STSS EMPLOYER SEMINARS FEBRUARY 2010. Plan for today. Facilities Agenda Packs and comments cards Feedback Q&A Workshops. S cottish P ublic P ensions A gency.
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Scottish Public Pensions Agency
No change for Financial year 1 April 2010 to 31 March 2011
The current Scheme Regulations to which the scheme is operated under are:-
TEACHERS’ SUPERANNUATION (SCOTLAND) REGULATIONS 2005
TEACHERS’ SUPERANNUATION (SCOTLAND) AMENDMENT REGULATIONS 2008
STATS operated under are:-
A total of 173 employers had staff eligible to
join the scheme at 31 March 2009
Ongoing issues which are being addressed:- operated under are:-
STSS Operations Team Structure operated under are:-
http://www.sppa.gov.uk/ operated under are:-
A summary of what is required, when and why
March to April
May to June
July to August
September to October
November to December
Data From Employers – current process operated under are:-
What are location codes?
Why are they important?
Options under consideration
Employer Engagement operated under are:- Future Data Interfaces
A project to improve data exchange between STSS stakeholders
SPPA Stakeholder Liaison (Operations)
Background operated under are:-
Aims of the project operated under are:-
Project Milestones operated under are:-
A circular will soon be sent to employers detailing post-April 2010 data receipt arrangements
This work focuses on:
Data transmission methods from employer to SPPA operated under are:-
Data submission – Current operated under are:-
Data Submission - Future operated under are:-
Data Submission operated under are:-
Data submission - Future operated under are:-
Incorrect data fails validation
SPPA Occupational Health Medical Advisor is ATOS Healthcare.
Medical Advisors analyse the medical application in line with the Scheme Regulations and then give advice to the SPPA.
The member’s degree of incapacity will determine whether they are entitled to PIB (Partial Incapacity Benefit) or TIB (Total Incapacity Benefit).
Decisions are based on the application and medical evidence received.
To enable the member’s details to be forwarded to ATOS for recommendation, the SPPA requires a completed STSS (Inc) and STSS (Med) 1 along with any relevant documents. It is important that all the information is received first time to ensure a speedy turnaround of the application and reduce:
the process more efficient
56.00% operated under are:-
44.00%Applications received from Jan to Oct 2009
Total No of Applications Received 145
Total No of Incomplete Applications 82
% Incomplete Applications 56%
Total No of Applications Incomplete on Receipt
Total No of Applications Complete on Receipt
Administrator Telephone calls
Line Manager Telephone calls
Line Manager Emails
Line Manager Letters
Employers should clearly indicate when the teacher changed to half pay or NIL pay
Sick record should be detailed and cover the last 5 years. If an end date is given then it should be clearly stated whether the teacher has returned to work or not
Job Description must relate to the actual job of the teacherCompleted (Inc)
It is very helpful if employers can identify a contact within their organisation for any follow up queries
Please check that the consent form is signed by the applicant and enclosed. Recently there has been an increase in the number of consent forms being held by the GP
Action if application is received incomplete If an end date is given then it should be clearly stated whether the teacher has returned to work or not
A circular is being prepared which will go into more detail about what makes a good application. It will explain the employers role in ensuring that all medical evidence and full sickness details are included at first application. An incomplete application is likely to be rejected as we will start returning incomplete applications from 1 April 2010.
On receipt of a fully completed application If an end date is given then it should be clearly stated whether the teacher has returned to work or not
The application is sent to ATOS who will analyse all the available correspondence and make a recommendation based on this and the Scheme Regulations.
This must be submitted in writing and the member must give details of their concerns, including any facts that the member thinks have been ignored.
The informal stage is not to be used where a member now has further medical evidence, or for an ailment which was not on the original application. In such cases they must move to IDRP Stage 1.
A Guide to the Internal Dispute Resolution Procedure is available from SPPA or at:-http://www.sppa.gov.uk/scot_teachers/forms.htm
IDRP is a 2 stage process
1.Stage 1 IDRP 2. Stage 2 IDRP
What information is required?
This IDRP Stage 1 application is forwarded to ATOS for a decision. The case is reviewed by a doctor who was not involved in the original decision.
If IDRP Stage 2 is unsuccessful, then the member can submit a new application when the whole process starts again.
Ill Health benefits are awarded because the member is permanently medically unfit to teach, therefore if the member returns to teaching their ill-health pension must stop straight away. It is the member’s responsibility to notify the SPPA immediately if they are considering returning to teaching.
If the member wishes to return to teaching, their employer must be satisfied that the member is fit to teach in the capacity required.
In all cases, SPPA will need to know:
If they have not completed the payments then, provided they were in good health when they started to buy the additional pension and have paid for at least 12 months, they will be excused any further contributions and receive the full benefits.
Any unpaid contributions will be excused for the period up to age 60 and they will be credited with the corresponding number of Added Years.
SPPA require fully and correctly completed retirement application forms to be submitted at least 3 months prior to the members retirement date in order that retiral benefits are paid in line with the Scheme Regulations.
From 6 April 2010 all members must have attained age 55 to take Premature Retirement.
Completing take Premature Retirement. the RET Application Form
member has completed all the relevant sections in part 1 of the form
member has made a
decision on commutation
or requested a commutation quote by completing the
box on page 1
and the type with those given by the member on
In the ‘To last return date’ section we require earnings and
service details of the whole year up to the last Annual
Return. We require;
The part-time percentage can be worked out
using the following formula;
In the ‘To date of leaving’ section we require details of
earnings and service between 1 April, following the last
annual return date, (given in the section above) up to the
retiral date. Again we require;
completed in every
For members who retire after 31 March
2009 their pensionable salary is calculated
as the best of the following;
earnings are in breech of regulation E34
The following payments should not be treated as part of
teachers contributable salary;
NHS and Teachers New Contribution Collection System take Premature Retirement.
SPPA Action take Premature Retirement.
This will attach Superannuation collections advice note (SCAN) to email and transmit to Employer
System to generate an email to every employer 7 days before due date
Start monthly process
System to set reminder trigger date if SCAN not received by 7th day after due date
Move to Employer’s Action
Employer’s Action take Premature Retirement.
Electronic Superannuation collections advice note (SCAN) form received from SPPA
System auto updates employer record with SCAN details
Employer sends completed SCAN back to SPPA by email, [Fax, post - exceptional cases]
System set to trigger warning letters and/or interest charges, where appropriate on overdue contributions.
Employer transmits contribution payment by 7th (Teachers) or 19th (NHS) of each month
System set to trigger reminder if payment not received by 7th day after due date
NOTE: Bank account details will be changing during March
By BACS you must use the following:
SORT CODE 10-14-99
ACCOUNT CODE 08615000
Your unique identifier number must be entered in your payment instruction.
These details must not be used for CHAPS- same day payments
By CHAPS you must use the following:
SORT CODE 16-53-60
ACCOUNT NUMBER 08615000
Your unique identifier number must be entered in your payment instruction.
If you use this method please adhere to all following instructions every month:
Doug Wyngard Income Team Leader 01896 893 257 [email protected]
Heather Rivera Income Team Officer 01896 893 261 [email protected]
Margery Inglis Income Team Officer 01896 893255 [email protected]
Fax number 01896-893260
Email (General) [email protected]
7 Tweedside Park