This page contains guides and sample documents issued by the LGA Bluelight team in collaboration with the Fire Communications Working Group on a variety of subjects.  The topics are listed in alphabetical order with both tracked and clean versions available where there have been changes to the documents.

Items in Word format can be edited - please check any areas highlighted in yellow or as otherwise instructed.

This page contains guides and sample documents issued by the LGA Bluelight team in collaboration with the Fire Communications Working Group on a variety of subjects.  The topics are listed in alphabetical order with both tracked and clean versions available where there have been changes to the documents.

Items in Word format can be edited - please check any areas highlighted in yellow or as otherwise instructed.

Annual Allowance

Topic Document and description Intended audience Publication date
Annual Allowance Annual Allowance factsheet for members (Word, 10 pages, 82.6kb) Scheme members April 2019

Annual Benefit Statements (ABS)

28 April 2020

We have now had confirmation that the benefit statements will be proceeding as per the Fire SAB decision to issue ABS for 31 March 2020 with projections based on the current scheme rules. The Home Office have agreed a standard caveat with HM Treasury and issued this for use across all Police and Fire statements.

This caveat has been included in the updated ABS 2020 template and notes in the table below.

We will look to convene a meeting of the Fire Communications Working Group imminently, to agree how we will distribute the message to members that this year’s statements will continue to project based on current scheme rules.

3 April 2020

Earlier this year the technical group agreed that in order to gain consistency in the issue of Annual Benefit Statements (ABS) for 2020 a central direction from the Scheme Advisory Board would be required. A paper was provided to the Board who duly considered this issue and agreed that ABS should be provided based on projections to normal retirement age (accepting that those projections will be based on current FPS 2015 rules), on the proviso that the Board would work with the communications group to provide standard documentation for members explaining the reason for this decision.

However, we have this week (commencing 30 March 2020) been informed that the central PSPS steering group of policy leads from all the main public service pension schemes, which the Home Office attend, have agreed that a central approach will need to be taken by all public service pension schemes on this matter and that individual schemes should not be taking their own approach.

We appreciate that work will have already started on the provision of ABS and we are working to update the annual benefit statement template. We will work with the Home Office on this and provide updates as soon as we are able.

Topic Document and description Intended audience Publication date
Annual Benefit Statements ABS 2020 template and notes (Word, 12 pages, 134kb) FRAs, LPBs April 2020
  Annex A - current value of benefits (PDF, 6 pages, 168kb) FRAs, LPBs April 2020
  Annex B - CPD, LSI and APBs (PDF, 2 pages, 107kb) FRAs, LPBs April 2020
  Annex C - retiring from the scheme (PDF, 2 pages, 153kb)  FRAs, LPBs April 2020
  Annex D - estimated value of CARE pension (PDF, 4 pages, 157kb) FRAs, LPBs April 2020
  Annex E - estimated value of final salary pension (PDF, 1 page, 133kb) FRAs, LPBs April 2020
  Annex F - survivor benefits (PDF, 3 pages, 137kb) FRAs, LPBs April 2020
  Annex G - adjustments to pension (PDF, 1 pages, 90.2kb) FRAs, LPBs April 2020
  Annex H - pension growth (PDF, 2 pages, 108kb) FRAs, LPBs April 2020
  Double accrual guarantee (PDF, 1 page, 118kb) FRAs, LPBs April 2020
  Explanation of terms (PDF, 3 pages, 139kb) FRAs, LPBs April 2020
  ABS 2019 template and notes (Word, 29 pages, 157kb) FRAs, LPBs June 2019
  ABS 2018 template and notes (Word, 29 pages, 158kb) FRAs, LPBs June 2018

Data scoring

Topic Document and description Intended audience Publication date
Data scoring Advice on TPR data scoring 2019 - clean (PDF, 15 pages, 382kb) FRAs, LPBs, Administrators October 2019
  Advice on TPR data scoring 2019 - tracked (PDF, 19 pages, 396kb) FRAs, LPBs, Administrators October 2019
  Data score weighting template 2019 (xlsx, 13kb) FRAs, LPBs, Administrators October 2019
  Illustrative data requirements for TPR data scoring (PDF, 12 pages, 356kb) FRAs, LPBs, Administrators August 2018

Disclosure

Topic Document and description Intended audience Publication date
Disclosure Guide to Disclosure of Information requirements (PDF, 13 pages, 376kb) FRAs, LPBs  July 2018

Discretions

Topic Document and description Intended audience Publication date

Discretions

Full list of discretions available to scheme managers in the FPS (PDF, 82 pages, 990kb) FRAs, LPBs  July 2018

 

