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When entering a member’s retirement lump sum (part 10 of the paper AW8) in to Pensions Online (POL), you are unable to specify whether the member wishes to receive the maximum lump sum which may incur a tax charge, or whether they wish to receive…

When you are completing the retirement benefit claim form (AW8) on Pensions Online (POL), make sure you have entered the correct payable date. There are a number of common errors when submitting form AW8 via POL: Input as Age retirement but not…

NHS Pensions has updated the ill heath retirement forms, making the question on life expectancy mandatory for all applications. If this is not completed, an application form will be returned causing potential delay for the members application.…

If you're an employer supporting a member with an ill health application, we've made the process as easy as possible to navigate on our website.  The following information gives you all that you'll need, including an ill health guide for employers…

You should not submit AW8’s via email if you have access to POL. Top tips: Remember to provide the contact number of the member so we can keep them updated. You should record the reason for retirement in the drop-down box as ‘Partial Retirement…

Please be careful when completing an AW8 pension application online. If the member has left pensionable membership and is claiming benefits immediately, the payable date should be the day after the members last day of employment and not their date…

We are currently receiving a number of paper retirement benefit claim forms (AW8) for employers that do not have access to Pensions Online. However we are unable to process a large proportion of these due to the members’ records still being active…

NHS Pensions is continuing to receive these applications forms: The Consideration of Entitlement to Ill Health Retirement benefits (AW33E)  The Consideration of Entitlement for Early Payment of Deferred Benefits due to Ill Health (AW240) …

When sending ill health application forms, please ensure that all reports are enclosed including any report from a member’s specialist(s).  Please ensure the correct version of the application form is used and sent to NHS Pensions to consider. In…

Before you start You should read: our final pay controls webpage final pay controls and employer charge factsheet (PDF: 162KB) (for 1995 Section officer members) GAD - final pay control factors and guidance (PDF: 153KB) GAD - Revised final…