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Pensions Online

Pensions Online (POL) downtime

Pensions Online will be unavailable between the following times:
- 6pm on Friday 27 April until 7am on Monday 30 April 2018
- 6pm on Friday 25 May until 10am on Monday 4 June 2018

At times we may need to take POL offline at short notice. Updates will be provided here when necessary.

Pensions Online (POL) is an online tool based on the internal NHS Network (N3).

It gives employers the facility to update and amend members ‘pension records.
 

Pensions Online estimates where calendar length of service is more than 40 years

You will need to refer any cases to NHS Pensions, where both of these apply:

  • you processed an estimate on Pensions Online
  • the calendar length service exceeded 40 years and above

You should email the member's name and membership (SD) number.

It should go to nhsbsa.pensionsemployers@nhs.net with the heading ‘Maximum service’.

It is important you do not issue the estimate to the member until NHS Pensions has confirmed that it's ok to do so.
 

Exceeding £250,000 after lump sum commutation

An appendix needs to be included (PDF: 111KB) with estimate requests where members exceed £250,000 after lump sum commutation.

+ Pensions Online administration guides

Accordion starts

We have several POL guides available:

1. What is Pensions Online (PDF: 347KB)

2. Frequently Asked Questions (PDF: 155KB)

3. Registration process (PDF: 200KB)

4. Signing in (PDF: 160KB)

5. Member search (PDF: 280KB)

6. Site update (no longer relevant)

7. Administer employer access (PDF: 427KB)

8. E-forms overview (PDF: 178KB)

9. Automated forms overview (PDF: 222KB)

10. Automated SD55E/constructed values SD55E (PDF: 629KB)

11. ESR mid-year contribution rate changes (PDF: 185KB)

12. ESR changes to standard hours (PDF: 124KB)

13. SM8 (PDF: 216KB)

14. Joiner forms overview (PDF: 103KB)

15. SS10 joiner form (PDF: 383KB)

16. SS10GP joiner form (PDF: 177KB)

17. SS14 joiner form (PDF: 126KB)

18. SD55 - annual update (PDF: 838KB)

19. SD55 - terminating a period of employment (PDF: 132KB)

20. SD55 – Protected leaver (no longer relevant)

21. SD55G - Change of personal details (PDF: 354KB)

22. SD55E - Amending contributions, pay and hours (PDF: 534KB)

23. RFT1 (PDF: 244KB)

24. Changes to whole time or part time (no longer relvant)

25. ADP4 (PDF: 672KB)

26. Non-updated records (PDF: 195KB)

27. AW8 (PDF: 1.59MB)

28. Form RF12 - Application for a refund of contributions (PDF: 363KB)

29. TPP (no longer relevant)

30. Agenda for change (PDF: 433KB)

31. GP1 (GP Practices only) (PDF: 480KB)

32. Notifications (PDF: 1.23MB)

33. Noticeboard (PDF: 365KB)

34. Error handling (PDF: 2.6MB)

35. ESR status (PDF: 105KB)

36. Change password (PDF: 56KB)

37. View employer contacts

38. Check member choice status (PDF: 252KB)

39. Memberzone (PDF: 2MB)

40. Greenbury guide (PDF: 731KB)

41. Age estimates benefits statement (AEBS) employer training guide (PDF: 870KB)

42. Delete an employment (PDF: 856KB)

43. Open and rewind an employment (PDF: 1.2MB)