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Make or change a nomination
If you've already made a nomination, the details are on your statement.
If you want your death benefits to be paid to your spouse/partner, you do not need to make a nomination if you:
are married
are in a civil partnership
have a nominated…
Disclaimers
We do not include a projection of your pension at retirement as part of your statement.
NHS pension benefits for membership after 2015 are also subject to change.
In 2015, the government made changes to most public service pension schemes,…
Independent financial advisors (IFAs)
Independent financial advisers can only get member statements from the member they represent.
It's free of charge for members. It's a faster and more convenient way for them to get information about their NHS pension.
Mid-year December refresh of Total Reward Statements
Each year, we create Total Reward Statements (TRS) and Annual Benefit Statements (ABS) for members who are actively contributing to the Scheme.
Your statement is updated after the financial year end at the end of March and made available in mid-…
Details on my statement
Personal details and financial summary
These are the details your employer held for you (or we held for you, if you're a deferred member), as of 31 March.
It includes a summary of the total value of the pay and benefits for the year.
If it's only…
Hypothetical annuity cost
Hypothetical annuity cost is not a standard benefit. It's included on your statement to show the likely cost of buying similar benefits on the ‘open market’.
The figures are based on market conditions at this date. Costs could vary significantly at…
Understanding your statement
If you are looking for general information on understanding your statement, you can watch a recording of the recent 'Your Total Rewards Statement Explained' event on YouTube. This video will also explain why your TRS will look different if you are…
How your statement is updated
Each year, we update your pension record to the 31 March using information sent to us by your employer.
Your Total Reward Statement (TRS) and Annual Benefits Statement (ABS) provides you with an overview of your pension benefits up to 31 March each…
Your employer to do list
Key activities employers must undertake.
To do list
We provide overviews on activities that we advise you do to prepare your employees and organisation for:
Annual Benefits Statements to do list (Excel: 11KB)Total Rewards Statements to do list (…
Employer toolkit
The employer toolkit offers guidance and support throughout the statement delivery.
The toolkit includes:
your to do list, which explains your role as an employer and your key milestones
guidance on promoting the statements to your employees…