5.9.13 When alpha was introduced on 1 April 2015 a large portion of existing scheme members were moved into the scheme.

There are some members (including some new entrants who joined on or after 1 April 2015) who will move schemes at a later date, based on how close they were to their normal retirement age, and/or their public service pension scheme history.

These members are referred to as having a ‘tapered enrolment date’ and it is the employers responsibility to migrate their employees into alpha on this date.

There are tapered enrolment dates once every two months between 1 April 2015 and February 2022.

There are some members who will not move into alpha (the "fully protected" group). They are those members who passed the presence test in 2012 and 2015, and were within 10 years of their NPA on 1 April 2012.

5.9.14 There are some further exceptions to who will not move into alpha and will remain in their current scheme:

  • members employed locally overseas;
  • members (or those eligible to be members) of schemes other than the CSP arrangements;
  • members of the partnership pension scheme;
  • members with an ongoing Ill Health Retirement (IHR) application.

If the member's situation changes, they may no longer be part of the exception group and their eligibility may change.

5.9.15 The Scheme Administrator ran an exercise for existing members during 2014, and will have informed you which of your employees were eligible for a tapered enrolment date.

5.9.16 Employers also have a responsibility to collect information from new employees about their public service pension scheme history. The Pension Questionnaire asks for this information for use in the Joiner Tool. The questionnaire and tool will help you to establish the date a member should move schemes.

5.9.17 Employers must migrate (move) their employees on the correct date, the Scheme Administrator will not prompt you.

If an employee has an IHR application underway at the date they should move into alpha, this will delay the point at which you can move them into alpha.

You must not move these employees into alpha until they receive their final IHR decision. This will be either when they are granted IHR, or it has not been agreed and the employee has exhausted the appeals procedure.

If IHR is granted: the employee will not move into alpha and will receive IHR from their current scheme. You must follow the IHR procedures for the member's current scheme, and notify the Scheme Administrator who will work out the member's IHR pension.

If IHR is not granted: the employee must be moved into alpha on the final decision date. This is the day after the date of the scheme medical adviser's decision that the employee's IHR application is unsuccessful. The member must have used all available appeal options before they move schemes.

There is more information on migration available here.

And there is more information on IHR here.

Published:
4 January 2022
Last updated:
27 January 2022