Teachers’ Pay and Pensions Employers Service Package

Elements of the Teachers’ Pay and Pensions Employers Service Package for Academies and Multi Academy Trusts

Academies

(BC Payroll)

Academies

(Non-BC Payroll)

Notification of new appointments to Teachers’ Pensions (TP) via Monthly Data Collection (MDC) using their secure online Portal. This informs the Department for Education where teachers are employed and creates a line of service for that member’s record

Yes

Notification to TP via MDC, of a teacher leaving employment as they occur, using their secure online Portal. Information issued to teachers when they leave employment with data provided by the Academy

Yes

Yes

Update personal details (i.e. name change, NI, DOB etc.) using TP Portal

Yes

Yes

Notification to TP of amendments to a teacher’s existing service including annual pension statements

Yes

Yes

Respond to requests from TP for service and salary information on individuals  

Yes

Yes

Completion of all TP forms eg. retirement application forms

Yes

Yes

If the Academy has attained staging for Pension Auto Enrolment (PAE) then we undertake and fulfil the assessment and enrolment activities required for compliance to Pension Auto-enrolment (PAE). Including Re-enrolment activity 

Yes

n/a

Processing of opt out / opt in notifications, for teachers who wish to join or leave the Scheme

Yes

Yes

Process and verify payroll reports at regular intervals ensuring that correct pension contributions are deducted (If Academy use an external payroll this task can only be undertaken if reports are provided by the Academy or their payroll provider)    

Yes

Yes

Pension calculations for redundancy/efficiency cases

Yes

Yes

Keeping Academies up-to-date with changes to TP Regulations and Guidelines

Yes

Yes

Guidance given to individual teachers on pensions matters

Yes

Yes

To provide support with queries regarding the Teachers’ Pay and Conditions Document (dependent on Academy continuing to use Document)

Yes

Yes

To give support to Governing Bodies on matters concerning school group sizes and Pay Ranges for leadership

Yes

Yes

Complete and submit via the TP Portal, details of the Monthly Contribution Breakdown paid over to TP by the deadline of the 7th of the month following deductions (or earlier if 7th is a non-working day), based on totals extracted from payroll. (If Academy uses an external payroll this information is required by the last working day of the month to be reported)

Yes

Yes

For Academies using Bucks Payroll, payment of the contributions to TP will be paid by BAC’s. The amount will be taken directly from the Academy’s own bank accounts

Yes

n/a

For Academies using an external payroll provider they will have to make arrangements for the payment of the contributions to TP

n/a

Yes

For Academies using Bucks payroll a summary of the contributions detailing each teacher, will be sent to the Academy during April to assist with the completion of the End Of Year Certificate

Yes

n/a

A monthly report is generated by TP via their secure on-line portal of updates for teachers who need to transfer over to the new 2015 Pension Scheme. For Academies using Bucks payroll, this will be processed when the reports are received. For Academies using an external payroll provider, the changes will be sent to the Academy which will have to make arrangements with their payroll provider to ensure that the changes are implemented

Yes

Yes

Produce the MDC report for Academies that use the BC payroll system. This information is put into a format compatible with TP requirements.  Once finalised the return is then submitted to TP via the online secure Portal by the deadline of 7the ^th of each month (or earlier if the 7^th is a non-working day).  The data is used by TP to update teachers’ individual records. This process replaces the Annual Service Return. For academies using an external payroll provider, the information will be required by the last working day of each month which will allow the team time to carry out the initial checks of the data before final submission to TP by the 7^th of each month (or earlier if the 7^th is a non-working day) 

Yes

Yes