End of year guide

Guidance for employers on what the fund needs and when from you at the end of the scheme year.

About end of year

The LGPS scheme year runs from 1 April to 31 March. At the end of each scheme year, all employers must provide the statutory end of year return.

We use the end-of-year data you provide on March's i-Connect return to calculate each active member's pension's current value and send them an annual benefit statement. We must issue this statement by 31 August.

We rely on your data to be complete and accurate so we can issue timely, accurate benefit statements. 

The guidance in these pages will support you with your end of year submission.