Pensions News

Introduction of an administration levy

24 March 2017

Following the consultation on the introduction of a scheme administration levy, the Department of Health has published its response today (24 March).

Changes to Public Sector Transfer Club factors from 1 March 2017

09 February 2017

The factors used to calculate the outgoing transfer value and subsequent transfer in credit in the NHS Pension Scheme for a Club transfer are changing with effect from 1 March 2017

NHS Pension Scheme Administration levy from April 2017

31 January 2017

As mentioned in the November 2016 Employer Newsletter, the Department of Health intends to introduce a levy to cover the cost of Scheme administration from 1 April 2017.

Pension Online downtime

30 January 2017

Details of POL downtime

Most viewed Ask Us articles

30 January 2017

Each month we provide you with the 10 most viewed employer articles in Ask Us.

The new look NHS Pensions website is on its way

30 January 2017

We are pleased to say that we will soon be launching a new look website.

Have you viewed our new videos?

30 January 2017

We have three new videos available for you to use with your members

Annual Pay Awards

30 January 2017

If a Scheme member receives a promotion or a pay increase during a Scheme year on or after 1 April, it is the employers responsibility to re-assess the tiered contribution rate banding and apply a new rate if appropriate.

Free estimate clarification

30 January 2017

If a member does not have access to an Annual Benefit Statement (ABS) or Total Reward Statement (TRS) one will be provided by NHS Pensions free of charge upon request.

GP retirements

30 January 2017

If a GP is retiring and a ‘Retirement benefits claim form (AW8)’ is completed, this should not be signed by the practice manager or be submitted directly from the GP practice.

Non Pensions Online users

30 January 2017

We will be writing to all non POL users to confirm their contact details in readiness for the year end

Digitisation priorities for 2017

30 January 2017

We have successfully completed a GDS Alpha assessment for the ‘Submit your NHS Pension contributions’ service.

2017-18 NHS Pension Scheme contributions estimate

30 January 2017

The NHS Pension Scheme (Amendment) Regulations 2014 require organisations to provide a statement of estimated total contributions due to the Scheme no later than one month prior to the beginning of the Scheme year.

Secondment without Retention of Employment

30 January 2017

With effect from 1 April 2014 access to the NHS Pension Scheme was made available to organisations that held a ‘qualifying contract’ and did not already have access to the Scheme.

Added Years information for transitioned members only – Annual Benefits Statement (ABS) via the TRS Portal

30 January 2017

The additional membership purchased as a result of the contributions paid in 2016 has not yet been included in the 1995 Section pension benefits.

Non calculation of an Annual Benefit Statement in 2016

30 January 2017

There are numerous reasons why it may not be possible for us to produce an Annual Benefit Statement calculation for 2016

Equitable Life Money Purchase Additional Voluntary Contributions (MPAVCs) - Change of bank details

30 January 2017

Equitable Life Assurance Society (ELAS) have contacted NHS Pensions to confirm that the bank account for the payment of contributions for members of the NHS Money Purchase Additional Voluntary Contribution (MPAVC) Scheme has changed with immediate effect.

Individual Protection 2014 - reminder

30 January 2017

Members who are thinking about making an application for Individual Protection 2014 (IP2014) are reminded that the last day to make an online application is 5 April 2017.

Maximum membership and age in the 1995 and 2008 Sections

30 January 2017

NHS Pensions identify individual members who have exceeded maximum membership and maximum pensionable age as part of our data cleanse work

Non ESR and non Pension Online (POL) year end submissions

30 January 2017

On 8 March we will be holding webinars for employers who do not provide annual updates via ESR.

Year end submissions - data errors

30 January 2017

There are currently 50,000 annual updates for year end 2016 or earlier allocated to employers in Pensions Online (POL) Employer Error Handling.

Auto enrolment reminder

27 January 2017

All NHS employers have a duty under the NHS Pension Scheme legislation and the Auto Enrolment legislation to enrol all eligible NHS employees into the NHS Pension Schemes

News from HMRC about moving pensions overseas

10 January 2017

HMRC have asked NHS Pensions to bring the following message to the attention of members who are considering moving their pension overseas.

Annual Allowance news from HMRC

10 January 2017

HMRC have asked NHS Pensions to bring the following message to the attention of members who have an Annual Allowance charge.

Most viewed Ask Us articles

03 January 2017

Each month we have been providing you with the 10 most viewed articles in Ask Us to give you an insight into the questions members have been asking.

Reminder - Disclosure of Senior Managers' Remuneration (Greenbury) 2017

03 January 2017

As a reminder, following the news article in November’s Newsletter, we anticipate that the Greenbury functionality within Pensions Online (POL) will be available from 23 January 2017.

2017-18 NHS Pension Scheme contributions estimate

03 January 2017

The NHS Pension Scheme (Amendment) Regulations 2014 require organisations to provide a statement of estimated total contributions due to the Scheme no later than one month prior to the beginning of the Scheme year.

Year end 2017 updates for non Pensions Online (POL)/Electronic Staff Record (ESR) users

03 January 2017

We are taking a proactive approach to ensuring all the annual updates for non Pensions Online (POL)/Electronic Staff Records (ESR) users are submitted and processed before the 31 May 2017 deadline.

Access to Total Reward Statements and Annual Benefit Statements

15 December 2016

We are currently looking at ways to improve how you access your Total Reward Statement or Annual Benefit Statement.

Guaranteed Minimum Pension consultation

29 November 2016

A consultation has been published seeking views on how to address the implications of State Pension reforms for guaranteed minimum pensions of public servants below State Pension Age.

The next edition of the Employer Newsletter

29 November 2016

Please note that the next edition of the Employer Newsletter will be published in early January 2017 and will be called the January 2017 edition.

Pensions Online downtime

03 January 2017

Pensions Online (POL) will be unavailable

Contact Centre Christmas opening hours

29 November 2016

The opening hours for our Contact Centre over the Christmas period

Direct messages on Twitter

29 November 2016

Our customer contact centre are now responding to individual member queries on Twitter.

Most viewed Ask Us articles

29 November 2016

Each month we provide you with the 10 most viewed articles in Ask Us.

Changes to how you order forms – reminder

29 November 2016

Following on from the October 2016 Employer Newsletter, the stationery order line is no longer available and any orders for hard copies of the AW8, AW33E or RF12 must be made through an online ordering portal, provided by Xerox.

Disclosure of senior managers’ remuneration (Greenbury) 2017

29 November 2016

We anticipate that the Greenbury functionality within Pensions Online (POL) will be available from 23 January 2017.

Pensions Board

29 November 2016

Information regarding the NHS Pensions Board is now available on the GOV.UK website for you and your employees to view.

Customer satisfaction surveys

28 November 2016

NHS Pensions has received over 2,000 responses to the member satisfaction survey and over 1,100 responses to the employer satisfaction survey this year.

NHS Pensions videos

28 November 2016

We have produced three new videos for members

Digitisation discovery update

28 November 2016

In the October edition of the newsletter we gave you an update on the work that has started to create an online portal for employers to submit their monthly NHS Pension contributions.

Transfer In Guide and application pack

28 November 2016

The Transfer in Guide and application pack was updated in September and V16 is now available on our website.

Retirement towards the end of the financial year and Lifetime Allowance

28 November 2016

If a member retires towards the end of the financial year and their benefits are likely to exceed the Lifetime Allowance (LTA) it is important that the application is submitted to us in a timely manner to ensure that benefits are paid within the correct f

Reminder – Injury Benefit Scheme

28 November 2016

The NHS Injury Benefit Scheme closed on 31 March 2013 for employees that sustained an injury or contracted a disease on or after 31 March 2013.

Transferring into the Scheme from other NHS schemes

28 November 2016

Further to the article in the September Newsletter, we have been asked to clarify the position in respect of the time limits associated with making an application to transfer into the NHS Pension Scheme from other NHS schemes.

Independent providers

28 November 2016

As defined in the Independant Providers (IP) rules and regulations, any new qualifying contracts awarded must be included in your IP application.

2015/16 GP Providers/non-GP Providers (main) Certificate of Pensionable Income

28 November 2016

The ‘main’ 2015/16 certificate of pensionable income that all GP Providers and non-GP Providers who are partners or ‘single-handers’ (i.e. sole traders) are required to complete is now available.

Linked employments

28 November 2016

We have been asked by an employer to clarify an article we published in April 2015.

Total Reward Statements (TRS)/Annual Benefit Statement (ABS) refresh

28 November 2016

Everything is on track for the first mid year refresh of statements.

Total Reward Statement/Annual Benefit Statement availability

22 November 2016

Total Reward Statements (TRS) and Annual Benefit Statements (ABS) will be unavailable from Thursday 24 November until Monday 28 November.

Pensions Online - new functionality

21 November 2016

From Monday 21 November new functionality is available on Pensions Online (POL)

Administration levy

14 November 2016

A consultation has been launched by the Department of Health and a document has been published to outline the introduction of an NHS Pension Scheme administration levy from 1 April 2017.

Most viewed Ask Us articles

27 October 2016

Each month we provide you with the 10 most viewed articles in Ask Us.

