Membership administration

Fund administration

The University and the Trustee have outsourced the day-to-day running of the University of York Pension Fund for deferred and retired members to a third-party administrator, First Actuarial LLP. However, the University's in-house Pensions Team remains the first point of contact for queries about the Fund for current employees.

Changing your contact details

If any of your contact details have changed, please complete this form so your updated details can be provided to the new pension Fund administrators.

Notify us about a change in your contact details

Nominated beneficiaries

In some circumstances, the University of York Pension Fund provides for a lump sum to be paid in the event of your death. The amount payable is dependent on your status in the Fund at the time of your death.

You are able, by completing this form, to inform the Trustee of who you would like this payment to be made to. Whilst the Trustee retains the discretion of who to pay, your wishes will normally be taken into account.

Download Nominated beneficiary form

Requesting a pension estimate

If you'd like to request an estimate of your retirement benefits from the University of York Pension Fund, please complete our request an estimate form.

First Actuarial will also soon be launching a modelling facility that members will be able to use if they do not require a formal estimate. More information about that will be provided soon.

Request an estimate

Further information

Scheme Documents

You can access documents giving further information about the scheme below.

If you have a complaint

We strive to deliver the highest standard of service; however, we recognise that sometimes things go wrong. Should this happen, please contact us as soon as possible. It is usually possible to resolve any concerns informally. If you remain dissatisfied, then you can use the Fund's Internal Disputes Resolution Procedure.

Download the Internal Dispute Resolution Procedure note and complaint form [PDF]