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NHS Pensioner P60s and annual newsletters
P60s and annual newsletters are currently being sent to all NHS Pensioners.
A P60 includes information about the pension paid and the tax deducted during the tax year.
P60s are distributed in a phased approach and may not be received until the…
Guidance on AW8/AW8P application forms
A new document has been created to assist you when deciding which retirement application form AW8/AW8P needs completing when a member retires. You can find this on the Technical Guidance page on the Employer Hub.
ESR year-end data processing
The 2019/20 ESR year-end was received over the Easter weekend as expected. So far we've processed over 900,000 updates of the 1.5 million. Based on the forecast we anticipate processing to be completed by Sunday 17 May 2020.
Pensioner P60s, Advice of Payments and Annual Newsletters
P60s, Advice of Payments and annual newsletters are currently being sent to all NHS Pensioners.
A P60 includes information about the pension paid and the tax deducted during the tax year.
P60s are distributed in a phased approach and typically…
ESR year-end updates 2020
The 2020 ESR year-end data processing is now complete with a total of 1,469,254 annual updates being applied over the last five weeks. Over the last couple of weeks we have spent time catching up on April joiners and leavers and May joiners to bring…
TRS Refresh 2020
The TRS data cut for the annual refresh will take place after 7pm on Friday 19 June 2020, with refreshed statements available by the end of August 2020.
The data cut will capture successfully updated records up to and including 31 March 2020.…
Non POL Update
Many thanks for those employers who have returned their Year End Spreadsheets for 2019/20 prior to the regulatory deadline on 31 May 2020.
We continue to process these spreadsheets and endeavour to complete our processing in time for the August…
Employer Information required for Annual Allowance
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…
Freelance GP Forms
The guidance on the freelance GP locum forms A and B has been amended to allow for a relaxation of the ’10 week’ rule in year 2020/21 to take account of the current pandemic.
You can access the updated GP forms guidance.
NHS AVC Scheme transfer from Equitable Life to Utmost Life and Pensions
Although Equitable Life closed to new business in 2001, the NHS AVC Scheme with Equitable Life remained open because it was established before the closure. As a result, members of the NHS Pension Scheme who had previously paid contributions to…