2015 transitional member functionality on Pensions Online

27 October 2016

Following on from our recent article in the September newsletter regarding Pensions Online and the new functionality that is on its way, we would like to clarify that the new functionality will produce a benefit statement for 2015 transitional members.

Non-receipt of essential member data

27 October 2016

We have had a good response following an article in the August newsletter regarding the non receipt of essential member data, in particular year end updates.

Outstanding data errors

27 October 2016

Please ensure any outstanding data errors for your organisation are dealt with at your earliest opportunity.

Changes to how you order forms

27 October 2016

The way you order forms will change from 14 November. The stationery order line will no longer be available from 11 November and any future orders will be made through an online ordering portal, provided by Xerox from 14 November.

Redundancy estimates

27 October 2016

As set out in the June 2016 Employer Newsletter, all redundancy estimates are being fast tracked.

Pensions Digitisation project

27 October 2016

In the September edition of the newsletter we gave you an update on the work that has started to create new digital services for members and employers.

Individual Protection 2014 - application end date 5 April 2017

27 October 2016

Members who are thinking about making an application for Individual Protection 2014 are reminded that the last day to make an online application is 5 April 2017.

Lifetime Allowance protections at retirement

27 October 2016

On 28 July 2016 HMRC launched their new online service for applications to protect savings from the LTA tax charge.

Submitting the revised retirement benefit details form (AW171)

27 October 2016

The revised retirement benefit details form (AW171) must be completed in all cases where pay, hours or last day of service has changed following the submission of a retirement benefit or death in service application.

Amendment to the retirement benefits claim form (AW8)

27 October 2016

Please note that a revised version of form AW8 will be available on the NHS Pensions website from 1 November 2016. The new printed version of the form will also be available from 14 November.

Please complete our annual employer survey

27 October 2016

NHS Pensions (provided by the NHS Business Services Authority) is carrying out an annual employer survey and we would greatly appreciate you taking part.

Pensions Online downtime

27 October 2016

Details of POL downtime

Most viewed Ask Us articles

29 September 2016

Each month we provide you with the 10 most viewed articles in Ask Us.

Updated documents

29 September 2016

The following documents have recently been updated

Member Newsletter

29 September 2016

The Autumn edition of the Member Newsletter was published last week.

Useful dates

29 September 2016

New employee questionnaire

29 September 2016

Annual Allowance

29 September 2016

Use of capacity code '01'

29 September 2016

Special Class status and Mental Health Officer (MHO) status were abolished for members of the 1995 Section of the NHS Pension Scheme from 6 March 1995

Purchase of Additional Pension

29 September 2016

Transfers into the Scheme from other NHS schemes

29 September 2016

We have recently started receiving a significant number of late transfer in applications from other NHS pension schemes.

Ill health estimates

29 September 2016

Total Reward and Annual Benefit Statements

29 September 2016

Earlier this month, we emailed to let you know we will be doing a mid-year refresh of Total Reward Statements (TRS) and Annual Benefit Statements (ABS).

You can help us shape a new NHS digital service

29 September 2016

In order to achieve one of our strategic goals, to digitise 80% of our customer and supplier interactions, the NHSBSA Digitisation programme is looking to digitise as many of our services as possible.

Forfeiture or reduction of NHS Pension Scheme benefits

29 September 2016

NHS employers, and non-NHS employers that have access to the NHS Pension Scheme for their staff, are reminded that the Secretary of State has the power to reduce or forfeit the right to NHS pension benefits under certain circumstances.

Changes to how employers order forms

29 September 2016

From 14 November the way you order forms will change.

Total Reward and Annual Benefit Statements

26 August 2016

We are currently half way through sending emails to employers to let them know that refreshed Total Reward Statements (TRS) or Annual Benefit Statements (ABS) for their organisation are available

How to view your organisation’s Total Reward Statement access rate – ESR employers only

26 August 2016

The ESR system provides employers with a number of periodic reports that allow you to see how many of your employees are accessing their Total Reward Statement (TRS).

Non-receipt of essential member data

26 August 2016

We are in the process of conducting a review in regards to non receipt of essential member data, in particular year end updates.

Error handling on Pensions Online

26 August 2016

The Data Management Team receives around 350 responses via Pensions Online (POL) Employer Error Handling comments each week

GP Provider’s and non-GP Provider’s NHS Pension Scheme responsibilities

26 August 2016

A GP Provider or a non-GP Provider is a person who is a GMS, PMS or APMS contractor. They are either a single-hander, partner or a shareholder.

Changes to how you order forms

26 August 2016

Later in the year there will be some changes to how you order the remaining hard copy forms (AW8, RF12 and AW33E).

Contacting us by email

26 August 2016

When you are contacting us by email, please ensure you use the correct email account to ensure your enquiry is dealt with as efficiently as possible.

Redundancy calculator

26 August 2016

The redundancy calculator for employers is available on our website

AW171 process

25 August 2016

Annual Allowance

25 August 2016

Member Newsletter

25 August 2016

The next edition of the Member Newsletter will be published in late September

Retirement process

25 August 2016

We have produced two flowcharts which detail the retirement process for active and deferred members

Printed copies of guides

25 August 2016

There is limited stock available of the Retirement Guide

Most viewed Ask Us articles

25 August 2016

The top 10 most viewed Ask Us articles in July

Total Reward and Annual Benefit Statements have been refreshed

22 August 2016

Refreshed statements are now available

Total Reward Statement and Annual Benefit Statement availability

08 August 2016

Total Reward and Annual Benefit Statements will be unavailable from Thursday 11 August

Rollout plan for Total Reward and Annual Benefit Statements

28 July 2016

Currently, the refresh of the Total Reward Statements (TRS) and Annual Benefit Statements (ABS) is on schedule for launch in late August

Important information about estimate and valuation requests

28 July 2016

We are changing the way estimate requests are processed.

Revised retirement benefit details form (AW171)

28 July 2016

The ’revised retirement benefit details form (AW171)’ form has been updated and can now be used for all member types.

2015 estimate functionality on Pensions Online

28 July 2016

We are phasing the implementation of the 2015 estimate functionality on Pensions Online (POL).

Flexibility Value Earnings Credit and its effect on the 2015/16 Annual Allowance - important information for Dental Practitioner transition members

28 July 2016

The Flexible Value Earnings Credit (FVEC) pension represents the value of the best non-practitioner flexibilities’ pension up to the date of leaving the 1995/2008 NHS Pension Scheme

Destruction of paper files

28 July 2016

There is no legal requirement for us to store paper following scanning and so we will be undertaking a destruction exercise

Year end heat maps (ESR employers only)

28 July 2016

This year’s heat maps are being finalised and will be issued in early August.

Retirement - which forms should be used?

28 July 2016

We are changing our process in respect of which forms should be submitted to claim retirement benefits

Pensions Online VPN connectivity (for non-Pensions Online users)

28 July 2016

We have been conducting a pilot across two sites and have provided them with a VPN token within their organisations which allows them access to POL

Reminder - printed/digital documents

28 July 2016

Please remember that going forward, most of our forms and all of our guides will only be available on our website

Employer Charter

28 July 2016

The Employer Charter has been updated

Most viewed Ask Us articles

28 July 2016

The 10 most viewed Ask Us articles in June

Important information - Scheme Pays deadline

01 July 2016

For the tax year 2014/15 your Scheme Pays Election must be received by NHS Pensions no later than 31 July 2016.

Total Reward and Annual Benefit Statements

30 June 2016

We will soon be refreshing the Total Reward and Annual Benefit Statements with data up to 31 March 2016.

Establishing the rate of pensionable pay/earnings for the initial adult dependant’s pension

30 June 2016

If a member dies on or after 1 April 2008 the initial adult dependant’s pension is payable for six months starting from the day after the date of death.

Pensions Online - New functionality is on its way

30 June 2016

We are working on new functionality on Pensions Online (POL).

Transfers in - Disclosure of Scheme information

30 June 2016

We have recently started receiving a significant number of late transfer in applications.

Protection of pay

30 June 2016

Redundancy estimates

30 June 2016

All redundancy estimates are now being fast tracked.

Compliance assurance statements escalation

30 June 2016

Our Stakeholder Engagement Team will be contacting employers who have not yet submitted their mandatory 2016/17 Compliance Assurance and Contributions Statements.

Reminder - Scheme Pays 2014/15 elections

30 June 2016

The deadline for members to apply for Scheme Pays for the pension input period 2014/15 is 31 July 2016.

Updated documents

30 June 2016

Forms and guides stock update

30 June 2016

Current stock levels of our guides

Most viewed Ask Us articles

30 June 2016

Most viewed Ask Us articles in May

Data update

26 May 2016

Update on year end processing

Membership enquiry - process improvement

26 May 2016

We’re working to provide members with better information on how to request a membership statement, what’s included and what to do if something needs to be queried.

Clinical Commissioning Groups (CCGs)

26 May 2016

NHS Pensions has received incorrect pensions data from some CCGs in respect of self-employed GPs who work under a contract for services (self-employed) arrangement, but have been put onto the CCG payroll for HMRC office holder purposes.

