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Partial retirement
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 pension benefits in the 2015 Scheme. This is called…
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
Errors on 2023/24 pension savings statements, and clarification of figures on 2023/24 pension savings statements for the 1995/2008 Scheme
We are aware of an error on issued 2023/24 Pension Savings Statements. Read our news article 'Error on 2023/…
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…
2023/24 pension savings calculation error: claim reimbursement for associated costs
If you have been affected by the 2023/24 pension savings calculation error, we can reimburse you for additional costs you reasonably incur as a direct result of the error. This includes interest and additional accountancy fees.
We are developing…
Understanding the effect of rollback on annual allowance
The Public Service Pensions Remedy and pension tax
Some members affected by the Public Service Pensions Remedy, also known as McCloud, will need to update their pension tax information with HM Revenue & Customs (HMRC).
This is because, as part…
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…