If you need to make any changes to an employee's pension record, please do so using our Employer Hub.
However, if the Employer Hub is currently inaccessible, we can accept Word forms emailed to us.
The forms on this page can be updated online or downloaded and printed. It is recommended that you print these as required, as they are regularly reviewed and updated.
When submitting a form, it is important that you quote your scheme employer reference number, this can be found on the below links:
We can also provide information in other formats including Braille (Grade 2), on audio or in larger print text. Please email firstname.lastname@example.org for more information.
- Notification of starter
Use this form for employees joining the LGPS in their current employment for the first time, those joining or rejoining under automatic enrolment rules and anyone opting in.
Alternatively, send us new member information in bulk. Refer to the instructions tab in the spreadsheet, as this explains how to complete it. Once completed, email to email@example.com and mark the email 'FAO Starters'.Please do not use a saved copy of the spreadsheet, always pick up the latest version from our website - last updated 13 December 2021.
- Notification of leaver
Complete this form to let us know when a member leaves the scheme. In addition, send appropriate certificates and authorisations to Hampshire Pension Services.
- Amendment to pension records
Use this form to update a member's:
- personal details
- 50/50 section membership
- employment details
- type of employment contract
- location, payroll number or post
- additional contribution contracts ending
- AVC commenced
- absence (break in pensionable membership)
This form can be completed online, or you can print the form and return it to Hampshire Pension Services by post or email.
- Change of payroll provider
- Request an estimate for retirement benefits
An employer can request up to two estimates for a member over a 12 month period. We charge for any further estimates requested.
To avoid overstating benefits, only request ill health estimates once you are confident which tier an employee will retire under.
The employer must request estimates based on retirement in the following instances:
- Flexible retirement
- Redundancy / efficiency grounds
- Ill health / compassionate grounds
- Switching on of 85 year rule or waiving of actuarial reduction
This form can be completed online or printed and returned to Hampshire Pension Services by post or email. Anybody requesting an employer estimate must be an authorised signatory. If there are any problems, contact Hampshire Pension Services.
If you need an estimate in less than three weeks, you may request an urgent estimate.
- The charge is £100 plus VAT
- They are done within five days of Hampshire Pension Services receiving the request form
For more information please refer to our Estimate Policy.
- Employer initiated retirement authorisation
This form should be used for retirements that are employer initiated such as:
- voluntary early retirement with switching on of 85 year rule or waiving actuarial reductions
- flexible retirement
This should be completed in addition to the normal leaver form and returned to Hampshire Pension Services.
- Reserve forces leave
- Ill health certificates
Ill health retirement
You should complete the ill health retirement certificate when authorising retirement on the grounds of ill health. This should be signed by the independent registered medical practitioner who must have been approved for this purpose by the Pension Fund administering authority.
18 Month review of tier 3 award
It is the employer's responsibility to carry out the 18 month review and inform Hampshire Pension Services if there is any change in the member's circumstances. At the end of the 3 year period, the member can be reassessed to see if the initial assessment should have been for Tier 2 benefits.
The LGPS regulations which apply will depend on when the employee left the scheme. Use the relevant certificate so that it refers to the relevant regulations.
- Before 1 April 1998
- Between 1 April 1998 and 31 March 2008
- Between 1 April 2008 and 31 March 2014
- On or after 1 April 2014
Tier 3 ill health retirement review and former employer's determination and authority
- Death in service
Due to the nature of death in service cases, we treat them as priority.
Complete the Notification of leaver form and Report a death form, which asks for the following information:
- the member's name
- the member's National Insurance number
- name of the member's surviving partner and dependant children if relevant
- name of the person dealing with the estate and their relationship to the deceased person
- name, address and telephone number of the person we should contact
If you have any further questions, contact Hampshire Pension Services.Online forms
- Member election to join 50/50 section
This form is for completion by those members of the LGPS who wish to leave the main section of the scheme and move to the 50/50 section of the scheme. The form should be completed and returned to the employer. Hampshire Pension Services does not require a copy of this. Employers should advise the pension fund of this change by completing an amendment form.
- Member election to rejoin the main section
This form is for completion by those members of the LGPS who wish to leave the 50/50 section of the scheme and move to the main section of the scheme.
- APC or scAPC confirmation
Use this form to confirm details of an employee's new APC or scAPC contract, or to notify us if you reject the application. Send your completed form to Hampshire Pension Services by post or email.
- New member stationery
We no longer issue new member packs for Employers to order and distribute. Employers are still required to provide new scheme members with starting information to the scheme. Most Scheme Employers provide links to New member scheme benefits where employees will be able to view information and download relevant forms.