Annual Allowance

26 May 2016

Legislative requirements place a responsibility upon employers to provide information to NHS Pensions.

Total Reward / Annual Benefit Statements

26 May 2016

Don’t forget you have until 7pm on Friday 10 June to clean your pensions data for this years’ statement refresh.

Refunds processing

26 May 2016

Contact details

26 May 2016

Are your organisations' contact details up to date?

Updated documents

26 May 2016

Details of updated documents

Most viewed Ask Us articles

26 May 2016

Each month we provide you with the 10 most viewed articles in Ask Us.

Important information - Scheme Pays deadline

09 May 2016

For the tax year 2014/15 your Scheme Pays Election must be received by NHS Pensions no later than 31 July 2016.

Pensions Online downtime

28 July 2016

Details of Pensions Online (POL) downtime

Most viewed Ask Us articles

27 April 2016

Each month we provide you with the 10 most viewed articles in Ask Us.

Updated documents

27 April 2016

In last month’s newsletter, we told you the final printed versions of the guides below would soon be available from our stationery stores.

Total Reward / Annual Benefit Statements

27 April 2016

NHS Pensions hosted a webinar on 20 April to provide employers with information about the data preparation phase.

Pensions on divorce update – Budget 2016

27 April 2016

Following the Budget in March, the factors used for Cash Equivalent Transfer Values (CETV) have been updated.

Greenbury update

27 April 2016

This year’s exercise is now complete for all submissions received on time.

Independent Providers and New Fair Deal employers

27 April 2016

As the 2015/2016 NHS Pension Scheme year ended on 31 March 2016 there are actions you must take in providing NHS Pensions with your year end information.

Refund processing – cessation of contracting out

27 April 2016

We are in the process of developing the changes to our systems.

Individual Protection 2016 (IP2016)

27 April 2016

We have now published the IP2016 valuation request forms.

Termination due to loss of public funds/Reason for leaving code 02

27 April 2016

Leaving code ‘02’ should only be used where an employee has been dismissed for fraud resulting in a loss to public funds and the employer is recommending that the member’s pension benefits are withheld.

Total Reward / Annual Benefit Statements webinar

21 April 2016

Webinar now available

Changes to member number allocation

27 April 2016

Member numbers (previously known as SD numbers) are used as unique identifiers for members of the NHS Pension Scheme.

Member Newsletter

30 March 2016

The fifth edition of the Member Newsletter was published on 21 March to over 13,000 subscribers.

Pensions Online downtime

30 March 2016

Details of POL downtime

Most viewed Ask Us articles

30 March 2016

Each month we provide you with the 10 most viewed articles in Ask Us.

Updated documents

30 March 2016

The following documents have recently been updated and will shortly be available from our website and stationery order line.

Contacting us by email

30 March 2016

Additional Pension lump sum purchases – reminder

27 April 2016

Please remember to email nhsbsa.apconfirmpayment@nhs.net within one month of receiving an Additional Pension lump sum payment.

Redundancy calculator

30 March 2016

There is now a redundancy calculator and guide available on our website.

Abatement and Annual Rate of Pay – reminder

30 March 2016

Members returning to work in the NHS may have their pension abated (reduced) until they reach age 60 (65 for the 2008 Section of the NHS Pension Scheme).

Applications for Fixed Protection 2016 and Individual Protection 2016

30 March 2016

In the December 2015 Employer Tax Update and February 2016 Employer Newsletter, we provided information about Fixed Protection 2016 and Individual Protection 2016

Year End updates

30 March 2016

Important information about submitting Year End updates

Total Reward / Annual Benefit Statements – Year 3 Overview and Data Preparation webinar

30 March 2016

We previously emailed an invitation to a free online webinar taking place on 20 April 2016 between 1pm and 2pm for NHS Pension Scheme employers.

Budget 2016 - Transfers in to and out of the NHS Pension Scheme

30 March 2016

In the budget on 16 March 2016, HM Treasury announced a revision to the basis for the calculation of Cash Equivalent Transfer Values (CETVs) payable from public service pension schemes, including the NHS Pension Scheme.

Member Newsletter published

21 March 2016

Edition 5 of the NHS Pensions Member Newsletter has been published

Total Reward / Annual Benefit Statements - Year 3 overview and data preparation webinar

18 March 2016

NHS Pensions are hosting a free online webinar on 20 April 2016 between 1pm and 2pm for NHS Pension Scheme employers.

Budget 2016 - Transfers in to and out of the NHS Pension Scheme

17 March 2016

In the budget on 16 March 2016, HM Treasury announced a revision to the basis for the calculation of Cash Equivalent Transfer Values (CETVs) payable from public service pension schemes including the NHS Pension Scheme.

Members who reach their State Pension Age between 6 April 2016 and 5 December 2018

01 March 2016

The Government has set out today how members of public sector pension schemes may be affected by the introduction of the new State Pension.

End of contracting out

29 February 2016

The State Pension is changing to a single tier system from 6 April 2016

Digital guides and forms

26 February 2016

NHS Pensions will stop the printing of its guides and most forms

Year End data submission changes for non-ESR or Pensions Online (POL) users

26 February 2016

Some changes have been made to the Year End specifications

Fast track redundancy estimates

26 February 2016

We have seen a significant increase in redundancy estimate requests.

Introduction to the Stakeholder Engagement Team

26 February 2016

The Stakeholder Engagement Team started their new roles on 1 February.

Total Reward Statements/Annual Benefit Statements – data readiness report

25 February 2016

We are intending to issue all ESR employers with a reconciliation report during March 2016

Total Reward Statements/Annual Benefit Statements – data extract – 2016 cut off date

25 February 2016

The final cut off date for data to reach NHS Pensions is 10 June 2016

Which Scheme Access application form do I need to complete?

25 February 2016

We have developed a flowchart to help you decide which application form to use

POL update - Data errors

25 February 2016

From 1 March 2016, changes will be made to enable faster notifications of some data errors

Updated documents

25 February 2016

Details of recently updated documents

Member Newsletter

25 February 2016

Are you able to help promote the Member Newsletter?

Most viewed Ask Us articles

25 February 2016

The top 10 Ask Us articles in January

Pensions Online downtime

25 February 2016

Details of POL downtime

2016/17 Estimate of GPs (and non-GP Providers) pensionable income

29 January 2016

The estimate of pensionable income form is now available on our website

Email awareness

29 January 2016

NHS Pensions have been made aware of an email which a number of employers may have received

Updating a member’s record on POL where an Additional Pension contract (instalments) is present

29 January 2016

There are three sections relevant to an Additional Pension (AP) contract on the update forms on Pensions Online (POL) (SD55 (cyclic), SD55 (termination) and SD55E).

Total Pensionable Pay (TPP) / Notional Whole Time (NWT) update

28 January 2016

Further information following previous Employer Newsletters

2016-17 NHS Pension Scheme compliance statement and contributions estimate

28 January 2016

The NHS Pension Scheme regulations require all organisations to provide a statement of estimated total contributions no later than one month prior to the beginning of the Scheme year.

ESR reconcilliation

28 January 2016

From February, NHS Pensions will be sending employers ESR reconciliation reports.

Mental Health Officer and Special Class status process improvement

28 January 2016

We are introducing a more robust and improved process regarding the request for Mental Health Officer (MHO) and retention of Special Class (SC)/MHO status.

Change to AW8 on POL

28 January 2016

The online version of the AW8 on POL has recently been updated to reflect the changes to the tax legislation from April 2016.

Most viewed Ask Us articles

28 January 2016

Each month we provide you with the 10 most viewed articles in Ask Us

Updated documents

28 January 2016

The following documents have recently been updated.

Member Newsletter

28 January 2016

Is there anything you’d like to see in future editions of the Member Newsletter?

Did you know...? infographic

28 January 2016

We have summarised some statistics in an infographic about the administration of the NHS Pension Scheme in 2015.

Contact Centre Christmas opening hours

18 December 2015

Details of our Contact Centre opening hours over Christmas and New Year

Disclosure of senior manager's remuneration (Greenbury) 2016

18 December 2015

We anticipate that the Greenbury functionality within Pensions Online (POL) will be available from 25 January 2016.

Calculating whole time equivalent pensionable pay for part time Officer (or Practice Staff) Scheme members

18 December 2015

We have received queries regarding the article published in the November edition of the Employers Newsletter.

Disclosure of information

18 December 2015

Clarification of disclosure requirements

Scheme access applications

18 December 2015

We have recently noticed that employees are being placed into the NHS Pension Scheme before a direction or determination order has been granted.

The essential guide to automatic enrolment

18 December 2015

The Pensions Regulator (TPR) has published 'The essential guide to automatic enrolment'

Schedule of charges

18 December 2015

The rate of charges for certain types of estimate, valuation and transfer value requests from members and third parties is increasing from 1 April 2016

2016-17 NHS Pension Scheme Compliance Statement and Contributions Estimate

18 December 2015

The NHS Pension Scheme regulations require all organisations to provide a statement of estimated total contributions no later than one month prior to the beginning of the Scheme year.

