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Annual outturn statement

The annual inherited liabilities outturn statement is ready for completion.

Inherited staff liabilities

Inherited staff liabilities are certain staff-related commitments of previously local authority maintained universities and colleges of higher education. These liabilities were transferred from the local authority to higher education institutions (HEIs) on incorporation. Consequently, acts of parliament in 1988 and 1992 empowered first the Polytechnics and Colleges Funding Council (PCFC), and then HEFCE, to reimburse certain institutions and local education authorities for staff-related liabilities.

The liabilities for which we may provide reimbursement fall into three main categories:

  • early retirement or redundancy compensation payments
  • protection of salary
  • pension increases under local government superannuation schemes for former non-teaching staff in institutions formerly funded by the PCFC.

2008 Consultation

Following the 2007 review, we consulted those local authorities, pension authorities, and HEIs that are in receipt of these funds on possible changes to HEFCE's policy of reimbursing inherited staff liabilities. The consultation publication was 'Reimbursement of inherited staff liabilities: Consultation on possible changes to HEFCE policy' (HEFCE 2008/23).

In January 2009 we published a summary of consultation responses together with next steps, in which we invite nominations to join a discussion group.

Next steps and summary of consultation responses

[ MS Word 113K | Zipped MS Word 21K | Adobe PDF 70K | Zipped Adobe PDF 48K ]

2007 review

We are reviewing our staff related inherited liabilities scheme. As part of our review we asked local authorities, pension authorities and HEIs that are in receipt of these funds to complete the questionnaire below, by Wednesday 31 October 2007. Where we are still awaiting this information we have advised those local authorities that we will be suspending payment from 1 April 2008.

Questionnaire for completion by HEIs

[ MS Word 88K | Zipped MS Word 18K | Adobe PDF 48K | Zipped Adobe PDF 32K ]

Questionnaire for completion by local authorities and pension authorities

[ MS Word 93K | Zipped MS Word 19K | Adobe PDF 53K | Zipped Adobe PDF 36K ]

Annual outturn statement

Local authorities and pension authorities must complete the annual inherited liabilities outturn statement below in order for us to make the final adjustment to the annual payment we make to them. The deadline for submitting returns is 30 September 2009.

Annual outturn statement 2008-09

[ MS Word 102K | Zipped MS Word 18K | Adobe PDF 67K | Zipped Adobe PDF 50K ]

Annexes A-D and G - forms for completion

[ MS Word 143K | Zipped MS Word 11K | Adobe PDF 97K | Zipped Adobe PDF 46K ]

Annexes E and F - spreadsheets for completion

[ MS Excel 30K | Zipped MS Excel 6K ]

Annual outturn statement 2007-08

[ MS Word 174K | Zipped MS Word 17K | Adobe PDF 101K | Zipped Adobe PDF 160K ]

Annexes A-D and G - forms for completion

[ MS Word 160K | Zipped MS Word 15K | Adobe PDF 98K | Zipped Adobe PDF 46K ]

Annexes E and F - spreadsheets for completion

[ MS Excel 27K | Zipped Excel 6K ]

Further information and claims

For further information and claims for inherited staff liability, contact Donna Iafrati at HEFCE, e-mail, tel 0117 931 7357.

Last updated 4 February 2009