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Clarification on annual allowance statements
We would like to clarify our current position in regards to providing annual allowance pension savings statements.
Recently we have issued annual allowance statements through our automation process, meeting the legislative deadline of 6 October…
The public service pensions remedy – McCloud
Every Public Service Pension Scheme is working through significant complexity to put in place the Public Service Pensions Remedy for all affected members
As the largest Scheme, the NHS Pension Scheme has made progress towards implementing the…
NHS Trust wholly owned subsidiary companies
Trust Wholly Owned Subsidiary Companies
The Department of Health and Social Care have confirmed that NHS Trust Wholly Owned subsidiaries can apply for access to the NHS Pension Scheme for compulsorily transferring staff, and new starters. Access…
Exceeding Whole Time action required
As the deadline for issuing pensions saving statements approaches please action any SM8’s received.
If the contributions and pay are not amended in line with a reduction in hours/sessions worked, the member may receive an incorrect Annual Allowance…
Protection of Pay and Voluntary Protection of Pay
The forms and fact sheets have recently been updated following a review of the enquiry process. If you need to submit an application, please use the updated SM R9 EA application from the website.
Bulk protection of pay
The universal bulk…
TUPE and claiming benefits
If a member wants to retire during a TUPE consultation or pending a TUPE, a 24 hour break in service must be taken before benefits are claimed.
This includes new employers (receiving organisation) applying for continued NHS Pensions access for…
Ill Health Applications – Coronavirus (COVID-19) arrangements
NHS Pensions is continuing to receive applications for;
The Consideration of Entitlement to Ill Health Retirement benefits (AW33E)
The Consideration of Entitlement for Early Payment of Deferred Benefits due to Ill Health (AW240)
Due to the…
Understanding your choice after retirement
McCloud RSS delivery timetable update (1 July 2025)
Following a recent written ministerial statement, the timetable for the delivery of remediable service statements to NHS Pension Scheme members will be updated. We appreciate that this news will…
Employer resources
We're producing resources to help you give information to your members.
We'll place new resources on this page as they become available. Always access resources from this page rather than saving them to make sure you're always accessing the latest…
Department of Health and Social Care confirms changes to Scheme rules for retire and re-join and partial retirement
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…