Change Control

Document Version Date Description

1.00 21-Sep-21 Initial version.
MCR Data Item (Field) Tab Field Name Required
2A Record Action Yes
3A Case Number No
4A Teachers' Pension Reference Number Yes
5A National Insurance Number Yes

6A Forename(s) Yes
7A Surname Yes
8A Gender Yes
9A Date of Birth Yes
10 A Address Line 1 Yes
11 A Address Line 2 Yes
12 A Address Line 3 No

13 A Address Line 4 No

14 A Address Line 5 No
15 A Postcode Yes
16 A Email Address No
17 A Local Authority Number Yes
18 A Establishment Number Yes
19 A Role Identifier Yes
20 A Enrolment Type No
21 A Start Date Yes
22 A End Date Yes

23 A Withdrawal Confirmation No
24 A Days Excluded No
25 A Full Time/Part Time Indicator Yes
26 A Annual Full Time Salary Yes
27 A Part Time Earnings No

28 A Overtime No
29 A Additional Pensionable Payments No
30 A Status Indicator No
31 A Calc Method for Contribution Tier No
32 A Contribution Calculation Date No

33 A Actual Pensionable Pay in the Pay Month Yes

34 A Pensionable Overtime Paid in the Pay Month No

35 A Notional Pensionable Pay in the Pay Month No

36 A Employer Contributions No
37 A Member Contributions No
38 A Member Contribution Tier (%) No
39 A Additional Pension Contribution Amount No
40 A Faster Accrual Contribution Amount No
41 A AAB Buy-Out Contribution Amount No

42 A Additional Contributions (Family Benefits, PAY, Higher Salaries) No

43 A Preston Contribution Amount No
44 A Employer Contributions - Previously Paid No
45 A Member Contributions - Previously Paid No
46 A Additional Pension Contributions - Previously Paid No
47 A Faster Accrual Contributions - Previously Paid No
48 A AAB Buy-Out Contributions - Previously Paid No
49 A Additional Contributions (Family Benefits, PAY, Higher Salaries) - PreviouslNo
50 A Employer Contributions - Adjustment No
51 A Member Contributions - Adjustment No
52 A Additional Pension Contributions - Adjustment No
53 A Faster Accrual Contributions - Adjustment No
54 A AAB Buy-Out Contributions - Adjustment No
55 A Additional Contributions (Family Benefits, PAY, Higher Salaries) - AdjustmeNo
56 B Total Contribution Payment Yes
57 B Payment Method Yes
58 B Contributable Salary – Tier 1 – Section B Yes
59 B Contributable Salary – Tier 2 – Section B Yes
60 B Contributable Salary – Tier 3 – Section B Yes
61 B Contributable Salary – Tier 4 – Section B Yes
62 B Contributable Salary – Tier 5 – Section B Yes
63 B Contributable Salary – Tier 6 – Section B Yes
64 B Contributable Salary – Unassignable Tier – Section B Yes
65 B Contributable Salary – Total - Section B Yes
66 B Employer Contributions – Tier 1 – Section B Yes
67 B Employer Contributions – Tier 2 – Section B Yes
68 B Employer Contributions – Tier 3 – Section B Yes
69 B Employer Contributions – Tier 4 – Section B Yes
70 B Employer Contributions – Tier 5 – Section B Yes
71 B Employer Contributions – Tier 6 – Section B Yes
72 B Employer Contributions – Unassignable Tier – Section B Yes
73 B Employer Contributions – Total - Section B Yes
74 B Member Contributions – Tier 1 – Section B Yes
75 B Member Contributions – Tier 2 – Section B Yes
76 B Member Contributions – Tier 3 – Section B Yes
77 B Member Contributions – Tier 4 – Section B Yes
78 B Member Contributions – Tier 5 – Section B Yes
79 B Member Contributions – Tier 6 – Section B Yes
80 B Member Contributions – Unassignable Tier – Section B Yes
81 B Member Contributions – Total - Section B Yes
 82 B Additional Pension Contributions Yes
83 B Faster Accrual Contributions Yes
84 B AAB Buy-Out Contributions Yes
Additional Contributions
85 B (Family Benefits, PAY, Higher Salaries) Yes
86 B Preston Contributions Yes
87 B Total Extra Contributions Yes
88 B Employer Contributions Adjustment - Current Scheme Year Yes
89 B Employer Contributions Adjustment - Prior Scheme Years Yes
90 B Member Contributions Adjustment - Current Scheme Year Yes
91 B Member Contributions Adjustment - Prior Scheme Years Yes
92 B Total Adjustments - Current Scheme Year Yes
93 B Total Adjustments - Prior Scheme Years Yes
94 B Additional Pension Adjustment - Current Scheme Year Yes
95 B Additional Pension Adjustment - Prior Scheme Years Yes
96 B Faster Accrual Contribution Adjustment - Current Scheme Year Yes
97 B Faster Accrual Contribution Adjustment - Prior Scheme Years Yes
98 B AAB Buy-Out Contribution Adjustment - Current Scheme Year Yes
99 B AAB Buy-Out Contribution Adjustment - Prior Scheme Years Yes
Additional Contribution Adjustment
100 B (Family Benefits, PAY, Higher Salaries) - Current Scheme Year Yes
Additional Contribution Adjustment
101 B (Family Benefits, PAY, Higher Salaries) - Prior Scheme Years Yes
102 B Extra Contribution Adjustment - Current Scheme Year Yes
103 B Extra Contribution Adjustment - Prior Scheme Years Yes
Fusion Data Source
Fixed value of A(Add), U(Update) or D(Delete)
Archive results
Person > Legislative Information > Teacher Reference Number
Person > National Insurance Number
Person > Person Information > First Name and Middle Name (A concatenation of First Name and Middle Name, separated
by space)
Person > Person Information > Last Name
Person > Person Information > Gender
Person> Person Information > Biographical Info> Date of Birth
Person Address > Address Line 1
Person Address > Address Line 2 or next Address Line that holds data, excludes City or Town
Person Address > Address Line 3 or next Address Line that holds data, excludes City or Town or County
Person Address > City or Town or next Address Line that holds data, e.g. County
If no data, to be left blank
Person Address > County or next Address Line that holds data, e.g. County
If no data, to be left blank
Person Address -> Postcode
Person Email Address -> Primary Email Address
Local Authority Number (PSU or Legal Employer or Reporting Establishment EFF)
Reporting Establishment EFF - Establishment Number
Employment-> Assignment -> Role Identifier
PAE Card - Qualifying Scheme Joining Method (Requires extended lookups mapping)
First day of period the MCR file relates to, unless there are exceptions
Last day of period the MCR file relates to, unless there are exceptions
W when a member leaves an establishment or changes roles (with a new contract) at
an establishment.
Derived value; the number of days that are unpensionable
Employment-> Assignment -> Assignment Category (Requires extended lookups mapping)
Summed up rate value of contributors from seeded rate definition "Annual Full-Time Equivalent Salary"
Value derived from Annual Full Time Salary and FTE value for part-time employees
Value from element results contributing balance "Pensionable Overtime TPS" between Start Date and End Date. For
update rows, value from element results feeding balance "Pensionable Overtime TPS Retroactive" between Start Date and
End Date.E41
Balance "Additional Pension Payments TPS"
Fixed value of OS or FL. (Only if on reduced pay for family leave or sick leave)
Null. Work in progress
Null
Value of all elements except Overtime element contributing to balance "<Base Component Name> Eligible Compensation"
and with rate setup completed Also for Add rows balance "Pensionable Bonus TPS" value is added and for update rows,
balance "Pensionable Bonus TPS Retroactive" value is added
Value from element results contributing balance "Pensionable Overtime TPS" between Start Date and End Date. For
update rows, value from element results feeding balance "Pensionable Overtime TPS Retroactive" between Start Date and
End Date.

