Pension Planning March 2014 Issue 46 (Age 16 - 35 FEMALE) | Page 2

After many months of planning and consultation on the future of the LGPS, the new scheme is finally in place and we are now in a position to give you further information. The reason for us being so cautious up until now is that the rules have been open to change right up to the last minute. In this issue we will look at the new features and terminology in terms of what this means for you. We will cover Pension Accounts, flexibility on when benefits can be taken, pensions build up, retirement age and protection for existing members. But before we go any further this is a brief explanation of how we got here. Setting the scene…… March 2011 Lord Hutton published his final report on public sector pension provision, setting out recommendations to Government on how to ensure public service pensions could continue to provide valuable benefits for its members well into the future. July 2011 Government agreed to separate talks for the LGPS recognising the LGPS is different to other public sector pension schemes. It’s finally arrived the long awaited new LGPS 2014 is here! December 2011 Government, Employers and Unions reached an agreement on the way forward for LGPS reform. A central decision was taken to ensure no contribution rises in 2012 or 2013 for LGPS members but instead make changes to the Scheme a year earlier than other public sector pension schemes. May 2012 New LGPS proposals released. Welcome to the 2 NEW August 2012 Union members say yes to new LGPS. September 2013 The main rules of the new scheme were laid before Parliament. Those rules covering the protections for current members of the Scheme taking somewhat longer to agree. Current Position What’s not changing? Still awaiting transitional regulations which link the current scheme to the new scheme!! • The LGPS will remain a guaranteed scheme where the benefits are still defined … i.e. you get a proportion of your pay each year. As people are living longer, and so receiving their pensions for longer, the cost of providing pensions has risen. As a result the Scheme has been updated to reflect the needs of a modern workforce and to ensure it remains affordable whilst still providing an excellent level of pension benefits. • You will still get valuable life cover, with a lump sum of 3 years pay if you die in service as well as cover for your family with pensions for dependants if you die. • Ill-health cover for you, payable at any age, should you be unable to work due to ill-health (if you meet the requirements of the pension scheme. For example a registered medical practitioner will have to certify that a member is permanently incapable of performing efficiently the duties of their job. They then have to determine the likelihood of a member being able to work again before Normal Pension Age). The principles which the Scheme has been designed around were that pensions would be worked out on a career average basis from April 2014 and that there should be no increase in the cost of the Scheme to the majority of its membership. Now let’s start with dispelling the myths……. • You continue to receive tax relief on contributions to the LGPS. • The new scheme will cost more! • You can still give up some of your pension to get a tax free cash lump sum when you draw your benefits. • The pension you get will be less! • You will have to work longer to get your pension! • Flexible retirement from age 55 onwards with your employers permission (the requirements for flexible retirement is that members would either have to reduce their working hours or grade of job, then with their employers consent and in line with their policy elect to receive pension benefits). Almost every week there seems to be a story about pensions in the paper or on TV. Given all the doom and gloom that you hear about pensions it’s easy to see why many people are concerned about what they are going to have to live on when they retire. You might think that because the LGPS is changing it must mean “I’m going to be worse off”. It would appear there are many myths circulating at present with members thinking that it’s going to cost more in the new scheme for less pension and that you will have to work longer before you can choose to draw your pension. In this newsletter we’re going to look at the details of the new scheme, dispel the myths and get to grips with the facts about the changes from April 2014 and the protections you have. Not everything is changing! With all the talk of changes you’d be forgiven for thinking everything is going to be different from 1st April 2014 but this is not the case. Many benefits of the Scheme remain the same and in addition there are a number of protections in place if you are already paying into the Scheme before April 2014. • Members who leave on the grounds of redundancy or interests of efficiency and are aged 55 or above will receive benefits immediately and without reduction for early retirement. • Your employer will continue to contribute to the Scheme. On average they contribute twice as much as you do to ensure you get an excellent pension when you retire. Still an excellent scheme! So What’s New? Local Government Pension Scheme 2014 3