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Applying for your pension benefits – retirement application form AW8
If you are an active member of the NHS Pension Scheme or have opted out but remain in NHS employment you must inform your employer of your intention to retire around 4 months before your retirement date. This allows us enough time to calculate and…
Price Change for Additional Pension Payment and ERRBO
Following a change to the discount rate used for public service pension schemes that HM Treasury announced on 30 March 2023, the prices used to calculate Additional Pension purchases have changed. These will be implemented from 1 April 2024. All…
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…
2017 Year end updates
The deadline for supplying your year end information (for Officer and Practice staff members) has now passed. If you did not supply the information by 31 May, either via Pensions Online or by completing the spreadsheet that was emailed to you, your…
Over five year rejoiners
Members who qualify for a five year rejoiner estimate will be individually notified and directed to a personalised comparison pack request form on the NHS Pensions website.
This is because members who return to pensionable NHS employment after a…
Availability of TRS and Annual Benefit Statements
Refreshed TRS/ Annual Benefits Statement will be made available by the end of August 2020 and the mid-year refresh will be available in December 2020.
The employer contributions increased with effect from 1 April 2019 from 14.38% to 20.68%. You…
Final Pay Control Charge Reassessments
On 1 July 2021 the final pay control rules changed. These changes were applied retrospectively from the 1 April 2018 and employers were able to apply for final pay control charge invoices received or paid between 1 April 2018 and 1 July 2021 to be…
Family benefits and life assurance
We have information to help you understand what you need to do when a member dies.
When a member dies
Death in membership
Read our factsheet to find out what to do if a member dies while working for the NHS:
Death in membership - useful…
31 March 2022 deadline for 2019/20 Pension Annual Allowance Charge Compensation Scheme (PAACCS) approaching
Eligible clinicians who go over their annual allowance for the 2019/20 tax year and who use scheme pays to pay the tax charge can apply to be compensated in retirement for any reduction to their NHS Pension Scheme benefits.
The deadline for…
31 March 2022 deadline for 2019/20 Pension Annual Allowance Charge Compensation Scheme (PAACCS) approaching
Eligible clinicians who go over their annual allowance for the 2019/20 tax year and who use scheme pays to pay the tax charge can apply to be compensated in retirement for any reduction to their NHS Pension Scheme benefits.
The deadline for…