EPN664 - Missing pension data: Employer responsibilities and guidance
Audience
Pension leads
HR Managers
Payroll Managers
Further to EPN384 and EPN551, this EPN provides new information about the responsibilities of employers to address missing or incomplete member pension data.
The purpose of this change is to enable a faster response to historical member employment queries.
If the expected improvement of a faster response time to resolve queries is not evidenced, the previous practice will be re-introduced. The effectiveness of this change will be closely monitored during the first three months of implementation.
Actions
Data requests from the Scheme Administrator (MyCSP) will be sent to the Employer who the member was employed with at the time data error occurred
If requested, employers must provide the information
Employers must understand their responsibilities in the search for and identification of missing and incomplete member data
Employers must reasonably and accurately work out any gaps in member earnings using the methods outlined in the attached and within the guidance given
The overall responsibility for these data requests remains with the member’s current employer
If member pension data is missing or incomplete on the Scheme Administrator’s system, you will need to undertake a search of your available records to provide the required information.
The Scheme Administrator will contact you for any data queries in relation to the member’s employment with you, current or historic.
If the missing records relate to employment where the department no longer exists or has advised that they have transferred the records to you, you must supply this data.
The Scheme Administrator will provide you with details of the data they hold and identify the information required. They will issue you with a , which you should complete and return to them with the results of your investigation.
If you are still unable to locate the missing or incomplete data required, this EPN provides guidance and worked examples of how to best supply the data to the Scheme Administrator.
Please see attached guidance on how to deal with such cases. Annex B gives you the background to member contributions, and the DR1 form (Annex C) should be used to report the action you have taken to find missing data. Annex D sets out the historic pay scales, which you may find helpful.
Please note that the overall responsibility for data and data requests continues to sit with the member’s current employer. The purpose of this change is to enable a faster response to historical member employment queries.
If the expected improvement of a faster response time to resolve queries is not evidenced, the previous practice will be re-introduced. The effectiveness of this change will be closely monitored during the first three months of implementation.
Contacts
If you have a question about the distribution of EPNs, or would like to receive them in a different format, please contact EPN@MyCSP.co.uk