Serious Ill Health applications

18 December 2015

In instances where the member is seriously ill, you have previously been advised to fax a copy of the AW33E to NHS Pensions so the case can be fast tracked.

Member Newsletter

18 December 2015

The fourth edition of our Member Newsletter has been published this week and is now available on our website.

Updated documents

18 December 2015

Some of our documents have recently been reviewed

Most viewed Ask Us articles

18 December 2015

The most viewed Ask Us articles in November

Pensions Online (POL) downtime

18 December 2015

Details of planned POL downtime

Member Newsletter published

16 December 2015

The latest edition of the Member Newsletter has now been published

The Pensions Regulator has published 'The essential guide to automatic enrolment'

27 November 2015

TPR has published a guide which helps employers work out their duties on their staging date.

NHS Pensions Employer Survey - your views are important to us

26 November 2015

Our Employer Survey is now live

Pensions Online (POL) downtime

26 November 2015

Details of planned POL downtime

Updated documents

26 November 2015

We have updated some of our guides

Most viewed Ask Us articles

26 November 2015

So that you can see what other employers and members are asking us, each month we are publishing the top 10 most visited articles from Ask Us.

NHS Pension Scheme access for GP federations

26 November 2015

You can now find a link to pensions guidance about NHS Pension Scheme access for GP federations on the Practitioner page of our website

Choice 2 sweep up reminder

26 November 2015

The deadline for decisions to be submitted to NHS Pensions is 1 December 2015.

Total Reward Statements (TRS) / Annual Benefit Statements (ABS) reminder

26 November 2015

Tranche two statements went live on 30 October 2015.

Contact Centre Services - Employer feedback process

26 November 2015

In June, our Contact Centre Services (CCS) launched a new email account to provide employers with a direct channel to Contact Centre management.

Automated events - letters to members

26 November 2015

One of our key strategic goals is to explore digitising our service where we can, with a view to improving the service we provide to our customers.

Lifetime and Annual Allowance changes

26 November 2015

Due to upcoming legislative changes we will be issuing a stand-alone update to employers in early December containing important information about the Lifetime and Annual Allowances.

Fast track redundancy estimates

28 January 2016

Where an Employing Authority (EA) has made a request via POL, AEBS, or form AW295 and the redundancy estimate is required urgently, it may be possible for the estimate request to be fast tracked if there is a justifiable reason.

2016-17 NHS Pension Scheme compliance statement and contribution estimate

26 November 2015

NHS Pension Scheme (Amendment) Regulations 2014 require all employer organisations to provide a statement of estimated total contributions no later than one month prior to the beginning of the Scheme year.

Shareholders and non-GP providers

26 November 2015

If you are a company limited by shares and also a GMS, PMS, or APMS contractor and you offer shares in the company to your non-GP staff, these staff then become non-GP Providers.

Reduction or forfeiture of NHS Pension Scheme benefits and using the ‘02’ exit code

26 November 2015

The NHS Pension Scheme Regulations allow for NHS pension benefits to be reduced (offset) or forfeited under certain circumstances.

Self-assessment of dynamised Practitioner pensionable pay

26 November 2015

Practitioner members of the NHS Pension Scheme can now access a self-assessment dynamising worksheet

Calculating whole time equivalent pensionable pay for part time Officer (or Practice Staff) Scheme members

26 November 2015

The notional whole time rate of pay for a part time Officer (or Practice Staff) member must be proportionate to a whole time member in the same role.

Pensions Online (POL) downtime

28 October 2015

Details of planned POL downtime

We’re moving our website FAQs into Ask Us

26 October 2015

Over the past few months, we have been working to add FAQs from the Member’s Hub area of our website into our knowledge base Ask Us.

Updated documents

26 October 2015

We have updated some of our forms and guides. These are now available on our website.

Statutory targets

26 October 2015

We have published our statutory targets on the contact pages of our website

Retirement on grounds of Interest of Efficiency (IOE)

26 October 2015

Please note that from 1 November 2015 the process for retirement awards on the grounds of Interest of Efficiency (IOE) is changing.

Most viewed Ask Us articles

26 October 2015

Every month we are publishing the top 10 most visited articles from Ask Us.

Entering key information into Pensions Online (POL)

26 October 2015

Please take care when inputting bank details and other key information into POL.

New Pensions Finance web pages

26 October 2015

Further to the article published in the July Employer Newsletter, the Pensions Finance web pages have been updated.

Connecting to NHS Pensions’ website and online tools

26 October 2015

From 31 December 2015, the way you connect securely to websites is changing.

Total Reward Statements (TRS) and Annual Benefit Statements (ABS): Tranche 2 statements available from 30 October

26 October 2015

If your organisation is in Tranche 2 of this year’s exercise, you will be able to access your TRS and ABS statements from 30 October.

Choice 2 sweep up reminder

26 October 2015

The deadline for decisions to be submitted to NHS Pensions is 1 December 2015.

A reminder to Open Direction employers

26 October 2015

The existing Open Direction will not cover new staff joining after 31 March 2015, unless those staff have full or tapered Protection in the 1995/2008 NHS Pension Scheme.

Auto-enrolment for small and micro NHS employers

26 October 2015

The Pension Regulator (TPR) has added a simplified step-by-step guide for small and micro employers to its website.

NHS Pension statutory targets & Awards update

15 October 2015

View NHS Pensions' statutory targets here

Pensions Online (POL) update 3 October

06 October 2015

Employers: Following the update that went into POL on 3 October, please note the following changes regarding Death Stage 1 – Reason for Termination 14

Twitter

29 September 2015

Why wait for the end of the month for the Employer Newsletter to get important news and updates about the Scheme?

Most viewed Ask Us questions

29 September 2015

So that you can keep up to date with ‘hot topics’ and see what other employers and members are asking us, every month we are publishing the top 10 most visited articles from Ask Us.

Retention of records

29 September 2015

Recently we have been asked by one of the regional groups to clarify the rules around retention of member records.

Annual Allowance

29 September 2015

HMRC legislation requires that member records are updated by 6 July, following the end of the pension year.

Choice 2 sweep up reminder

29 September 2015

Letters have now been sent to the home address of all members eligible for the Choice 2 sweep up exercise

Total Reward Statement (TRS) and Annual Benefit Statements (ABS): Tranche one is now live

29 September 2015

Tranche one statements went live on 30 August 2015 and statements for Tranche two will go live at the end of October.

GPs and General Dental Practitioners: How to start the retirement process

29 September 2015

We have published a new factsheet which contains information about how GPs and GDPs should start their retirement process

Freelance GP locums and the 10 week rule

29 September 2015

This is a reminder to GP surgeries that when engaging freelance GP locums they must ensure that they pay GP locums promptly.

2014/15 GP Providers (and non GP Providers) Certificate of Pensionable Income

29 September 2015

The 2014/15 Certificates of pensionable income that all GP Providers (and non GP Providers) are legally required to complete are now available on the NHS Pensions website

NHS Pensions Senior Management Team

29 September 2015

There have been quite a few changes and additions to the NHS Pensions Senior Management Team over the last few months.

Pensions Online (POL) downtime

29 September 2015

Details of planned POL downtime in October

*The Contact Centre helplines have re-opened*

24 September 2015

Our helplines are now open again. However there are some technical issues remaining which means that a small amount of calls are being cut off before customers get through to speak to an advisor. If this happens to you please call back.

Choice 2 online response form

14 September 2015

The Choice 2 online response form is now available.

Early Retirement Reduction Buy Out (ERRBO)

26 August 2015

Further to the article in the July 2015 newsletter we can now confirm that changes have been made to the RFT1 and GP1 in POL.

Additional Pension (AP) recosting exercise

26 August 2015

The contributions required to purchase AP are regularly reviewed by the Scheme Actuary.

POL downtime

26 August 2015

Pensions Online (POL) will be unavailable from 7pm on Friday 4 September until 7am on Monday 7 September 2015.

New online videos – 1995 and 2008 Sections

26 August 2015

Don’t forget we have added to our collection of online videos with two new ones about the 1995 Section and the 2008 Section.

Most viewed articles in Ask Us

26 August 2015

At the recent National Employers Group, employers requested that we publish the most viewed articles in Ask Us

Contact Centre Services (CCS) – Employer feedback

26 August 2015

Don’t forget that CCS have set up a process for you to feedback about the service you receive from them

Option to Give Up Protection reminder

26 August 2015

Please continue to remind members in receipt of an Option to Give Up Protection letter to take action.

Choice 2 ‘sweep up’ exercise

26 August 2015

The Choice 2 exercise took place last year to enable eligible members with no Protection or Tapered Protection to choose if they wanted to move their 1995 Section benefits into the 2008 Section

Reminder to employers when recording standard sessions

26 August 2015

Please take care when entering standard sessions.

Annual Allowance Pension Saving Statements (PSS)

26 August 2015

NHS Pensions are making preparations to issue 2014/15 Pension Saving Statement (PSS)

Pensions Online (POL) downtime

13 August 2015

POL will be unavailable between the following times

Estimates update

29 July 2015

NHS Pensions makes every effort to provide estimates within 6 - 8 weeks of receiving a request.

