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Effective URL: https://www.nhsbsa.nhs.uk/employer-hub/technical-guidance?utm_campaign=2666473_ACTION%3A%20NHS%20Pensions%20Scheme%20Updat...
Submission: On December 14 via manual from GB — Scanned from GB
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Skip to main content Skip to footer * Member hub * Employer hubClose menu * Pensions Online * Employer forms * Final pay controls * Technical guidanceToggle level * Retirement * Pay and contributions * Joiners * Options on leaving the Scheme * Family benefits and life assurance * Tax information * Increasing benefits * Divorce or dissolution of a civil partnership * Transferring in * Membership * Access to the NHS Pension Scheme * NHS Pensions Finance * Electronic Staff Record (ESR) * Pension events calendar * Resources * Stakeholder engagement team * Contact NHS Pensions - employers * Employer events * Employer news * Pensioner hub * Changes to public service pensions * Return to NHSBSA home NHSBSA NHS Pensions Toggle search Search Search * Member hubDropdown Button X * Joining the Scheme * Transferring into the Scheme * Understanding your benefits in the 2015 Scheme * Cost of being in the Scheme * Membership of the NHS Pension Scheme * Getting an estimate of your pension * Increasing your pension * Nominations * Change your personal details * Information for practitioners and non-GP providers * Annual allowance * Leaving or taking a break from the scheme * Your options for a flexible retirement * Partial retirement * Applying for your pension * Applying for ill health pension benefits * Lifetime allowance * Bereavements * Divorce or dissolution of a civil partnership and your pension * Information for independent financial advisors (IFAs) * Useful information * My NHS Pension * Contact NHS Pensions - members * Member events * Member news * Employer hubDropdown Button X * Pensions Online * Employer forms * Final pay controls * Technical guidanceDropdown Button * Access to the NHS Pension Scheme * NHS Pensions Finance * Electronic Staff Record (ESR) * Pension events calendar * Resources * Stakeholder engagement team * Contact NHS Pensions - employers * Employer events * Employer news * Pensioner hubDropdown Button X * COVID-19 guidance on support for retired members * Bereavement * Change of circumstances * Guaranteed Minimum Pension (GMP) * Re-employment * Reasons for overpayment * Useful information for pensioners * Contact NHS Pensions - pensioners * Pensioner news * Changes to public service pensionsDropdown Button X * The Public Services Pension remedy (McCloud remedy) * Understanding if your NHS Pension is affected by changes to public sector pensions * When you'll make your decision about your NHS Pension benefits * Rollback of remedy period service * Contingent decisions * Understanding the effect of rollback on annual allowance * Your NHS Pension after 1 April 2022 * Information for employers about changes to public sector pensions * Changes to public service pensions news * The NHS Cost Claim-back scheme Technical guidance TECHNICAL GUIDANCE Information you need to administer the NHS Pension Scheme on behalf of your members. For a broad overview of the administrative tasks you need to perform, read our quick start guide (PDF: 486KB). It's aimed at employers who have recently been accepted as Employing Authorities of the NHS Pension Scheme and for new pension professionals responsible for the administration. It's important that you keep us up to date with any changes to contact names, emails and addresses at your organisation. The NHS Pension Scheme useful dates (PDF: 146KB) document sets out the key dates throughout the history of the NHS Pension Scheme. The terms used in this document were the terms used at the time and may differ to current terms. EMPLOYER NEWSLETTER You can keep up to date with the latest news by subscribing to the monthly employer newsletter. The main contacts for each organisation receive this automatically to the email address we hold on our records. If you are not the main pensions contact and would like to receive the newsletter, email nhsbsa.pensionsemployers@nhsbsa.nhs.uk with your name, organisation and email address. To help us evaluate our services, we may contact you from