Discretion Regulation Exercised by Notes to include: employer process: policy decision To whom to offer membership of the LGPS (designation bodies) Mainly town and parish councils R3(1)(b) & RSch 2, Part 2 Employer Employer needs to designate an individual either in name or role, or group as being eligible to be members Send in copy of council minutes showing the effective date Which employees to designate for membership (admission bodies) R3(1)(c) & R4(2)(b) Employer Will be detailed in the admission agreement and this group will have LGPS as their qualifying pension scheme at auto enrolment Determine rate of employees’ contributions R9(1) & R9(3) Employer For each employment ; inform members Whether, how much, and in what circumstances to contribute to a shared cost APC scheme R16(2)(e)* & R16(4)(d)* Employer Whether, how much, and in what circumstances to contribute to shared cost AVC arrangements entered into on or after 1/4/14 R17(1) & definition of SCAVC in RSch 1 Employer Whether, how much, and in what circumstances to continue to contribute to a shared cost AVC arrangement entered into before 1/4/14 TP15(1)(d) & A25(3) Employer Allow late application to convert scheme AVCs into membership credit i.e. allow application more than 30 days after cessation of active membership (where AVC arrangement was entered into before 13/11/01) TP15(1)(b) & L66(8) & former L66(9)(b) Employer
No right to return of contributions if member left due to offence of a fraudulent character or grave misconduct unless employer directs a total or partial refund is to be made R19(2) Employer Specify in an employee’s contract what other payments or benefits, other than those specified in R20(1)(a) and not otherwise precluded by R20(2), are to be pensionable R20(1)(b) Employer In determining Assumed Pensionable Pay, whether a lump sum payment made in the previous 12 months is a “regular lump sum” R21(5) Employer Whether to extend the 12 month option period for a member to elect that deferred benefits should not be aggregated with a new employment R22(8)(b) Employer Whether to extend the 12 month option period for a member to elect that deferred benefits should not be aggregated with an ongoing concurrent employment R22(7)(b) Employer Whether all or some benefits can be paid if an employee reduces their hours or grade (flexible retirement) R30(6)* & TP11(2) Employer
Whether to waive, in whole or in part, actuarial reduction on benefits paid on flexible retirement R30(8)* Employer (or Admin. Authority where Employer has become defunct) Whether to waive, in whole or in part, actuarial reduction on benefits which a member voluntarily draws before normal pension age (where the member only has post 31/3/14 membership) R30(8)* Employer (or Admin. Authority where Employer has become defunct) Whether to “switch on” the 85 year rule for a member voluntarily drawing benefits on or after age 55 and before age 60. TPSch 2, paras 1(2) and 2(2)* Employer (or Admin. Authority where Employer has become defunct) Whether to waive any actuarial reduction on pre and/or post April 2014 benefits (where the member only has both pre 1/4/14 and post 31/3/14 membership) TP3(1), TPSch 2, paras 2(1) and 2(2), B30(5) and B30A(5)* Employer (or Admin. Authority where Employer has become defunct) Whether to grant additional pension to an active member or within 6 months of ceasing to be an active member by reason of redundancy or business efficiency (by up to £6,675 p.a. for 2015 - 2016) R31* Employer Determine whether person in receipt of Tier 3 ill health pension has started gainful employment R37(3) & (4) Employer