Early Retirement Reduction Buy Out (ERRBO)

29 July 2015

NHS Pensions have provided some clarification around how ERRBO agreements will be treated this year.

AW8 submission for members who have benefits in more than one scheme

29 July 2015

If a member has benefits in more than one NHS Pension Scheme employers can not currently use POL to submit an AW8.

Annual Benefit Statements (ABS) for practitioners 2015

29 July 2015

Following the successful roll out of Total Reward Statements for officer members in 2014, NHS Pensions will make Annual Benefit Statements available for members with practitioner status.

Option to Give Up Protection update

29 July 2015

All letters have been dispatched to members eligible for this exercise.

Payment of NHS Pension contributions

29 July 2015

NHS employers have a statutory duty to ensure Scheme contributions reach the NHS Pensions bank account by the 19th of the month following the month in which the earnings were paid to the member.

Reminder: Employer contribution rate increase to 14.3% from 1 April 2015

29 July 2015

We have recently become aware that some employers have not yet successfully implemented the change in employer contribution rate from 1 April 2015.

New Pensions Finance employer web page

29 July 2015

To assist employers in meeting their financial obligations to the Scheme we are developing a new web page in the Employer Hub called ‘Pension Finance’.

NHS Pension Board

29 July 2015

At the last National Employer’s Pension Group meeting on 28 May 2015 we were asked to provide information about the remit and structure of the NHS Pension Board.

New online videos - 1995 and 2008 Sections

29 July 2015

We have added to our collection of online videos with two new ones about the 1995 Section and the 2008 Section.

Don't forget...

29 July 2015

There are now more ways for you and members to access information about the Scheme.

Retirement Booklet

29 July 2015

The latest version of our Retirement Booklet (version 19) is now available to download from the website and can be ordered from our stationery stores.

Important Award application information

24 July 2015

NHS Pensions aim to process all award claims around 10 working days before the payable date or within 10 working days of receiving all of the necessary information.

Important information - Scheme Pays deadline

20 July 2015

For the tax year 2013/14 your Scheme Pays Election must be received by NHS Pensions no later than 31 July 2015.

Important estimate request information

17 July 2015

NHS Pensions makes every effort to provide estimates within 6 - 8 weeks of receiving a request.

Summer Finance Bill 2015

16 July 2015

How will the summer budget announcement impact NHS Pensions?

Payments to NHS pensioner's bank accounts in Greece

30 June 2015

To help provide choice to NHS pensioners living in Greece in light of the current economic situation, Equiniti Paymaster are offering members in receipt of an NHS pension three options

Find us on Twitter

29 June 2015

NHS Pensions is now on Twitter! You can follow us by searching for @nhs_pensions.

The NHS Pensions Stakeholder Engagement Team welcomes the Wales Stakeholder Engagement group

29 June 2015

The NHS Pensions Stakeholder Engagement Team regularly send representatives to regional Employer Pension Groups.

Employer Support Infographic

29 June 2015

To support the information in the Employer Charter we now have an Employer Support Infographic that sets out all the help and support we currently provide for you.

Employer's Charter

29 June 2015

The NHS Pension’s Employer Charter has been updated and is now available on our website.

Contact Centre Services – Employer Feedback Process

29 June 2015

Contact Centre Services (CCS) provide the telephone help lines for NHS Pensions and deal with enquires from pension members, employers and third parties.

Employer Feedback

29 June 2015

Through the recently established Stakeholder Engagement Team, NHS Pensions are progressing the extensive feedback received from employers in relation to the Project Verdi exercise.

Total Reward Statements and Annual Benefit Statements

29 June 2015

Thank you to all employers who submitted their data by the 18 June deadline.

2015 Scheme – Ill Health and Redundancy estimate requests

29 June 2015

In order to ensure that we have all the information we require to provide estimate requests in respect of Ill Health and Redundancy cases, we have released a new 2015 Scheme AW295 which is now available on our website.

Annual Allowance

29 June 2015

Legislative requirements place a responsibility upon employers to provide information to NHS Pensions.

New Style Added Years, Unreduced Lump Sum, Additional Pension and Bigger Survivor Pension Contracts

29 June 2015

We have received several enquiries recently from NHS employers regarding the continuation of contracts to purchase added years, the unreduced lump sum, the additional pension, and the bigger survivor pension.

Option to Give Up Protection exercise

29 June 2015

The Option to Give Up Protection exercise is now underway. Letters were distributed to all eligible members during w/c 22 June and the website is now live.

POL update and Additional Pension calculator

29 June 2015

Access to the Memberzone and Membership History for Scheme transition members will be made available in the Pensions Online (POL) release on 3 July 2015.

Option to Give Up Protection

16 June 2015

The Option to Give Up Protection webpage is now live

Important Award application information

05 June 2015

NHS Pensions aim to process all award claims around 10 working days before the payable date or within 10 working days of receiving all of the necessary information.

Increasing the value of benefits in the 2015 NHS Pension Scheme

01 June 2015

The NHS Pension Scheme provides options to members so that they can manage how much they receive at retirement by paying extra contributions.

Disclosure of pension information by electronic copy

27 May 2015

Many NHS organisations are working towards creating ‘paperless environments’ (NHS Pensions included) and so we want to clarify how, and in what format, you can distribute information about the NHS Pension Scheme and still meet your disclosure requirements

Member's Charter

26 May 2015

The Member’s Charter has been updated and the latest version is now available.

Retirement Booklet

26 May 2015

We have recently updated the Retirement Booklet to include information about retiring from the 2015 Scheme.

AW9/AW11/AW158 update

26 May 2015

New versions of the following forms are now available in the Pension Scheme forms section of the website.

Members of the 2015 Scheme who also have membership in the 1995/2008 Scheme: Death Benefits

26 May 2015

The following information about death benefits has been added to the Factsheet for members of the 2015 Scheme who also have membership in the 1995/2008 Scheme.

Total Reward Statements (TRS) and Annual Benefit Statements (ABS)

26 May 2015

The April 2015 Employer Newsletter confirmed that the final cut off date for pension data to reach NHS Pensions in order to calculate the ABS element of the TRS was 12 June 2015.

Changes to the SD55 cyclic and SD55 termination e-forms

26 May 2015

From 7 April 2015 the SD55 cyclic and SD55 termination e-forms along with the employer error handling form have been amended .

Payment of NHS Pension contributions

26 May 2015

NHS employers have a statutory duty to ensure Scheme contributions reach the NHS Pension’s bank account by the 19th of the month following the month in which the earnings were paid to the member.

The Option to Give Up Protection exercise

26 May 2015

Financial modelling of the impact of the 2015 Scheme on Protected members of the 2008 Section has suggested that many members could be better off if they moved to the 2015 Scheme from its start.

Option to Give Up Protection Employer webinar

15 May 2015

NHS Pensions and NHS Employers are co-hosting a webinar to explain the Option to Give Up Protection exercise on 26 May at 11:00am.

Members: HMRC’s pension flexibility

08 May 2015

Taking benefits from other defined contribution (DC) pension schemes can affect your NHS Pension Scheme Annual Allowance.

Jargon Buster

27 April 2015

An updated version (V4) of the Jargon Buster has now been published on the home page of the website and now includes new terms such as ERRBO.

Greenbury update

27 April 2015

As you are aware, NHS Pensions has recently completed the successful migration of over two million records from PenServer into our new operating system, Compendia.

Final Pay Control

27 April 2015

We have recently received a number of queries regarding Final Pay Controls. This article provides an overview of Final Pay Controls and gives an example of how we complete the calculation.

Calculating whole time equivalent pensionable pay for part time Officer (or Practice Staff) Scheme members

27 April 2015

Some Employing Authorities have raised concerns over the guidance featured in our March 2014 Employer Newsletter regarding the calculation of notional whole time equivalent pensionable pay for part time Officer (or Practice staff) Scheme members.

Lifetime and Annual Allowance update

27 April 2015

The reduction of the Lifetime Allowance (LTA) from £1.25 million to £1 million with effect from 6 April 2016.

Total Reward Statements (TRS) and Annual Benefit Statements (ABS) 2015

27 April 2015

As you are aware, TRS statements will be available again this year and this will continue to be an annual event in the future.

Are your TRS contact details up to date?

27 April 2015

We’re currently preparing for year two of TRS/ABS.

GP Locum forms A and B

27 April 2015

NHS Pensions has updated the GP Locums forms A and B to take into account the change in two of the employee tiered contribution rate ‘band widths’ and the employer contribution rates which changed from 14% to 14.3% from 1 April 2015.

2014/15: Independent Provider End of Year Certificate

27 April 2015

Every Independent Provider is legally required to complete and submit an End of Year Certificate within two months of pension year end.

Additional Pension calculator

27 April 2015

Due to the implementation of the 2015 Scheme and the need to make changes to the Additional Pension calculator, including the update of factors, this calculator is currently offline.

