Membership administration

Changes to Fund administration

The University and the Trustee have decided to outsource the day-to-day running of the University of York Pension Fund to a third-party administrator and have chosen First Actuarial LLP. Over the next few months, services will start to move across to First Actuarial LLP.

The full transition of services is expected to take place in 2025 and members will be written to with a further update at that time. Contributing members should continue to contact the University's in-house Pensions Team with any queries.

Questions and Answers about outsourcing

Changing your address

Please keep your home address up to date on the University's records, as this will be used for communications from the Pensions Team.

Use MyView to update your home address 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 are considering retiring within the next six months and require an estimate of your benefits in order to support your decision making, please complete the form using the link below.

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]