Annex 1: Employer tasks and the deadlines that must be met

TaskDeadline
Submit monthly return via the online data portal.Monthly i-Connect data submissions are uploaded by 22nd of the following month.
Pay contributions and send remittance.22nd of calendar month following the date of contribution deduction.
Pay any AVC/APC/ARC/Added Years contributions to AVC provider and additional contributions to the Fund.22nd of calendar month following the date of contribution deduction.
Pay any AVC/APC/ARC/Added Years contributions to AVC provider and additional contributions to the Fund.22nd of calendar month following the date of contribution deduction.
Retirement notification including full data.At least 15 working days before the date of retirement. Employers may submit the form up to 2 months prior to the member’s date of leaving, on the condition that they are confident no amendments will be necessary. If amendments are later identified, the fund may charge the employer for any disproportionate work required.
Death in Service notification including full data and Assumed Pensionable Pay (APP).Within 5 working days of the following notification to the employer.
Individual member additional data requests: Respond to the relevant officer.5 working days of request.
Refund contributions through payroll (less than 3 month opt outs).Next available payroll.
Advise the Fund of a change payroll provider and TUPE transfers.At least 3 months before the changes occur.
Process Ill Health Retirements.Immediately upon notification.
Appoint IRMP (Independent Registered Medical Practitioner).Immediately upon notification - Appointing and IRMP.
Complete ill-health process.Immediately upon notification - Ill health retirement for current employees.
To review Tier 3 ill-health pensions in payment.18 months of commencement and, if required after 3 years.
To notify member in writing if Tier 3 ill-health pension ceases.Within 10 working days of receiving IRMP reassessment.
To notify member of any uplift from Tier 3 to Tier 2 benefits.The Fund and Member should be notified within 10 working days of receiving IRMP advice.