Data map - Leavers without Liability

See below to see the order of the flows of Leavers without Liability.

Refund

You qualify for a refund of contributions:

  1. Your employer will provide us with details of the contributions you have paid
  2. We will send you our Refund claim forms
  3. After receiving your claim forms we will arrange payment if you qualify
  4. The Fund will hold no further pension liability for you
  5. We will retain your data for so long as is required to comply with our legal and regulatory obligations

Transfer out

You qualify for a transfer out:

  1. If you join another LGPS Fund we will provide them details of your membership or at your request we will provide your data to another pension provider
  2. After you and the new Scheme complete our forms we will arrange payment of a transfer out as necessary
  3. The Fund will hold no further pension liability for you
  4. We will retain your data for so long as is required to comply with our legal and regulatory obligations