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<!DOCTYPE html> <html lang="en-gb" dir="ltr"> <head> <meta charset="utf-8"> <meta name="author" content="Tara Atkins"> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="description" content="fpsregs.org"> <meta name="generator" content="Joomla! - Open Source Content Management"> <title>Second Options Exercise</title> <link href="/media/system/images/joomla-favicon.svg" rel="icon" type="image/svg+xml"> <link href="/media/system/images/favicon.ico" rel="alternate icon" type="image/vnd.microsoft.icon"> <link href="/media/system/images/joomla-favicon-pinned.svg" rel="mask-icon" color="#000"> <link href="/media/system/css/joomla-fontawesome.min.css?ccaba463d1c5f118fc299020fa6c0b24" rel="lazy-stylesheet" /><noscript><link href="/media/system/css/joomla-fontawesome.min.css?ccaba463d1c5f118fc299020fa6c0b24" rel="stylesheet" /></noscript> <link href="/media/templates/site/cassiopeia/css/template.min.css?ccaba463d1c5f118fc299020fa6c0b24" rel="stylesheet" /> <link 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item-page" itemscope itemtype="https://schema.org/Article"> <meta itemprop="inLanguage" content="en-GB"> <div class="page-header"> <h1 itemprop="headline"> Second Options Exercise </h1> </div> <div itemprop="articleBody" class="com-content-article__body"> <p>Following the first options exercise carried out between 2014 and 2015, the timetable below sets out the events that have happened to legislate for the second options exercise.</p> <p><strong>14 March 2022</strong></p> <p>More recently, work has again had to take place on the pensions aspect of this case, following the European Court of Justice’s decision in <a title="O’Brien v Ministry of Justice" href="https://www.bailii.org/eu/cases/EUECJ/2018/C43217.html" target="_blank" rel="noopener noreferrer">O’Brien v Ministry of Justice</a> concerning fee paid judges in the Judicial Pension Scheme. The judgment held that remedy could extend back before the Part-time Workers Directive was required to be implemented on 7 April 2000. As a binding judgment, that finding applies across all such claims and therefore the UK Government recognised the right applies to retained firefighters’ claims or potential claims.</p> <p>After an extended period of negotiations on the scope and mechanics of the settlement, a <a title="Matthews Memorandum of Understanding 9 March 2022" href="/images/RDS/RDS-Matthews-Memorandum-of-Understanding-9-March-2022.pdf" target="_blank" rel="noopener noreferrer">Memorandum of Understanding (MoU) was agreed by all parties on 9 March 2022</a>. Remedy for retained firefighters affected by the O’Brien judgment will be provided by way of a second options exercise allowing in-scope individuals the opportunity to purchase pension entitlement as a special member of the FPS 2006.</p> <p><strong>31 March 2023</strong></p> <p>On 31 March 2023, the Home Office launched their formal consultation on <a title="Retained Firefighters' Pensions: Proposed Changes to the Firefighters' Pension Scheme (England) 2006" href="https://www.gov.uk/government/consultations/retained-firefighters-pensions" target="_blank" rel="noopener noreferrer">Retained Firefighters' Pensions: Proposed Changes to the Firefighters' Pension Scheme (England) 2006</a></p> <p>This consultation focuses on the government’s commitment to provide further remedy to those individuals who were employed as retained firefighters between 7 April 2000 and 5 April 2006 inclusive by providing access to the modified section of Firefighters’ Pension Scheme 2006 (referred to as ‘the modified scheme’). It contains the proposed amendments to the Firefighters’ Pension Scheme (England) Order 2006 and the Firemen’s Pension Scheme Order 1992 to achieve this outcome. This consultation document seeks views on proposals for achieving this outcome, and whether the proposed amendments achieve this policy intention for all eligible individuals.</p> <p>The consultation will close on 9 June 2023.</p> <p><strong>8 September 2023</strong></p> <p>On 8 September 2023, the Home Office published their<a href="https://www.gov.uk/government/consultations/retained-firefighters-pensions"> consultation response to the Retained Firefighters' Pensions: Proposed Changes to the Firefighters' Pension Scheme (England) 2006.</a></p> <p>The <a title="The Firefighters’ Pension Schemes (England) (Amendment) Order 2023" href="http://www.legislation.gov.uk/id/uksi/2023/986">Firefighters’ Pension Schemes (England) (Amendment) Order 2023</a> were been laid in Parliament.