LGPS Employer Data Retention Template - McCleod Case Remedy
McCloud/Sargeant judgement allowance
It has been noted by the Government in its 15 July 2019 statement, that it expects to have to amend all public service pension schemes in light of the judgement, including the LGPS.
However, any remedy will either be imposed by the Employment Tribunal or negotiated and applied to all schemes, so it is not yet clear how this judgement may affect LGPS members' benefits. The outcome of McCloud/Sargeant case is likely to mean changes to the LGPS benefit structure. However, decisions on the scope, extent and nature of the remedy will be largely driven by the views of government lawyers.
More details and further updates of this case can be found on the Scheme Advisory Board (E&W) website.
Employer responsibilities
It is most likely the remedy will involve the extension of some form of underpin to members in scope who are not currently offered protection. Therefore, a full history of part time hour changes and service break information from 1 April 2014 may be needed in order to recreate final salary service.
Employers will be responsible for providing payroll information and other data to the Administering Authority, even if those services are outsourced. The template includes a suggested form of data retention policy for adoption by individual employers in relation to their participation in the London Borough of Hillingdon Pension Fund. Data Retention templates can be found on the LGPS website.