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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…
NHS Trust wholly owned subsidiary companies
Trust Wholly Owned Subsidiary Companies
The Department of Health and Social Care have confirmed that NHS Trust Wholly Owned subsidiaries can apply for access to the NHS Pension Scheme for compulsorily transferring staff, and new starters. Access…
NHS Pensions Member Events for 2022
Throughout this year, a number of events are available for members of the NHS Pension Scheme to provide more clarity on what the Scheme is and what you are entitled to.
This page contains details of our events in May 2022. You can find details of…
Your options for a flexible retirement
The Department of Health and Social Care (DHSC) is making changes to the NHS Pension Scheme rules to enable NHS staff to work more flexibly up to and beyond retirement age.
If you are a member with 1995 Section benefits from 1 April 2023 you will…
Improving your year-end data processing
The accurate and timely updating of NHS Pension records reduces data cleanse effort and ensures up to date information is reflected in Total Reward Statements, Annual Benefit Statements and Annual Allowance Statements. Taking action now to clear…
PCSE application window for Pensions Annual Allowance Charge Compensation Scheme forms opening 2 August 2021
GPs in England who have an annual allowance charge for 2019/20 and wish to apply to the 2019/20 Pension Annual Allowance Charge Compensation Scheme (PAACCs) must submit their application form to be endorsed by Primary Care Support England (PCSE)…
Payment of pensions after opting out of the NHS Pension Scheme
When a member opts out of the pension scheme (either exit code 16) and carries on working in a non-pensionable capacity, we need to ensure that the correct payable date is used when the member applies for their pension.
Deferred members must submit…
Completing the self-assessment form where there is an Annual Allowance charge
Important information for members who have an annual allowance charge for 2018/19:
In a Pensions Schemes Newsletter 115 (26 November 2019) article HMRC has asked scheme administrators to remind members who have an annual allowance charge for 2018/…
NHS Pensions Opt-out data
Publication date: 22 April 2025
The ‘Opt-out rates for ESR employees eligible for the NHS Pension Scheme’ report provides insight about eligible employees choosing to opt out of the NHS Pension Scheme. The report provides estimates about:
opt-…
Options on leaving the Scheme
Leaving the Scheme
To leave the Scheme, a member must complete part 1 of the Application to leave the NHS Pension Scheme (SD502) form. This form is available on the Leaving or taking a break from the Scheme webpage on the Member Hub.
You must…