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Pensions on Line (POL) Memberzone - data cleanse and exclusions
Data Management are receiving a high number of e-mails regarding cases where an estimate or membership statement cannot be produced through Memberzone as the member’s record requires data cleanse or a calculation is not possible due to system…
Partial retirement
The Partial Retirement Calculator is now available
If you're aged 55 and over and you have agreement from your employer, you can choose to take part, or all of your pension benefits while you continue working in NHS employment and build your…
Membership
Change of member details
If you don’t have access to Pensions Online (POL), you can tell us about a change to a member’s details by completing the relevant form:Change of employment details (SD55E) (PDF: 117KB)Change of personal details (SD55G) (…
Divorce or dissolution of a civil partnership
The value of pension benefits can be taken into account in a divorce settlement.
If a member is getting divorced, they may be asked to obtain a cash equivalent transfer value of their pension benefits.
If they do, they will ask you to complete the…
Reasons for overpayment
Overpayment of an NHS Pension can happen for a number of reasons.
These include, if you're a:
surviving spouse or partner
child dependant
re-employed pensioner
or your pension has been revised
Surviving spouse or partner
There may have…
Annual allowance
The annual allowance has changed
On Wednesday 15 March, the Chancellor of the Exchequer, The Rt Hon Jeremy Hunt MP announced changes to the annual allowance in the government’s Spring Budget. We will be updating the content on this web page…
NHS Pensions and Coronavirus Job Retention Scheme (CJRS)
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…
Exceeding Whole Time action required
As the deadline for issuing pensions saving statements approaches please action any SM8’s received.
If the contributions and pay are not amended in line with a reduction in hours/sessions worked, the member may receive an incorrect Annual Allowance…
Employer Information required for Annual Allowance
Employers are required in legislation to provide information to NHS Pensions which enables Pension Savings Statements to be provided to members. This statement informs members whether they have exceeded the Annual Allowance limit in the NHS Pension…
HMRC issue Annual Allowance update
In Pensions Schemes newsletter 112 (31 July 2019) HMRC have asked schemes to remind members who have exceeded the Annual Allowance for 2018/19 and have an Annual Allowance charge that the charge must be declared on their that they have exceeded…