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HMRC have published a look up service that allows scheme administrators to check the status of a Lifetime Allowance protection certificate. However, the look up service does not give all the necessary confirmation to allow NHS Pensions to calculate…

HM Revenue & Customs (HMRC) have asked pension schemes to remind members that: “it is really important that those who have exceeded the Annual Allowance for (the tax year) 2016 to 2017 to declare this on their Self Assessment tax return (the…

We are receiving a high volume of incomplete and outdated forms for additional pension. Can all employers ensure that they are directing members to the additional pension calculator on the additional pension webpage of the Member Hub. All…

We will take the Total Reward Statement/Annual Benefit Statement data cut for the annual refresh of statements following close of business 23 June 2017 (7pm). Only data received and successfully processed onto a member’s pension record at that point…

The data cut for Total Reward Statements/Annual Benefit Statements was successfully taken following close of business on Friday 23 June 2017 and the activities for the 2017 refresh have now commenced, starting with around 3 million pension…

For the second year we are planning to carry out a mid year refresh of statements and the data cut will be taken over the weekend of 14/15 October 2017. This means any data amendments will have to be made by 7pm on Friday 13 October 2017. The…

A new abatement basic overview guide for employers is now available on our website. The guide has been created to help employers understand when abatement applies for re-employed pensioners and how we calculate the figures. A basic administration…

There are three main reasons why a pension statement may not be available. These are listed below, with just some examples of why this may be the case. There is a data issue that needs to be investigated Examples include: an outstanding data…

You may be able to increase your NHS pension in different ways:

Further to guidance issued on 10 October 2019, we would like to update members on annual allowance statements.  We issued annual allowance statements through our automation process, meeting the legislative deadline of 6 October 2019. However, we…