Linked employments for Non Protected and Tapered Protected members

27 April 2015

From 1 April 2015 members that have no Protection either in the 1995 or the 2008 Sections are now members of the 2015 Scheme.

Thank you!

27 April 2015

As you will be aware, NHS Pensions have recently gone through a major programme of change with the introduction of the 2015 Scheme and migration to a new administrative IT platform.

2015 Scheme: Information for transitioning members

30 March 2015

The third in our series of videos is now live.

2015 Scheme: E-learning packages

30 March 2015

We have released more e-learning packages which you may find useful

Member Identifier

30 March 2015

The Member Identifier is now live.

2015 NHS Pension Scheme employer webinar: ‘Ask the experts’

30 March 2015

NHS Pensions and NHS Employers co-hosted the fourth webinar for employers about the 2015 Scheme on 5 March. It was another successful session.

2015 Scheme: Forms and Guides

30 March 2015

Areas that are affected by 2015 Scheme from day one are Ill Health, Bereavement, Transfers and Added Benefits. The forms and guides for these areas have been prioritised to be ready for 1 April and are currently under review

2015 Scheme: POL downtime and local administration

30 March 2015

The POL downtime will take place from 6pm on Friday 27 March until 12pm on Tuesday 7 April 2015. We have received several queries about this and can now provide you with more details.

2015 Scheme: Ill Health retirement

30 March 2015

If an application for consideration of Ill Health retirement is made before a member is due to move to the 2015 Scheme then the member will remain in the 1995 or 2008 Section, as appropriate...

Total Reward Statements – Electronic Staff Record (ESR) user notice reminder

30 March 2015

Electronic Staff Record (ESR) employers are reminded that ESR issued a user notice on 25 February 2015

Further information about employer and member contribution rates

30 March 2015

Further information about employer and member contribution rates for Scheme years 1 April 2015 to 31 March 2016 through to 1 April 2018 to 31 March 2019 is now available

Temporary Scheme Contracted Out Number (SCON) on Real Time Information (RTI) submissions

30 March 2015

This is an urgent reminder that the SCON for the NHS Pension Scheme is S2730000B.

Waiting period for joiners

30 March 2015

NHS Pensions confirmed that 1995 Section members who retired on or after 1 April 2008 and before 1 October 2009 could join the 2008 Section if ...

Ill Health Retirement benefits application

30 March 2015

NHS Pension Scheme members may only make one formal application for the payment of benefits.

Ill Health statistics

30 March 2015

NHS Pensions has traditionally provided employers with Ill Health statistics and costs. This information will be dispatched by 9 April 2015.

Calculating whole time equivalent pensionable pay for a part time Officer (or Practice Staff) Scheme member who receives additional or supplementary payments

30 March 2015

For the purpose of determining the contribution rate and pension benefits for an Officer/Practice Staff member who works part time and who receives supplements for unsocial hours...

Type 2 Medical Practitioners – Self Assessment Form 2014/15

30 March 2015

Every Type 2 medical Practitioner in England and Wales is required by law to complete an annual self-assessment form

Disclosure of Pension information by electronic copy

30 March 2015

The “Occupational and Personal Pension Schemes (Disclosure of information) Regulations 2013 (SI 2013/2734)” require that basic information about the scheme must be given to an employee within the first two months

Early retirement reduction buy out (ERRBO)

30 March 2015

The ERRBO expression of interest form is now available on our website for members of the 2015 Scheme who wish to enquire about an ERRBO agreement.

A note to direction employers

30 March 2015

Provisions are in place to ensure continuing eligibility for, and membership of, the new NHS Pension Scheme 2015 from 1 April 2015 for members named on closed directions

POL guides

30 March 2015

Three current POL guides have been updated and two new guides are now available to use.

Important information about auto-enrolment and small NHS employers

30 March 2015

The Pension Regulator (TPR) has announced that from the end of January 2015 that they will write to all employers with less than 50 employees as part of a campaign to ensure employers know their ‘staging date’ ...

2015 Scheme help and support

25 February 2015

Please take a look at the following products aimed to support you and your members.

The deadline for Choice 2 is 16 March

25 February 2015

Please can you encourage any members who have not considered their choice or who have not yet made their choice to act as soon as possible so that they do not miss the 16 March deadline.

NHS Pension Scheme 2015 (Amendment) Regulations

24 February 2015

The Department of Health are proposing minor amendments to the 2015 Scheme regulations.

2015-16 Estimate of GPs’ (and non-GP Providers’) pensionable income

24 February 2015

The form for declaring the estimated pensionable income for year 2015/16 can be found on the NHS Pensions website

Temporary Scheme Contracted Out Number (SCON) on Real Time Information (RTI) submissions

24 February 2015

Don't get a late penalty. There are 18,675 employee’s RTI returns that have been submitted to HMRC with a temporary SCON for the NHS Pension Scheme, the correct SCON is S2730000B

Updating of member records

24 February 2015

Please check Pensions Online (POL) non-updated records, ADP4 and error handling for any year end 2014 updates that have not yet been processed.

Pensions Online (POL) submission of year end updates

24 February 2015

Employers who do not provide data via ESR can submit their year end....

2015-16 NHS Pension Compliance Assurance and Estimated Total Contributions Statement – reminder

24 February 2015

Further to the information provided in December 2014, organisations are reminded that they should complete this statement by 2 March 2015

Are your members’ address details up to date?

24 February 2015

Please remind your members to keep their address details up to date.

Added years contributions for scheme members previously subject to the pensionable earnings cap

24 February 2015

Scheme membership built up from 1 April 2008 is no longer subject to the pensionable earning cap.

Annual Allowance and Club Transfers

24 February 2015

The Finance Act 2004 (Registered Pension Schemes and Annual Allowance Charge) (Amendment) Order 2015 came into force on 28 January 2015

Supervisor of Midwives Allowance

24 February 2015

Regular (salaried) payments made in respect of the supervision of midwives are pensionable.

2015 NHS Pension Scheme: Is anything changing for local administration?

24 February 2015

This article will tell you what is changing for local administration

2015 webinar: ‘Ask the experts’

24 February 2015

We are holding another employer webinar about the 2015 Scheme on 5 March, 2pm-3pm.

Transfers Out: Important changes

24 February 2015

The Pension Schemes Bill 2014/15 has introduced changes to transfer rules.

2015 Member Scheme Guide: Order your copies now

24 February 2015

The 2015 Member Scheme Guide is available to pre-order from our stationery stores now

Loss of Enhanced Protection and Fixed Protection 2012 and 2014 because of the 2015 NHS Pension Scheme

24 February 2015

HMRC have confirmed that Enhanced Protection, Fixed Protection 2012 and Fixed Protection 2014 will be lost when a member ...

Salary sacrifice

24 February 2015

In the 2015 NHS Pension Scheme, pension benefits are built up on a year by year basis based on actual pensionable earnings in each year. . .

Early Retirement Reduction Buy Out (ERRBO) in the 2015 Scheme

24 February 2015

In the 2015 Scheme only, an option exists for a member or their employer to pay additional contributions to buy out the reduction that would apply if they retired at age 65 or later but before their Normal Pension Age (NPA).

Pensions Online (POL) downtime

24 February 2015

Pensions Online will not be available from 6pm on 27 March 2015 until 12pm on 7 April 2015

Disclosure of Senior Managers’ Remuneration (Greenbury) 2015

24 February 2015

If you have any queries regarding the calculations please contact us before 15 March 2015

2015 Member Scheme Guide: Order your copies now

10 February 2015

The 2015 Member Scheme Guide is available to pre-order from our stationery stores now.

TRS and ABS - Have you accessed yours yet?

23 January 2015

For the first time online statements have been introduced across the NHS.

NHS Pensions 2015 Scheme employer webinar

23 January 2015

NHS Pensions and NHS Employers co-hosted the third in a series of four employer webinars

NHS Pensions videos

21 January 2015

NHS Pensions have produced a series of three new videos

Pensions Online (POL) downtime

19 January 2015

POL will be off line from 6pm 27 March 2015 until 12pm on 7 April.

Choice 2: A reminder

19 January 2015

You must distribute Choice 2 letters to members not currently attending work.

2015 NHS Pension Scheme Guide for Members

21 January 2015

The 2015 NHS Pension Scheme Guide for members is coming soon.

NHS Pension Scheme Important Information leaflet

19 January 2015

Distribution of this leaflet has started and is expected to run up until the end of February.

Schedule of Charges from 1 April 2015

06 January 2015

Please note that charges for estimate and transfer values are increasing from 1 April 2015

Updated 1995/2008 Scheme Guide

18 December 2014

Version 13 of the 1995/2008 Scheme Guide is now available

Retention of Mental Health Officer (MHO) and Special Class Status – A reminder

17 December 2014

Following an increase in queries on this issue NHS Pensions would like to remind employers about the circumstances in which members in management roles can retain Mental Health Officer (MHO) and/or Special Class status.

