Annual Administration Activities

Context: Organisations have certain key administrative activities that must be carried out annually.

Resource Toolkit: The resources provided in the table below may be used to help identify and plan for those recurring activities.

Note: The items below are suggested resources and their use is not mandatory. Organisations are free to continue to use their own, existing resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, (if any), that they have been resourced to undertake on your behalf.

Training Resources: Administrators can access a soft-copy of the “Leaving Employment and Annual Administration Activities” training booklet provided at workshops delivered as part of the Single Scheme Project Team programme of training for Relevant Authorities. Please click here to access this page.

DescriptorType Link
1.Annual Administration Activities Guidance NoteGuidance NoteMicrosoft Word Document icon
2.Circulars and LegislationWebsite PageLink icon
3.Annual Benefit Statement Template Template StatementMicrosoft Word Document icon
4.Pensioners' CPICalculation ToolMicrosoft Excel document icon
5.Contributions and Referable Amounts Calculation ToolCalculation ToolMicrosoft Excel document icon

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