time to time to invite you to share your views. Your details will not be shared with any third parties. You can request an archived newsletter. Check the Employer Newsletter article titles (2006 to present) (PDF: 674KB) list and email nhsbsa.pensionsemployers@nhsbsa.nhs.uk stating the newsletter you require and the reason for this. RECENT EMPLOYER NEWSLETTERS We have employer newsletters from the past 12 months: NHS Pensions Updates - November 2023 (PDF: 291KB)NHS Pensions Updates - October 2023 (PDF: 217KB)NHS Pensions Updates - September 2023 (PDF: 237KB)NHS Pensions Updates - August 2023 (PDF: 207KB) NHS Pensions Updates - July 2023 (PDF: 197KB)NHS Pensions Updates - June 2023 (PDF: 190KB)NHS Pensions Updates - May 2023 (PDF: 192KB)NHS Pensions Updates - April 2023 (PDF: 220KB)NHS Pensions Updates - March 2023 (PDF: 191KB)NHS Pensions Updates - February 2023 (PDF: 183KB)NHS Pensions Updates - January 2023 (PDF: 190KB)NHS Pensions Updates - December 2022 (PDF:184KB) DISCLOSURE OF SENIOR MANAGERS' REMUNERATION (GREENBURY) All requests for disclosure information must be received by NHS Pensions between 4 January 2023 and 28 February 2023. Disclosure of Senior Managers' Remuneration (Greenbury) 2023 (PDF: 305KB) Visit Pensions Online for a guide for Greenbury. GENERAL DATA PROTECTION REGULATION (GDPR) View NHS Pensions Statement of GDPR Roles and Responsibilities (PDF: 151KB). RETIREMENT The different types of retirement options for members of the NHS Pension Scheme. PAY AND CONTRIBUTIONS Employer information on membership, contributions and pay JOINERS Information about eligibility to join the NHS Pension Scheme and what actions employers need to take OPTIONS ON LEAVING THE SCHEME Options available to members to leave the Scheme and what you need to do. FAMILY BENEFITS AND LIFE ASSURANCE Information about family benefits and life assurance. TAX INFORMATION Information about the Finance Act, Annual Allowance and tax charges that may apply to a member’s NHS Pension. INCREASING BENEFITS Information about the options that exist within the Scheme for a member to increase their NHS Pension DIVORCE OR DISSOLUTION OF A CIVIL PARTNERSHIP Information about how an NHS Pension is affected if a divorce or dissolution of a civil partnership happens. TRANSFERRING IN Information about the rules and criteria surrounding transfers in to the NHS Pension Scheme MEMBERSHIP Find out how to manage a member’s record. Share this page Share on facebook Share on Twitter Share on LinkedIn BREADCRUMB * Employer hub * Technical guidance * Retirement * Pay and contributions * Joiners * Options on leaving the Scheme * Family benefits and life assurance * Tax information * Increasing benefits * Divorce or dissolution of a civil partnership * Transferring in * Membership Follow us * Twitter NHS Pensions Access Pensions Online GOT A QUESTION? * Visit our knowledge base HELP US IMPROVE OUR WEBSITE We’re still developing our website based on your feedback, so please tell us what you think. EMPLOYEE SECTION This section is to inform employees about their Total Reward and Annual Benefit Statements. APPLYING FOR YOUR PENSION Retirement: age, early, redundancy, ill health, flexible, lump sums. How to claim and supporting information. Back to top FOOTER PRIMARY * NHSBSA Home * Sitemap * Contact us * Work with us * Our response to coronavirus (COVID-19) FOOTER SECONDARY * Privacy * Cookies * Accessibility statement * Terms and conditions * Freedom of Information You currently have JavaScript disabled in your web browser, please enable JavaScript to view our website as intended. Here are the instructions of how to enable JavaScript in your browser. CloseCookie Control Close Icon COOKIES ON OUR WEBSITE We use cookies so that our website works properly. We’d also like to use cookies to collect information about how you use our website. This information helps us to improve our website and services. For more information about the cookies we use, visit our cookies page(Opens in a new window)Cookie Control Link Icon Accept all cookiesOnly use essential cookies -------------------------------------------------------------------------------- ESSENTIAL COOKIES These cookies are essential for our website to function. 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