UoY Pension Fund: 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 (firstactuarial.co.uk). 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.
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 to use the form below 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.
Requesting a pension estimate
A retirement benefit modeller is now available to most active members of the Fund on the Member Portal.
Log into the UoYPF Member Portal
In addition to the retirement benefit modeller, members also receive an annual benefit illustration. Benefit illustrations calculate your benefits in the Fund at each 1 April and will be sent to you in the late summer/early autumn each year.
You are also able to request an estimate of your retirement benefits from the University of York Pension Fund. There is a limit on the number of calculations you can request, which is two per rolling 12-month period. To make sure you can access estimates when you need them for retirement planning purposes, you should use the retirement benefit modeller to calculate figures in the first instance, and only ask for formal estimates where you really need them.
If the figures you need cannot be produced by the modeller, please contact the University's Pensions Team to discuss your requirements.
Further information
Scheme documents
You can access documents giving further information about the scheme below.
- Actuarial Valuation Report 2023 (PDF
, 1,977kb) - Contributing Members Annual Report 2024 (PDF , 1,213kb)
- Implementation Statement (PDF , 811kb)
- Privacy Statement (PDF , 817kb)
- Schedule of Contributions (PDF , 380kb)
- Statement of Funding Principles (PDF , 366kb)
- Statement of Investment Principles (PDF , 74kb)
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.