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Information for independent financial advisors (IFAs)
This information is intended to support independent financial advisors (IFAs), unions and other bodies or organisation representing individual members.
You can find out:
how to access information about a specific member
NHS Pensions scheme year…
Member hub
What you can do in the member hub
In the member hub you'll find all the information you need about being a member of the NHS Pension Scheme, including accessing both the 1995-2008 Member Guide (PDF: 5.13MB) and the 2015 Member Guide (PDF: 2.64MB…
Bereavements
You can apply for an adult dependant’s pension if you’re the spouse, civil partner or long term partner of a Scheme member who has died.
Read the survivor's guide (PDF: 377KB) before applying for a dependant's pension.
Watch our video for more…
NHS Pensions Podcast
We’re pleased to be launching our brand new NHS Pensions podcast series.
We’ll be bringing you regular short podcast episodes. In each episode, a panel of our NHS Pension team will take a subject relating to the NHS Pension Scheme and break it down…
Payment of pensions after opting out of the NHS Pension Scheme
Following the article published in July, we have received a number of queries from employers and we felt that further clarification was necessary.
Checking the payable date
Opted out less than 5 years ago
Member has opted out less…
Non Pension Online (POL)
On an annual basis, all employing authorities are required to submit end of year information to NHS Pensions to allow us to complete our cyclic update of member records.
In 2020, Non POL Employers will be asked to complete and return the annual…
Next round of Stakeholder GP Events in Leeds
NHS Pensions has added two new Stakeholder GP events in Leeds later this year.
If you are interested in attending the next round of free training sessions they will be split into two different levels; level 1 and level 2, which will take place on…
Pensions Online – Error Handling
Pensions Online (POL) error handling has a facility for employers to submit a comment on an error, to the NHS Pensions Data Management Teams. Employers are asked to submit comments where additional information can be provided to enable NHS Pensions…
HM Treasury release public service pension schemes consultation (McCloud)
HM Treasury has released their consultation document following the Court of Appeal judgment in December 2018 sometimes referred to as ‘McCloud’. The consultation sets out a number of options from the government following the judgement.
If you are a…
Payment of pensions after opting out of the NHS Pension Scheme
When a member opts out of the pension scheme (either exit code 16) and carries on working in a non-pensionable capacity, we need to ensure that the correct payable date is used when the member applies for their pension.
Deferred members must submit…