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New spreadsheets for non-POL employers

Following feedback from our non-POL (Pensions Online) users, we have amended the leaver spreadsheet to enable more information to be provided when a member leaves the organisation.

The information that can now be included are changes to the employment, contribution rates and any personal information. This reduces the need to send in an email advising of any changes in the final period of employment.

In line with these changes, we have also updated the SS10 joiner spreadsheet, and included a separate guidance document to assist employers with the completion of the information.

A SD55E spreadsheet has also been created to enable non-POL employers to provide changes to financial information in bulk, and therefore remove the need to send in an individual form when members financial information needs to be amended.

The guidance and spreadsheets can be located under the forms section of the website for those without access to Pensions Online / Electronic Staff Record (ESR).