St Clements House - Bristol

Section A

Useful documents

Documents can be found here in PDF format. Browse through all the documents, or choose what type of document you'd like to see.

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There are various ways in which you will be able to use your AVC fund to buy extra retirement benefits when your BTPS benefits become payable, and we strongly recommend you read this document which explains these options in detail.

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If you have a complaint or dispute concerning your membership of the BT Pension Scheme that cannot be resolved informally with the Accenture HR Services Team, you may invoke the Scheme's internal dispute resolution procedure. This procedure can only be used to resolve a dispute with the Trustee. It cannot be used to resolve any non-pension scheme issues such as a dispute with your employer.

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To change which Bank or Building Society your BT Pension benefits are paid into, download and complete a Change of Bank Form by using the link below.

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Lump sums on death are paid by the Trustee under what is known as a 'discretionary trust' and, generally, this means the payments are NOT liable for Inheritance Tax. By completing a Expression of Wish Form you can inform the Trustee of the person(s) to whom you wish any lump sum to be paid if/when you die.

You can download an Expression of Wish Form by using the link below. The purpose of this Form is to enable BTPS members and pensioners to let the Trustee know to whom they would like any lump sum death benefits to be paid. The Expression of Wish Form is also available via Pensions Portal.

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Section A is for members who joined before 1 December 1971.

Section A Member Booklet is intended to be a summary guide only to assist you in understanding your benefits under the BTPS.

Please note we are currently updating the member booklets to reflect various changes that came into effect on 6 April 2016, and the updated booklets will be uploaded shortly.

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2017 Newsletter for Active members

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If you are not married, you may nominate an adult who is wholly or partly financially dependent on you, and who is likely to continue to be so, to be considered to receive pension benefits that would have been payable to your Spouse or Civil Partner.

Such a nomination would remain in force unless you revoke it in writing, marry or enter into a civil partnership.

The payment of an Adult Dependant's pension is payable in the absolute discretion of the Trustee. The Trustee is not legally bound by this form, but will bear it in mind when deciding how to exercise its discretion in paying an Adult Dependant's pension. A Nomination Form is also available from the Pensions Portal.

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The Trustee are required by law to publish a full Report and Accounts every year.

This is the interactive version. It's a large download (11.8MB) but you can use the interface to quickly navigate around the document and interact with the content.

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The Trustee are required by law to publish a full Report and Accounts every year.

This is the print version. It's a smaller download than the interactive version (0.45MB) and suitable for printing.

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The Trustee are required by law to publish a full Report and Accounts every year.

This is the interactive version. It's a large download (11MB) but you can use the interface to quickly navigate around the document and interact with the content.

Download

The Trustee are required by law to publish a full Report and Accounts every year.

This is the print version. It's a smaller download than the interactive version and suitable for printing.

Download

The Trustee publishes a Summary Funding Statement giving an update on the Scheme's funding position. The 2016 Statement will be mailed to members from mid-June through to early July.  If you do not receive a copy please contact Accenture to check the address details they hold for you.

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The Trustee also publishes a Summary Funding Statement giving an update on the Scheme's funding position.

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The Trustee is responsible for ensuring that the Scheme has sufficient funds to pay its liabilities (benefits to members). At least every three years the Scheme Actuary completes an actuarial valuation, with an interim assessment in the years between valuations.

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