Forms and guides

Forms

A range of forms are available for different processes.

To join the LGPS

• Election to join the LGPS - Camden

• Election to join the LGPS - Merton

• Election to join the LGPS - Richmond

• Election to join the LGPS - Wandsworth

• Election to join the LGPS - Waltham Forest

To move to the 50/50 section

• Election to join the 50/50 section (pdf)

• Election to join the 50/50 section (docx)

• Election to move from 50/50 to main section

To leave the LGPS

• Election to Opt Out of the LGPS (pdf)

• Election to Opt Out of the LGPS (docx)

• Election to Opt In to the LGPS - Camden

• Election to Opt In to the LGPS - Merton

• Election to Opt In to the LGPS - Richmond

• Election to Opt In to the LGPS - Wandsworth

• Election to Opt In to the LGPS - Waltham Forest

To nominate a beneficiary

• Expression of wish form

To challenge a decision relating to your pension

• Internal dispute resolution procedure (IDRP)

To update your record

• Member update form

• Pensioner change of details form

To make a request

• Pension sharing on divorce - request for a CEV

• Retirement estimate request 

• Request a transfer from the LGPS to another pension provider (pdf)

• Request a transfer from the LGPS to another pension provider (docx)

• Transfer of pension rights from other schemes (pdf)

• Transfer of pension rights from other schemes (docx)

Councillor guides

• Councillor LGPS guide

Councillor forms

• Opt in Form for Camden Councillors

• Opt in Form for Merton Councillors

• Opt in Form for Waltham Forest Councillors

• Opt in Form for Wandsworth Councillors

Forms for employers

These are for use by Pension Fund employers only.

Completed employer forms should be sent to PSSEmployers@richmondandwandsworth.gov.uk.

• Confirmation of change of hours

• Confirmation of child-related absence

• Confirmation of employee absence

• Confirmation of new employees

• Employer Personal Data Retention Policy - template

• End of year template - Camden, Richmond and Waltham Forest

• End of year template - Merton and Wandsworth

• Employer monthly return template

• Flexible retirement

• Notification of leaver (docx)

• Notification of leaver (PDF)

Guides

• A Guide to the Local Government Pension Scheme for Employees in England and Wales - June 2020

• Authorised unpaid absence - Guide for employees

• Freedom and Choice - AVCs

• Freedom and Choice: Transfer from LGPS to Defined Contribution Schemes

• Guide to 50-50 section

• Member Self Service (MSS) presentation slides - May 2021

• Pensions Taxation - Annual Allowance

• Pensions Taxation - Lifetime Allowance

• The Pensions Regulator - Pension Scams leaflet

• Transferring in previous pension rights: the process guide

Guides for employers

These are for use by Pension Fund employers only.

• Employer notification guidance

• Employer Personal Data Retention Policy - Camden 

• Employer Personal Data Retention Policy - Merton 

• Employer Personal Data Retention Policy – Waltham Forest

• Employer Personal Data Retention Policy - Wandsworth

• LGPS administration guide for employers

• LGPS end of year instructions 2019/20 (Camden, Richmond and Waltham Forest)

• LGPS end of year instructions 2019/20 (Merton and Wandsworth)

• Pensions Ombudsman - ill health guidance

Videos

To see closed captions (subtitles), select CC.

What is a pension?

The importance of saving for later life, how you join the LGPS and your employer pays in too.

How your pension works

How pension accounts work and what happens if you leave the LGPS before you take your pension.

Looking after your pension

How much you pay and how you can increase or decrease your payments.

Protection for you and your family

How the LGPS looks after you and your loved ones by providing protection if you have to retire due to ill health and a range of death benefits.

Life after work

How and when you can take your pension, and the decisions you will have to make.

Your annual allowance

Tax rules limit how much pension you can build up each year without having to pay a tax charge. This video explains how the annual allowance works.

Transferring your pension

What to consider if you are thinking about transferring your pension to a defined contribution scheme.