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New process for non-POL employers requesting changes to information
As per the last pensions update explaining the removal of the paper AW171, we wanted to confirm the process for non-POL employers requesting changes to information.
Instead of sending in the AW171, all non-POL employers will now need to submit the…
Year end update for employers
We would like to remind all employers that the deadline for submitting year end updates has now passed. Failure to submit year end data can result in penalties imposed by HMRC for each member where the data is outstanding.
The timely submission of…
New spreadsheets for non-POL employers
Following feedback from our non-POL (Pensions Online) users, we have amended the leaver spreadsheet to enable more information to be provided when a member leaves the organisation.
The information that can now be included are changes to the…
Total Rewards Statement/Annual Benefit Statements – Mid Year refresh
The process of the mid-year refresh has started and member details up to 8 October will be used for the refreshed statements. Any amendments to member details from 9 October will be included in the annual refresh in 2022.
We expect the mid-year…
Reminder of changes to the opt out form (SD502) return process
We advised in a previous newsletters that employers are no longer required to send the paper SD502 opt out form to NHS Pensions and we have amended the form to include this advice. Instead, it is the employer’s responsibility to retain the form in…
Greenbury reminder
The Greenbury functionality within Pensions Online (POL) is now available. All requests for disclosure must be received by Monday 28 February 2022, so that we can provide you with the necessary disclosure information.
You should avoid using the…
NHS Pensions and Coronavirus Job Retention Scheme (CJRS)
Where employers receive public funding for staff costs, and that funding is continuing, it is expected that employers will use that money to continue to pay staff in the usual way and not furlough them. This includes Trusts, GP Practices etc. who…
New guidance to be shared with members who may hold or have held enhanced or fixed protection from lifetime allowance charges
Following new HMRC guidance for public service scheme members with enhanced or fixed protection which was issued on 28 February 2022, we have made some amends to our lifetime allowance webpage.
The guidance relates to members who will be affected…
Locally agreed payments – Pensionable or non-pensionable
We have received enquiries from employers seeking clarification in relation to locally agreed payments and whether they are pensionable or not.
Local agreed payments may be pensionable up to whole-time provided the member meets the normal criteria…
New email address for the Pension Scanning and Allocation Team
Our email addresses are changing.
If you're submitting documents to our Pension Scanning and Allocation department, our new email address is pensionscanquery@nhsbsa.nhs.uk.
If you are submitting attachments with emails, try to limit the size of…