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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…
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…
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…
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…
Total Reward Statements/Annual Benefit Statements data cut
We will take the Total Reward Statement/Annual Benefit Statement data cut for the annual refresh of statements following close of business 23 June 2017 (7pm). Only data received and successfully processed onto a member’s pension record at that point…
Total Reward Statements/Annual Benefit Statements data cut
The data cut for Total Reward Statements/Annual Benefit Statements was successfully taken following close of business on Friday 23 June 2017 and the activities for the 2017 refresh have now commenced, starting with around 3 million pension…
Total Reward and Annual Benefit Statements mid year refresh plans – October 2017
For the second year we are planning to carry out a mid year refresh of statements and the data cut will be taken over the weekend of 14/15 October 2017. This means any data amendments will have to be made by 7pm on Friday 13 October 2017. The…
New employer guides available
A new abatement basic overview guide for employers is now available on our website. The guide has been created to help employers understand when abatement applies for re-employed pensioners and how we calculate the figures.
A basic administration…