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Clarification on annual allowance statements
We would like to clarify our current position in regards to providing annual allowance pension savings statements.
Recently we have issued annual allowance statements through our automation process, meeting the legislative deadline of 6 October…
Public Service Pensions Remedy (McCloud) - Contingent decision
Members will soon be able to apply to reinstate remedy period service if they opted out of the NHS Pension Scheme because of the discrimination identified in the McCloud judgement.
Members will be able to use a calculator to estimate the cost of…
Partial retirement update for employers - October 2023
Applications
We have received a number of partial retirement applications where the AW8 is not fully complete or the employer has not signed the relevant sections.
If you are processing applications for partial retirement, please ensure the…
Partial retirement – November 2023 update
We have updated the partial retirement supplementary form, estimate request form, and factsheets based on feedback. You can download the latest version of the form and factsheets from our website.
Partial retirement supplementary form
Partial…
Capacity code reminder
Employers are reminded that when a member with a 03, 08 or 10 capacity code changes from part time to whole time or vice versa, or hours to sessions, the employment must be closed and reopened on Pensions Online (POL) to ensure benefit calculations…
Death in service – Outstanding annual leave
The members’ record should be terminated on either the date of death, or if annual leave extends the last day of service on that date using exit code 14.
Please also ensure the employer pay provided on the termination form includes payment for…
Calculating whole time equivalent pensionable pay for a part time Officer (or Practice staff) member who receives additional or supplementary payments
The following information updates previous guidance provided in our January 2016 newsletter.
The article in the January 2016 Employer Newsletter informed you continue to use your current method of calculating notional whole time pay for part time…
HMRC's Lifetime Allowance protection look up service
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…
Calculating the Life Assurance Lump Sum (LALS) for re-employed pensioners who die in pensionable employment
When a member retires from the NHS Pension Scheme and then returns to pensionable employment, their death in membership Life Assurance Lump Sum (LALS) is worked out differently than if they had died in service before retiring.
Where a re-employed…
Additional Pension applications
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…