Contribution rates 2015 to 2019

18 December 2014

Further information about Employer and Member Contribution Rates

Further information about 2015/16 NHS Pension Compliance Assurance and Estimated Total Contributions Statement

17 December 2014

NHS Pension Scheme (Amendment) Regulations 2014 require organisations to provide a statement of estimated total contributions no later than one month prior to the beginning of the Scheme year. Organisations should provide this information on a form.

Choice 2 Update

17 December 2014

All the Choice 2 letters have now been despatched.

Employer readiness checklist for the 2015 Scheme

17 December 2014

We have created a new area on our website, ‘2015 information and support’ to house supporting information, communication products and tools to help you and your members when making preparations for the 2015 Scheme

NHS Employers quarterly round up

02 December 2014

NHS Employers have produced their fourth pensions round up which is a quick reference guide to the main news and topics affecting the NHS Pension Scheme in winter 2014.

Webinar 2 ‘Building your understanding of the 2015 NHS Pension Scheme’ slides and audio now available

24 November 2014

NHS Pensions and NHS Employers co-hosted the second in a series of four webinars

Choice 2: An update

24 November 2014

We will shortly complete distribution of the Choice 2 letters to employers.

2015 Scheme

24 November 2014

The most up to date information about the 2015 arrangements can be found on our website

2015 Scheme: Deferred members

24 November 2014

In order to meet our disclosure requirements we need to write out to all deferred scheme members

Disclosure of Senior Managers’ Remuneration (Greenbury) 2015: A reminder

24 November 2014

The annual exercise to provide details of the pension entitlement of senior managers for Accounts and Annual Reports will start sooner this year.

Ill Health

24 November 2014

Scheme members who have at least two years qualifying membership have the right to be considered for ‘in service’ ill health retirement benefits

Hoax Emails

24 November 2014

NHS Pensions have been notified that some members may have received an email requesting payment of outstanding tax...

NHS Pension Scheme Consultation

26 November 2014

NHS Pensions has introduced a new section on its website which holds details about all current NHS Pension Scheme consultations.

TRS electronic payslip leaflets available

24 November 2014

Electronic copies of the TRS and ABS payslip leaflets are now available for employers to download

Pensions forms

24 November 2014

Please note that due to very low requests the following forms will no longer be available to order in hard copy

NHS Pensions website: Third Party Hub

24 November 2014

We have created a new section on our website for third parties such as accountants, independent financial advisors and other member representatives.

Flexible retirement

11 November 2014

NHS Employers have published an information poster from the Working Longer Group summarising the flexible retirement options available in the 1995 and 2008 Sections and the forthcoming 2015 Scheme.

How is the Annual Allowance charge calculated?

03 November 2014

If the growth in your pension savings is more than the Annual Allowance then a tax charge may be payable on the amount over £50,000.

TN10 Employer Newsletter

03 November 2014

The October edition is now available

Consultation on NHS Pension Scheme (Transitional and Consequential Provisions) Regulations 2014

29 October 2014

Reforming the NHS Pension Scheme for England and Wales – Consultation on draft regulations

Consultation - The NHS Pension Scheme Regulations 2015

21 October 2014

Reforming the NHS Pension Scheme in England and Wales - Consultation on draft regulations

Flexible retirement options

09 October 2014

NHS Employers have published two quick guides from the Working Longer Review Group, for employees and employers, about the flexible retirement options available through the NHS Pension Scheme.

September Pensions Employer Newsletter

01 October 2014

The September 2014 Pensions Employer Newsletter is now available.

'Introduction to the 2015 Scheme arrangements' webinar slides and audio now available

24 September 2014

The slides and audio from the introduction to the 2015 Scheme webinar are now available.

Employer Choice 2 information website now live

17 September 2014

The employer Choice 2 web site is now live.

2015 Scheme Arrangements - Employer Engagement Framework

11 September 2014

An employer engagement framework has been developed in partnership with NHS Pensions and NHS Employers following consultation with different types of employers and Trade Unions.

NHS Pensions 2015 Scheme employer webinars

08 September 2014

In preparation for the new 2015 NHS Pension Scheme, NHS Employers and NHS Pensions are hosting a series of four webinars for all NHS employers including Direction Bodies, GP Practices and organisations with Independent Provider status.

Choice 2 webinar

09 September 2014

The Choice 2 webinar took place on 3 September 2014. Access the slides and audio here.

TN8 Employer Newsletter

03 September 2014

The August edition is now available

NHS Employers Quarterly Round Up

02 September 2014

The autumn edition of the pensions round up has been published.

Pension scams: A Lifetime’s savings lost in a moment

22 August 2014

The Pensions Regulator has refreshed its campaign on pension liberation and warned that pension scams are on the increase in the UK.

Individual Protection 2014 (IP 2014)

21 August 2014

From 6 April 2014 members of registered pension schemes can choose to protect benefits that exceed the reduced lifetime allowance limit of £1.25. HMRC have announced that applications forms are now available.

Annual Allowance

14 August 2014

NHS Pensions are making preparations to issue 2013/14 Pensions Saving Statement (PSS) to members who are affected by the Annual Allowance limit or have made an “on demand” request.

Widening AccessTraining Schemes - Trainees

07 August 2014

HM Revenue and Customs (HMRC) has written to a number of Employers about individuals who have been on or are currently on Widening Access Training Schemes in respect of the Income Tax and National Insurance (NI) contributions.

NHS Pension Scheme reforms

05 August 2014

The Department of Health has published an update on the NHS Pension Scheme reforms and contribution rates.

NHS Employers quarterly Pensions Round-up

10 July 2014

The summer edition of the NHS Pensions information documnet has been published.

2012/13 Scheme Pays reminder

04 July 2014

The Scheme Pays deadline for 2012/13 is the 31 July 2014.

NHS Pension Scheme changes

22 May 2014

Consultation on the proposed changes to alter member contributions and to charges for employers who give large pay increases staff before retirement.

Annual Allowance 2013/14 statement delivery

21 May 2014

NHS Pensions are currently preparing for the production and delivery of 2013/14 Annual Allowance statements.

NHS Pensions TRS data deadline

06 May 2014

Employers - please note the final cut off date for pension data to reach NHS Pensions in order to calculate TRS pension statements is 31 May 2014.

NHS Employers quarterly Pensions Round-up

08 April 2014

New NHS Employers quarterly pensions round up

Budget Announcement 2014

21 March 2014

Budget Announcement 2014

Annual Allowance Pension Savings Statements: A reminder

18 March 2014

If you left the NHS Pension Scheme prior to 1 April 2008 then you do not need to contact NHS Pensions for a Pension Savings Statement.

Ask Us

17 March 2014

The NHSBSA has launched a new enquiry system ‘Ask Us’ for employers and members.

Fixed Protection 2014

12 March 2014

Reminder: HM Revenue & Custom’s deadline for applying for Fixed Protection of 5 April 2014 is nearly here.

Greenbury 2014

20 December 2013

Information about Greenbury 2014 is now available.

Annual Allowance 2011/12 Scheme Pays election

10 January 2014

Members are reminded to send in their Scheme Pays Election for 2011/12 promptly.

Please keep your home address details up to date

06 November 2013

Important reminder for NHS Pension Scheme members.

Fixed Protection 2014

12 August 2013

HMRC have published information about applying for Fixed Protection 2014.

Annual Allowance Statement Update

02 August 2013

Annual Allowance statement production commences

NHS Pensions Website Amendments

12 August 2013

Work is currently under way to refresh the structure and content of the NHS Pensions website.

Equitable Life - Advice for affected members of the NHS Pension Scheme

26 July 2013

Following recent media coverage we provide information for affected scheme members.

Annual Allowance Estimator Tools

16 July 2013

Online Annual Allowance estimator tools are available for members of the NHS Pension Scheme

Annual Allowance

04 July 2013

Who is affected by Annual Allowance?

Equitable Life Payment Scheme

13 June 2013

Information for those suffered financial losses as a result of Government maladministration that was found to have occurred in the regulation of Equitable Life.

NHS Reforms

17 June 2013

The changes brought about by NHS Reforms have changed the name of several NHS bodies.

Pensions 2013 Year End Updating

03 June 2013

2013 year end updating should by now have been completed. Please note the 31 May deadline has now passed for submission of the data, this is in accordance with Scheme Regulations and the Employer's Charter.

Consultation on proposed amendments to the NHS Pension Scheme Regulations 2 April 2013

09 April 2013

Details of the proposed amendments to the NHS Pension Scheme Regulations for the 1995 and 2008 Schemes are now available.

The Pensions Regulator - Pension Liberation Fraud

21 March 2013

Information and resources to help members, pension providers and administrators identify potential pension liberation fraud.

NHS Pension Scheme Regulations - An update to Stakeholders

08 June 2009

The Department of Health has changed the consultation and effective date arrangements for the NHS Pension Scheme, Injury Benefits and Additional Voluntary Contributions (Amendment) Regulations 2009.

NHS Pension Scheme - Consultation on draft regulations - 3 December 2010

08 December 2010

On 3 December 2010, the Department of Health started a consultation on the draft NHS Pension Scheme (Amendment) Regulations 2011. This consultation will last until 15 February 2011.