</p> <p>The regulations came into Force on 1 October 2023. </p> <p><strong>9 July 2024</strong></p> <p>Following the regulations coming into force on 1 October 2023, there has been/is significant interest from those individuals who are in scope for this second options exercise, with some FRAs having received/are receiving large volumes of Expressions of Interest forms. To support the sector in progressing the Matthews implementation, the SAB have agreed that it would be sensible to have a suggestive priority order for the processing of Matthews cases.</p> <p>The priority has been agreed as follows:</p> <ul> <li><strong>Priority 1 – Immediate entitlement i.e. Special Pensioners or potential to be a Special Pensioner</strong> <ul> <li>Individuals who currently have no benefits in payment but would be immediately entitled to a backdated award should they elect for Matthews.</li> <li>Individuals who currently have a pension in payment and would be due a top-up if they elected for Matthews</li> <li>Deferred Benefits (DB) into payment i.e. an individual who is over age 60 and has a DB entitlement under Matthews</li> <li>Potential ill health cases <ul> <li>These could either be active Firefighters who are known to be suffering from ill health or individuals who have left the FRS and are either currently a deferred member or are entitled to be a deferred member under Matthews.</li> </ul> </li> <li>Deceased cases</li> </ul> </li> <li><strong>Priority 2 – Imminent entitlement </strong> <ul> <li>Special Firefighters or Special Deferred but entitled to become a Special Pensioner before <strong>31 March 2025</strong></li> </ul> </li> </ul> <ul> <li><strong>Priority 3 – Not immediate/imminent </strong></li> <ul> <li>Special Firefighters or Special Deferred but <strong>not</strong> entitled to become a Special Pensioner before <strong>31 March 2025</strong></li> </ul> </ul> <p>A <span style="font-size: 1rem;">template </span><a style="font-size: 1rem;" href="/images/RDS/second-options-exercise/Matthews-Priority-order-letter-template.docx">Matthews - Priority order letter </a><span style="font-size: 1rem;">is available for FRA's to use to explain the reason for the delay in providing calculations.</span></p> <p>Not dealing with the Matthews exercise in the legislative timeframe will result in a breach which, if deemed material, will require reporting to The Pension Regulator (TPR).</p> <p>Guides and other communications related to the second options exercise are listed in the table below split between member and employer:</p> <p> </p> <div id="myAccordion" class="accordion" role="tablist"> <div class="accordion-item "> <h2 class="accordion-header" id="article101-sliders1-heading"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#article101-sliders1" aria-expanded="" aria-controls="article101-sliders1" role="tab"> Stakeholder request for cases </button> </h2> <div id="article101-sliders1" class="accordion-collapse collapse " aria-labelledby="article101-sliders1-heading" role="tabpanel"> <div class="accordion-body"> <p>The below is a list of cohorts and scenarios where we would welcome actual GAD calculator examples:</p> <p><a href="/images/RDS/second-options-exercise/Cohort-and-scenario-table-July-2024-v2.pdf">Cohort list and scenarios</a> </p> </div> </div> </div> <div class="accordion-item "> <h2 class="accordion-header" id="article101-sliders2-heading"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#article101-sliders2" aria-expanded="" aria-controls="article101-sliders2" role="tab"> Employer guidance and information </button> </h2> <div id="article101-sliders2" class="accordion-collapse collapse " aria-labelledby="article101-sliders2-heading" role="tabpanel"> <div class="accordion-body"> <p> </p> <table style="border-collapse: collapse; width: 100%; height: 1030.86px;" border="1"> <tbody> <tr style="height: 48px; background-color: #f7f2e0;"> <td style="width: 21.8805%; height: 48px;"><strong>Document</strong></td> <td style="width: 15.1968%; height: 48px;"> </td> <td style="width: 53.4701%; height: 48px;"><strong>Description</strong></td> <td style="width: 9.42763%; height: 48px;"><strong>Date of issue</strong></td> </tr> <tr style="background-color: #f7f2e0; height: 72px;"> <td style="width: 21.8805%; height: 72px;"><a title="Employer Guide" href="/images/RDS/second-options-exercise/Employer-Guide-v2.pdf">Employer Guide</a></td> <td style="width: 15.1968%; height: 72px;">(PDF, 44 pages, 557kb)</td> <td style="width: 53.4701%; height: 72px;">Guide to help employers through the second options exercise</td> <td style="width: 9.42763%; height: 72px;">November 2024</td> </tr> <tr