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.

Aggregation

Topic Document and description Intended audience Publication date
Aggregation Guide to combining pension scheme service in the FPS (PDF, 18 pages, 423kb) Administrators June 2020

Annual Allowance

Topic Document and description Intended audience Publication date
Annual Allowance Annual Allowance factsheet for members (Word, 12 pages, 103kb) Scheme members October 2020
  Annual Allowance factsheet for members (Word, 10 pages, 82.6kb) Scheme members April 2019

Annual Benefit Statements (ABS)

28 May 2021

The following comments have been made to recognise the position of HM Treasury (HMT) policy decisions on ABS for this year

Current Values

The scheme regulations require benefit statements to produce a current value at 31 March of the relevant scheme year and, as per paragraph A.56 of the HMT consultation response, future statements will need to provide both values of legacy and reformed benefits for the remedy period within that current value. We understand that it will be disappointing to members that the current values on this year’s ABS will not be able to reflect the remedy choice between legacy and reformed benefits at this stage. However, those calculations will require significant software amendment which are not expected until 2023, therefore current values for this year will reflect members’ current scheme membership only.

Projections

Chapter 3 of the consultation response deals with the decision to close legacy schemes for future accrual on 31 March 2022, and the final paragraph of that section [3.56] confirms that primary legislation will be introduced to close the legacy schemes on 31 March 2022. Currently protected members of the scheme were protected based on achieving normal pension age by 31 March 2022, therefore most protected members are expected to retire before 31 March 2022. However, it is possible that a small cohort of members will continue past 31 March 2022 to reach their 30-year service date. After 1 April 2022 they will continue in the scheme as a member of FPS 2015.

Benefit statements for protected members should not reflect final salary benefits accrued past 31 March 2022.

Therefore, any projections that would ordinarily have been projected past 31 March 2022 (such as to 30 years’ service) should not be included in the ABS issued this year. Unfortunately, due to the significant software amendments that are required, it is not currently possible to accurately project future benefits in FPS 2015 for currently protected members. Administrators may take different approaches with regards to this depending on whether they issue paper statements or via self-service; however, members due to retire before 31 March 2022 should be able to request an estimate in their usual way.

Appropriate messaging

It is recommended that this approach should be communicated to members in the ABS using the suggested caveat included in FPS Bulletin 44 - April 2021.

Topic Document and description Intended audience Publication date
Annual Benefit Statements ABS 2021 template and notes (Word, 12 pages, 134kb) FRAs, LPBs May 2021
  Annex A - current value of benefits (PDF, 6 pages, 147kb) FRAs, LPBs May 2021
  Annex B - CPD, LSI and APBs (PDF, 2 pages, 99.1kb) FRAs, LPBs May 2021
  Annex C - retiring from the scheme (PDF, 2 pages, 132kb)  FRAs, LPBs May 2021
  Annex D - estimated value of CARE pension (PDF, 4 pages, 145kb) FRAs, LPBs May 2021
  Annex E - estimated value of final salary pension (PDF, 1 page, 122kb) FRAs, LPBs May 2021
  Annex F - survivor benefits (PDF, 3 pages, 122kb) FRAs, LPBs May 2021
  Annex G - adjustments to pension (PDF, 1 pages, 82.5kb) FRAs, LPBs May 2021
  Annex H - pension growth (PDF, 2 pages, 99.3kb) FRAs, LPBs May 2021
  Double accrual guarantee (HTML) FRAs, LPBs May 2021
  Explanation of terms (PDF, 3 pages, 139kb) FRAs, LPBs April 2020
  ABS 2020 template and notes (Word, 12 pages, 134kb) 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

Finance and funding

Topic Document and description Intended audience Publication date
Finance and funding FPS forecasting guidance (PDF, 22 pages, 620kb) FRAs, Finance July 2019
  Guidance for FRAs on new financial arrangements for firefighter pensions with effect from April 2006 (PDF, 40 pages, 423kb) FRAs, Finance August 2006 
  Annex D: Actuarial data required for setting contribution rates (PDF, 5 pages, 151kb)    

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

FPS administration strategy

Topic Document and description Intended audience Publication date

FPS administration strategy

Template FPS administration strategy (Word, 23 pages, 217kb) FRAs, Administrators  July 2021
  FPS administration strategy consultation response (PDF, 8 pages, 208kb) FRAs, Administrators  July 2021

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, 79.1kb) Scheme members February 2021
  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