The
Fund produces a number of regular publications which can be downloaded from
this site. The full publication schedule is listed in our communication strategy
-
Communication
Strategy [MS Word] or Communication
Strategy [PDF].
The Lothian Pension Fund adheres to the Freedom of Information Act.
The results of the most recent Actuarial Valuations are reported in the Lothian
Pension Fund 2005 Actuarial Valuation [PDF], Lothian
Buses Fund 2005 Actuarial Valuation [PDF] and Scottish
Homes 2005 Actuarial Valuation [PDF].
Reports of the Pensions and Trusts Committee can be found on the City
of Edinburgh Council's website.
Response to consultation on the financial reporting of pensions-ABS issues: full response For more information on the ASB and the consultation please see Financial Reporting Council website
Response to consultation on the new scheme: full response [PDF]
Administering Authority Policy Statement
Service Plan 2008-2011 [PDF]
Governance Policy Statement [PDF]; Governance Policy Statement [Word]
Admission Policy for employer bodies[PDF]; Admission Policy [Word] for employer bodies
Constitution of Lothian Pension Funds' Consultative Panel, including guidance on operation [PDF]; Constitution of Lothian Pension Funds' Consultative Panel, including guidance on operation [Word]
Freedom of Information Policy [PDF]; Freedom of Information Policy [Word]
Funding Strategy Statement [PDF]; Funding Strategy Statement [Word]
Statement of Investment Principles
Penfriend, our newsletter for pensioners, is produced twice a year and posted to all pensioners at their home address. The spring edition explains the annual pensions increase, while the autumn edition includes a summary of the annual report.
Penfriend Spring 2008 [PDF]
Penfriend Autumn 2007 [PDF]; Penfriend Autumn 2007 [Word]
Penfriend Spring 2007 [PDF]; Penfriend Spring 2007 [Word]
Penfriend Autumn 2006 [PDF]; Penfriend Autumn 2006 [Word]
Penfriend Spring 2006 [PDF]; Penfriend Spring 2006 [Word]
We publish a series of leaflets offering information on the Scheme and our service.
A Guide
to the Local Government Pension Scheme [PDF]
Notes on Your Retiral [PDF]
A Guide
to the Local Government Pension Scheme for Councillors [PDF]
Guide
to the LGPS for Pensioners [PDF]
Customer
Charter and Service Standards [MS Word]; Customer
Charter and Service Standards [PDF]
Increasing Your Pension Benefits [MS Word];
Increasing Your Pension Benefits [PDF]
We publish a number of forms which we ask members and employers to complete when we need information. All forms are in PDF format.
Cancellation
of Membership Form
Change
of Circumstances Form
Change
of Employer Form
Early Leaver
Form
Give As You Earn (GAYE) Form
New
Entrant Form
New Entrant Form for Councillors
Nomination
Form
Councillor Nomination
Form
Death of an Employee Form
Paying
for a Break in Service Form
Recruitment Form for direct data capture employers
Recruitment Form for City of Edinburgh Council only
Retirement
Declaration (for members)
Retiral
Form (for employers)
Estimate Request (for employers)
Complaints
Form
Application for Additional Voluntary Contributions
Form
Quotation request for buying added years form
Employer Bulletins are issued monthly by post or email to our member employers. They contain information on changes to our practices and updates and reminders about the information we need.
Employer Bulletin July 2008 [PDF]; Employer Bulletin July 2008 [Word]
Employer Bulletin May 2008 [PDF]; Employer Bulletin May 2008 [Word]
Employer Bulletin April 2008 [PDF]; Employer Bulletin April 2008 [Word]
Employer Bulletin March 2008 [PDF]; Employer Bulletin March 2008 [Word]
Newsflash February 2008: New LGPS April 2009 [PDF]; Newsflash February 2008: New LGPS April 2009 [Word]
Newsflash February 2008: Actuarial Valuation 2008 [PDF]; Newsflash February 2008: Actuarial Valuation 2008 [Word]
Employer Bulletin February 2008 [PDF]; Employer Bulletin February 2008 [Word]
Employer Bulletin January 2008 [PDF]; Employer Bulletin January 2008 [Word]
Employer Bulletin December 2007 [PDF]; Employer Bulletin December 2007 [Word]
Employer Survey 2007 [PDF]; Employer Survey 2007 [Word]
Employer Bulletin November 2007 [PDF]; Employer Bulletin November 2007 [Word]
Newsflash Bulletin October 2007: new scheme consultation [PDF]; Newsflash Bulletin October 2007: new scheme consultation [Word]
Employer Bulletin October 2007 [PDF]; Employer Bulletin October 2007 [Word]
Employer Bulletin September 2007 [PDF]; Employer Bulletin September 2007 [Word]
Discussion Groups Collated Feedback [PDF]; Discussion Group Collated Feedback 2 [word]
Discussion Groups Collated Feedback 2 [PDF]; Discussion Group Collated Feedback [excel]
Employer Bulletin August 2007 [PDF]; Employer Bulletin August 2007 [Word]
Employer Newsflash Bulletin August 2007 [PDF]; Employer Newsflash Bulletin August 2007 [Word]
Employer Bulletin July 2007 [PDF]; Employer Bulletin July 2007 [Word]
Employer Bulletin June 2007 [PDF]; Employer Bulletin June 2007 [Word]
Employer Bulletin May 2007 [PDF]; Employer Bulletin May 2007 [Word]
Employer Bulletin April 2007 [PDF]; Employer Bulletin April 2007 [Word]
Attachment to April Bulletin: Pensions & Trust Committee [PDF]; Attachment to April Bulletin: Pensions & Trust Committee [Word]
Employer Bulletin March 2007 [PDF]; Employer Bulletin March 2007 [Word]
Employer Bulletin February 2007 [PDF]; Employer Bulletin February 2007 [Word]
Employer Bulletin January 2007 [PDF]; Employer Bulletin January 2007 [Word]
Employer Bulletins Archive 2006
Our Annual Report and Accounts is published each year to report on the Fund's performance. You can download reports from 2000 onwards from this site.
Annual Report 2006/07 [PDF]
Annual Report 2005/06 [PDF]
Annual Report 2004/05 [PDF]
Annual Report 2003/04 [PDF]
Annual Report 2002/03 [PDF]
Annual Report 2001/02 [PDF]
Annual Report 2000/01 [PDF]
Active member newsletters are produced at least once a year to update members on the performance of the Fund and any related pensions issues. You can download reports from 2005 onwards from this site. We have also started sending newsletters to our deferred members.
Pension News Autumn 2007 [PDF]
Pension News Autumn 2006 [PDF]
Pension News Autumn 2005 [PDF]