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Partial retirement calculator coming soon - information for members
Since changes to partial retirement were announced earlier this year, we’ve been working hard to make sure our processes, tools, and guidance are updated to support members and employers.
As part of this work, the Government Actuary’s Department (…
Members achieving maximum pensionable membership
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…
Reasons for overpayment
Overpayment of an NHS Pension can happen for a number of reasons.
These include, if you're a:
surviving spouse or partner
child dependant
re-employed pensioner
or your pension has been revised
Surviving spouse or partner
There may have…
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…
Getting an estimate of your pension
We provide active and deferred members with an Annual Benefit Statement (ABS). They’re also known as Total Reward Statements (TRS) and can be accessed via Electronic Staff Record (ESR).
You can watch our video for information about how to request…
Clarification on annual allowance statements
We would like to clarify our current position in regards to providing annual allowance pension savings statements.
Recently we have issued annual allowance statements through our automation process, meeting the legislative deadline of 6 October…
Partial retirement
If you're aged 55 and over and you have agreement from your employer, you can choose to take part, or all of your pension benefits while you continue working in NHS employment and build your pension benefits in the 2015 Scheme. This is called…
Update on error on 2023/24 Pension Savings Statements
Following our previous update, we can now provide more information to Scheme members affected by the 2023/24 pension savings calculation error.
We have written to affected members directly and will continue to provide regular updates. You do not…