I am a Third Party Administrator
The Combined Pension Forecasting team work directly with employers or their Third Party Administrators to add an individual’s State Pension information to their occupational/personal pension statements.
In this section you will find:
- how to get involved in producing a Combined Pension Forecast (CPF)
- the benefits for you as a TPA
- case studies supplied by other TPAs
- information for TPAs who have been unable to obtain State Pension information for some employees
- the ongoing support offered by our team
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.