Administrators to request membership details.
If you have a deferred refund (i.e. less than 2 years membership), it must be aggregated upon re-joining the
LGPS (Scotland).
An election to transfer must be received within 12 months of re-joining the LGPS (Scotland).
O:\Expenditure Services\Pensions\Forms\New Start\Form - New Entrant 2018.docx
SECTION D
Details of other Public Service Pension Scheme Rights (including LGPS membership
in England/Wales/Northern Ireland)
Do you have previous Public Service Pension Scheme Rights?
No
If NO, proceed to Section E
Yes
If YES please complete the table below,
then proceed to Section E
You must declare all your previous periods of PUBLIC SERVICE PENSION SCHEME MEMBERSHIP in the
box below and state clearly whether the pension rights were refunded, deferred, transferred to another
scheme, or that you are in receipt of pension payments.
A PUBLIC SERVICE PENSION SCHEME includes a pension scheme covering Civil Servants, Teachers,
Health Service workers, Police & Fire workers, Local Government workers in England, Wales and Northern
Ireland, the judiciary, the armed forces, etc.
Name & Address of
Employer/Pension Scheme
Administrator, including Policy
Number (if applicable)
Period of
membership
(Give Dates)
Are your pension
benefits deferred?
Yes/No
Are you in
receipt of
this
pension?
Yes/No
I wish to investigate a
transfer to the LGPS
(Scotland)
Yes/No
From
To
From
To
From
To
NOTE: Where you have previously received a refund of benefits or transferred your benefits to another
pension provider, please confirm here.
NOTE: Provided you do not have a break in membership of MORE THAN 5 YEARS from any PUBLIC
SERVICE PENSION SCHEME, should you elect to transfer, your final salary pension benefits will be linked to
your new pension account and will be calculated on your final salary in your new employment when you
leave.
An election to transfer must be received within 12 months of joining the LGPS (Scotland), a transfer credit
will not be accepted after this date.
O:\Expenditure Services\Pensions\Forms\New Start\Form - New Entrant 2018.docx
SECTION E
Details of Other Pension Scheme Rights
Please provide details below of any past employer’s pension scheme (not listed above) or personal pensions
which you may be interested in transferring to the Local Government Pension Scheme (Scotland).
Name & Address of Pension Provider &
Relevant Policy Number(s)
Period of
membership
(Give Dates)
Are your pension
benefits
deferred?
Yes/No
Are you in
receipt of this
pension?
Yes/No
I wish to
investigate a
transfer to the
LGPS (Scotland)
Yes/No
From
To
From
To
From
To
TRANSFERRING OTHER PENSION RIGHTS
An election to transfer must be received within 12 months of joining the LGPS (Scotland), a transfer credit
will not be accepted after this date.
If you are interested in transferring any of your previous benefits to the LGPS (Scotland) please confirm this
above. Upon receipt of this information the Pensions Section will issue you with the relevant form to complete
so that they can obtain a transfer value from your previous pension provider(s). It is important to obtain a
transfer value quotation as early as possible. A transfer of pension benefits will not proceed without your
written consent.
SECTION F
Details of Additional Voluntary Contributions (AVCs)
Did you contribute to an Additional Voluntary Contributions Scheme? If “Yes” please give details.
Yes Name of Provider: ______________________________________________
No
SECTION G
I confirm that the above information is true and to the best of my knowledge correct.
Signature ....................................................................... Date .............................................................
Please return this form to your employer
click to sign
signature
click to edit
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