style="height: 75.125px;"> <td style="width: 21.8805%; height: 75.125px;"><a title="Lessons learned (overview)" href="/images/RDS/Home-Office-lessons-learned-overview-paper-Matthews-April-2022.pdf" target="_blank" rel="noopener noreferrer">Lessons learned (overview)</a></td> <td style="width: 15.1968%; height: 75.125px;">(PDF, 6 pages, 170kb)</td> <td style="width: 53.4701%; height: 75.125px;">Draft lessons learned paper produced for stakeholders by the Home Office on the first options exercise</td> <td style="width: 9.42763%; height: 75.125px;">April 2022</td> </tr> <tr style="background-color: #f7f2e0; height: 75.125px;"> <td style="width: 21.8805%; height: 75.125px;"> <p><a title="LGA Matthews PID" href="/images/RDS/LGA-Matthews-project-implementation-document-September-2022.pdf" target="_blank" rel="noopener noreferrer">LGA Matthews PID</a></p> </td> <td style="width: 15.1968%; height: 75.125px;"> <p>(PDF, 21 pages, 586kb)</p> </td> <td style="width: 53.4701%; height: 75.125px;">LGA project implementation for Matthews. Includes a draft communications plans and terms of reference for the Scheme Advisory Board working group</td> <td style="width: 9.42763%; height: 75.125px;">September 2022</td> </tr> <tr style="height: 75.125px;"> <td style="width: 21.8805%; height: 75.125px;"><a title="Matthews and the 2023 options exercise" href="/images/Events/Coffee-mornings/Coffee-morning-22-March-2022-Matthews.pdf" target="_blank" rel="noopener noreferrer">Matthews and the 2023 options exercise</a></td> <td style="width: 15.1968%; height: 75.125px;">(PDF, 19 pages, 508kb)</td> <td style="width: 53.4701%; height: 75.125px;">Coffee morning presentation covering MoU and options exercise</td> <td style="width: 9.42763%; height: 75.125px;">22 March 2022</td> </tr> <tr style="background-color: #f7f2e0; height: 75.2188px;"> <td style="width: 21.8805%; height: 75.2188px;"><a title=""Matthews" Memorandum of Understanding" href="/images/RDS/RDS-Matthews-Memorandum-of-Understanding-9-March-2022.pdf" target="_blank" rel="noopener noreferrer">"Matthews" Memorandum of Understanding</a></td> <td style="width: 15.1968%; height: 75.2188px;">(PDF, 19 pages, 996kb)</td> <td style="width: 53.4701%; height: 75.2188px;">MoU signed on 9 March 2022 by all parties</td> <td style="width: 9.42763%; height: 75.2188px;">March 2022</td> </tr> <tr style="height: 48px;"> <td style="width: 21.8805%; height: 48px;"><a title="Matthews - lessons learned" href="/images/Events/Coffee-mornings/Coffee-afternoon-28-June-2022-Matthews-lessons-learned.pdf" target="_blank" rel="noopener noreferrer">Matthews - lessons learned</a></td> <td style="width: 15.1968%; height: 48px;">(PDF, 20 pages, 239kb)</td> <td style="width: 53.4701%; height: 48px;">Coffee afternoon presentation covering the Home Office lessons learned paper</td> <td style="width: 9.42763%; height: 48px;">28 June 2022</td> </tr> <tr style="background-color: #f7f2e0; height: 55px;"> <td style="width: 21.8805%; height: 55px;"><a title="Matthews pre-work for FRAs factsheet" href="/images/RDS/Matthews-pre-work-for-FRAs-factsheet.pdf" target="_blank" rel="noopener noreferrer">Matthews pre-work for FRAs factsheet</a></td> <td style="width: 15.1968%; height: 55px;">(Word, 5 pages, 168kb)</td> <td style="width: 53.4701%; height: 55px;">A factsheet to help FRAs identify any pre-work which can be done for the Matthews second options exercise</td> <td style="width: 9.42763%; height: 55px;">February 2023</td> </tr> <tr style="height: 69px;"> <td style="width: 21.8805%; height: 69px;"><a title="Matthews consultation overview" href="/images/Events/Coffee-mornings/Coffee-morning-11-April-2023-HO-Matthews-consultation.pdf" target="_blank" rel="noopener noreferrer">Matthews consultation overview</a></td> <td style="width: 15.1968%; height: 69px;">(PDF, 42 pages, 927kb)</td> <td style="width: 53.4701%; height: 69px;">Coffee morning presentation on the Home Office consultation on the 2023 options exercise</td> <td style="width: 9.42763%; height: 69px;">11 April 2023</td> </tr> <tr style="height: 48px; background-color: #f7f2e0;"> <td style="width: 21.8805%; height: 48px;"><a title="Matthews Poster" href="/images/RDS/Matthews-Poster-v2.docx">Matthews Poster</a></td> <td style="width: 15.1968%; height: 48px;">(Word, 1 page, 326kb)</td> <td style="width: 53.4701%; height: 48px;">Poster to help FRAs promote the Matthews second options exercise</td> <td style="width: 9.42763%; height: 48px;">30 April 2023</td> </tr> <tr style="height: 72px;"> <td style="width: 21.8805%; height: 72px;"> <p><a title="RDS employee informal guidance" href="/images/RDS/second-options-exercise/RDS-Employee-informal-guidance-v-1.4.pdf">RDS employee informal guidance</a></p> </td> <td style="width: 15.1968%; height: 72px;">(PDF, 21 pages, 363kb)</td> <td style="width: 53.4701%; height: 72px;">Employee informal guidance to explain the options in the second options exercise to individuals, including option form - <strong><em>This accompanies the template letter to individual and options calculations.