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Technical guidance

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 (PDF: 486KB).

It's 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's important that you keep us up to date with any changes to contact names, emails and addresses at your organisation.  If anything changes, use the employer organisation contact details form (Word: 304KB) to let us know.

The NHS Pension Scheme useful dates (PDF: 146KB) document sets out the key dates throughout the history of the NHS Pension Scheme. The terms used in this document were the terms used at the time and may differ to current terms.

Employer Newsletter

You can keep up to date with the latest news by subscribing to the monthly Employer Newsletter.

The main contacts for each organisation receive this automatically to the email address we hold on our records.

If you are not the main pensions contact and would like to receive the newsletter, please email nhsbsa.stakeholderengagement@nhs.net with your name, organisation and email address. 

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.

You can request an archived newsletter. Check the Employer Newsletter article titles (2006 to present) (PDF: 674KB) list and email nhsbsa.stakeholderengagement@nhs.net stating the newsletter you require and the reason for this.

Recent Employer Newsletters

We have Employer Newsletters from the past 12 months:

Employer Newsletter 13 - February 2019 (PDF: 193KB)

Employer Newsletter 12 - January 2019 (PDF 325KB)

Employer Newsletter 11 - December 2018 (PDF: 322KB)

Employer Newsletter 10 - November 2018 (PDF: 416KB)

Employer Newsletter 9 - October 2018 (PDF: 253KB)

Employer Newsletter 8 - September 2018 (PDF: 279KB)

Employer Newsletter 7 - August 2018 (PDF: 227KB)

Employer Newsletter 6 - July 2018 (PDF: 248KB)

  1. Pensions Online is currently unavailable until 4 June 2018
  2. Sharing our performance – April 2018
  3. General Data Protection Regulations (GDPR) update
  4. Reduction or forfeiture of NHS Pension Scheme benefits and using the ‘02’ exit code
  5. Clinical Excellence Awards
  6. Total Reward/Annual Benefit Statement access
  7. Claim my NHS pension
  8. Member journeys
  9. Fax number no longer in use
  10. Pensions Online downtime

Employer Newsletter 5 - June 2018 (PDF: 250KB)

Employer Newsletter 4 - May 2018 (PDF: 333KB)

  1. General Data Protection Regulations (GDPR) - Employer agreement
  2. Sharing our performance - March 2018
  3. General Data Protection Regulations (GDPR) update
  4. Total Reward/Annual Benefit Statement (TRS/ABS) access
  5. Deferred benefits claim form (AW8P) online
  6. Financial Information Collection (FIC)
  7. NHS Pensions website
  8. Publishing our documents on your website/intranet
  9. Non POL update
  10. Most viewed Ask Us articles
  11. Pensions Online downtime

Employer Newsletter 3 - April 2018 (PDF: 250KB)

  1. Sharing our performance – February 2018
  2. Full system availability – Pensions Online and Compendia
  3. Year end updating – ESR and Pensions Online employers
  4. Year end update – non Pensions Online employers
  5. Total Reward and Annual Benefit Statements (TRS/ABS) annual refresh
  6. GP members of the 2015 Scheme – 2016/17 contribution rate
  7. Change of NHS Pension Scheme bank accounts for GP practices
  8. 12 months of stakeholder events
  9. Upcoming stakeholder events
  10. Contributions payment schedule
  11. Most viewed Ask Us articles
  12. Pensions Online downtime

Employer Newsletter 2 - March 2018 (PDF: 109KB)

  1. Sharing our performance – January 2018
  2. Year end update events for non Pensions Online (POL) employers
  3. Important changes to application forms
  4. Extended Pensions Online (POL) downtime
  5. Organisations who outsource their pensions activity to third party providers
  6. Pre-retirement course presentation
  7. GP Practices who submit NHS Pension Scheme contributions via Pensions Online
  8. General Data Protection Regulations (GDPR)
  9. Employer Charter
  10. Employer Newsletter distribution list
  11. Contacting us by email
  12. Change of postal address for HMRC Pension Schemes Service
  13. Most viewed Ask Us articles
  14. Pensions Online downtime

Employer Newsletter 1 - February 2018 (PDF: 132KB)

  1. Sharing our performance – December 2017
  2. Stakeholder engagement update
  3. General Data Protection Regulations (GDPR)
  4. 2018-19 NHS Pension Scheme compliance statement and contribution estimate
  5. Submitting a retirement benefits claim form (AW8) on Pensions Online (POL)
  6. Pensions Online – submitting employer comments
  7. GP forms are now available
  8. GMS/PMS/APMS Contractors liabilities regarding the commissioning of GP locums
  9. Equitable Life Money Purchase Additional Voluntary Contributions (MPAVC) – Change of bank details
  10. Emailing the Data Management Team
  11. Most viewed Ask Us articles
  12. Pensions Online downtime

Disclosure of senior managers' remuneration (Greenbury)

All requests for disclosure information must be received by NHS Pensions between 7 January 2019 and 28 February 2019.

 This will allow us to provide you with the necessary disclosure information by 1 April 2019, which will allow you more time to prepare and submit your draft accounts by 24 April 2019. We are unable to guarantee that requests or queries received after 28 February 2019 will be dealt with by 1 April 2019.

 

Disclosure of Senior Managers' Remuneration (Greenbury) 2019 (PDF 419 KB)

 

There is also a Pensions Online guide available for Greenbury on the Pensions Online webpage.

 

If you're a CCG, you should read the pension status factsheet available on the information for practitioner, locum and non-GP webpage.

General Data Protection Regulation (GDPR)

 

Retirement

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

Pay and contributions

Employer information on membership, contributions and pay

Joiners

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

Options on leaving the Scheme

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

Family benefits and life assurance

Information about family benefits and life assurance.

Tax information

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

Increasing benefits

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

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.

Transferring in

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

Membership

Find out how to manage a member’s record.