Year End Submission Workshop Liz Chapman Pension Team Leader (Systems) Simon Robinson Pensions Officer (Systems) Why are we here today? To put faces to names Why are we here today? To put faces to names To look at why Year End Returns are vital Why are we here today? To put faces to names To look at why Year End Returns are vital To look at the most common issues with Year End Returns Why are we here today? To put faces to names To look at why Year End Returns are vital To look at the most common issues with Year End Returns To get ideas on how we can all improve our Year End Returns Faces to Names Help us all know who were talking to Faces to Names Help us all know who were talking to Show that, even if we kept sending your Return back this year, were not unreasonable people Why Year End Returns are vital Each month Pension Contributions are taken from your, and your colleagues, salary Why Year End Returns are vital Each month Pension Contributions are taken from your, and your colleagues, salary And paid to the Pension Fund Why Year End Returns are vital Each month Pension Contributions are taken from your, and your colleagues, salary And paid to the Pension Fund Where we look after it on your behalf Why Year End Returns are vital To make sure we pay you all the pension benefits you have paid for Why Year End Returns are vital To make sure we pay you all the pension benefits you have paid for We have to record your payments against your employment(s) Why Year End Returns are vital To make sure we pay you all the pension benefits you have paid for We have to record your payments against your employment(s) We can only do this based on the information you give us in the Year End Return Why Year End Returns are vital If we dont have the right information Why Year End Returns are vital If we dont have the right information We have your money Why Year End Returns are vital If we dont have the right information We have your money, but you may not get all you have paid for From the regulations point of view Why Year End Returns are vital From the regulations point of view Provision of Year-End information is a statutory requirement Why Year End Returns are vital From the regulations point of view Provision of Year-End information is a statutory requirement Employers must provide this information for each active member of the Scheme in the Scheme Year (1 st April 31 st March) Why Year End Returns are vital From the regulations point of view Provision of Year-End information is a statutory requirement Employers must provide this information for each active member of the Scheme in the Scheme Year (1 st April 31 st March) This information must be provided separately for each job which a member holds each job will require a unique reference to allow information to recorded against the right record Why Year End Returns are vital From the regulations point of view Provision of Year-End information is a statutory requirement Employers must provide this information for each active member of the Scheme in the Scheme Year (1 st April 31 st March) This information must be provided separately for each job which a member holds each job will require a unique reference to allow information to recorded against the right record (why?) Why Year End Returns are vital From the regulations point of view Provision of Year-End information is a statutory requirement Employers must provide this information for each active member of the Scheme in the Scheme Year (1 st April 31 st March) This information must be provided separately for each job which a member holds each job will require a unique reference to allow information to recorded against the right record The Employer is responsible for the data, even if they use a third party payroll provider Why Year End Returns are vital Year End Returns 2014/2015 Interesting for all of us Year End Returns 2014/2015 Interesting for all of us Year End Returns 2014/2015 A few statistics Year End Returns 2014/2015 A few statistics Only 18 submissions were correct 1 st time Year End Returns 2014/2015 A few statistics Only 18 submissions were correct 1 st time 40 were right the 2 nd time they were submitted Year End Returns 2014/2015 A few statistics Only 18 submissions were correct 1 st time 40 were right the 2 nd time they were submitted 306 needed three attempts to get it right Year End Returns 2014/2015 A few statistics Only 18 submissions were correct 1 st time 40 were right the 2 nd time they were submitted 306 needed three attempts to get it right Leaving 86 Returns, either needing 4 or more attempts, or not sent in at all Year End Returns 2014/2015 A few statistics Only 18 submissions were correct 1 st time 40 were right the 2 nd time they were submitted 306 needed three attempts to get it right Leaving 86 Returns, either needing 4 or more attempts, or not sent in at all In the words of my old gym teacher Year End Returns 2014/2015 A few statistics Only 18 submissions were correct 1 st time 40 were right the 2 nd time they were submitted 306 needed three attempts to get it right Leaving 86 Returns, either needing 4 or more attempts or, not sent in at all In the words of my old gym teacher good, but could do better Year End Returns 2014/2015 But its not all bad news! Year End Returns 2014/2015 But its not all bad news! In the first year of a brand new scheme between us we still managed Year End Returns 2014/2015 But its not all bad news! In the first year of a brand new scheme between us we still managed To issue almost 98% of expected ABSs on time Year End Returns 2014/2015 Most common reasons submissions were returned to sender Year End Returns 2014/2015 Most common reasons submissions were returned to sender Year End Returns 2014/2015 Most common reasons submissions were returned to sender Incomplete Returns Year End Returns 2014/2015 Most common reasons submissions were returned to sender Incomplete Returns C.P.P Year End Returns 2014/2015 Most common reasons submissions were returned to sender Incomplete Returns C.P.P F.T.E Final Pay (2008 Scheme Definition) Year End Returns 2014/2015 Most common reasons submissions were returned to sender Incomplete Returns C.P.P F.T.E Final Pay (2008 Scheme Definition) Cut & Paste issues Year End Returns 2014/2015 Date Effective From / To Year End Returns 2014/2015 Date Effective From / To Multiple Jobs rolled up in to one job Year End Returns 2014/2015 Date Effective From / To Multiple Jobs rolled up in to one job Multiple Jobs, without unique pay reference Year End Returns 2014/2015 Date Effective From / To Multiple Jobs rolled up in to one job Multiple Jobs, without unique Job reference Job References supplied on submission different from those previously provided to us Year End Returns 2014/2015 Date Effective From / To Multiple Jobs rolled up in to one job Multiple Jobs, without unique Job reference Job References supplied on submission different from those previously provided to us Jobs on one sheet and not the other What we plan to do Make the checker and the Return the same thing What we plan to do Make the checker and the Return the same thing Add examples to the new Return What we plan to do Make the checker and the Return the same thing Add examples to the new Return Improve the type of checks the Return will run What we plan to do Make the checker and the Return the same thing Add examples to the new Return Improve the type of checks the Return will run Speed up the checks What we plan to do Make the checker and the Return the same thing Add examples to the new Return Improve the type of checks the return will run Speed up the checks Improve error reporting on the Return What we plan to do Make the checker and the Return the same thing Add examples to the new Return Improve the type of checks the return will run Speed up the checks Improve error reporting on the Return Enable ESS to allow you to download a current list of members and their employments What we would like you to do Let us know of any of the following What we would like you to do Let us know of any of the following change of payroll provider What we would like you to do Let us know of any of the following change of payroll provider change of payroll references What we would like you to do Let us know of any of the following change of payroll provider change of payroll references starters / new employments What we would like you to do Let us know of any of the following change of payroll provider change of payroll references starters / new employments leavers, end of jobs, opt outs, etc What we would like you to do Let us know of any of the following change of payroll provider change of payroll references starters / new employments leavers, end of jobs, opt outs, etc In a timely manner What we would like you to do Let us know of any of the following change of payroll provider change of payroll references starters / new employments leavers, end of jobs, opt outs, etc In a timely manner Using ESS will help with some of these, so if youre not already signed up let us know after this workshop Over to you Any: Questions on this years Return? Suggestions for next years Return? If we work together