Teachers’ Pension – End of Year Certificate

Academy Trusts

The End of Year Certificate (EOYC) for the teachers’ pension scheme will be issued in April. However this will not be in the usual format of a downloadable blank form, with everything needing to be completed online.

The release date has not yet been confirmed by Teacher’s Pensions; the only information we have is that it will be released mid-April.

Academies are required to finalise their EOYC and submit it to the Teachers’ Pensions by 31st May 2017.

If the EOYC is audited by the 31st May then no further work is required. However, if it is returned without an audit certificate then a further form will need to be audited by 30th September.

After discussions with Teachers’ Pensions there will be no method for the auditors to counter sign the form online, as there is for the Annual Return. This means that our auditor’s certification will need to be made via hard copy.

For academies who want their form to be audited by 31st May 2017 we would say that because the certificate is only being made available mid-April, it may be worth contacting your payroll provider to remind them you require this to be completed and backed by detailed workings before passing to you for finalisation.

All academies should soon receive an email from Teacher’s Pensions outlining the cash figure that they have recorded as being received. This will needed forwarding to your dedicated academy team member at Forrester Boyd. In the meantime if you start to collate and forward other information needed for the audit i.e. payroll reports/starters & leavers in the year, then this will help mitigate against a late release of the form causing any delays or missed deadlines.

If any of your data files are too big to email or you would like to use a secure way of sending the information you can upload the files to us using our upload facility.  Please let us know if you would like the details to access this.

Finally here is a summary of the key dates that Teacher’s Pensions have sent to all the schools:-

Download EOYC from Teachers’ Pensions website Made available Mid-April
EOYC to be returned to Teachers’ Pensions Tuesday 31/05/2017
Audited EOYC to be returned to Teachers’ Pensions Friday 30/09/2017

If you have any concerns or questions about anything mentioned above please give the office a ring and speak to a member of the team.