The data captured by the monthly contribution return and 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.
It must be returned to firstname.lastname@example.org 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 will 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.
Year end return
The year end return template is sent to employers, where applicable, in advance of the end of the scheme year, which runs 1 April to 31 March. It captures data relating to all employed LGPS members. The deadline for the year end return is 23 April. A late or incorrect return will directly affect your employees, as until the year end data has been reconciled, we can't issue them with their statutory annual benefit statements.
Employers who have implemented the i-Connect secure data transmission service are not required to submit a year-end return.
Resources and support
You'll find copies of the following documents on this page:
- Year end guidance notes
- LGPS presentation notes
- Year end return template.
We have arranged two training sessions for employers on completing the Year-End Return template. You can book your place on either session using the below links to the Eventbrite website:
Each session will last approximately 1½ hours and will go through the details which you are required to provide on the Year-End Return and provide an opportunity to raise any questions.
New employers, or those who have not been involved before in completing the Year-End Return previously should book onto the Wednesday session if possible.
We're here to work with you and will assist you whenever possible. If you have any queries or need any assistance in completing either the year end return or the CR1 form, please email: email@example.com.
The implications of late returns
The data required is crucial and inaccuracies increase admin costs through the queries raised from not being able to reconcile it with the pension records we hold. It also impacts the service we provide to members, delaying quotes and payments and can adversely affect pension benefits themselves.
Links to useful documents