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Improving your year-end data processing
The accurate and timely updating of NHS Pension records reduces data cleanse effort and ensures up to date information is reflected in Total Reward Statements, Annual Benefit Statements and Annual Allowance Statements. Taking action now to clear…
PCSE application window for Pensions Annual Allowance Charge Compensation Scheme forms opening 2 August 2021
GPs in England who have an annual allowance charge for 2019/20 and wish to apply to the 2019/20 Pension Annual Allowance Charge Compensation Scheme (PAACCs) must submit their application form to be endorsed by Primary Care Support England (PCSE)…
Department of Health and Social Care confirms change of date of annual 2015 Scheme pension cost of living review
Each year, 2015 Scheme pensions for members who are still actively contributing are reviewed to keep up with the rise in cost of living. The 2015 Scheme pensions are reviewed using the Consumer Price Index (CPI) in the year before, plus an…
Payment of pensions after opting out of the NHS Pension Scheme
When a member opts out of the pension scheme (either exit code 16) and carries on working in a non-pensionable capacity, we need to ensure that the correct payable date is used when the member applies for their pension.
Deferred members must submit…
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/…
NHS Pensions Opt-out data
Publication date: 22 April 2025
The ‘Opt-out rates for ESR employees eligible for the NHS Pension Scheme’ report provides insight about eligible employees choosing to opt out of the NHS Pension Scheme. The report provides estimates about:
opt-…
Options on leaving the Scheme
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…
Partial retirement calculator coming soon - information for members
Since changes to partial retirement were announced earlier this year, we’ve been working hard to make sure our processes, tools, and guidance are updated to support members and employers.
As part of this work, the Government Actuary’s Department (…
Update on NHS Pensions coronavirus (COVID-19) response
In response to the coronavirus (COVID-19) outbreak, we have taken, and continue to take, proactive steps to ensure we support members, employers and colleagues. As we implemented social distancing in the workplace and set up colleagues to…
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…