NHS Pension Scheme access details for non NHS organisations
Which Scheme access form do I need to complete? (PDF: 68KB)NHS Pension Scheme access for GP Federations (PDF: 275KB)The Department of Health and NHS England have produced some FAQs about NHS Pension Scheme access for GP Federations. This document is held on the NHS England website.
Application Guidance for Independent Providers
If you require the Independent Provider Pension Guide please contact the Scheme Access team by email: firstname.lastname@example.org
Application Guidance for Pension Direction/Determination
Information for contracting authorities, bidders and providers can be found in Fair Deal Policy and NHS Pension Scheme guidance.Bulk Transfer overview - Information for contracting authorities, bidders and providers (PDF: 310KB)Pension Direction (New Fair Deal) factsheet (PDF: 180KB)Should you need the Application and guidance pack for NHS Pension Direction/Determination please contact the Scheme Access team by email: email@example.com
HM Treasury guidance – October 2013New Fair Deal guidance
New Fair Deal Direction templatesDraft pension direction document (for reference only) (PDF: 162KB) Draft pension determination document (for reference only) (PDF: 39.1KB)
Closed Direction/Determination application formCDIR application form (Excel: 249KB)
Broadly Comparable Transfer application formBULKDIR application form (Excel: 247KB)
Further sources of information
The Social Partnership Forum website includes additional information which may be of interest to you.
Alternative Provider of Medical Services (APMS) / Specialist Personal Medical Services (SPMS)
Qualifying APMS, GMS, PMS and SPMS contract holders (non Independent Provider)
This section relates to any organisations that are bidding for an APMS (Alternative Provider of Medical Services) contract, GMS (General Medical Services) contract, PMS (Primary Medical Services) agreement or SPMS (Specialist Personal Medical Services) contract and wish to become a Classic APMS contractor.
Holders of APMS contracts (Classic APMS)
A Classic APMS contractor is a practice, surgery or company that has entered into an APMS contract and who would also be eligible to enter into a GMS contract or PMS agreement for the provision of Primary Medical Services.
If you are the holder of an APMS contract and all your shareholders are from the NHS family you must apply for Classic APMS Employing Authority (EA) status as soon as possible. More information is available on the application form under the 'NHS Family' tab. If your shareholders are not from the NHS family or you are an LLP you do not qualify as a ‘Classic’ APMS contractor however you may qualify as an Independent Provider (IP).
You must apply for a new code for each individual APMS contract that you have successfully been awarded (seven Classic APMS contracts = seven EA codes). This can be done by completing the Classic APMS application form ensuring that you have read and are adhering to the NHS Family criteria. The application form can be found at the bottom of the page.
For each application we require a full signed copy of the contract that was issued by your commissioner (electronic PDF is accepted).
Send all applications and status queries to our Scheme Access Team by emailing: firstname.lastname@example.org.
For each contract you hold as a Classic APMS contractor, you must offer the NHS Pension Scheme to your GPs (Practitioners) and non-GP (Practice Staff) employees.
For a more in depth explanation of the Classic APMS role in relation to the NHS Pension Scheme please read the guide at the bottom of the page.
If the structure and constitution of your surgery, practice or company changes (such as bringing in new shareholders) or a change of contract has occurred (i.e issued a new or variation of contract) please contact the Scheme Access Team immediately as this may compromise your EA contractor status.
As of 1 April 2016 Classic APMS contractors that hold additional NHS Standard Contracts can pension all the staff working on the contracts under their Classic APMS contractor Employing Authority (EA) code. Please contact the Scheme Access Team as soon as possible if you believe this affects your practice, surgery or company to ensure you are paying under the correct EA code.
GMS/PMS/SPMS contract holders
For GMS, PMS and SPMS holders you must contact NHS Pensions as soon as you receive a new, variation or amendment of contract as we are your main pension provider.
This can be done by completing the GMS/PMS/SPMS application form found at the bottom of the page.
The Classic APMS Contractor Guide also covers information relevant to GMS/ PMS/SPMS contract holders.
More specific information is available in the user guides available on Pensions Online (POL).
Should you need the APMS contractors guide please contact the Scheme Access team by email: email@example.com
The purpose of this guide is to provide an overview of ‘day to day’ pension’s administration guidance for your organisation.
Access for Local Authorities
Information/FAQsPension provision for transferring staff FAQs (PDF: 199KB)Public Health England Pension FAQs (PDF: 299KB)Public Health England Pensions Letter to HR (PDF: 165KB)Public Health Transfers from the NHS to Local Authorities (PDF: 222KB) – Pension provision update (July 2013)
Application for NHS Pension Direction Order (for use by Local Authority Employers only):Application for NHS Direction Order (PDF: 97.6KB)
Public Health Pension Direction – draft pension direction document (for reference only):Local Authority Direction Template (PDF: 90.7KB)
For general queries, you can contact us by emailing: firstname.lastname@example.org
Out of Hours
To provide pension administration guidance and instructions to Out of Hours Providers (OOHPs) who are NHS Pension Scheme Employing Authorities.Out of hours providers application form (PDF: 168KB)
Should you need the Out of hours providers guide to administrating the NHS Pension Scheme please contact the Scheme Access team by email: email@example.com