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Submitting FIN9 Finance Forms
The NHS Pensions Finance team is now processing Initial Widow Pension (IWP) claims paperless and therefore require the FIN9 claim form in a PDF format for audit purposes and with a view to eliminating fraud.
Please send the FIN9 claim form via…
Greenbury 2021 exercise
We can now confirm that the Greenbury 2021 window will open on 4 January 2021 from 9am.
Pensions online (POL) will be unavailable between 7am – 9am on the morning of the 4 January to allow for the Greenbury refresh from the previous year to take…
Joiner and eligibility guides for employers
Eligibility for active and deferred members joining (for the first time) or re-joining the NHS Pension Scheme
We have published a new guide for employers on our website which provides guidance for active and deferred members when joining (joining…
Automated AW171s effective early 2021
As part of the Sub Award Project, we have looked at how we can simplify and improve the process for employers. We have recognised that we can easily identify when a change on a member record has occurred either through Pensions Online (POL) or via…
Part 10 of the retirement application form AW8 - lump sum choice
We have noticed an increase in the number of requests from employers received on behalf of the members, to change the decision in relation to their lump sum choice when completing the retirement application form AW8.
We are therefore asking…
Earning certificates for re-employed pensioners
In April/ May this year, we made the decision, due to the huge uncertainty within the NHS at that time, that we would only request annual earning certificates for those pensioners who had their pension abated. We are now in a position to collect…
Extending the leaving date on ESR due to annual leave
When an employee is leaving or if they die in service with outstanding annual leave to be paid, this is classed as pensionable service. The pension leaving date should reflect the date that the annual leave is paid up to.
In ESR this should be…
Employer guidance on sending forms to NHS Pensions
At the start of the COVID 19 outbreak we took a number of steps to support employers who were encountering issues due to the lockdown restrictions. This included agreeing to accept certain applications forms in PDF/Word format via email, instead of…
Update on NHS Pension Scheme employer contribution rates
The NHS Pension Scheme employer contribution rate increased on 1 April 2019 from 14.38% to 20.68%, this includes the 0.08% administration charge. The Department of Health and Social Care’s (DHSC) consultation response announcing the rise, published…
New NHS Pension Scheme guide for Out of Hours providers
There is a new NHS Pension Scheme guide for Out of Hours providers, including NHS Trusts who provide GP Out of Hours services.
The guide is designed to assist providers with their responsibilities for administering the Scheme.
It is available on…