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The Department of Health and Social Care (DHSC) has confirmed that amendments to the NHS Pension Scheme rules will go ahead to help retain more experienced NHS clinicians and remove barriers to staff returning to work following retirement. The DHSC…

Following our recent Pay and Contributions Event organised by the Stakeholder Engagement Team and a number of queries raised about the member contributions introduced on 1 October, we have compiled information on the most common queries in this…

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…

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…

When sending ill health application forms, please ensure that all reports are enclosed including any report from a member’s specialist(s).  Please ensure the correct version of the application form is used and sent to NHS Pensions to consider. In…

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…

Contribution payment deadlines for 2023/24  The deadline dates for the financial year April 2023 to March 2024 are now available on the NHS Pensions Finance section of the Employer Hub.  The deadline dates for the financial year up to March 2024…

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…

Our current performance   The table below shows our recent monthly performance for pension award processing: Month Number of awards due to be paid in month (our target) Number of awards cleared within the month (…

Probate On 18 November 2021 an updated version of the scheme rules was published which includes an amendment to Part 4 (paragraph 6). This allows claimants who are unable to obtain probate to receive benefits from the scheme. Some claimants may be…