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There are three main reasons why a pension statement may not be available. These are listed below, with just some examples of why this may be the case. There is a data issue that needs to be investigated Examples include: an outstanding data…

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…

Members will soon be able to apply to reinstate remedy period service if they opted out of the NHS Pension Scheme because of the discrimination identified in the McCloud judgement.   Members will be able to use a calculator to estimate the cost of…

Each year, 2015 Scheme pensions for members who are still actively contributing are reviewed to keep up with the rise in cost of living. The 2015 Scheme pensions are reviewed using the Consumer Price Index (CPI) in the year before, plus an…

When completing SD55 termination form for members who have achieved maximum pensionable membership, are no longer eligible to contribute and have a last day of pensionable membership as the date they achieved maximum membership, the reason for…

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…

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…

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…

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…

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…