</em></strong></td> <td style="width: 9.42763%; height: 72px;">4 June 2024</td> </tr> <tr style="background-color: #f7f2e0;"> <td style="width: 21.8805%;"><a href="/images/RDS/second-options-exercise/Matthews-Statutory-deadlines-factsheet.pdf">Statutory Deadlines</a></td> <td style="width: 15.1968%;">(PDF, 4 pages, 175kb)</td> <td style="width: 53.4701%;">Factsheet for scheme managers setting out the statutory deadlines for the Matthews second options exercise.</td> <td style="width: 9.42763%;">29 July 2024</td> </tr> <tr style="background-color: #ffffff; height: 75.125px;"> <td style="width: 21.8805%; height: 75.125px;"><a title="Summary of "Matthews" MoU and second options exercise" href="/images/RDS/Summary-of-Matthews-MoU-and-second-options-exercise.pdf" target="_blank" rel="noopener noreferrer">Summary of "Matthews" MoU and second options exercise</a></td> <td style="width: 15.1968%; height: 75.125px;">(PDF, 5 pages, 128kb)</td> <td style="width: 53.4701%; height: 75.125px;">Factsheet summary the Memorandum of Understanding (MoU) which sets out the scope and mechanics of the second options exercise</td> <td style="width: 9.42763%; height: 75.125px;">March 2022</td> </tr> <tr style="height: 171.141px; background-color: #f7f2e0;"> <td style="width: 21.8805%; height: 171.141px;"> <p><a title="Summary of "Matthews" MoU and second options exercise v2 (tracked)" href="/images/RDS/Summary-of-Matthews-MoU-and-second-options-exercise-v2-tracked.pdf" target="_blank" rel="noopener noreferrer">Summary of "Matthews" MoU and second options exercise v2 (tracked)</a></p> <p><a title="Summary of "Matthews" MoU and second options exercise v2 (clean)" href="/images/RDS/Summary-of-Matthews-MoU-and-second-options-exercise-v2-clean.pdf" target="_blank" rel="noopener noreferrer">Summary of "Matthews" MoU and second options exercise v2 (clean)</a></p> </td> <td style="width: 15.1968%; height: 171.141px;"> <p>(PDF, 6 pages, 130kb)</p> <p> </p> <p>(PDF, 5 pages, 130kb)</p> </td> <td style="width: 53.4701%; height: 171.141px;">Updated factsheet summary the Memorandum of Understanding (MoU) which sets out the scope and mechanics of the second options exercise</td> <td style="width: 9.42763%; height: 171.141px;">August 2022</td> </tr> </tbody> </table> </div> </div> </div> <div class="accordion-item "> <h2 class="accordion-header" id="article101-sliders3-heading"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#article101-sliders3" aria-expanded="" aria-controls="article101-sliders3" role="tab"> Data sharing </button> </h2> <div id="article101-sliders3" class="accordion-collapse collapse " aria-labelledby="article101-sliders3-heading" role="tabpanel"> <div class="accordion-body"> <table style="border-collapse: collapse; width: 99.9825%; height: 143.993px;" border="1"> <tbody> <tr style="background-color: #f7f2e0; height: 47.9861px;"> <td style="width: 21.8163%; height: 47.9861px;"><strong>Document</strong></td> <td style="width: 15.1922%; height: 47.9861px;"> </td> <td style="width: 53.4967%; height: 47.9861px;"><strong>Description</strong></td> <td style="width: 9.50412%; height: 47.9861px;"><strong>Date of issue</strong></td> </tr> <tr style="height: 71.9965px;"> <td style="width: 21.8163%; height: 71.9965px;"><a title="Data Sharing Agreement" href="/images/RDS/second-options-exercise/Data-Sharing-Agreement.docx">Data Sharing Agreement</a></td> <td style="width: 15.1922%; height: 71.9965px;">(Word, 10 pages, 70kb)</td> <td style="width: 53.4967%; height: 71.9965px;">Data Sharing Agreement to be used for cases where the current FRA is required to obtain pay and service information from a previous FRA to allow them to provide an individuals options.