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Further annual allowance update
The annual allowance team is now administering annual allowance requests received on the 13 September 2019. However, we have a number of cases that require further information or update before the statement can be issued.
If you made a request…
AVC, AP and ERRBO email addresses change
If you need to contact us about AVCs (Additional Voluntary Contributions), AP (Additional Pension), or ERRBO (Early Retirement Reduction Buy Out) please email us at nhsbsa.apavcreferrals@nhs.net.
These email accounts are no longer active:…
New Fair Deal (NFD) End of Year Certificate 2019-20
You can now access the 2019-20 End of Year Certificate via our website.
As part of your New Fair Deal (NFD) status, you are legally required to complete end of year certificates for each employer code you have declaring Scheme members,…
Employer contribution rate arrangements to remain for 2020/2021
The NHS Pension Scheme employer contribution rate increased on 1 April 2019 from 14.3% to 20.6%, plus an employer’s levy of 0.08%.
The Department of Health and Social Care’s consultation response announcing the rise, published in March 2019,…
Freelance GP Forms
The guidance on the freelance GP locum forms A and B has been amended to allow for a relaxation of the ’10 week’ rule in year 2020/21 to take account of the current pandemic.
You can access the updated GP forms guidance.
NHS AVC Scheme transfer from Equitable Life to Utmost Life and Pensions
Although Equitable Life closed to new business in 2001, the NHS AVC Scheme with Equitable Life remained open because it was established before the closure. As a result, members of the NHS Pension Scheme who had previously paid contributions to…
Earning certificates for re-employed pensioners
In April/ May this year, we made the decision, due to the huge uncertainty within the NHS at that time, that we would only request annual earning certificates for those pensioners who had their pension abated. We are now in a position to collect…
February 2021 employer update on government changes to public service pension schemes
The Court of Appeal ruling on 'protection', known as the McCloud Judgment
In 2015 the government made changes to reform the majority of public service pension schemes. These reforms did not apply to members within 10 years of their normal pension…
NHS Wales 2019/20 Pensions Annual Allowance Charge Compensation Policy - information for employers
In December 2019, the Welsh Government 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 their NHS Pension…
Employer helpline - Pensions Online (POL) queries
If you have a query about Pensions Online (POL) you are now able to contact us by the telephone helpline once again.
Lines are open between 8am – 6pm and our Customer Contact Centre are available to support with your calls about e-forms, the…