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How your statement is updated
Each year, we update your pension record to 31 March using information from your employer.Your pension statement will reflect this. It will come in the form of either a:Total Reward Statement (TRS)Annual Benefits Statement (ABS)Each of…
Guide to the underlying data
Presentation of the data
As part of our commitment to open data, the NHSBSA publishes the underlying data of the Innovation Scorecard publication in a series of comma-separated variable (csv) files.
The data has been released in csv files as these…
McCloud opt out service buy back
We are processing applications for members who opted out due to transitioning into the 2015 Scheme and wish to now buy-back all or partial service during the remedy period that they opted out for.
Employers should be aware that we require…
Update on Total Reward Statement cut-off date
The cut-off date for TRS has been brought forward to 6 June. We understand that this is earlier than usual and apologise for any inconvenience this may cause.
The change in date is necessary for the dual calculations needed for McCloud…
Getting a redundancy estimate
We're expecting an increase in estimate requests over the next few monthsBecause of this, we're reviewing our redundancy estimate processes to make it easier for you.If you need a redundancy estimate for a member, you can request one from us. Only…
Reasons for overpayment
Overpayment of an NHS Pension can happen for a few reasons. For example, if your pension has been revised or if you're a:surviving spouse or partnerchild dependantre-employed pensionerSurviving spouse or partnerThere may have been an…
Total Reward Statement refresh
In August, TRS statements were refreshed in ESR to show alternative benefits for members who are McCloud eligible.The data cut off for the mid-year refresh will be early October 2025, and the data cut off for the annual refresh will be early June…
Divorce or dissolution of a civil partnership
The value of pension benefits can be taken into consideration in a divorce settlement.If a member is getting divorced, they may be asked for a cash equivalent transfer value of their pension benefits.If they do, you will need to complete the Pay…
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…
Universal Credit
Not everyone getting Universal Credit is entitled to help with their health costs.You are only entitled to claim for help with health costs if your total take-home pay for your household in your last Universal Credit assessment period was below a…