There are three main reasons why a pension statement may not be available. These are listed below, with just some examples of why this may be the case.
There is a data issue that needs to be investigated
Examples include:
- an outstanding data validation query on their member record, such as exceeding whole time or overlapping pensionable employments
- possible membership restrictions
- complex membership patterns and/or calculations
- if a manual calculation can only be performed
- if the member has Pensions on Divorce details held
- male nurse restrictions apply
- if the member is a re-employed pensioner
- if the member has drawdown recorded
- if the member is a practitioner with specific membership restrictions
- if Additional Pension or ERRBO are not included
The member is ineligible or will not receive an Annual Benefit Statement
Examples include:
- if the employee is an Electronic Staff Record (ESR) employee but not a member of the NHS Pension Scheme
- if the employee is not paid through the ESR system nor are they a member of the NHS Pension Scheme
- if the pension statement was calculated but as there was not an exact match between NHS Pensions and ESR data, only the employment element is
- if the employee was not a member of the scheme on 31 March this year, or they joined prior to this date and their record has not been updated by their employer
- if the member has claimed their pension benefits, including partial retirement
Transitioned members to the 2015 Scheme
Since 1 April 2015, only added years purchased up to 31 March 2015 or the date of transition (if later) are included in the calculation. Contributions paid after that date are shown on the statement for the latest year and all contributions will be included at point of retirement.
If a member has Special Class or MHO status, and as such is entitled to retire at age 55, this will not be shown on a TRS statement and it will show as ‘60’. It does not mean a member has lost their status. The correct retirement age will be used at point of retirement.