Service Level Agreement (SLA) 2020-2021

4. Teachers’ Pay and Pensions 20-21

Elements of the Teachers’ Pay and Pensions Employers Service Package

(BCC Payroll)

(Non-BCC Payroll)

All

 

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

Completion of all TP forms eg. retirement application forms

Y

Y

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

Y

Y

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)    

Y

Y

Pension calculations for redundancy/efficiency cases

Y

Y

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

Y

Y

Guidance given to individual teachers on pensions matters

Y

Y

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

Y

Y

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

Y

Y

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)

Y

Y

Produce the MDC report for Academies that use the BCC payroll system. This information is put into a format compatible with TP requirements.  Once finalised the return is then submitted to TP via the on-line secure Portal by the deadline of 7th of each month (or earlier if the 7th 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 7th of each month (or earlier if the 7th is a non-working day) 

Y

Y

School's Only

 

Completion of the Statutory Registration process with the Pensions Regulator

Y

Y

Undertake and fulfill the duties of the statutory pension scheme and the assessment and enrolment activities required for compliance to Pension Auto enrolment (PAE). Including Re-enrolment activity

Y

n/a

For all LA Schools, payment of the contributions to TP is processed through the County’s finance system

Y

Y

Complete and submit details of the End of Year Certificate (EOYC) to TP by 31st May. This is a summary of pension contributions for employees and employers paid over the course of the year to TP (for schools using an external payroll provider, the PT will contact the school during March with the requirements in respect of EOYC, including the request to inform your payroll provider to supply all the necessary details. This information should be returned to the PT by the end of April before final submission to TP by 31st May).

Y

Y

Academies Only

 

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

Y

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

Y

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

Y

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 who will have to make arrangements with their payroll provider to ensure that the changes are implemented

Y

Y

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

Y

n/a

Elements of the Teachers’ Pay and Pensions Employers Service Package

(BCC Payroll)

(Non-BCC Payroll)

All

 

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

Completion of all TP forms eg. retirement application forms

Y

Y

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

Y

Y

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)    

Y

Y

Pension calculations for redundancy/efficiency cases

Y

Y

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

Y

Y

Guidance given to individual teachers on pensions matters

Y

Y

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

Y

Y

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

Y

Y

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)

Y

Y

Produce the MDC report for Academies that use the BCC payroll system. This information is put into a format compatible with TP requirements.  Once finalised the return is then submitted to TP via the on-line secure Portal by the deadline of 7th of each month (or earlier if the 7th 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 7th of each month (or earlier if the 7th is a non-working day) 

Y

Y

School's Only

 

Completion of the Statutory Registration process with the Pensions Regulator

Y

Y

Undertake and fulfill the duties of the statutory pension scheme and the assessment and enrolment activities required for compliance to Pension Auto enrolment (PAE). Including Re-enrolment activity

Y

n/a

For all LA Schools, payment of the contributions to TP is processed through the County’s finance system

Y

Y

Complete and submit details of the End of Year Certificate (EOYC) to TP by 31st May. This is a summary of pension contributions for employees and employers paid over the course of the year to TP (for schools using an external payroll provider, the PT will contact the school during March with the requirements in respect of EOYC, including the request to inform your payroll provider to supply all the necessary details. This information should be returned to the PT by the end of April before final submission to TP by 31st May).

Y

Y

Academies Only

 

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

Y

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

Y

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

Y

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 who will have to make arrangements with their payroll provider to ensure that the changes are implemented

Y

Y

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

Y

n/a

Elements of the Teachers’ Pay and Pensions Employers Service Package

(BCC Payroll)

(Non-BCC Payroll)

All

 

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

Completion of all TP forms eg. retirement application forms

Y

Y

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

Y

Y

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)    

Y

Y

Pension calculations for redundancy/efficiency cases

Y

Y

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

Y

Y

Guidance given to individual teachers on pensions matters

Y

Y

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

Y

Y

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

Y

Y

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)

Y

Y

Produce the MDC report for Academies that use the BCC payroll system. This information is put into a format compatible with TP requirements.  Once finalised the return is then submitted to TP via the on-line secure Portal by the deadline of 7th of each month (or earlier if the 7th 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 7th of each month (or earlier if the 7th is a non-working day) 

Y

Y

School's Only

 

Completion of the Statutory Registration process with the Pensions Regulator

Y

Y

Undertake and fulfill the duties of the statutory pension scheme and the assessment and enrolment activities required for compliance to Pension Auto enrolment (PAE). Including Re-enrolment activity

Y

n/a

For all LA Schools, payment of the contributions to TP is processed through the County’s finance system

Y

Y

Complete and submit details of the End of Year Certificate (EOYC) to TP by 31st May. This is a summary of pension contributions for employees and employers paid over the course of the year to TP (for schools using an external payroll provider, the PT will contact the school during March with the requirements in respect of EOYC, including the request to inform your payroll provider to supply all the necessary details. This information should be returned to the PT by the end of April before final submission to TP by 31st May).

