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Further update on annual allowance statements
Further to guidance issued on 10 October 2019, we would like to update members on annual allowance statements.
We issued annual allowance statements through our automation process, meeting the legislative deadline of 6 October 2019. However, we…
Update on the temporary suspension of cash equivalent transfer value (CETV) calculations
Following the change to the discount rate used for public service pension scheme that HM Treasury announced on 30 March 2023, the factors used to calculate CETVs for members transferring out of the Scheme, and calculating CETVs for divorce purposes…
COVID-19 Calls to NHS Pensions Employer Helpline
As a result of the ongoing Covid-19 situation, we are currently receiving a high volume of calls to our NHS Pensions Employer Helpline.
Please do take a look at the dedicated resources and guidance for employers within our NHS Pensions employer hub…
COVID-19 Guidance for Employers on Deferred Retirements
Should you have any employees who have applied to retire but would now like to defer their retirement, please email details to nhsbsa.stakeholderengagement@nhs.net. Please include ‘Deferred Retirement’ in the subject heading of the email.
Our team…
PCSE application window for Pensions Annual Allowance Charge Compensation Scheme forms opening 2 August 2021
GPs in England who have an annual allowance charge for 2019/20 and wish to apply to the 2019/20 Pension Annual Allowance Charge Compensation Scheme (PAACCs) must submit their application form to be endorsed by Primary Care Support England (PCSE)…
Christmas opening hours for contact centre
The proposed Christmas opening hours for our contact centre are as follows:
Friday 23 December - 8am until 6pm
Monday 26 December – closed
Tuesday 27 December – closed
Wednesday 28 December, Thursday 29 December and Friday 30 December - 8am…
Supreme Court ruling - McCloud and Sargeant
The Supreme Court has refused permission for the Government to appeal the Court of Appeal’s December 2018 judgment in the cases of McCloud and Sargeant. This means that the Court of Appeal’s judgment stands, and that ‘transitional protection’ gave…
Changes to how you can submit a scheme pays election if you are about to retire
If you have an annual allowance charge you can either pay the charge directly to HMRC yourself or share the responsibility for the payment with the NHS Pension Scheme using the scheme pays facility.
This is known as a scheme pays election. The NHS…
Options on leaving the Scheme
Leaving the Scheme
To leave the Scheme, a member must complete part 1 of the Application to leave the NHS Pension Scheme (SD502) form. This form is available on the Leaving or taking a break from the Scheme webpage on the Member Hub.
You must…
Pensions on Line (POL) Memberzone - data cleanse and exclusions
Data Management are receiving a high number of e-mails regarding cases where an estimate or membership statement cannot be produced through Memberzone as the member’s record requires data cleanse or a calculation is not possible due to system…