Schedule 22 - Bulk Transfer Terms1

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1 Requirements relating to bulk transfer provisions are contained in HM Treasury Guidance 'Staff Transfers From Central Government: A Fair Deal for Staff Pensions' (June 1999) and HM Treasury Guidance "A Fair Deal for Staff Pensions: Procurement of Bulk Transfer Agreements and Related Issues" (June 2004).  This Schedule is provided as a specimen only and Authorities are advised to liaise with the Administering Authority of the relevant LGPS fund (where different from the Authority) and its own advisers as early as possible to agree the provisions of the Schedule.  The Administering Authority may have a preferred form of Schedule it would prefer to use or may have specific amendments it would wish to make to this specimen Schedule.  The Authority should also check that the Schedule complies with the bulk transfer provisions contained in the LGPS Regulations in force at the time the Agreement is signed.