Banner depicting remedy

For the remedy period (i.e. the period of discrimination 1 April 2015 to 31 March 2022), eligible members will be able to choose to receive legacy pension scheme benefits or benefits equivalent to those available under the reformed pension scheme. This choice will be offered at retirement on what is known as Deferred Choice Underpin (DCU)

The DCU approach means the member does not need to make a choice until they reach retirement age.

Benefits accrued under the reformed scheme for all eligible members will be converted to legacy scheme benefits (their former final salary scheme) for the whole of their service in the remedy period.  The benefits accrued in the reformed scheme will be kept and treated as an underpinned record.

At retirement, they will then be offered a choice of the legacy benefits or the reformed benefits for the remedied period. 

The provision definition documents (PDDs) that define the provisions of the Public Service Pensions and Judicial Offices Act 2022 (PSPJOA 2022) for each area of the retrospective remedy have been finalised and the Home Office is working with stakeholders to develop scheme specific policy. These discussions will help to inform the drafting of secondary legislation, ahead of formal consultation early in 2023.

The regulations came into force on 1 October 2023.

The following documents have been split into categories that relate to the retrospective remedy: 

Document Doc type Date
Compensation and Funding 
Compensation guidance for scheme managers (PDF, 18 pages, 489kb) 13 May 2024
Compensation guidance for members (PDF, 6 pages, 200kb 13 May 2024
Compensation member claim form (Word, 6 pages, 41kb) 13 May 2024
Home Office Compensation Scheme Funding guidance (PDF, 14 pages, 287kb) 13 May 2024
Added Pensions Compensation
Added Pension Compensation Scheme Manager and administrator guidance (PDF, 7 pages, 228kb) 19 January 2024
Added Pension Compensation Template letter to member  (Word, 3 pages, 28kb) 19 January 2024
Added Pension Compensation Bank form template to member  (Word, 1 page, 102kb) 19 January 2024

Document Doc type Date
Contingent Decisions Scheme Manager guidance v1.4 - This has been temporarily removed whilst we review the document (PDF, 21 pages, 388kb) 21 May 2024
Contingent Decisions Member guidance v1.2 - This has been temporarily removed whilst we review the document  (PDF, 6 pages, 207kb) 21 May 2024
Contingent Decision member claim form (Word, 4 pages, 36kb) 31 October 2023

Document Doc type Date
Data Sharing guidance for scheme managers v 1.2 (PDF, 5 pages, 220kb) 28 March 2024
Data Request to previous FRA (xlsx, 22kb) 26 January 2024
Data Sharing Agreement v1.1 (word, 5 pages, 59kb) 26 February 2024

Document Doc type Date
Factsheets
Statutory Deadline Factsheet (PDF, 6 pages, 246kb) 28 May 2024
Age discrimination remedy eligibility factsheet (PDF, 4 pages, 198kb)

31 August 2022

Notes

Annual Allowance 2022/2023 note (Word, 3 pages, 35kb)

30 September 2023

Tools

FPS coffee morning presentation - Remedy timetabling (PDF, 23 pages, 463kb) 5 January 2023
HMRC McCloud Income Tax regime summary (PDF, 3 pages, 156kb)

26 May 2023

McCloud member examples by GAD (PDF, 41 pages, 1,280kb)

30 June 2023

Remedy readiness self-assessment tool (Excel, 1 page, 23kb)

30 June 2023

Document Doc type Date

Factsheet

Age discrimination remedy ill health reassessment factsheet - version 1.3 - clean (PDF, 16 pages, 319kb)

28 July 2023

Age discrimination remedy ill health reassessment factsheet - version 1.3 - tracked (PDF, 16 pages, 321kb)

28 July 2023

Age discrimination remedy ill health reassessment factsheet - version 1.2 - clean (PDF,16 pages, 333kb)

19 May 2023

Age discrimination remedy ill health reassessment factsheet - version 1.2 - tracked (PDF,16 pages, 333kb)

19 May 2023

Age discrimination remedy ill health re-assessment factsheet - version 1.1 clean 

(PDF, 16 pages, 330kb) 30 January 2023

Age discrimination remedy ill health re-assessment factsheet - version 1.1 tracked 

