Valuation and Benefits Review - Consultation Documents

The following Consultation Documents are available for the SHPS Valuation and Benefits Review.

Face to Face Meetings
Whilst neither The Pensions Trust nor the SHPS Pensions Committee are able to give direct advice on an organisations long-term pensions strategy, and its response to the Benefits Review, it is possible to arrange a ‘face to face’ meeting with a representative from The Pensions Trust at our Leeds office.

If you want to organise a ‘face to face’ meeting please contact Pamela Land on 0113 394 2687 or email pamela.land@thepensionstrust.org.uk

Valuation and Benefits Review Letter - This letter was issued to employers 17 April 2009.
The Pensions Trust's Presentation - Slides from the SHPS Employer Forums, June 2009.
Key Trends in Pension Provision - SHPS Committee paper, requested by employers attending the forum in Bristol. Last updated: 10 July 2009.
HSBC's Presentation - Slides from the SHPS Employer Forums, June 2009.
Questions and Answers from the Employer Forums - Questions raised at the Employer Forums, June 2009. Last updated: 26 August 2009.
Employer Consultation Guidance Notes - This document gives background on the September 2008 valuation and provides guidance for employers on the introduction of the new benefit structures from 2010. Last updated: 19 June 2009.
Defined Contribution Section Cost Allocation Structure - This document provides details of the cost allocation structure for the defined contribution benefit structure. Last updated: 10 August 2009.
Employer Form of Authority - This form should be completed and returned by all employers, whether or not there is to be any changes to their pension arrangements. Last updated: 24 June 2009.
Employer Contribution Modeller - This spreadsheet is for employers to assist in calculating the overall contribution rate for each benefit structure. Last updated: 19 June 2009.
Employer Consultation Template - This generic template is to assist employers when preparing their own consultation material. Last updated: 19 June 2009.
Information and Consultation of Employees Regulations 2004 - This document is for employers and explains how to calculate whether they have had, on average, 50 or more full-time equivalent employees in the 12 months prior to consultation. Last updated: 19 June 2009.
Important Information for Members - This leaflet provides active members with an overview of the new benefit structures that SHPS will facilitate from 2010. Last updated: 19 June 2009.
CARE 60th - Key Features - This leaflet details the key features of the CARE 60ths benefit structure. Last updated: 19 June 2009.
CARE 80th - Key Features - This leaflet details the key features of the CARE 80ths benefit structure. Last updated: 19 June 2009.
Final Salary 60th - Key Features - This leaflet details the key features of the Final Salary 60ths benefit structure. Last updated: 19 June 2009.
Final Salary 70th - Key Features - This leaflet details the key features of the Final Salary 70ths benefit structure. Last updated: 19 June 2009.
Final Salary 80th - Key Features - This leaflet details the key features of the Final Salary 80ths benefit structure. Last updated: 19 June 2009.
Defined Contribution - Key Features - This leaflet details the key features of the Defined Contribution benefit structure. Last updated: 29 April 2010.
Benefit Comparison Tables - These tables provide details, on a comparative basis, of the pensions which members would earn under the CARE and Final Salary benefit structures. Last updated: 19 June 2009.

For further information or hard copies, please call 0845 608 5252 or email shps@thepensionstrust.org.uk