Pensions data specification

Including occupational pensions, pension gratuities and deferred pensions.

Please note, this data specification is only applicable to private sector pension schemes.

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
Employee post number	Character	Leave blank if not applicable, but do not omit this field
Title	Character
Sex	Character
Surname	Character
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.
Middle name(s) or middle initial(s)	Character
Address line 1	Character
Address line 2	Character
Address line 3	Character
Address line 4	Character
Post code	Character
Date of birth	Date
Date started pension	Date				1
Date employment ended	Date	Included as an independent check that only pensioners are included
Leaver indicator	Character
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’
National insurance number	Character
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.
Date last paid	Date

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