The data captured by monthly returns, and where applicable, the year-end return, is the backbone of the fund. Without the returns and the contribution payments from our Local Government Pension Scheme (LGPS) employers, we can't administer the LGPS for our members.
The CR1 is the monthly contribution return form and records the employer and employee LGPS contributions for the period.
Email email@example.com with the return by the 19th of the month following the month the contributions relate to. For example, the form and the contributions payment for October must be received by the fund by 19 November.
We'll issue a new CR1 to each scheme employer to use from 1 April each year. As we're unable to reconcile contribution payments without the accompanying CR1, we have a duty to the members and the Pensions Regulator to monitor and report late submissions. If there's an unforeseen issue preventing the submission of your payment or CR1, please contact us urgently.
In advance of the end of the scheme year which runs 1 April to 31 March, we send the year-end return template to our applicable employers. It captures data relating to all employed LGPS members. The deadline for the year-end return for 2021 to 2022 was 22 April 2022.
The implications of late returns
A late or incorrect return will directly affect your employees. Until the year-end data has been reconciled, we can't issue them with their statutory annual benefit statements.
The data required is vital and late or inaccurate returns cause additional administration costs which the fund can recharge to employers. It also causes delays in services to scheme members such as finalising retirement payments and providing pension estimates.
Pension Fund Valuation
The next fund valuation which includes a review of each employer’s LGPS contribution rate will be based on data submitted to 31 March 2022.
To ensure that the valuation is based on complete and accurate information, the prompt submission of year-end returns is essential. Late or inaccurate returns may affect the outcome of the review of your employer contribution rate.
Resources and support
It’s important that you let us know as soon as possible about any problems you may be having in respect of year-end return data for 2021 / 2022.
You'll find the following documents attached to this page:
- 2021 to 2022 year-end guidance notes
- 2021 to 2022 year-end return template
- LGPS presentation notes
We're here to work with you and will assist you whenever possible. If you have any queries or need any assistance, or the CR1 form, please email firstname.lastname@example.org
Employers who have implemented the i-Connect secure data transmission service, are not required to submit a year-end return.
Links to useful documents