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Each year, we create Total Reward Statements (TRS) and Annual Benefit Statements (ABS) for members who are actively contributing to the Scheme. Your statement is updated after the financial year end at the end of March and made available in mid-…

The Supreme Court has refused permission for the Government to appeal the Court of Appeal’s December 2018 judgment in the cases of McCloud and Sargeant. This means that the Court of Appeal’s judgment stands, and that ‘transitional protection’ gave…

Leaving the Scheme To leave the Scheme, a member must complete part 1 of the Application to leave the NHS Pension Scheme (SD502) form. This form is available on the Leaving or taking a break from the Scheme webpage on the Member Hub.   You must…

Data Management are receiving a high number of e-mails regarding cases where an estimate or membership statement cannot be produced through Memberzone as the member’s record requires data cleanse or a calculation is not possible due to system…

Allocation is a retirement flexibility that is available to all members of the NHS Pension Scheme. Following a review of the enquiries we receive about allocation, it was evident that we needed to make the application process and available guidance…

In November 2019, NHS England and NHS Improvement (NHSEI) announced that clinical staff who go over their annual allowance for the 2019/20 tax year and who use Scheme Pays to pay the tax charge can be compensated in retirement for any reduction to…

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…

First Awards As of 25 June 2019, a total of 3708 applications have been processed. 97.98% were paid on time. To recap for the full month of May, 4358 were processed, of which 97.77% were paid on time. Bereavements Bereavements processing is…

We are currently reviewing how we request information for member’s records with missing data or to amend incorrect data. The accuracy of this data is essential to ensure members can access up to date Total Reward Statements, Annual Allowance…

Publication date: 22 April 2025 The ‘Opt-out rates for ESR employees eligible for the NHS Pension Scheme’ report provides insight about eligible employees choosing to opt out of the NHS Pension Scheme. The report provides estimates about:   opt-…