NHS Pension Scheme - Consultation on draft regulations - 4 March 2011

04 March 2011

On 4 March 2011, the Department of Health started a consultation on the draft NHS Pensions Scheme, Injury Benefits and AVC (Amendment) regulations 2011. This consultation on the amendments will run from 4 March 2011 and last until 27 May 2011.

NHS Pension Scheme - Consultation on Draft Regulations - 8 December 2011

08 December 2011

On 8th December 2011, the Department of Health started a consultation on the National Health Service Pension Scheme (Amendment) Regulations 2012. The consultation will end on 20 February 2012 with the regulations due to be effective from 1 April 2012.

NHS Pension Scheme - "Heads of Agreement" Reached

21 December 2011

On 20th December 2011 the Department of Health outlined the Heads of Agreement on the proposed design of the NHS Pension Scheme from 2015. Read more....

NHS Pensions Resource Accounts 2011-2012

22 August 2012

NHS Pension Scheme Accounts were laid before parliament on12 July 2012, the published version can be viewed here

NHS Pension Scheme Consultation on Draft Regulations - 20 November 2012

20 November 2012

On 20 November 2012, the Department of Health started a consultation on the draft NHS Pension Scheme, Additional Voluntary Contributions and Injury Benefits (Amendment) Regulations 2013.

Transfer of benefits - An update to NHS Pension Scheme members

22 May 2009

This note provides an update to members who have requested a transfer of benefits and may be experiencing delays.

Added Years- Member Update

05 March 2009

This note provides an update to members who have requested information about buying Added Year and may be experiencing delays.

Provision of Member Information to Independent Financial Advisers (IFAs) - Changes in Procedure

16 September 2009

This note provides information to Independent Financial Advisers about changes that NHS Pensions is introducing when they request multiple estimates on behalf of their clients.

Industrial action at the Royal Mail

22 October 2009

A message from NHS Pensions following the announcement of Postal Strikes at the Royal Mail.

Disclosure of Senior Managers' Remuneration (Greenbury)

02 February 2010

As stated in the December 2009 Newsletter, all requests for information must be received by NHS Pensions between 1 February and 12 February 2010 to enable us to provide you with the necessary disclosure information by 16 April 2010.

Publication of Interim Public Sector Pensions review – 7th October 2010

07 October 2010

Lord Hutton published his interim report on the future of public sector pensions on 7th October 2010. This contains his initial analysis of the current position regarding public sector pensions.

Annual and Lifetime Allowance for Pension Savings Announced

22 October 2010

HM Revenue and Customs (HMRC) has announced a significant change to the way in which tax relief is provided to members of pension schemes in the UK.

Changes regarding the administration and implementation of pension sharing orders

26 October 2010

Notification of changes that NHS Pensions is introducing from 4 January 2011 in regard to pension sharing orders.

Important announcement concerning availability of CETVs from NHS Pensions

13 December 2010

In his budget of 22 June 2010, the Chancellor announced a change in the future pension increase basis from the Retail Prices Index (RPI) to the Consumer Prices Index (CPI).

Lord Hutton’s Independent Review into Public Service Pensions Published

10 March 2011

The Independent Public Service Commission’s final report into the future provisions of Public Service Pensions was published on 10 March 2011. This article outlines the Government’s initial response and provides a link to the report itself.

Cash Equivalent Transfer Values (CETVs) payable from the NHS Pension Scheme (NHSPS)

25 March 2011

As a result of the Budget of 23 March 2011, HM Treasury has confirmed that they are considering a review of the basis for the calculation of CETVs payable from public service schemes, including the NHSPS.

Lord Hutton's Report on public service pension arrangements - Notice for the attention of all NHS Staff

01 April 2011

Note from Department of Health Pensions Policy Team regarding the potential impact on the NHS Pension Scheme if reforms are introduced along the lines of those recommended by Lord Hutton.

Pensions Indexation - Change to the Consumer Prices Index (CPI)

11 May 2011

Article outlining the effects of the change in pension indexation measure and the steps that NHS Pensions is taking to notify scheme members about them.

Department of Health Consultation on changes to employee contributions

28 July 2011

The Department of Health is currently consulting on changes to employee contributions to the NHS Pension Scheme. The consultation exercise will run until 21st October 2011.

Ill Health Retirement Benefits Application - Reminder for Employers

08 September 2011

The purpose of this article is to remind employers that a member of the NHS Pension Scheme may only make one formal application for the payment of benefits.

ANNOUNCEMENT FROM THE SECRETARY OF STATE FOR HEALTH

02 November 2011

On 2 November the Health Secretary wrote to all Chairs of NHS Trusts, SHAs, PCTs, FTs and Arms Length Bodies about the Government’s proposed changes to public service pension schemes.

Important Information - Cash Equivalent Transfer Values (CETVs)

04 November 2011

In the budget on 23 March 2011, HM Treasury confirmed that they were considering a review of the basis for the calculation of CETVs payable from public service schemes, including the NHS Pension Scheme.

Hutton Proposed Reforms - A Calculator for Scheme Members

25 November 2011

The Department of Health have provided a calculator for Members of the NHS Pension Scheme to support their understanding of the proposed changes in pension relating to the Hutton reform.

Cash Equivalent Transfer Values (CETVs) - Important Information

12 January 2012

In the budget on 23 March 2011, HM Treasury confirmed that they were considering a review of the basis for the calculation of CETVs payable from public service schemes, including the NHS Pension Scheme. That review is now complete.

Contribution Increases – April 2012

20 January 2012

Further information about the contribution increases for the NHS Pension Scheme planned for April 2012 is now available on this website.

Employer's Charter Launched

03 February 2012

The Department of Health, NHS Employers and NHS Pensions have jointly launched a charter which outlines the roles and responsibilities of Scheme Employers in locally adminstering the NHS Pension Scheme.

Cash Equivalent Transfer Values (CETVs) - Important Information

13 February 2012

In the budget on 23 March 2011, HM Treasury confirmed that they were considering a review of the basis for the calculation of CETVs payable from public service schemes, including the NHS Pension Scheme. That review is now complete.

New NHS Pension Scheme Calculators Launched

14 February 2012

The Department of Health have developed calculators to enable members of the NHS Pension Scheme to estimate their future benefits and see any changes to their current scheme benefits under the Government's proposed new scheme.

Applications for Fixed Protection

01 March 2012

HMRC has introduced Fixed Protection for individuals who may be affected by the reduction in the standard lifetime allowance from 6 April 2012. Fixed Protection applications must reach HMRC no later than 5 April 2012.

Pension Saving Statements

01 August 2012

HMRC have allowed all pension schemes until 6 October 2013 before they have to send Pension Saving Statement’s to members affected by the reduction in the annual allowance from 6 April 2011.

NHS Pension- Service Queries and Statement Requests

22 May 2009

This note provides a update to any members who are awaiting service information

The NHS Pension Choice Opt-In Form

02 October 2009

We have introduced a new NHS Pension Choice Opt-In Form which will replace the Retirees Declaration Form

NHS Pension Scheme - Consultation on draft regulations - 11 May 2010

13 May 2010

From 11 May 2010, the Department of Health started a consultation on draft regulations - NHS Pensions Scheme (Amendment) Regulations 2010. This consultation will last until 8 June 2010.

NHS Pension Scheme - Consultation on draft regulations - 20 November 2009

19 January 2010

From 20 November 2009, the Department of Health started a consultation on the draft NHS Pensions Scheme and Additional Voluntary Contributions (Amendment) Regulations 2010. This consultation will last until 5 February 2010.

NHS Pension Scheme Review - Consultation on draft regulations - 19 November 2008

21 November 2008

On 19 November 2008, the Department of Health started a consultation on the draft NHS Pension Scheme and Injury Benefits (Amendment) Regulations 2009. This consultation will last until 11 February 2009.

Estimate/A-Day Valuation Requests - Member Update

17 February 2009

This note provides an update for members who have requested an estimate/A-Day Valuation Request

Guaranteed Minimum Pension (GMP) - Updated Information for Pensioners of the NHS Pension Scheme

05 March 2009

An error has been discovered, which will affect a small percentage of pensioners in all Public Sector Pension Schemes, including current pensioners of the NHS Pension Scheme.

The effects of Auto Enrolment on Enhanced and Fixed Protection

03 October 2012

With the introduction of the Lifetime Allowance (LTA) HM Revenue & Customs (HMRC) also brought in a number of measures that allowed the protection of existing pension provision, including Enhanced and Fixed Protection.

NHS Reforms

01 February 2013

NHS Reforms - Sender and Receiver Guides are now available on the NHS Pensions website for those organisations affected by transition.

Annual Allowance - Pensions and Tax information updated

30 January 2013

The Pensions and Tax section of the website has now been updated to cover the main tax rules that apply to members of the NHS Pension Scheme.

Proposed Employee Pension Scheme Contribution Rates Year 2 April 2013 to 31 March 2014

08 January 2013

Details of the proposed 2013/2014 employee contribution rates have recently been provided. The rates shown are due to be implemented from 1 April 2013 to 31 March 2014.