Welcome to the 2016-2017 Year End Return home page. Please find below the relevant documentation and helpful guides for Employers to be able to complete the Return. We highly recommend before starting on the Return itself, reading the User Guide and Trouble Shooting Guide below:
The return is to be completed by employers and received by the Pensions Service by 28th April 2017.
Please ensure when you first commence the return you save it to your desktop as an Excel Macro Enabled Workbook, this will ensure the full functionality of the Return will work.
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Note: We know of some employers who have had a compiler error when using this checker. If you get this error message please speak to your IT department. The error is most likely due to the checker using Macros and Active Code which your firewall regards as a threat.
Questions and answers
Please find below common questions concerning the 2016-2017 Year End.
Q) I use iConnect, do I need to do a Year End Return?
A) No. iConnect provides the Pensions Service with a monthly return, so by month 12 all information so far received would equate to a Year End Return.
Q) I only have one LGPS member. Do I need to complete the spreadsheet.
A) Yes, unless you use iConnect. We can then load the data onto our system quicker and provide the annual benefit statement to employees earlier in the year.
Q) I remember that we used to have to complete a PEN22 form. Is this still the case?
A) No, just the year end (Excel) spreadsheet.
Q) What is my Employer code?
A) This is the ‘Altair reference’ on the PEN18 monthly return. For Cambridgeshire Pension Fund employers the range is 00001 to 00999 and for Northamptonshire Pension Fund employers the range is N0001 to N0999. If you are in doubt, please email PenEmployers@northamptonshire.gov.uk and ask us.
Q) On the return there are two columns for addition contributions. Are these for employees and employer contributions?
A) No, Employee contributions only.
Q) What is the figure needed for the National Insurance earnings?
A) The total figure is the adding together of the ‘Earnings above the LEL to the PT’ and ‘Earnings above the PT and up to the UAP’. The LEL is the Lower Earnings Limit, PT is the Primary Threshold, UEL is the Upper Earnings Limit and the UAP is the Upper Accrual Point.
Q) I have an employee that opted out of the LGPS. They were in for less than three months and I have written back their contributions through the payroll. Do they need to be on the year end return?
A) The answer basically depends on two scenarios; whether you are refunding within the same tax year or straddling a tax year.
If refunding the same tax year then all contribution totals should be nil and therefore no return entry is needed.
If refunding straddles a tax year and you have written back both the employee and employer contributions then the values on the newer tax year will be a negative (as contibutions collected in previous year) but if on the year end return’s ’Final Pay & Personal Info’ and Contributions & Care Data’ tabs would be nil, there is no need for a return for this employment.
In all cases otherwise then an entry is needed with comments.