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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/…
Member events
Our member events will help you understand more about your NHS pension and the NHS Pension Scheme.
We have events planned throughout the year to help you:
understand what the NHS Pension Scheme is
find out about your Total Reward Statement and…
Next round of Stakeholder GP Events
We have been collating your feedback since 2017 when we first started the training sessions for GP Practice Managers. The Stakeholder Team are now planning the next round of training sessions, targeted at either level 1 - new or intermediate…
Next round of Stakeholder GP Events in Leeds
NHS Pensions has added two new Stakeholder GP events in Leeds later this year.
If you are interested in attending the next round of free training sessions they will be split into two different levels; level 1 and level 2, which will take place on…
Information for independent financial advisors (IFAs)
This information is intended to support independent financial advisors (IFAs), unions and other bodies or organisation representing individual members.
You can find out:
how to access information about a specific member
NHS Pensions scheme year…
Incorrect forms for membership enquiries
We are still receiving membership enquiries on incorrect forms. Please be reminded of the processes below as advised in the June 2019 newsletter.
The website membership enquiry process has been updated to include Retrospective and Part Time Access…
Annual Check – Scheme Access
From 1 April 2019 the Scheme Access Team has introduced an annual check, at the request of the Department of Health and Social Care. The check is to ensure that the access granted to all non-automatic Employing Authorities is still relevant, and is…
NHSEI 2019/20 Pensions Annual Allowance Charge Compensation Policy
In November 2019, NHS England and NHS Improvement (NHSEI) announced that clinical staff who go over their annual allowance for the 2019/20 tax year and who use Scheme Pays to pay the tax charge can be compensated in retirement for any reduction to…
Pension events calendar
The information on this page is to help you understand the various tasks that you may need to complete during the Scheme year.
Events are shown in the month they typically take place. Where an event takes place on different dates each year, the…
Partial retirement
The Partial Retirement Calculator is now available
If you're aged 55 and over and you have agreement from your employer, you can choose to take part, or all of your pension benefits while you continue working in NHS employment and build your…