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Understanding the effect of rollback on annual allowance
The Public Service Pensions Remedy and pension tax
Some members affected by the Public Service Pensions Remedy, also known as McCloud, will need to update their pension tax information with HM Revenue & Customs (HMRC).
This is because, as part…
Information for independent financial advisors (IFAs)
This information is intended to support independent financial advisors (IFAs), unions and other bodies or organisation representing individual members.
You can find out:
how to access information about a specific member
NHS Pensions scheme year…
Pension Awareness 2023: Getting started
Pension Awareness Week is all about helping to raise awareness of the importance of pensions. Throughout the week we’ll be sharing information on the NHS Pension Scheme, what it is and why it’s so valuable.
If you’ve just recently joined the NHS…
February 2021 update on government changes to public service pension schemes
The Court of Appeal ruling on 'protection', known as the McCloud Judgment
In 2015 the government made changes to reform the majority of public service pension schemes. These reforms did not apply to members within 10 years of their normal pension…
Exhibitions
In May we had an exhibition stand at the Royal College of Nursing Congress Exhibition 2019, held in Liverpool. We were overwhelmed with the interest we received during the three days. All in all, we engaged with around 400 members of the NHS Pension…
Pensions anti-scamming campaign
Scammers are targeting pension pots of all sizes – help to make sure your savers know how to spot the signs.
Their impact can be devastating. Last year, victims of pension scams lost on average £91,000 each.
The FCA and TPR are urging trustees…
Department of Health and Social Care announces extension of retire and return easements
Following a public consultation, the Department of Health and Social Care has announced a further extension to retire and return easements beyond the current 31 October 2022 expiry date, through temporary amendments to NHS Pension Scheme regulations…
The Coronavirus Act and the end of temporary suspensions for retire and return
The UK government’s Coronavirus action plan, published on 3 March 2020, set out measures to respond to the COVID-19 outbreak.
This included increasing the available health and social care workforce by removing barriers to allow recently retired NHS…
Terminal ill health cases
For terminal ill health cases, an AW341 application form is required along with the AW33E.
The team have recently noticed an increase in terminal ill health estimates being requested where the commuted incapacity box has been ticked in error to…