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Information for independent financial advisors (IFAs)
This information is intended to support independent financial advisors (IFAs), unions and other bodies or organisation representing individual members.
You can find out:
how to access information about a specific member
NHS Pensions scheme year…
Pension events calendar
The information on this page is to help you understand the various tasks that you may need to complete during the Scheme year.
Events are shown in the month they typically take place. Where an event takes place on different dates each year, the…
Update for employers on NHS Pensions coronavirus (COVID-19) response
In response to the coronavirus (COVID-19) outbreak, we have taken, and continue to take, proactive steps to ensure we support members, employers and colleagues.
This has included introducing a number of easements and changes to processes to…
Applications for Protection of Pay (where pay is reduced)
This is a further reminder for employers to ensure that any applications for Protection of Pay or Voluntary Protection of Pay are submitted to NHS Pensions within the relevant time limits. Also, that sufficient, supporting information is included…
NHSEI 2019/20 Pensions Annual Allowance Charge Compensation Policy
In November 2019, NHS England and NHS Improvement (NHSEI) announced that clinical staff who go over their annual allowance for the 2019/20 tax year and who use Scheme Pays to pay the tax charge can be compensated in retirement for any reduction to…
Ill Health Applications – Missing Information
NHS Pensions is continuing to receive these applications forms:
The Consideration of Entitlement to Ill Health Retirement benefits (AW33E)
The Consideration of Entitlement for Early Payment of Deferred Benefits due to Ill Health (AW240) …
Pension Awareness Week 2023
Every September, Pension Awareness Week helps to raise awareness of the importance of pensions and improve the financial wellbeing of people across the UK in their retirement.
Throughout the week, we’ll be sharing information on the NHS Pension…