Take control of your pension online
Our new member self-service website, 'My Pension' is now live. The new and improved site makes looking after your pension simple and contains many new features to improve your self-service experience.
Find out about 'My Pension' and how to register.Member forms
We provide member forms as:
1. Standard PDF - to print, complete and send.
2. Editable PDF* - complete the form online, print, sign and send.
*We need an original signature(s) for all forms.
IMPORTANT NOTE - Instructions for using editable forms.
- Click on the link for the form you wish to use. This will open a blank form.
- Immediately click ‘Save’ before entering any information. Then save the blank form in an appropriate folder.
- Open the saved form, complete form information and re-save (with appropriate file).
- You can then over type on this form and re-save under a different file name if necessary. If you see information you have typed on a previous occasion, please ignore and type over.
Not following this process may mean that you lose any information entered.
Send forms by post or scan and email them - contact details here.
Form |
What's it for? |
Standard PDF |
Editable PDF |
---|---|---|---|
LGPS 1 | Use this form to tell us whether you want to transfer other pension rights into the scheme and nominate beneficiaries in the event of your death | Open standard LGPS 1 form here | Open editable LGPS 1 form here |
LGPS 1A | Use this form to opt out of the Local Government Pension Scheme | Open standard LGPS 1A form here | Open editable LGPS 1A form here |
LGPS 1B | Use this form to confirm that you wish to join the pension scheme | Open standard LGPS 1B form here | Open editable LGPS 1B form here |
LGPS 5C | Use this form to notify East Sussex Pension Fund of a change to your personal details | Open standard LGPS 5C form here | Open editable LGPS 5C form here |
LGPS 30 | The purpose of this form is for members to obtain their pensionable pay information from their employers’ payroll so that they can obtain an estimate of pension benefits | Open standard LGPS 30 form here | Open editable LGPS 30 form here |
LGPS 50A | Use this form if you wish to leave the main section of the Scheme and move to the 50/50 section of the Scheme | Open standard LGPS 50A form here | Open editable LGPS 50A form here |
LGPS 50B | Use this form if you wish to leave the 50/50 section of the Scheme and move to the main section of the Scheme | Open standard LGPS 50B form here | Open editable LGPS 50B form here |
LGPS DG1 | Use this form to let us know who you would like benefits paid to in the event of your death. | Open standard LGPS DG1 form here | Open editable LGPS DG1 form here |
LGPS NCP1 | Use this form if you want to tell us about a Cohabiting Partner (for survivor’s pension) | Open standard LGPS NCP1 form here | Open editable LGPS NCP1 form here |
APC application - Lump sum | Application form to pay additional pension contributions by Lump Sum | Open standard APC application - lump sum form here | Not applicable |
APC application - Regular instalments | Application form to pay additional pension contributions by regular instalments | Open standard APC application - regular instalments form here | Not applicable |
Divorce - PS02 form and costs | Use this form to request a valuation and provision of information in connection with Divorce/Civil Partnership proceedings. Please note that if you are an active member we will also need an LGPS 30 form completed. | Open standard PS02 form here | Open editable PS02 form here |
Employer forms
We provide employer forms as:
1. Standard PDF - to print, complete and send.
2. Editable PDF - complete the form, save and email to us.
IMPORTANT NOTE - Instructions for using editable forms.
- Click on the link for the form you wish to use. This will open a blank form.
- Immediately click ‘Save’ before entering any information. Then save the blank form in an appropriate folder.
- Open the saved form, complete form information and re-save (with appropriate file).
- You can then over type on this form and re-save under a different file name if necessary. If you see information you have typed on a previous occasion, please ignore and type over.
Not following this process may mean that you lose any information entered.
Send forms by post or scan and email them - contact details here.
Form |
What's it for? |
Standard PDF |
Editable PDF |
---|---|---|---|
LGPS 5A | Use this form to notify ESPF of new pension scheme members. Form LGPS-1 completed by the employee on commencement of employment should be enclosed with this form. | Open standard LGPS 5A form here | Open editable LGPS 5A form here |
LGPS 5B | Use this form to notify ESPF of amendments to existing scheme member’s records (change of hours, period of absence, change of address). | Open standard LGPS 5B form here | Open editable LGPS 5B form here |
LGPS 8A | Use this form to notify ESPF of a pension scheme member who is leaving the scheme early and will not be entitled to immediate benefits. | Open standard LGPS 8A form here | Open editable LGPS 8A form here |
LGPS 9A | Use this form to notify ESPF of a scheme member who is retiring (except ill health cases) and will be entitled to immediate benefits. | Open standard LGPS 9A form here | Open editable LGPS 9A form here |
LGPS 9A - Ill Health | Use this form to notify ESPF of a scheme member who is retiring due to Ill Health and will be entitled to immediate benefits. | Open standard LGPS 9A / Ill health form here | Open editable LGPS 9A / Ill health form here |
LGPS 10A | Use this form to notify East Sussex Pension Fund of a pension scheme member’s death in service. | Open standard LGPS 10A form here | Open editable LGPS 10A form here |
LGPS RET 1 - (Standard) | Use this form if you are an employer and wish to request an estimate of the benefits that would become payable to an employee on early retirement (not due to ill health) | Open standard LGPS RET 1 (standard) form here | Open editable LGPS RET 1 (standard) form here |
LGPS RET 1 - (Ill health) | As above but for ill health cases | Open standard LGPS RET 1 (ill health) form here | Open editable LGPS RET 1 (ill health) form here |
LGPS RET 2 - (Standard) | Use this form where retirement (not ill health) has been discussed with an employee. The details will be used to provide, direct to the employee’s home address, a provisional estimate of benefits and a pre-retirement pack giving details of the various options available. | Open standard LGPS RET 2 (standard) form here | Open editable LGPS RET 2 (standard) form here |
LGPS RET 2 (Ill health) | As above but for ill health cases | Open standard LGPS RET 2 (ill health) form here | Open editable LGPS RET 2 (ill health) form here |
LGPS 31 | Use this form to confirm that contributions have been deducted and payments made to the scheme in accordance with the scheme’s requirements. | Open standard LGPS 31 form here | Open editable LGPS 31 form here |
Authorised signatories and contacts form | Use this form to confirm Authorised signatories and contact details. | Open standard authorised signatories and contacts form here | Open editable authorised signatories and contacts form here |
Ill Health Certificates
Current Employee
Request for early payment of benefits on the grounds of ill health - LGPS IH-1
Deferred members
Request for early payment of deferred benefits on the grounds of ill health (select appropriate date range)
Ceased membership as an employee before 1 April 1998 -LGPS IH-2C
Ceased membership as an employee on or after 1 April 1998 and before 1 April 2008 - LGPS IH-2B
Ceased membership as an employee on or after 1 April 2008 - LGPS IH-2A
Ceased membership as an employee after 1 April 2014 - LGPS IH-2D
Councillors
Request for early payment of deferred benefits on the grounds of ill health
Medical Certificate for a Deferred Councillor - LGPSIH-3B
Certificates - Tier 3 review
Request for review of a tier 3 ill-health award
Current pensioner who left employment after 31 March 2014 - LGPS IH-4A
REASON: 18 month review undertaken before normal
pension age.
