Databank Scheme File Templates


Three separate Scheme Files must be submitted in respect of each Relevant Authority for each Scheme Year.
These Scheme File templates are available in the table immediately below:

 

NameDescriptorType
1. Membership Data Scheme File TemplateScheme File TemplateMicrosoft Excel document icon
2. Benefits Payment Data Scheme File TemplateScheme File TemplateMicrosoft Excel document icon
3. Purchase Transfer Data Scheme File TemplateScheme File TemplateMicrosoft Excel document icon

Additional template guidance resources are also available below.

Only authorised administrators may submit completed templates to the Databank, using the DGVT application, once local quality assurance checks have been completed on each file (see below).

Please note: where a Relevant Authority has zero Single Scheme members/pensioners/purchase of additional retirement benefits for a particular Scheme Year, a “nil return” must still be made for the Scheme Years in question.

 

Quality Assurance – Prior to submitting data to the Databank


Context: In advance of submitting a Scheme File to the Databank, you should ensure that you have completed robust quality assurance on your data. The suggested quality assurance checklists have been developed to assist administrators with completing quality assurance on their data. Organisations are free to develop their own QA checklists or to amend these resources as they see fit.

Important: Each Relevant Authority remains legally accountable for the administration of the Single Scheme in respect of its members, including the quality of the data maintained for its members that, in turn, is submitted to the Single Scheme Databank.

 

NameDescriptorType
1. Membership Data QA ChecklistQA ChecklistMicrosoft Word Document icon
2. Benefits Payment Data QA ChecklistQA ChecklistMicrosoft Word Document icon
3. Purchase Transfer Data QA ChecklistQA ChecklistMicrosoft Excel document icon

 

Additional Template Guidance


The above Scheme File Templates should be read in conjunction with the following resources:

 

NameDescriptorType
4. Single Scheme Databank Template Descriptions Document Template GuidelinesPDF icon
5. Membership Data – Quick Reference Sheet & Sample DataQuick Reference SheetMicrosoft Excel document icon
6. Benefits Payment Data Template – Quick Reference Sheet & Sample DataQuick Reference SheetMicrosoft Excel document icon
7. Purchase Transfer Data Scheme – Quick Reference Sheet & Sample DataQuick Reference SheetMicrosoft Excel document icon

Additional supports to assist administrators in accurately preparing and uploading completed Scheme Files are available in the Databank Training Resources section.

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