Joining

Transferring your previous pension benefits

You can transfer your previous pension rights in most, but not all cases - but there are time limits associated with this and a transfer of your previous benefits can only proceed when:

  • the value of your previous pension rights has been obtained by yourself using the appropriate forms and
  • you have been notified by us of the membership that the transfer will buy in the LGPS and
  • you have made a written election that you want the transfer to go ahead

Transferring previous pension rights from outside of the LGPS

If you have joined the Fund within the last 12 months and wish to consider transferring previous pension rights from outside of the LGPS you should complete form A and forward it with form B to your previous pension provider.

Transferring previous pension rights from another LGPS Fund

If you have joined the Fund within the last 12 months and wish to consider transferring previous pension rights from another LGPS Fund in England or Wales you should complete form C and send it to your former Fund.

If you have joined the LGPS within the last 12 months and wish to consider transferring previous pension rights from another LGPS Fund in Scotland or Northern Ireland you should complete Transfer form B and send it to your former fund.

If you joined the fund more than 12 months ago

If you joined the Fund more than 12 months ago you may be able to ask your employer to extend your permission to transfer, depending on your circumstances. You must complete Transfer form D to seek this extension.

You can use Transfer Form D if:

  • You started with the Tyne and Wear Pension Fund on or after 1 April 2014, regardless of where your previous pension rights are held or
  • You started with the Tyne and Wear Pension Fund on or before 31 March 2014 and want to transfer pension rights from a scheme outside of the LGPS in England and Wales.

You cannot use Transfer Form D if you started on or before 31 March 2014 and want to transfer pension rights from another LGPS fund in England and Wales.

If you apply to your employer for an extension, your employer has absolute discretion to allow the transfer to proceed (providing you have not already left this employment). Your employer must be fair and consistent in applying their policy.

Please note that you cannot transfer a pension credit into the LGPS.

For more information of transferring your previous pension rights, see LGPS member: Transferring in.