Suspended pensioner who left employment before 31 March 2014 - LGPS IH-4E
REASON: Review requested by pensioner whilst pension is in payment or within 3 years of payment being discontinued and before normal retirement age.
Suspended pensioner who left employment after 31 March 2014 - LGPS IH-4B
REASON: Review requested by pensioner whilst pension is in payment or within 3 years of payment being discontinued and before normal retirement age.
Suspended pensioner who left employment before 31 March 2014 - LGPS IH-4F
REASON: Review requested by pensioner 3 or more years after cessation of payment and before normal retirement age.
Suspended pensioner who left employment after 31 March 2014 - LGPS IH-4C
REASON: Review requested by pensioner 3 or more years after cessation of payment and before normal retirement age.
Policies and Strategies
Policies and Strategies
Abatement Policy - ESPF (2021)
Administering Authority Discretions Policy
Administration Strategy - ESPF (2023)
Appointments of Independent Registered Medical Practitioners- ESPF
Breaches policy - ESPF (June 2023)
Communication Strategy - ESPF (2022)
Conflicts of interest policy - ESPF
Contribution review policy - ESPF
Deferred debt and debt spreading policy - ESPF
Exit Credit Policy (June 2024) - ESPF
Funding Strategy Statement - ESPF
Governance Compliance Policy Statement - ESPF (June 2024)
Memorandum of Understanding regarding Compliance with Data Protection Law
Privacy Statement (full) - ESPF
Privacy Statement (summary) - ESPF
Training Strategy - ESPF (June 2024)
Newsletters
Newsletters
EMPLOYER
Employer newsletter - October 2024
Employer newsletter - March 2024
Employer newsletter - December 2023
Employer newsletter - May 2023
Employer newsletter - February 2023
ACTIVE MEMBERS
Member newsletter - March 2024
Member newsletter - December 2022
DEFERRED MEMBERS
Deferred member newsletter - 2022
PENSIONER MEMBERS
Pensioner newsletter - September 2024
Pensioner Newsletter - May 2022
All Guides
Guides
ADDITIONAL VOLUNTARY CONTRIBUTIONS
EMPLOYER & HR
Ill health liability insurance policy - further information
Ill health retirement guide for employers
LGPS31 Employer Contribution Form Guide
Outsourcing and Admission Agreements Guide
Strike action - frequently asked questions for employers
i-CONNECT
i-Connect - Payroll extract file specification guide
i-Connect - ESPF Supplementary online return – specification guide
i-Connect – ESPF Payroll extract file specification – supplementary guidance
Example file template for CSV file uploads
INTERNAL DISPUTE RESOLUTION PROCEDURE
Internal Dispute Resolution Procedure - complaint guide
IDRP Stage 1 complaint application form
IDPR Stage 2 complaint application form
MEMBER GUIDES
The impact of changing job roles on your pension
Reducing your working hours fact sheet
COUNCILLOR GUIDES
Councillors guide to LGPS (England and Wales)
Update for Councillors - May 2024
SURVEYS
Active member survey 2023 - results summary
Active member survey - question by question results
Active member survey - June 2022
Deferred (no longer paying in) member survey 2023 - results summary
Deferred (no longer paying in) member survey - question by question results
Investment
Investment
STEWARDSHIP
Stewardship report - East Sussex Pension Fund
ESG STATEMENT
ESG statement - fund manager engagement Q3/2023
ESG statement - fund manager engagement Q2/2023
ESG statement - fund manager engagement Q1/2023
ESG statement - fund manager engagement Q4/2022
ESG statement - fund manager engagement Q3/2022
ESG statement - fund manager engagement Q2/2022
ESG statement - fund manager engagement Q1/2022
ENGAGEMENT V DIVESTMENT REPORT
Engagement v Divestment Report
Actuarial Valuation Reports
Annual Reports and Accounts
Annual Reports and Accounts
ESPF Annual Report and Accounts 2022-2023
ESPF Annual Report and Accounts 2021-2022
ESPF Annual Report and Accounts 2020-2021
ESPF Annual Report and Accounts 2019-2020
ESPF Annual Report and Accounts 2018-2019
ESPF Annual Report and Accounts 2017-2018
If you have any difficulties viewing or accessing these documents, or require any of the information in a different format please email us.