Y

Y

Academies Only

 

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

Y

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

Y

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

Y

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 who will have to make arrangements with their payroll provider to ensure that the changes are implemented

Y

Y

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

Y

n/a

Support Packages will run from 1st September 2020 to 31st March 2021 (7-months) in order to bring billing in line with the school’s fiscal year.  Thereafter Support Packages will be annual and will run from 1st April until 31st March.

 

The Buckinghamshire Council Pensions Team (PT) is committed to offering a high quality level of service. We offer a professional, confidential and highly effective service to our Local Government Pension Scheme (LGPS) Academy customers.

Elements of the Teachers’ Pay and Pensions Employers Service Package

(BCC Payroll)

(Non-BCC Payroll)

All

 

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

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

Y

Y

Completion of all TP forms eg. retirement application forms

Y

Y

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

Y

Y

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)    

Y

Y

Pension calculations for redundancy/efficiency cases

Y

Y

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

Y

Y

Guidance given to individual teachers on pensions matters

Y

Y

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

Y

Y

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

Y

Y

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)

Y

Y

Produce the MDC report for Academies that use the BCC payroll system. This information is put into a format compatible with TP requirements.  Once finalised the return is then submitted to TP via the on-line secure Portal by the deadline of 7th of each month (or earlier if the 7th 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 7th of each month (or earlier if the 7th is a non-working day) 

Y

Y

School's Only

 

Completion of the Statutory Registration process with the Pensions Regulator

Y

Y

Undertake and fulfill the duties of the statutory pension scheme and the assessment and enrolment activities required for compliance to Pension Auto enrolment (PAE). Including Re-enrolment activity

Y

n/a

For all LA Schools, payment of the contributions to TP is processed through the County’s finance system

Y

Y

Complete and submit details of the End of Year Certificate (EOYC) to TP by 31st May. This is a summary of pension contributions for employees and employers paid over the course of the year to TP (for schools using an external payroll provider, the PT will contact the school during March with the requirements in respect of EOYC, including the request to inform your payroll provider to supply all the necessary details. This information should be returned to the PT by the end of April before final submission to TP by 31st May).

Y

Y

Academies Only

 

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

Y

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

Y

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

Y

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 who will have to make arrangements with their payroll provider to ensure that the changes are implemented

Y

Y

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

Y

n/a

Academy Start Up Package provides the following elements:

Academies

(BCC Payroll)

Notification for each teacher, both full and part-time, to Teachers Pensions (TP) using their secure on-line Portal. By adopting Academy status this means the Academy is effectively a new establishment and therefore teachers are treated as if they have all been newly appointed

 

To check pension position for each teacher ensuring that all teachers, including part-time teachers within your Academy are automatically members of the Teachers’ Pension Scheme unless an opt-out election is in place

 

Assist Academy in registering with TP to gain access to the on-line Portal

£100 + VAT

 

(this amount only applies to newly converted Academies)

Charges for  Academies 2020/21

Charges

Annual Teachers’ Pay and Pensions Package - Academies

Base cost per Academy £291.08 per 7 Month + VAT

+ 0.58p  per teacher per month + VAT

Annual Teachers’ Pay and Pensions Package – Multi Academy Trust (MAT)

Base cost per MAT £291.08 per 7 months + VAT

+ 0.58p per teacher per month + VAT

 

Charges for  Schools

BCC Payroll

Non -BCC Payroll

Annual Teachers’ Pay and Pensions Package

No charge for the annual package for maintained schools

No charge for the annual package for maintained schools

Maintained schools using an external payroll provider must ensure that the data/returns are made accurately and within the agreed timeframes. We reserve the right to make an additional charge for any work undertaken by the TPPT as a result of the failure

 

 

n/a

 

 

Yes

BCC responsibilities

The Pensions Team aims to provide a high level of professional service on all teachers’ pension matters where guidance is offered to assist customers in resolving queries.

The PT aims to work in partnership with its customers; working to assist Academies in reaching their long term aims and objectives when it comes to the overall management of its teachers’ pay and pensions.

  • Provide a professional Teachers’ Pensions service to our customers
  • Provide specialist knowledge and information on Teachers’ Pensions
  • Provide guidance in a timely and appropriate manner either by telephone, email or letter
  • Adhere to the SLA timeframes in terms of acknowledging a query
  • Provide a comprehensive Business Continuity Plan (BCP) for statutory pension activities

Academy Statutory responsibilities

Under the Teachers’ Pensions regulations, once the Academy is outside of Local Authority control, the Academy is responsible for deducting pension contributions from the teacher’s salary and transferring them to Teachers’ Pensions. As the employer, the Academy is responsible for paying the employer’s share of the contributions too. All of this has to happen monthly, no later than the 7th of the month following the deduction of the contributions. Please refer to the service description.

Correct service and salary information is essential for the completion of MDC as it offers significant benefits to both the members and employers. Teachers’ Pensions use this information to update individual service records, which is used to update their pension statement and pay their pension. It is therefore essential that the correct information is updated on the teachers’ records. Please refer to the service description.