FPS 1992 discretions and table of delegations (Word, 19 pages, 290kb)

FRAs, LPBs  July 2018

 

FPS 2006 discretions and table of delegations  (Word, 19 pages, 292kb)

FRAs, LPBs

 July 2018

 

FPS 2015 discretions and table of delegations (Word, 18 pages, 245kb) FRAs, LPBs  July 2018

 

FCS discretions and table of delegations  (Word, 15 pages, 203kb) FRAs, LPBs  July 2018

Forecasting

Topic Document and description Intended audience Publication date
Forecasting FPS forecasting guidance (PDF, 22 pages, 620kb) FRAs, Finance July 2019

Forms

Topic Document and description Intended audience Publication date

Forms

Election to join (Word, 1 page, 19.2kb) FRAs  December 2019

 

FPS 1992 notes on opting out (Word, 2 pages, 23.3kb) FRAs  December 2018
  FPS 2006 (standard member) notes on opting out (Word, 2 pages, 22.7kb) FRAs  December 2018
  FPS 2006 (special member) notes on opting out (Word, 2 pages, 23kb) FRAs  December 2018
  FPS 2015 notes on opting out (Word, 3 pages, 23.5kb) FRAs  December 2018
  Election to opt out (Word, 2 pages, 17.6kb) FRAs  December 2018

GDPR

Topic Document and description Intended audience Publication date

GDPR

Template privacy notice for FRAs as Data Controllers (Word, 8 pages, 57kb) FRAs  May 2018
  Notes on use/ adaptation of the template privacy notice (PDF, 7 pages, 331kb) FRAs  May 2018

IDRP

Topic Document and description Intended audience Publication date
IDRP IDRP factsheet (PDF, 6 pages, 247kb) FRAs June 2020

Lifetime Allowance

Topic Document and description Intended audience Publication date
Lifetime Allowance Lifetime Allowance factsheet for members (Word, 8 pages, 71kb) Scheme members May 2019

Member guides

Topic Document and description Intended audience Publication date
Member guides FPS 2015 Added Pension - factsheet and election form (Word, 3 pages, 130kb)  Scheme members  April 2020
  Member guide to pensions tax by Mark Belchamber, Income for the Third Age Scheme members  July 2019
  SI 2019/378 - Leaflet for communicating scheme changes to members (Word, 3 pages, 93kb) Scheme members  May 2019
  Retirement from FPS 2015 - member factsheet (PDF, 3 pages, 330kb) Scheme members  December 2018
  SI 2018/997 - Leaflet for communicating scheme changes to members (Word, 3 pages, 92kb) Scheme members  November 2018

 

Short guide to FPS 2015 (Word, 12 pages, 29kb) Scheme members  July 2018

Retirement decision trees

Topic Document and description Intended audience Publication date

Retirement decision trees

Benefit flowchart for an FPS 2015 member with 1992 transitional benefits (PDF, 1 page, 273kb)

FRAs     Scheme members

 September 2018
  Benefit flowchart for an FPS 2015 member with standard 2006 transitional benefits (PDF, 1 page, 244kb)

FRAs     Scheme members

 September 2018

  Benefit flowchart for an FPS 2015 member with special 2006 transitional benefits (PDF, 1 page, 250kb)

FRAs     Scheme members

 September 2018

  Benefit flowchart for a member with FPS 2015 benefits only (PDF, 1 page, 309kb)

FRAs     Scheme members

 September 2018

Scheme pays

Topic Document and description Intended audience Publication date
Scheme pays Voluntary Scheme Pays (VSP) guidance (PDF, 12 pages, 479kb) FRAs Administrators  January 2018
  VSP election form - member (PDF, 2 pages, 71kb) Scheme members  January 2018
  VSP election form - scheme manager (PDF, 1 page, 10kb) FRAs  January 2018
  Guidance on proportioning the scheme pays debit (PDF, 3 pages, 292kb) FRAs Administrators  January 2018

Technical notes

Topic Document and description Intended audience Publication date
Technical notes Restricting exit payments in the public sector (PDF, 7 pages, 264kb) FRAs  May 2019
  2019 amendment orders (PDF, 4 pages, 362kb) FRAs  March 2019
  2018 amendment orders (PDF, 6 pages, 272kb) FRAs  September 2018
  Taxable treatment of Ill-Health pension paid from the compensation scheme (PDF, 5 pages, 299kb) FRAs  September 2017
  2017 amendment orders (PDF, 20 pages, 553kb) FRAs  September 2017

Transfers

Topic Document and description Intended audience Publication date
Transfers QROPS Spring Budget 2017 information (PDF, 4 pages, 99.4kb)

Administrators Scheme members

 March 2017