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Technical guidance

In this section you will find the information you need to administer the NHS Pension Scheme on behalf of your members.

For a broad overview of the administrative tasks you need to perform read our quick start guide. It is aimed at employers who have recently been accepted as Employing Authorities of the NHS Pension Scheme and for new pension professionals responsible for the administration.

It is important that you keep us up to date with any changes to contact names, emails and addresses at your organisation.  If anything changes, please use the employer organisation contact details form to let us know.

The NHS Pension Scheme useful dates document sets out the key dates throughout the history of the NHS Pension Scheme. Please be aware that the terminology used in this document reflects the terms in use at the time and will differ to terms that are currently in use.

Estimates

Employers should use Pensions Online (POL) to produce an estimate where possible. If you do not have access to POL or a manual calculation is required, you can use one of the forms below to submit a request to NHS Pensions. 

Request for an estimate of benefits (AW295)

2015 Scheme - Request for an ill health or redundancy estimate of benefits (AW295)

Employer Newsletter

You can keep up to date with the latest news by subscribing to the monthly Employer Newsletter. If you would like to sign up to receive this, please send your email address to nhsbsa.pensionsemployernewsletter@nhs.net.

Add this email address to your address book or safe senders list to reduce the risk of the newsletters being filtered into your junk or spam folder.  

To help us evaluate our services, we may contact you from time to time to invite you to share your views. Your details will not be shared with any third parties.

Recent Employer Newsletters

Below are the Employer Newsletters from this year:

Employer Newsletter 4 - April 2017

  1. Introduction of an Administration Levy
  2. Our new look website is on the way
  3. New functionality on Pensions Online (POL) - 2015 employment history
  4. Total Reward and Annual Benefit Statements (TRS/ABS) annual update plan 2017
  5. GP locum forms update
  6. Prudential Money Purchase Additional Voluntary Contributions (MPAVCs)
  7. Non POL / ESR forms - contraction out information
  8. Annual update spreadsheet
  9. Ill health retirement
  10. Projecting retirement and benefits statement details (AEBS) for 2015 Scheme members - reminder
  11. Request for contributions and pay
  12. The Pensions Board
  13. Most viewed Ask Us articles
  14. Pensions Online downtime

Employer Newsletter 3 - March 2017

  1. The new look website is on the way
  2. Changes to bereavement documents
  3. Protection of Pay reminder
  4. Products that are chargeable
  5. Pensions Digitisation
  6. Most viewed Ask Us articles
  7. Pensions Online downtime

Employer Newsletter 2 - February 2017

  1. Auto enrolment reminder
  2. Year end submissions
  3. Non Pensions Online users
  4. Non ESR and non Pensions Online (POL) year end submissions
  5. Maximum membership and age in the 1995 and 2008 Sections
  6. Individual Protection 2014 - reminder
  7. Equitable Life Money Purchase Additional Voluntary Contributions (MPAVCs) - Change of bank details
  8. GP retirements
  9. Free estimate clarification
  10. Non calculation of Annual Benefit Statement in 2016
  11. Added Years information for transitioned members only - Annual Benefits Statement (ABS) via the TRS Portal
  12. Secondment without Retention of Employment
  13. 2017/18 NHS Pension Scheme contributions estimate
  14. NHS Pension Scheme Administration levy from April 2017
  15. Digitisation priorities for 2017
  16. Annual Pay Award
  17. Have you viewed our new videos?
  18. The new look NHS Pensions website is on its way
  19. Most viewed Ask Us articles
  20. Pensions Online downtime

Employer Newsletter 1 - January 2017

  1. 2017-18 NHS Pension Scheme contributions estimate
  2. Year end 2017 updates for non Pensions Online (POL) / Electronic Staff Record (ESR) users
  3. Reminder - Disclosure of Senior Managers' Remuneration (Greenbury) 2017
  4. Most viewed Ask Us articles
  5. Pensions Online downtime

 

Joiners

Information about eligibility to join the NHS Pension Scheme and what actions employers need to take

Transferring in

Information about the rules and criteria surrounding transfers in to the NHS Pension Scheme

Increasing benefits

Information about the options that exist within the Scheme for a member to increase their NHS Pension

Membership, contributions and pay

Employer information on membership, contributions and pay

Options on leaving the Scheme

Options available to members to leave the Scheme and what you need to do.

Retirement

Information about the different types of retirement options for members of the NHS Pension Scheme.

Family benefits and life assurance

Information about family benefits and life assurance.

Divorce or dissolution of a civil partnership

Information about how an NHS Pension is affected if a divorce or dissolution of a civil partnership happens.

Tax information

Information about the Finance Act, Annual Allowance and tax charges that may apply to a member’s NHS Pension.