</td> <td style="width: 9.50412%; height: 71.9965px;">31 October 2023</td> </tr> <tr style="height: 24.0104px; background-color: #f7f2e0;"> <td style="width: 21.8163%; height: 24.0104px;"><a href="/images/RDS/second-options-exercise/Matthews-Data-request.xlsx">Data request to previous FRA</a></td> <td style="width: 15.1922%; height: 24.0104px;">(xlsx, 30kb)</td> <td style="width: 53.4967%; height: 24.0104px;"> <p>Template data request to send to previous FRA with the data sharing agreement</p> <p> </p> </td> <td style="width: 9.50412%; height: 24.0104px;">4 July 2024</td> </tr> </tbody> </table> </div> </div> </div> <div class="accordion-item "> <h2 class="accordion-header" id="article101-sliders4-heading"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#article101-sliders4" aria-expanded="" aria-controls="article101-sliders4" role="tab"> Member communications </button> </h2> <div id="article101-sliders4" class="accordion-collapse collapse " aria-labelledby="article101-sliders4-heading" role="tabpanel"> <div class="accordion-body"> <table style="width: 99.6753%; height: 1724.89px;" cellpadding="4"> <thead> <tr style="height: 24px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 24px;"><strong>Document</strong></td> <td style="width: 14.9146%; height: 24px;"> </td> <td style="width: 50.2044%; height: 24px;"><strong>Description</strong></td> <td style="width: 14.8331%; height: 24px;"><strong>Date of issue</strong></td> </tr> <tr> <td style="width: 19.9677%;"> <p><a href="/images/RDS/second-options-exercise/Correspondence-flowchart-v1.1.xlsx">Communication flow chart</a></p> </td> <td style="width: 14.9146%;"> <p>(Excel, 7 tabs, 1,435kb)</p> </td> <td style="width: 50.2044%;"> <p>Communication flow chart to use as a guide to when processing cases.</p> </td> <td style="width: 14.8331%;"> <p>22 November 2024</p> </td> </tr> <tr style="height: 64px;"> <td style="height: 64px; width: 19.9677%;" width="19%"> <p><a href="/images/RDS/second-options-exercise/template-acknowledgement-letter-to-individuals.docx">Acknowledgement letter</a></p> </td> <td style="height: 64px; width: 14.9146%;" width="14%"> <p>(Word, 1 page, 31kb)</p> </td> <td style="height: 64px; width: 50.2044%;" width="50%"> <p>Acknowledgement letter when FRA has received expression of interest form back.</p> </td> <td style="height: 64px; width: 14.8331%;" width="14%"> <p>29 September 2023</p> </td> </tr> <tr style="height: 48px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 48px;"><a href="/images/RDS/second-options-exercise/Death-grant-confirmation-of-payment-v1.2.docx">Death grant confirmation of payment</a></td> <td style="width: 14.9146%; height: 48px;">(Word, 2 pages, 41kb)</td> <td style="width: 50.2044%; height: 48px;"> <p>Letter to confirm payment of a death grant</p> </td> <td style="width: 14.8331%; height: 48px;">30 August 2024</td> </tr> <tr style="height: 64px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 64px;"><a href="/images/RDS/second-options-exercise/Death-grant-confirmation-of-approval-and-bank-details-request-v1.2.docx">Death grant confirmation of approval and bank details request</a></td> <td style="width: 14.9146%; height: 64px;">(Word, 2 page, 41 kb)</td> <td style="width: 50.2044%; height: 64px;"> <p>Letter to confirm that the death grant application has been approved and a request for bank details </p> </td> <td style="width: 14.8331%; height: 64px;">30 August 2024</td> </tr> <tr style="height: 72px;"> <td style="width: 19.9677%; height: 72px;"><a href="/images/RDS/second-options-exercise/Beneficiaries-initial-letter-for-cases-where-the-member-made-an-election-under-M1-but-has-since-died-and-additional-death-benefits-are-payable.docx">Initial letter to beneficiary - additional death benefits under Matthews 1</a></td> <td style="width: 14.9146%; height: 72px;">(Word, 1 page, 35kb)</td> <td style="width: 50.2044%; height: 72px;"> <p>Letter to a beneficiary whose spouse/civil partner made an election under Matthews 1 but has since died and some additional benefits are payable. </p> </td> <td style="width: 14.8331%; height: 72px;">12 June 2024</td> </tr> <tr style="height: 72px;"> <td style="width: 19.9677%; height: 72px;"><a href="/images/RDS/second-options-exercise/Beneficiaries-initial-letter-for-top-up-to-original-death-grant-paid-under-M1-Only-to-be-used-if-the-beneficiary-received-a-death-grant-under-M1.docx">Initial letter to beneficiary - additional death benefits under Matthews 2</a></td> <td style="width: 14.9146%; height: 72px;">(Word, 1 page, 35kb)</td> <td style="width: 50.2044%; height: 72px;">Letter to a beneficiary whose spouse/civil partner are entitled for a top-up to the original death grant paid under Matthews 2 - Only to be used if the beneficiary received a death grant under Matthews 1.