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Annual allowance: member pay and membership information for 2024/25 is required by 6 July 2025
You must provide pay and membership information for members by 6 July 2025 following the end of the tax year to enable pensions savings statements to be provided to members.
A pensions savings statement is important as it tells members whether they…
Changes to annual rate at cessation (ARAC) requests
We have been looking at our process when requesting the annual rate at cessation (ARAC) from employers. As a result, we will no longer routinely request this information where it has already been provided or it is already held on the member’s record…
Claim a refund for treatment costs
You can submit a claim for a refund if you have been charged for state-funded, medically necessary treatment whilst visiting:
an EU country
Norway
Iceland
Liechtenstein
Switzerland
We'll assess your claim to decide whether you were charged…
New Orthodontic assessment items on FP17O
On FP17Os, ‘Orthodontic assessment and de-bond – Overseas patient' is being introduced as a new item.
This item must only be used if the:
date of assessment is 1 October 2022 or later
IOTN score is present or IOTN not applicable is selected…
Members Purchasing Additional Pension by Lump Sum Payment
We have identified an increase in additional pension applications being rejected and rejection letters being sent to members where a member has elected to purchase additional pension via one-off lump sum payment.
These rejections have occurred…
Your updated Total Rewards Statement (TRS) or annual benefit statement (ABS) is available now
If you’re a member of the NHS Pension Scheme, your updated Total Rewards Statement (TRS) or annual benefit statement (ABS) is available to view online now.
If your organisation uses Electronic Staff record (ESR), you will be able to use this to…
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…
Lump sum
If you’re a member of the 1995 Section
The 1995 section automatically provides members with a lump sum at retirement. This is normally 3 times their pension.
If you're a member of the 2008 Section
If you moved to the 2008 section as part of the…
Guaranteed Minimum Pension (GMP) tests
Any requests for a GMP test need to be sent via email to gmptestrequest@nhs.net
When requesting a GMP test, the following information is required:-
• Intended retirement date
• Notional Whole time Total Pensionable pay figure…