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Incorrect forms for membership enquiries
We are still receiving membership enquiries on incorrect forms. Please be reminded of the processes below as advised in the June 2019 newsletter.
The website membership enquiry process has been updated to include Retrospective and Part Time Access…
Stakeholder Engagement upcoming events
The stakeholder engagement team run a series of events throughout the year providing regular updates and delivering educational training. Please see our Pension Events Calendar for upcoming events.
If your organisation would like to request…
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…
Extending the leaving date on ESR due to annual leave
When an employee is leaving or if they die in service with outstanding annual leave to be paid, this is classed as pensionable service. The pension leaving date should reflect the date that the annual leave is paid up to.
In ESR this should be…
New process for non-POL employers requesting changes to information
As per the last pensions update explaining the removal of the paper AW171, we wanted to confirm the process for non-POL employers requesting changes to information.
Instead of sending in the AW171, all non-POL employers will now need to submit the…
Year end update for employers
We would like to remind all employers that the deadline for submitting year end updates has now passed. Failure to submit year end data can result in penalties imposed by HMRC for each member where the data is outstanding.
The timely submission of…
Reminder of changes to the opt out form (SD502) return process
We advised in a previous newsletters that employers are no longer required to send the paper SD502 opt out form to NHS Pensions and we have amended the form to include this advice. Instead, it is the employer’s responsibility to retain the form in…
Individual earnings margins being issued ahead of temporary suspension to regulations on retire and return ending
Article originally published 18 January 2022. Link to partial retirement factsheet restored.
The Department of Health and Social Care has announced that the government’s Coronavirus Act 2020 setting out measures to respond to the COVID-19…
McCloud opt-out buy back
Not all members know they can apply to reinstate their remedy period service if they opted out of the NHS Pension Scheme because of the McCloud judgement.
We’ve published the details on our Contingent decisions web page, but you can help to make…
An update on Remedial Savings Statements (RSS)
On 31 March 2025, it was announced by Karin Smyth that the Department of Health and Social Care has extended the RSS delivery deadlines. These new delivery deadlines can be found on our Making your decision about your NHS Pension benefits web page…