Balance "<Base Component Name> Assumed Pensionable Pay". Only populated when Status Indicator is OS or FL.

Balance "<Base Component Name> Employers Contribution".

Balance "<Base Component Name> Employee Contribution".
Percentage rate from employee rate calculation value definition( i.e. TPS Employee Pension Rates Tier).
Balance "Additional Pension Contributions TPS".
Balance "Faster Accrual Contributions TPS".
Balance "AAB Buyout Contributions TPS".
Sum of balances "Family Benefit Contributions TPS", "Past Added Years Contributions TPS" and "Former Higher Salary
Contributions - TR22 Election TPS".
Balance "Preston Part-time Buy-back Contributions TPS".
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Sum of Field 73 + Field 81 + Field 87
Payment type for Third party payment menthod for PSU PAE calculation card
Sum of Field 33 + Field 34 (Section A) where Field 38 is % of Tier 1
Sum of Field 33 + Field 34 (Section A) where Field 38 is % of Tier 2
Sum of Field 33 + Field 34 (Section A) where Field 38 is % of Tier 3
Sum of Field 33 + Field 34 (Section A) where Field 38 is % of Tier 4
Sum of Field 33 + Field 34 (Section A) where Field 38 is % of Tier 5
Sum of Field 33 + Field 34 (Section A) where Field 38 is % of Tier 6
Sum of Filed 65 - (Sum of Field 58 + Field 59 + Field 60 + Field 61 + Field 62 + Field 63)
Sum of Field 33 + Field 34 (Section A)
Sum of Field 36 (Section A) where Field 38 is % of Tier 1
Sum of Field 36 (Section A) where Field 38 is % of Tier 2
Sum of Field 36 (Section A) where Field 38 is % of Tier 3
Sum of Field 36 (Section A) where Field 38 is % of Tier 4
Sum of Field 36 (Section A) where Field 38 is % of Tier 5
Sum of Field 36 (Section A) where Field 38 is % of Tier 6
Sum of filed 73 - (Sum of Field 66 + Field 67 + Field 68 + Field 69 + Field 70 + Field 71)
Sum of Field 36 (Section A)
Sum of Field 37 (Section A) where Field 38 is % of Tier 1
Sum of Field 37 (Section A) where Field 38 is % of Tier 2
Sum of Field 37 (Section A) where Field 38 is % of Tier 3
Sum of Field 37 (Section A) where Field 38 is % of Tier 4
Sum of Field 37 (Section A) where Field 38 is % of Tier 5
Sum of Field 37 (Section A) where Field 38 is % of Tier 6
Sum of filed 81 - (Sum of Field 74 + Field 75 + Field 76 + Field 77 + Field 78 + Field 79)
Sum of Field 37 (Section A)
Sum of Field 39 (Section A)
Sum of Field 40 (Section A)
Sum of Field 41 (Section A)
Sum of Field 42 (Section A)

Sum of Field 43 (Section A)

Sum of Field 82 + Field 83 + Field 84 + Field 85 + Field 86
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