(PDF, 16 pages, 343kb) 30 January 2023

Member outcome letter templates

Member outcome letter template - Scenario one - Lower Tier awarded under FPS 2015 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario one - Lower Tier awarded under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario one - No ill health entitlement under FPS 2015 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario one - No ill health entitlement under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario two - Lower tier awarded under FPS 2015 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario two - Lower tier awarded under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario two - Higher tier awarded under FPS 2015 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario two - Higher tier awarded under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario two - No ill health entitlement under FPS 2015 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario two - No ill health entitlement under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario seven - Lower tier awarded under FPS 1992 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario seven - Lower tier awarded under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - Scenario seven - Higher tier awarded under FPS 1992 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario seven - Higher tier awarded under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario nine - Lower tier under FPS 1992 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario nine - Lower tier under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario nine - Higher tier under FPS 1992  (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario nine - Higher tier under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario nine - No ill health entitlement under FPS 1992 (Excel, 1 page, 34kb)

28 July 2023

Member outcome letter template - scenario nine - No ill health entitlement under FPS 2006 special (Excel, 1 page, 34kb)

28 July 2023

IQMP reassessment templates

IQMP Reassessment Template - Scenario one (Word, 2 pages, 36kb) 19 May 2023
IQMP Reassessment Template - Scenario one - FPS 2006 special (Word, 2 pages, 37kb) 19 May 2023
IQMP Reassessment Template - Scenario two (Word, 2 pages, 36kb) 19 May 2023
IQMP Reassessment Template - Scenario two - FPS 2006 special (Word, 2 pages, 36kb) 19 May 2023
IQMP Reassessment Template - Scenario seven (Word, 2 pages, 36kb) 19 May 2023
IQMP Reassessment Template - Scenario seven - FPS 2006 special (Word, 2 pages, 37kb) 19 May 2023
IQMP Reassessment Template - Scenario nine (Word, 2 pages, 36kb) 19 May 2023
IQMP Reassessment Template - Scenario nine - FPS 2006 special (Word, 2 pages, 37kb) 19 May 2023

Member reassessment templates

Member Reassessment Template - Scenario one and two (Word, 4 pages, 42kb) 30 January 2023
Member Reassessment Template - Scenario one and two - FPS 2006 special (Word, 4 pages, 42kb) 30 January 2023
Member Reassessment Template - Scenario seven (Word, 4 pages, 42kb) 30 January 2023
Member Reassessment Template - Scenario seven - FPS 2006 special (Word, 4 pages, 42kb) 30 January 2023
Member Reassessment Template - Scenario nine (Word, 4 pages, 42kb) 30 January 2023
Member Reassessment Template - Scenario nine - FPS 2006 special (Word, 4 pages, 42kb) 30 January 2023

Document Doc type Date
Follow up letters
Example follow up letter for green cases (Cheshire) (Word, 1 page, 14kb) 17 June 2024
Example follow up letter for green cases (Tyne and Wear) (Word, 1 page, 36kb) 17 June 2024
Follow up letter for Unauthorised cases (i.e. red cases) (Word, 2 pages, 35kb) 6 June 2024
Warm up communications follow up letter - Ill Health retirements (Word, 1 page, 38kb) 25 March 2024
Warm up communications follow up letter - Ill health and unprotected or tapered beneficiaries (Word, 1 page, 38kb) 25 March 2024

Warm up communications

Warm up communications - Active members (Word, 2 pages, 37kb)

31 July 2023

Warm up communications - Deferred members (Word, 2 pages, 37kb)

22 August 2023

Warm up communications - Death in Service beneficiaries (Word 1 page, 34 kb)

31 July 2023

Warm up communications - Ill Health and unprotected or tapered beneficiaries (Word, 1 page, 36kb)

31 July 2023

Warm up communications - Ill Health retirement (Word, 1 page, 35kb)

31 July 2023

Warm up communications - Protected 1992 pensioners (Word, 1 page, 35kb)

31 July 2023

Warm up communications - Protected 2006 pensioners (Word, 1 page, 35kb)

31 July 2023

Warm up communications - Protected member beneficiaries 1992 and 2006 (Word, 1 page, 35kb)

31 July 2023

Warm up communications - Taper protected pensioners (Word, 1 page, 34kb)

31 July 2023

Warm up communications - Unprotected pensioners (Word, 1 page, 34kb)

31 July 2023

Out of scope - now in scope letters

Originally out of scope - now in scope member letter (PDF, 1 page, 83.5kb)

30 September 2022

Originally out of scope - still out of scope member letter

(PDF, 1 page, 94.5kb) 30 September 2022