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The process of the mid-year refresh has started and member details up to 8 October will be used for the refreshed statements.  Any amendments to member details from 9 October will be included in the annual refresh in 2022. We expect the mid-year…

We advised in a previous newsletters that employers are no longer required to send the paper SD502 opt out form to NHS Pensions and we have amended the form to include this advice. Instead, it is the employer’s responsibility to retain the form in…

The Greenbury functionality within Pensions Online (POL) is now available. All requests for disclosure must be received by Monday 28 February 2022, so that we can provide you with the necessary disclosure information. You should avoid using the…

Where employers receive public funding for staff costs, and that funding is continuing, it is expected that employers will use that money to continue to pay staff in the usual way and not furlough them. This includes Trusts, GP Practices etc. who…

Following new HMRC guidance for public service scheme members with enhanced or fixed protection which was issued on 28 February 2022, we have made some amends to our lifetime allowance webpage.  The guidance relates to members who will be affected…

We have received enquiries from employers seeking clarification in relation to locally agreed payments and whether they are pensionable or not. Local agreed payments may be pensionable up to whole-time provided the member meets the normal criteria…

Our email addresses are changing. If you're submitting documents to our Pension Scanning and Allocation department, our new email address is pensionscanquery@nhsbsa.nhs.uk. If you are submitting attachments with emails, try to limit the size of…

Members affected by the changes to public service pension schemes, sometimes known as ‘McCloud’ or the Public Service Pension Schemes’ Remedy, will be asked if they would like to receive legacy scheme or reform scheme pension benefits for their…

The issue that was affecting the Partial Retirement Calculator has been resolved. The Partial Retirement Calculator can be accessed from the partial retirement page of the website: Partial retirement | NHSBSA As a reminder, members can use the …

Annual refresh                                     Following the TRS Pensions data cut on the 22 June, the pension calculations have now been completed and passed across to our ESR colleagues to create the new statements. In accordance with the…