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Should you have any employees who have applied to retire but would now like to defer their retirement, please email details to nhsbsa.stakeholderengagement@nhs.net. Please include ‘Deferred Retirement’ in the subject heading of the email. Our team…

Members can increase their pension benefits in a number of ways. Additional Pension To set up an Additional Pension, follow the instructions in the Additional Pension decision tree (PDF: 311KB). Added Years Read the Added Years factsheet (…

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…

If you have an annual allowance charge you can either pay the charge directly to HMRC yourself or share the responsibility for the payment with the NHS Pension Scheme using the scheme pays facility. This is known as a scheme pays election. The NHS…

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…

Employer contribution rate arrangements to remain for 2020/21 The NHS Pension Scheme employer contribution rate increased on 1 April 2019 from 14.38% to 20.68%. The Department of Health and Social Care’s consultation response announcing the rise,…

The last 12 months have been an exciting time for the Stakeholder Engagement Team, appointing a further 5 Stakeholder Engagement Managers to build on the support we offer employers nationwide. We have also seen a steady increase in both the volume…

Employers are required in legislation to provide information to NHS Pensions which enables Pension Savings Statements to be provided to members. This statement informs members whether they have exceeded the Annual Allowance limit in the NHS Pension…