Tell us that a pensioner member has died as soon as you can. This will avoid an overpayment happening. The quickest way to let us know is to call our Customer Contact Centre.
- send a form to the pensioner member’s spouse or partner for the adult dependant’s pension to be claimed
- check if a lump sum on death payment is due to be paid
- contact the pensioner member’s spouse or partner for further information if a lump sum on death benefit is due
- pay the lump sum on death and notify the pensioner member’s spouse or partner how much of their Lifetime Allowance they have used
- write to the pensioner member’s spouse or partner to request any documentation relating to probate
- check the pensioner member’s record to see if there were any children dependent upon the them at retirement, and issue a children’s pension application form where necessary
Any lump sum on death must be paid within 2 years of the date that the Scheme was first notified of the pensioner member’s death.
After 2 years the lump sum on death will be subject to an HMRC tax charge of up to 45%. We have no discretion over this.
If the pensioner member married, formed a civil partnership, or nominated a partner after their retirement, NHS Pensions will issue a claim form.
If the continuing adult dependant’s pension is less than £260 a year, we’ll calculate if the pension can be commuted to a one off single payment lump sum.
Read the Survivor's Guide (PDF: 792KB) for information about the lump sum on death and pension payable after a pensioner member dies. This includes information about adult dependant’s pension and children’s pension.