Pensions Line - August 2019

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August 2019

Annual Allowance


As previously advised, the 2018/2019 annual allowance calculations for all current contributing scheme members must be completed by 6th October 2019.  We asked all employers to provide us with information of their employees by 5th July 2019, to ensure we meet the mandatory October deadline. If you have not already done so, please could you provide the following information by return, as this is now overdue:
To help reduce the number of individual requests for pensionable pay relating to these calculations, we have identified two categories of members that we consider may potentially breach the current HMRC limit of £40000:
Employees who receive an annual salary of £90,000 or more per year, or
• Employees that have had an increase in salary over the last year of £5,000 or more.
It may still be necessary to request further pay information for other employees that have differing circumstances, but we hope that by providing these details annually from now on, these requests will reduce in number.
For employees that fall into either of the above two categories, please arrange for the Annual Allowance Spreadsheet on our website to be completed fully and returned to us.
Please send the data titled ‘Annual Allowance 2018/2019’ to our secure mailbox at: .
You may also use this mailbox for queries relating to the spreadsheet and Annual Allowance.

Please note that the Annual Allowance date is a legal deadline for the provision of the information under Regulation 15A The Registered Pension Schemes (Provision of Information) Regulations 2006 - SI 2006/567. The annual allowance calculations must be actioned and notified by Peninsula Pensions to members by 6th October 2019. See the HMRC Pensions Tax Manual.
In accordance with HMRC guidelines if the required information is not supplied on time, the person(s) responsible for sending that information to us can be liable to the penalties in accordance with Section 98(1) Taxes Management Act 1970 described at PTM160800.

Employer Self Service Downtime

Employer Self Service

We are taking delivery of an upgrade to our system Altair on Wednesday 11th September which means Employer Self Service will be unavailable during the upgrade. The standard downtime is three quarters of the day, however please do not attempt to use ESS until the next day to ensure the necessary updates have been completed.

Who is your Payroll provider?


Please could you take a few minutes to confirm who looks after your payroll so that we can ensure our records are up-to-date. You can do this quickly via our online form by selecting ‘Confirm Name of Payroll Provider’:

Hosts for Training Sessions and Workshops


We will be starting to roll out some new training sessions and workshops later in the year and are seeking locations to accommodate bigger catchment areas. We need conference facilities which will comfortably hold approximately 20-30 attendees, will provide an easy link from a laptop to a projector, parking and of course provide tea, coffee and biscuits! If you would like to be a host and have capacity, please contact the E&C Team with details of your facilities and approximate costs.

TUPE’s & New Academies

If you are outsourcing services and have a number of staff who will be subject to TUPE and moving to a new employer or your school is converting to an Academy or moving MAT, please do not submit any leaver forms as this will complicate the process – instead there is a staff data capture spreadsheet you can complete on our website.

Keep us updated

Please remember to keep us updated with any changes in staff responsible for completing our forms (authorised signatories). This can be done by completing our via our online form.

You can also use this form to notify us of your IDRP Stage 1 Appeals Officer and any delegated authorised contacts.

Payment of Pension Fund Contributions

Please remember to inform us and the relevant Finance team each time you have paid your pension scheme contributions, by filling in the Monthly Contributions Form. If we receive the returns right away with the payments and they are correct - it makes the process so much easier, so please ensure that you build this form into your procedures.

If you are a Somerset Pension Fund employer, please contact the Corporate Finance Team for a copy of the Monthly Contribution Return:

If you are a Devon Pension Fund Employer, you will need to use the online EAS5 form. If you have not already registered, a login can be obtained from the Employer and Communications Team.


Employer & Communications  Team

Quick links

Employer Services (ESS) Guide

Peninsula Pensions Employers' Pages

Peninsula Pensions  Employers' Guide

Ill Health Retirement Guidance

Pensionable Pay Guidance

Assumed Pensionable Pay Guidance

IDRP Guidance

LGPS regulations and guidance

Fund Investments

LGPS National Website


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