Pensions

Requirements

• Data should only be submitted via the Data File Upload (DFU) facility. This is now the only acceptable method to supply data. If another submission method is used our policy is to inform the Director of Finance that data has been put at risk unnecessarily.
• Where data is being submitted for pension widows then you should ensure the widows name, DOB and NI Number is submitted and not that of the original pensioner.
• To ensure that the submission of data using the new DFU facility is as straightforward as possible data should be uploaded in three separate files:
  1. Current pensioners i.e. those currently in receipt of a pension;
  2. Pensioners currently in receipt of a pension gratuity (if applicable); and
  3. Deferred pensioners not currently in payment (optional). Please note any pensions currently in payment should be included in file 1 ‘Current pensioners’.

Field name	Data format	Comments	Fields required
			1	2	3
Employee reference number	Character		Yes	Yes	Yes
Employee post number	Character	Leave blank if not applicable, but do not omit this field	Yes	Yes	Yes
Title	Character		Yes	Yes	Yes
Sex	Character		Yes	Yes	Yes
Surname	Character		Yes	Yes	Yes
Forename(s)	Character	Revised _ Please ensure you capture any middle name(s) or initial(s). You can provide this in a separate Middle name(s) or middle initial(s) field or in the ‘Forename(s)’ cell if preferred.	Yes	Yes	Yes
Middle name(s) or middle initial(s)	Character		Yes	Yes	Yes
Address line 1	Character		Yes	Yes	Yes
Address line 2	Character		Yes	Yes	Yes
Address line 3	Character		Yes	Yes	Yes
Address line 4	Character		Yes	Yes	Yes
Post code	Character		Yes	Yes	Yes
Date of birth	Date		Yes	Yes	Yes
Date started pension	Date		Yes	Yes	Yes 1
Date employment ended	Date	Included as an independent check that only pensioners are included	Yes	Yes	Yes
Leaver indicator	Character		Yes	Yes	Yes
Pensioner’s widow indicator	Character	Enter ‘W’ for pension widows and ensure the widows name, DOB and NI Number is submitted rather that of the original pensioner’	Yes
National insurance number	Character		Yes	Yes	Yes
Gross pension to date	Numeric	This should be gross pension to date NOT taxable pension to date. Do not submit a record if this field is zero.	Yes	Yes
Date last paid	Date		Yes	Yes
Injury pension flag	Character	Police and Fire pensions only. Include a ‘Y’ in this field if the pensioner is in receipt of an enhanced pension due to injuries suffered at work.	Yes
Ill health retirement flag	Character	Include a ‘Y’ in this field if the pensioner retired on ill health grounds. This will assist with pension abatement matches.	Yes

¹ Included as an independent check that only deferred pensions are included

Downloads

2012/13 NFI pensions detailed data specification