</td> <td style="width: 14.8331%; height: 72px;">12 June 2024</td> </tr> <tr style="height: 75px;"> <td style="width: 19.9677%; height: 75px;"><a href="/images/RDS/second-options-exercise/Beneficiaries-initial-letter-for-cases-where-the-member-were-eligible-for-a-payment-under-M1-now-eligible-for-death-grant-and-additional-death-grant.docx">Initial letter to beneficiary - death grant and addition death grant under Matthews 2</a></td> <td style="width: 14.9146%; height: 75px;">(Word, 1 page, 35kb)</td> <td style="width: 50.2044%; height: 75px;">Letter to a beneficiary whose spouse/civil partner where they were eligible for payment of a death grant under Matthews 1 but didn't take it, and are now in scope under Matthews 2.</td> <td style="width: 14.8331%; height: 75px;">12 June 2024</td> </tr> <tr style="background-color: #f7f2e0; height: 48px;"> <td style="width: 19.9677%; height: 48px;"><a title="Expression of interest form" href="/images/RDS/second-options-exercise/Expression-of-Interest-form-v1.1.docx">Expression of interest form</a></td> <td style="width: 14.9146%; height: 48px;">(Word, 2 pages, 39kb)</td> <td style="width: 50.2044%; height: 48px;">Form to accompany the expression of interest letter.</td> <td style="width: 14.8331%; height: 48px;">29 September 2023</td> </tr> <tr style="height: 48px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 48px;"><a title="Expression of interest letter" href="/images/RDS/second-options-exercise/Expression-of-interest-letter-v1.1.docx">Expression of interest letter</a></td> <td style="width: 14.9146%; height: 48px;">(Word, 4 pages, 43kb)</td> <td style="width: 50.2044%; height: 48px;">Initial letter to individual asking if they wish to express an interest in the second options exercise. </td> <td style="width: 14.8331%; height: 48px;">29 September 2023</td> </tr> <tr style="height: 88px;"> <td style="width: 19.9677%; height: 88px;"> <p><a href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Deferred-Member-Cohort-1-Scenario-1-v1.docx">Individual statement of details - Cohort 1 Scenario 1 - Special Deferred Member </a></p> </td> <td style="width: 14.9146%; height: 88px;">(word, 4 pages, 113kb)</td> <td style="width: 50.2044%; height: 88px; text-align: left;">This revised statement can be used for a Cohort 1 Scenario 1 Special Deferred Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. <em><strong>This would accompany the template letter to individual.</strong></em></td> <td style="width: 14.8331%; height: 88px;">15 July 2024</td> </tr> <tr style="height: 103px;"> <td style="width: 19.9677%; height: 103px;"> <p><a href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Pensioner-Member-Cohort-1-Scenario-2-v4.docx">Individual statement of details -Cohort 1 Scenario 2 - Special Pensioner Member </a></p> </td> <td style="width: 14.9146%; height: 103px;">(word, 4 pages, 113kb)</td> <td style="width: 50.2044%; height: 103px;">This revised statement can be used for a Cohort 1 Scenario 2 Special Pensioner Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. <em><strong>This would accompany the template letter to individual.</strong></em></td> <td style="width: 14.8331%; height: 103px;">15 July 2024</td> </tr> <tr style="height: 104px;"> <td style="width: 19.9677%; height: 104px;"><a href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Firefighter-Member-Cohort%202-conversion-options.docx">Individual statement of details - Cohort 2 Special Firefighter Member </a></td> <td style="width: 14.9146%; height: 104px;">(word, 9 pages, 128kb)</td> <td style="width: 50.2044%; height: 104px;">This revised statement can be used for a Cohort 2 Special Active Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. <em><strong>This would accompany the template letter to individual.</strong></em></td> <td style="width: 14.8331%; height: 104px;"> <p>15 August 2024</p> <p> </p> </td> </tr> <tr> <td style="width: 19.9677%;"><a href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Deferred-Member-Cohort-2-with-repayment-options.docx">Individual statement of details - Cohort 2 Special Deferred Member</a></td> <td style="width: 14.9146%;">(word, 4 pages, 114kb)</td> <td style="width: 50.2044%;">This revised statement can be used for a Cohort 2 Special Deferred Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. This statement provides details of member repayment options. <em><strong>This would accompany the template letter to individual.</strong></em></td> <td style="width: 14.8331%;"> <p>15 August 2024</p> </td> </tr> <tr> <td style="width: 19.9677%;"> </td> <td style="width: 14.9146%;"> </td> <td style="width: 50.2044%;"> </td> <td style="width: 14.8331%;"> </td> </tr> <tr style="height: 72px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 72px;"><a title="Individual statement of details - Special Deferred Member" href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Special-Deferred-Member-v1.3.docx">Individual statement of details - Special Deferred Member</a></td> <td style="width: 14.9146%; height: 72px;">(word, 3 pages, 101kb)</td> <td style="width: 50.2044%; height: 72px;">This statement can be used for a Special Deferred Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. <em><strong>This would accompany the template letter to individual.