Guides for employers, providers and advisers
Combined pension forecasts - Guides for employers, pension scheme providers and advisers
Take part in Combined Pension Forecasting [CPF1] - [PDF file size 160kb]
This leaflet gives a brief description of the combined pension forecast process. It also includes a form which you can use to
contact us if you would like to take part in the service. Details of how to request additional information are also provided.
A guide to combined pension forecasts
[CPF2] - [PDF file size 199kb]
A guide on combined pension forecasts for pension scheme providers, or
employers with an occupational scheme. Tells you what combined pension
forecasts are and how to arrange them for your customers or staff.
Combined pension forecasts - technical
guide [CPF3] - [PDF file size 157kb]
A technical guide on implementation of combined pension forecasts for
pension scheme providers or an employer with an occupational scheme. This
guide provides the technical information you need to manage combined pension
forecasting.
Security note
To maximise security of customer information, the Department for Work and Pensions has reviewed ways in which data is transferred. For Combined Pension Forecasting, the acceptable methods are:
- Electronic Data Interchange (EDI)
- Secure File Transfer (SFT) in conjunction with PGP desk-top pro encryption software
- CD rom in conjunction with PGP desk-top pro encryption software
We are investigating other transfer options, but for the time being the options above will apply.
Combined Pension Forecasts –
Application form and notes for employers and pension providers [CPF4]
– [PDF file size 64kb]
This application to register form and registration notes is for employers
and pension providers. Print
the form [CPF4] – [PDF file size 27kb], complete it and send
it to the address below.
Combined Pension Forecasts –
Application form and notes is for Third Party Administrators [CPF7a] –
[PDF file size 74kb]
This application to register form and registration notes is for Third
Party Administrators. Print the form, complete it and send it to the address
below:
Department for Work and Pensions
Combined Pension Forecast team
Room TB001
Tyneview Park
Newcastle upon Tyne
NE98 1BA
You can request copies of The Pension Service's guides to be sent to you by post. You can order copies online or order copies by phone
Our guides are also available in Welsh and in other languages, and in Braille or on audio cassette
How to read or print guides and forms
To read the guides online, or to print them, you need to have Adobe Reader installed on your computer. If you don't already have Adobe Reader, you can download Adobe Reader from the Adobe website
Alternative ways to read our guides
If you use screen reader software or an audio-enabled web browser, Adobe provides a free online tool that you can use to convert the guides to a plain text format.
To use Adobe's online tool:
1. Find the link on this website to the guide you want to read, and copy it
2. Go
to Adobe's online tool
3. Follow the instructions onscreen
The tool will display your chosen guide as a web page (HTML) or as plain text.
You can read more about Adobe Reader and accessibility on the Adobe website