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Tax information

Annual Allowance

Employer information required for Annual Allowance

By law, employers must provide NHS Pensions with available pay and membership information to allow Pension Savings Statements to be provided to members. The deadline for 2019/2020 information is 6 July 2020.
Read more information on  Annual Allowance requirements and deadlines.

We can only send Annual Allowance statements to a member’s home address. We cannot accept bulk member requests.

Read the factsheets for information about the changes to the Annual Allowance rules since April 2016:2015-16 Annual Allowance transitional rules (PDF: 302KB)2016-17 Tapered Annual Allowance (PDF: 311KB)2016-17 Tapered Annual Allowance example (PDF: 158KB)

 

Lifetime Allowance

Read the factsheets for information about the changes to the Lifetime Allowance rules since April 2016:Information about the Lifetime Allowance from 6 April 2018 (PDF: 133KB)New HMRC Lifetime Allowance protections available from 6 April 2016 (PDF: 239KB)

Completing the retirement benefits claim form (AW8)

Use the Finance Act AW8 Part 12 HMRC Decision Tree (PDF: 239KB) to make sure members complete part 12 of the retirement benefits claim form (AW8) correctly.