The Academy must ensure that the correct rates of pension contributions are deducted from the teachers’ salaries.

Academies using an external payroll provider are responsible for ensuring that the data/returns are made accurately and within the agreed timeframes. TPPT will make the Academy aware of any external payroll provider’s failure to abide by this agreement.

Access to the on-line Portal on the Teachers’ Pensions website must be granted by the Academy to enable the Pensions Team to carry out the on-line secure function.

Finally, the administration of the Teachers’ Pension Scheme is subject to statutory legislation, supervised by the Pensions Regulator. They have the power to impose fines on schemes and employers (and their individual managers) who fail to adhere to them.  Please note that as an Academy you are the employer.

The Academy must ensure that the completed End of Year Certificate reaches Teachers’ Pensions (Darlington) no later than the last working day in May.  This needs to be signed by a person with responsibility for finances in the Academy (i.e. Finance Director).

This return can be audited prior to sending to Teachers’ Pensions (Darlington) at the end of May.  However, if the return is sent unaudited, it must be audited and returned to Teachers’ Pensions (Darlington) no later than the last working day in September.

  • Ensure that all staff are directed to the HR Service Desk for all queries in respect of Teachers’ Pensions
  • Acknowledge that the service offered by BCC is that of a guidance nature
  • Raise any concerns around the service they are receiving as soon as the concern arises
  • Where possible reasonable notice should be given to BCC to ensure realistic timeframes are met

School will:

  • Ensure that all TP forms are sent to the Local Authority to complete the employer's section of the form
  • Ensure that all staff are directed to the HR Service Desk for all queries in respect of TP
  • Acknowledge that the service offered by BCC is that of a guidance nature
  • Raise any concerns around the service they are receiving as soon as the concern arises
  •  Where possible reasonable notice should be given to BCC to ensure realistic timeframes are met                         

Teachers’ Pay and Pensions service Offerings

Service

Service Description

KPIs

Acknowledgement of a supportworks query into the Pensions Team

Calls transferred to the Pensions Team via the HR Service Desk

hrservicedesk@buckinghamshire.gov.uk

 

Acknowledge and update within 4 working days

Monthly Data Collection

Monthly Data Collection (MDC) sent to Teachers’ Pensions, based on service and salary information extracted from the payroll

To upload the data to Teachers’ Pensions via the portal by the 7th of the month (or earlier if the 7th is a non–working day)

Monthly Contribution Breakdown

Monthly Contribution Breakdown sent to Teachers’ Pensions, based on totals extracted from the payroll

To upload the data to Teachers’ Pensions via the portal by the 7th of the month following deductions (or earlier if the 7th is a non- working day). All errors to be rectified by the last working day of the month

Pensions Calculations

Pension Calculations

Pension calculations will be processed for redundancy/efficiency cases within 10 working days

Pension Statement and Missing Service queries

Pension Statement and Missing Service queries received on an ad-hoc basis by individual teachers and Teachers’ Pensions

Pension statement queries will be acknowledged within 4 working days and turned around within 15 working days of acknowledgement

Missing service queries will be turned around within 15 working days

*Should the query take longer than the 15 days, then the teacher will be kept up to date with the progress

Regular customer feedback is sought to review the level of service that has been received. There are opportunities for you to provide us with feedback through the online survey from the HR Service Desk, as well as through the Support Services Forums. We can also arrange meetings with key contacts within the service area where an issue requires further discussion; please contact the HR Service Desk to arrange such an account management meeting.

We will always aim to resolve any issues that might arise regarding service delivery. Please contact the Service Desk initially or the appropriate escalation contact as listed below. In the unlikely event that a dispute cannot be resolved to your satisfaction, you would need to raise a formal complaint.

 

All complaints are taken seriously and the Council will work with you to try to resolve your complaint to a satisfactory conclusion.

 

 

Option

Contacts

Immediate escalation

 

If you are not satisfied with the response you have received following the normal support process

 

(outside formal BCC complaints process)

Contact the Commercial Team at businessservicesplus@buckinghamshire.gov.uk and provide details of your concerns and any supporting material.

 

Alternatively, you can liaise with a Manager directly via their contact email addresses below:

 

HR Service Desk

hrservicedesk@buckinghamshire.gov.uk or 01296 382233

 

Lee Pound

Head of HR Operations

leepound@buckscc.gov.uk

 

Rukminder Makin

Business Development Manager

rmakin@buckscc.gov.uk

 

The formal Bucks CC complaint escalation process

The Council’s Customer Complaints and Information Team (CCIT). CCIT will acknowledge the complaint within 10 days of receipt.

 

The Customer Complaints and Information Officer (CCIO) will then contact the Human Resources Service Director with a request for information/investigation.

 

The CCIT will respond within 28 days.

 

Mailbox: complimentsandcomplaints@buckscc.gov.uk

 

 

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Last updated: 13 April 2021

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