‌‌‌‌‌‌‌‌Exeter Retirement Benefits Scheme (ERBS) - closed

The ERBS scheme closed to new entrants and to further benefit accrual for existing members on 30 November 2016. For information on the new scheme please see the webpages for the University of Exeter Retirement Savings Scheme

Details of the personal data we collect and how it is used are set out in our ERBS Privacy Notice.

Latest publications

ERBS Statement of Investment Principles 2020

ERBS Trustee Report to Members 2020

ERBS Annual Report 2020

Trustee Board

Appointed by the University: Nominated by the Members:
BBS Trustees represented by Penny Green (Chair) Anna Ames
Margaret Laithwaite Arthur Ames
Ray O'Connell  

Exeter Retirement Benefits (ERBS) Trustee Limited is what is termed a Corporate Trustee and has a Trustee Board consisting of individual Trustee Directors who oversee the administration of the Scheme and its investments. The current term of office of one of the Trustee Directors, Arthur Ames, was due to end on the 31st May 2020.

Following the recent invitation for applications to join the Trustee Board, no replacement was found.  The University has therefore agreed to extend Art's appointment to 31 December 2020.  We will carry out another invitation for applications in the autumn.  In the meantime, if you are interested in becoming a Trustee Director and have questions you would like to ask, one of our Trustee Directors would be happy to talk to you about the role.  Please contact the Secretary to the Trustee Directors on 01837 658948 or email anne.shrubshall@gmail.com if you would like further information.

Preserved benefits

Your membership of the ERBS scheme ceased on 30 November 2016 when the scheme closed. Benefits you had in the scheme at that date were preserved for you and a statement of benefits would have been provided by the pension scheme administrators BBS.

If you have any questions about the benefits or wish to notify change of personal details, please contact the scheme administrators:

The ERBS Administration Team
BBS Consultants & Actuaries Ltd
Canard Court, 23-25 St George's Road

Tel: 0117 9378700
Email: ERBS@broadstone.co.uk

Early retirement in ERBS

The normal date of retirement for members of ERBS is age 65. You can draw your pension benefits from age 65 in full, without seeking permission from the Trustees of the Scheme.

Under Government legislation you can apply to receive pension benefits from age 55 onwards, payment of these will be subject to permission from the Trustees of the scheme.

Further information

For further information, including how to contact the administrators, BBS, please see the following Factsheets:

Factsheet A - General Scheme Information
Factsheet B - Benefits of deferred members
Factsheet C - Death Benefits
Factsheet D - Divorce and Dissolution of Civil Partnership
Factsheet E - State Pension Benefits and Contracting-out
Factsheet F - Disputes and Complaints

For general queries about the scheme or to obtain formal documents relating to funding or investments please contact:

Secretary to the Trustee Directors

Anne Shrubshall, 131 Crediton Road, Okehampton, EX20 1NZ

Email: anne.shrubshall@gmail.com