1.005 – NI number assertion
changed condition to make clearer
1.006 – alternate name type
removed “other” as a value in this field as it is effectively covered by “changed”
1.009 – alternate forename
added new field for previous forenames
1.010 – alternate forename asserted
added new field for previous forenames asserted
1.024 – no NINO
updated the conditionality and words around “No NINO”
2.001 – details not available
changed “CALL” to “CONT” in available values and add “NEW”
2.002 – pension reference
changed conditions in 2.002 to allow pension reference to be submitted when 2.001 “details not available” flag is in use
condition changed – optional for SP
2.005 – pension origin
added guidance on the use of “Origin” re: section 32 policies
new values added
2.006 – pension status
added pension credit member as a status
new values added
condition changed – now optional for State Pension as it is not particularly relevant
2.007 – pension start date
made conditional – optional for SP
2.008 – pensions retirement date
updated wording around field descriptions
2.009 – pension link
described pension link as facilitative
2.010 – date of birth
made conditional – optional for SP
2.011 – State Pension age
added new field – mandatory for SP, but must not be used by anyone else
2.012 – state message E
added new field – text field for SP messages in English
2.013 – state message W
added new field – text field for SP messages in Welsh
2.1x – pension administrator details
changed conditions on the contact information fields based on contact preferences
2.2x – employer details
added employer multiplicity and added guidance on what to do if the member has more than that allowed
2.301 – ERI type
SP added
2.303 – ERI basis
ERI basis – changed SMPI to ASTM1
2.313 – ERI warning
captured transferred in benefit
ERI warning – added scheme pays and underpin, split out pension sharing and earmarking
2.314 – ERI unavailable
ERI unavailable – removed “OTHER” and replaced with 3RD and MEM to indicate if something is preventing calculation not in the data provider’s control
ERI unavailable – added PNRD for schemes that cannot calculate values post-NRD
removed system error
2.3x – estimated retirement income data
revisited all conditions on dates so that benefits quoted at NRD (for members past NRD) are allowed
codes added so that providers may reflect the same reasons for not providing information as the current Disclosure Regulations allow for SMPI statements.
checked guidance to ensure it is clear that accrued & ERI values should be calculated as at the same date
2.401 – accrued type
SP added
2.403 – accrued basis
referred to the simplified method
2.405 – accrued payable date
explained ‘payable date’ term
2.413 – accrued warning
added transfers in, scheme pays and underpin, split out pension sharing and earmarking
2.414 – accrued unavailable
accrued unavailable – removed “OTHER” and replaced with 3RD and MEM to indicate if something is preventing calculation not in the data provider’s control
accrued unavailable – add PNRD for schemes that cannot calculate values post-NRD
reviewed “System error” guidance wording
2.4x – accrued pension data
revisited all conditions on dates so that benefits quoted at NRD (for members past NRD) are allowed
codes added so that providers may reflect the same reasons for not providing information as the current Disclosure Regulations allow for SMPI statements.
checked guidance to ensure it is clear that accrued & ERI values should be calculated as at the same date
2.504 – annual report
made annual reports optional
General
explained what we mean by ‘contextual’ and ‘admin’ data
updated language for hybrids vs mixed
ensured all language is reflective of the nature of the benefit number, not the scheme’s label
changed “call” to “contact” in all explanatory text
renumbered fields after adding alternate forename fields