Publications Archive

The Dyfed Pension Fund produce a variety of literature and material to aid your administration of the Local Government Pension Scheme (LGPS).

The forms held under this section are available to download. If you wish to comment or feedback on these forms, please contact us.

• Scheme Guide

  A Short Scheme Guide has been prepared as a user friendly guide for members, providing an informative insight into the main provisions and benefits of the Local Government Pension Scheme (LGPS). This guide must be issued to new members within 2 months of joining the scheme, and upon member request.

  Please note

  This guide is published annually and hard copies are distributed to each Employer towards the end of March / beginning of April. If you need more copies, please contact us.

  For an electronic web version of the Guide, please see the Related Documents section below.

  Related Documents

  • Short Scheme Guide 2019/20

• New Member Forms

  Upon commencement within the Scheme, a Starter Pack should be issued to a New Member. This pack should contain:

  • an Opting In Declaration form
  • a Declaration of Previous Pension Rights form
  • a Death Grant Expression of Wish form

  A member should also be issued a Short Scheme Guide within 2 months of joining.

  Please note

  It is essential for each new member to complete a Declaration of Previous Pension Rights form, regardless of whether or not they wish to consider the transfer of any previous pension rights into the LGPS.

  These forms have been designed to take account of the information needed by the Fund to administer member records. Please refrain from making any amendments to these documents. However, if you have any comments or feedback, please contact us.

  New Member Forms

  • Opting In Declaration

  • Declaration of Pension Rights

  • Expression of Wish Form

• Maintenance Forms

  This section contains the forms in relation to your administration of the Scheme.

  Medical certificates have also been specifically prepared to gather the information needed from the Pension Fund Doctor in the event of an ill health retirement. These certificates are available by contacting us.

  If you have any queries concerning the Maintenance Forms, please contact us.

  Please note

  These forms have been designed to take account of the information needed by the Fund to administer member records. Please refrain from making any amendments to these documents. If you wish to make any comments or wish to provide any feedback, please contact us.

  Maintenance Forms

  • Starter Notification

  • Change of Circumstance

  • Estimate of Benefits

  • Notification of Termination

  • Opt Out Notification

  50/50 Election Forms

  • Member 50/50 Election

  • Election to Re-Join MAIN

• Ill Health Certificates

  The ill health certificates to be applied from 1 April 2014 have been categorised into the table shown below.
  
  If you require any assistance with this process, please contact us.

   

  Certificate	Guidance
  Active Member	Notes
  Deferred Member - Left after 2014	Notes
  Deferred Member - Left between 2008 and 2014	Notes
  Deferred Member - Left between 1998 and 2008	Notes
  Deferred Member - Left before 1998	Notes
  Tier 3 Pensioner Review - Left after 31 March 2014	Notes
  Tier 3 Pensioner Review - Left before 31 March 2014	Notes
  Suspended Tier 3 Pensioner - Left after 2014 - Review after 3 years	Notes
  Suspended Tier 3 Pensioner - Left after 2014 - Review within 3 years	Notes
  Suspended Tier 3 Pensioner - Left before 2014 - Review after 3 years	Notes
  Suspended Tier 3 Pensioner - Left before 2014 - Review within 3 years	Notes
  Active Councillor Member	Notes
  Deferred Councillor Member	Notes

   

  Please note

  It is your responsibility, as the Scheme Employer, to supply the correct Certificate and Guidance to the Independent Registered Medical Practitioner (IRMP) appointed by the Dyfed Pension Fund.