</strong></em></td> <td style="width: 14.8331%; height: 72px;">26 February 2024</td> </tr> <tr style="height: 76px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 76px;"><a title="Individual state of details - Special Firefighter Member" href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Special-Firefighter-Member-v1.4.docx">Individual statement of details - Special Firefighter Member</a></td> <td style="width: 14.9146%; height: 76px;">(word, 4 pages, 104kb)</td> <td style="width: 50.2044%; height: 76px;">This statement can be used for a Special Firefighter Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. <em><strong>This would accompany the template letter to individual.</strong></em></td> <td style="width: 14.8331%; height: 76px;">26 February 2024</td> </tr> <tr style="height: 88px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 88px;"><a title="Individual state of details - Special Pensioner Member" href="/images/RDS/second-options-exercise/Individual-Statement-of-Details-Special-Pensioner-Member-v1.2.docx">Individual statement of details - Special Pensioner Member</a></td> <td style="width: 14.9146%; height: 88px;">(word, 4 pages, 104kb)</td> <td style="width: 50.2044%; height: 88px;"> <p>This statement can be used for a Special Pensioner Member to illustrate the output from the Matthews GAD calculator to provide the individual with information on their options. <em><strong>This would accompany the template letter to individual.</strong></em></p> </td> <td style="width: 14.8331%; height: 88px;">26 February 2024</td> </tr> <tr style="height: 88px;"> <td style="width: 19.9677%; height: 88px;"><a href="/images/RDS/second-options-exercise/Matthews-holding-letter-additional-lump-sum.docx">Matthews holding letter - additional lump sum</a></td> <td style="width: 14.9146%; height: 88px;">(word, 1 page, 29kb)</td> <td style="width: 50.2044%; height: 88px;"> <p>Holding letter to be sent to only those members who have a pension in payment and elected for a lump sum (paid over 12mths ago) and under Matthews 2 will be receiving an additional lump sum. </p> </td> <td style="width: 14.8331%; height: 88px;">30 May 2024</td> </tr> <tr style="height: 48px;"> <td style="width: 19.9677%; height: 48px;"><a href="/images/RDS/second-options-exercise/Matthews-Priority-order-letter-template.docx">Matthews - Priority order letter</a></td> <td style="width: 14.9146%; height: 48px;">(word, 1 page, 32kb)</td> <td style="width: 50.2044%; height: 48px;">Letter to be sent to members to apologise and explain the reason for the delay in providing them with their calculations.</td> <td style="width: 14.8331%; height: 48px;">30 July 2024</td> </tr> <tr style="height: 25px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 25px;"><a title="Member FAQs" href="/images/RDS/second-options-exercise/Matthews-Second-Options-Exercise-FAQs-v-1.4.pdf">Member FAQs</a></td> <td style="width: 14.9146%; height: 25px;">(PDF, 14 pages, 277kb)</td> <td style="width: 50.2044%; height: 25px;">Frequently Asked Questions for members involved in the Second Options Exercise</td> <td style="width: 14.8331%; height: 25px;"> </td> </tr> <tr style="height: 72px;"> <td style="width: 19.9677%; height: 72px;"> <p><a title="RDS employee informal guidance" href="/images/RDS/second-options-exercise/RDS-Employee-informal-guidance-v-1.4.pdf">RDS employee informal guidance</a></p> </td> <td style="width: 14.9146%; height: 72px;">(PDF, 21 pages, 363kb)</td> <td style="width: 50.2044%; height: 72px;">Employee informal guidance to explain the options in the second options exercise to individuals, including option form - <strong><em>This accompanies the template letter to individual and options calculations.</em></strong></td> <td style="width: 14.8331%; height: 72px;">4 June 2024</td> </tr> <tr style="height: 48px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 48px;"><a title="RDS employee information guide" href="/images/RDS/second-options-exercise/RDS-Employee-information-guide-v1.3.pdf">RDS employee information guide</a></td> <td style="width: 14.9146%; height: 48px;">(PDF, 19 pages, 293kb)</td> <td style="width: 50.2044%; height: 48px;">Employee information guide for individuals to help explain the second options exercise - <strong><em>This accompanies the expression of interest letter and form.