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If you are outsourcing services and have a number of staff who will be subject to Transfer of Undertakings (Protection of Employment) regulations (TUPE), you will need to consider obligations regarding the affected employees’ pension rights. We recommend that you refer the affected employees to the TUPE Transfers – Implications for LGPS Members page for more information.

This will also apply to any schools moving away from the local authority and converting to an academy and/or joining a Multi-academy trust (MAT) or moving to another MAT. Please see LGPS arrangements for academies for more information.

Academies moving to another Multi-academy trust (MAT) – any MAT who takes on the liability of an employer means that they inherit all liability for past and present members which means that the new MAT will be responsible for all pension queries relating to that academy old and new. We recommend that you obtain the historical payroll information from the academy so that you can continue to fulfil your responsibilities as a Scheme employer.  If a preserved member wants their pension early on ill health grounds, it would be the new MAT’s responsibility to follow the process to see if the member meets the requirements.

The Process

Please do not submit any leaver forms as this will complicate the process – instead please download and complete the staff data capture spreadsheet with a list of the staff involved and send it together with our Admitted Body Application form to For new academies or existing academies moving to a different MAT, we only require to staff data capture spreadsheet.

We will use this information to inform the actuary, who will then produce a new employer report detailing the employer contribution rate and associated bond figure. In line with good practice the report will show the new employer starting 100% funded.

We recommend this report prior is obtained prior to a procurement exercise to ensure all parties are aware of the costs involved when becoming an LGPS admitted body.

We will use information within the report when we produce the associated admission agreement documents.

For those employers transferring a service or admitted bodies ceasing a contract, we will also require the TUPE transfer mid-year return spreadsheet to be completed for all active members involved in the transfer to ensure their CARE pension records are correct on the transfer date.

During the procurement exercise you may wish to share the guide for new employers with the interested contractors. This will help them understand the roles and responsibilities that come with being an employer within the Devon County Council or Somerset County Council Pension Funds.

Below are draft admission agreements for information:

At the end of the contract a cessation valuation will be completed and if there is a deficit we would expect the admitted body to cover repayment, likewise if overfunded a credit maybe paid to the admitted body. Information regarding this eg pass through arrangements, should be set out in the commercial agreement with the outsourcing Scheme Employer. It is not part of the admission agreement.          

If a Pass-Through Arrangement has been agreed, we would ask the outsourcing employer to inform Peninsula Pensions so we and the actuary can note this on our records. Please note that Academies do need to seek approval from the Education and Skills Funding Agency (ESFA) before entering into an arrangement with a third-party which is backed by the LGPS Guarantee. This process is covered under section 5.19 of the Academies Handbook.

Multi Academy Trusts (MAT’s) do not have authority to provide confirmation that the Department of Education LGPS guarantee can be used in pass-through arrangements, so the MAT will need to seek approval from ESFA who will provide their approval in writing. The trust will then be able to share with the fund ahead of the contract being agreed.

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