Monthly Returns

Hampshire Pension Services will begin rolling-out monthly returns as a requirement for data reporting starting in April 2027. All LGPS scheme employers we administer should be providing regular monthly returns in the subsequent three to five years. Employers will be notified at least 6 months in advance of an onboarding date. 
What are monthly returns?

Monthly returns are intended to make the reporting of membership data and submission of necessary forms and notifications easier for scheme employers to complete. 

Each month an employer can submit a monthly return to provide us with most of the information we need to administer pension records for their members. The monthly return reports earnings and contributions which are used to calculate member benefits, provides notifications of starters and most changes to membership details. It also generates a remittance document which states the total contributions which should be paid to the pension fund for the relevant month. 

Over time this will replace the need for annual returns, however we will still be asking for employers for these during a transition phase. We will let you know when the requirement for an annual return will stop.

Why are we introducing monthly returns?

Monthly returns provides advantages over the annual return submission for scheme employers and members:

  • Improved data quality through more frequent reporting.
  • Faster and more regular updates to member records.
  • Reduced year-end workloads, and reporting processes more in-line with monthly payroll.
  • Earlier identification and resolution of data quality issues. 
  • Reduction of additional work required outside of this regular report.
How does the process work?

By 10th of each month a scheme employer or their payroll provider will need to submit a file through the Employer Hub. This file is initially checked for any formatting issues or missing data before it is reviewed and signed off. 

Once the data is certified and uploaded the team at Hampshire Pension Services will review the data, action any provided notifications and/or make relevant changes to member pension records. Any queries that need to be resolved will be raised either through the Employer Hub or via email. 

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Contact us
For any questions about monthly returns not answered in the above guidance or an expression of wish to onboard with monthly returns sooner, please contact the Employer Services team at [email protected].