The Warwickshire County Council Pension Fund DAWN CLUTTON MEMBERSHIP TEAM LEADER

Forms, forms and more forms Membership form and new entrant form Changes form Termination forms CT117 Without these we cannot keep records up to date.

CT117

New Opt out form We have for some time been thinking about how we can improve access to forms for our members. Automatic enrolment has given us the opportunity to look at how employees can access the opt out form now they cannot be given out by employers. With our partners in ICT we have been able to develop an online form that we hope will help both employees and employers process an opt out quickly and efficiently.

Legal requirements regarding information is also included Information from the paper form is transferred to the on line form so the employee is still getting all the relevant information before making the decision to opt out.

All the notes are also transferred to the on line form to ensure the employee knows when they can and cannot complete the opt out form Notes

Declaration The declaration required by The Pension Regulator is also included.

Member will go on line and complete their personal details including the details of the employment they wish to opt out of. Application to Opt out

Employee acknowledgement The employee will receive an acknowledgment that they can print off and keep for their records.

Processing the form Every employer will have their own unique log in. This means that they will only see their own employees who wish to opt out. This will keep the system secure.

The employer list of opt outs The employer can see the list of people who have completed the opt out form and need processing.

Processing the opt out The employer will need to validate the form as they do now.

Payroll processing Payroll will log in with their unique log in and will be able to see a list of employees the same as admin.

Payroll processing Payroll will see the details of the person and the employment they wish to opt out of.

Payroll Processing Payroll will insert the amount of the refund due and the date it was refunded.

Pension processing The form will then be forwarded to Pension Services and we will log on to our list on a daily basis. We will be able to see the completed form and the process it has gone through. We will amend our pension record from active to opt out and up load the form to our pension system.

We will be trialling the form with employers that use the WCC payroll to start with. This will give us the opportunity to ensure the process works properly before we release it to our other employers. Please bear with us while we go through the development process. Once this has been established we hope to put other forms on line to enhance our customer service still further.

That’s all from me – thank goodness I hear you cry! Any Questions?