Transcript Document

SPPA
EMPLOYER SEMINARS
JUNE 2008
www.sppa.gov.uk
Introduction
Donald Forbes
Regional Manager
Kenny Wood
Regional Manager
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Pension Change Project
Employer Engagement
Marion Chapman
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What is the Pension Change Project
A dedicated team was set up in 2005 to
Procure a New Pension Administration
System to administer the pensions that
the SPPA is responsible for.
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Why?
• Pension Reforms
• Legacy System
• Business Opportunities
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What happened 2006/2007?
• Prepared Requirements
• Early engagement with employing
organisations a
• Procurement Process
• Evaluation
• Selected Heywood Ltd.
• Commenced Development
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Where are we now?
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Finalising the development
Carrying out robust and detailed testing
Paylink
End to End testing
Training
Go Live Go live for STSS – 16/09/2008
Go live for NHS – 02/12/2008
Electronic Interfaces – early 2009
Web/on-line services
–
later
in
2009
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After go-live
• Employer Interfaces
• Web Services
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Employer Engagement
• A major Workstream of the Pension Change
Project
• Under control of Operations Director
• Workstream Manager – Christine Ross
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What we want to achieve
• Improved Data – review what we want and
how often we want it.
• Improved Data flow – look at the methods
for sending data between our organisations
• Robust validation processes – agreement to
send back incorrect or incomplete
information
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What we need from you
• Let your organisation know this is happening
• Identify the relevant people in your organisation to
be involved in a work group:
– SPPA
– Employers
– Heywood
• We will need to work with the
– people empowered to make decisions and
– the people with IT knowledge
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What we will be doing for you
• Communicating the plans
• Communicating the progress
• Taking your needs into account
• Supply dedicated contacts and support
• Working together towards a successful
conclusion that benefits all
stakeholders
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Pension Change Project
Any Questions ?
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Submission of data and requests for
missing data
Nigel Baylis
Pensions Change Team
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• Completion of Starter and Leaver information
• Electronic Submission of Data
• Common Errors
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Completion of TSS1 (starter) form
A TSS1 is required when:
•
A new employee begins to make
superannuation contributions
•
When a member goes from either Full time to
Part time OR from Part Time to Full Time
•
When the member makes a winding down
election, takes phased retirement or becomes reemployed
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Completion of TSS2 (Leaver) form
A TSS2 is required when:
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A member leaves pensionable employment
(retires/opts out/leaves your employment)
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When a member goes from either Full time to
Part time OR from Part Time to Full Time
•
When the member makes a winding down
election, takes phased retirement or becomes
re-employed
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Templates for Submission of Data
•
Data can be e-mailed directly to SPPA, this
can be uploaded to our Pensions Administration
System email: [email protected] and
copy to appropriate STSS team email address
•
Data can be encrypted and saved onto CD/Disk,
and submitted to the SPPA
•
Currently the SPPA can only accept ‘WinZip’
encrypted files
•
Templates can be requested, and SPPA will send
them electronically to you
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Benefits of Submitting data in this format
•
Time efficiencies
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Reduced risk of misplaced/lost data
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Members records can be updated much quicker
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Problems with data can be identified straight away
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Cost savings
www.sppa.gov.uk
Missing Data Requests
The SPPA will be conducting further exercises to
identify and request missing information
These requests will be electronically issued to you for
completion, with the specific cells that we require to
be completed highlighted.
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Common Problems with the Submission of Data
•
Missing/Inaccurate Added Years Contributions
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Missing Basis of Service
•
No Superannuation Number
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Temporary NI Numbers
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Leading Zero’s
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School Code and significance to Pay Reference
•
Missing Part Time Hours
•
Data in wrong format
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Submission of Data Post Implementation of AxisE
• AxisE Data Interfaces have been developed to support
the current methods of data upload.
• Therefore we will still be able to accept CSV files and
DDS data tapes.
• Improvements to data transfer options will be looked
at through Employer Engagement
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Questions
For Pension Change Team
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Winding Down Scheme
• Application must be completed and signed off by
Employer and then submitted to SPPA for
approval
• Example application form and guidance notes in
your Delegate Pack and also available at
www.sppa.gov.uk
www.sppa.gov.uk
Pensionable Salary
• Excessive Salary increase in the material period Regulation E34 (11)
• This Regulation governing the pensionable salary
calculation safeguards the Scheme against
excessive increases in Salary in the lead up to
retirement
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Ill Health Retirement
SPPA currently tendering for new supplier – contract
to start 1 October 2008
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New SPPA Structure
Overview
Janet MacLean
Communications Manager
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Why am I here today?
To inform you of recent structural changes within
the Operational Directorate of SPPA
Tell you about the new Operations Communication
team and their role
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The Revised Operations
Directorate
Ian Clapperton
Director of Operations
Gerry McGarry
Payroll
Technical Support
(currently Pensions
Change Team)
Eleanor Guthrie
Christine Ross
Roy Millan
Operations
Communications Team
Planning –
NHS Choice & AFC,
Actuarial procurement,
Employer Engagement
Management of
NHS/STSS
And Pension Sharing
Training/Quality
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Operations Communication Team
Who are we?
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• Janet MacLean – Manager
• Claire McGow – Team Leader
• Shelley Hardie – Administrator
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What will the Communications
Team do for you?
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• Develop and maintain a contact database
• Ensure that our website (www.sppa.gov.uk)
is kept up-to-date.
• Keep all scheme forms and guides updated
(the latest always available on the website)
• Undertake a survey of all our stakeholders
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From 2009
Communications Team will lead in
organising Employer Seminars for STSS
and NHS
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To summarise
Communications Team will work hand in hand with
the STSS and NHS Operations Teams to ensure our
stakeholders are kept informed on all aspects of the
Operations business.
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STSS Team Structure
Group 1
Group 2
STSS- 4, 5 & 6
STSS-1, 2 & 7
1 = Argyll & Bute, Ayrshire, Dumfries
& Galloway and Renfrewshire
4 = Fife, Falkirk, Tayside, Central and
Angus
2 = Orkney, Shetland, Western Isles,
Aberdeen, Moray, Highland and
Grampian
5 = Glasgow, SQA, Stirling and
Inverclyde
7 = Edinburgh and Lothian
6 = Lanarkshire, Dunbartonshire and
Borders
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Contacting the Agency
Voice Recognition System
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Changes to the STSS 2008
The Teachers’ Superannuation (Scotland)
Amendment Regulations 2008
SSI 2008/227
Coming into force 1 July 2008
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Removal of the earnings cap
• Earnings cap removed from 1 April 2008
• Members, whose contributable salaries are
subject to the cap, will have the option of electing
either for the cap to continue to apply or to have
their service apportioned during the period when
the cap applied
• SPPA will contact those members affected
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Purchase of Additional Pension
• Extended to NPA 60 members aged 60+
• Effective from 1 July 2008
• Cost will be based on factors for age 65 members
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Discretionary severance
compensation
• Increased from 66 weeks to 104 weeks
• Continues to be at discretion of employer
• Effective from 1 July 2008
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Questions ?
Thank You
Complete Question Sheets
Latest information www.sppa.gov.uk
www.sppa.gov.uk