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Annual allowance statements being issued within target
On-demand annual allowance statements are now being issued within the three-month target from receipt.
However, there are a number of cases that require further information or update before the statement can be issued.
If you made a request more…
TRS and ABS refresh
The Total Reward Statement and Annual Benefit Statement mid-year refresh is near completion.
We expect to be able to make the statements available from Wednesday 18 December 2019. We will notify employers via email once they become available, so…
Greenbury update
We published the timescales for Greenbury requests in our Pensions Update of November 2019.
We asked that all requests for disclosure information, which includes pay figures up to 31 March 2020, are received between 7 January 2020 and 28 February…
Reminder: Third parties signing claimant application forms
We will only accept a third party signature on benefit application forms such as, Part B of form AW33E, the retirement benefits application form AW8 and application to commute ill health retirement benefits form AW341, where the member has…
Closure of Practice Payments email account
The email account nhsbsa.practicepayments@nhs.net currently used by GP practices will be closing with effect from Monday 2 December 2019.
Emails sent to nhsbsa.practicepayments@nhs.net after 2 December 2019 will not be forwarded and the account…
Completing the self-assessment form where there is an Annual Allowance charge
Important information for members who have an annual allowance charge for 2018/19:
In a Pensions Schemes Newsletter 115 (26 November 2019) article HMRC has asked scheme administrators to remind members who have an annual allowance charge for 2018/…