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.

From 1 March 2025 we expect First Actuarial LLP to fully take over the day to day administration of the Fund. Contributing members should continue to contact the University's in-house Pensions Team directly with any queries even after the transition takes place, as the University's in-house Pensions Team will continue to be the first point of contact for queries about the Fund for current employees. There will be a short period of downtime during February 2025 when the data is transferred from the University to First Actuarial LLP. During this period, the University's in-house team will be limited in the services they can provide to members.

Questions and Answers about outsourcing

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.

Notifying about a change in 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.

• Actuarial Valuation Report 2023 [pdf]
• Contributing Member's Annual Report [pdf]
• Implementation statement [pdf]
• Privacy notice [pdf]
• Schedule of Contributions [pdf]
• Statement of Funding Principles [pdf]
• Statement of Investment Principles and July 2023 implementation statement [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]