Membership administration
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 detailsNominated 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 formRequesting 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 estimateFurther information
Scheme Documents
You can access documents giving further information about the scheme below.
- Privacy notice [pdf]
- Contributing Member's Annual Report [pdf]
- Statement of Investment Principles and July 2023 implementation statement [pdf]
- Actuarial Valuation Report (July 2020) [pdf]
- Schedule of Contributions [pdf]
- Statement of Funding Principles [pdf]
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]