</em></strong></td> <td style="width: 14.8331%; height: 48px;">17 May 2024</td> </tr> <tr style="height: 48px;"> <td style="width: 19.9677%; height: 48px;"><a title="Template letter to individual" href="/images/RDS/second-options-exercise/template-letter-to-individuals-joining-the-modified-scheme.docx">Template letter to individual</a></td> <td style="width: 14.9146%; height: 48px;">(Word, 2 pages, 33kb)</td> <td style="width: 50.2044%; height: 48px;">Letter to individual joining or paying for more service in the modified scheme. </td> <td style="width: 14.8331%; height: 48px;">29 September 2023</td> </tr> <tr style="height: 96px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 96px;"><a href="/images/RDS/second-options-exercise/Time-limited-death-grant-and-additional-death-grant-application-v1.docx">Time-limited death grant and additional death grant application form</a></td> <td style="width: 14.9146%; height: 96px;">(word, 3 pages, 108kb)</td> <td style="width: 50.2044%; height: 96px;">Application form for a time-limited death grant and additional death grant. <em><strong>Th<em>is</em> is to accompany the letter to beneficiary - death grant and additional death grant under Matthews 2 </strong></em></td> <td style="width: 14.8331%; height: 96px;">17 October 2024</td> </tr> <tr style="height: 54px; background-color: #f7f2e0;"> <td style="width: 19.9677%; height: 54px;"><a title="Time-limited additional death grant application form." href="/images/RDS/second-options-exercise/Time-limited-additional-death-grant-application-v1.docx">Time-limited additional death grant application form.</a></td> <td style="width: 14.9146%; height: 54px;">(word, 3 pages, 108kb)</td> <td style="width: 50.2044%; height: 54px;">Application form for a time-limited additional death grant. <em><strong>This is to accompany the time-limited additional death grant initial letter to beneficiary.</strong></em></td> <td style="width: 14.8331%; height: 54px;">17 October 2024</td> </tr> </thead> <colgroup><col style="width: 21.7546%;" /><col style="width: 14.9015%;" /><col style="width: 53.9483%;" /><col style="width: 9.40309%;" /></colgroup> <tbody> <tr style="height: 64px;"> <td style="width: 19.9677%; height: 64px;"> <p><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact.docx">Out of scope letter - re Thompsons Solicitors contact</a></p> </td> <td style="width: 14.9146%; height: 64px;"> <p><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact">(Word, 1 page, 29kb)</a></p> </td> <td style="width: 50.2044%; height: 64px;"><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact">Letter for FRA's to use when individuals who are out of scope are questioning their eligibility following contact from Thompsons Solicitors who are acting on behalf of the FBU</a></td> <td style="width: 14.8331%; height: 64px;">18 Jun 2024</td> </tr> <tr style="height: 135.891px;" bgcolor="#f7f2e0"> <td style="width: 19.9677%; height: 135.891px;"> <p><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact.docx">Warm-up letter for in scope individuals</a></p> <p><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact.docx">Generic communication letter for out-of-scope individuals</a></p> </td> <td style="width: 14.9146%; height: 135.891px;"> <p><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact">(Word, 2 pages, 30kb)</a></p> <p> </p> <p><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact">(Word, 2 pages, 32kb)</a></p> </td> <td style="width: 50.2044%; height: 135.891px;"><a href="/images/RDS/second-options-exercise/Out-of-scope-letter-re-Thompsons-Solicitors-contact.docx">Generic letters for FRAs to use when communicating with in scope and out of scope individuals</a></td> <td style="width: 14.8331%; height: 135.891px;">October 2022</td> </tr> </tbody> </table> </div> </div> </div> </div> </div> </div> </main> </div> </div> <footer class="container-footer footer full-width"> <div class="grid-child"> <div id="mod-custom138" class="mod-custom custom"> <p>© 2023 Firefighters' Pension Schemes Regulations and Guidance</p> <p><a href="https://www.webdigi.co.uk">Web development</a> by Webdigi</p></div> <div id="mod-custom139" class="mod-custom custom"> <p class="pull-right" style="clear: both;"><a style="clear: both;" href="/index.php/accessibility-statement">Accessibility Statement</a></p></div> </div> </footer> <a href="#top" id="back-top" class="back-to-top-link" aria-label="Back to Top"> <span class="icon-arrow-up icon-fw" aria-hidden="true"></span> </a> </body> </html>