Factsheets

From this page employers can access information factsheets on topics such as Membership and Contributions, Retirement, Leaving/Joining the Scheme and Increasing Benefits.

Costs and Contributions

Costs and Contributions Information (PDF 128KB)
Costs and Contributions Factsheet 2012/13 (Officer) (PDF 146KB)
Costs and Contributions Factsheet 2012/13 (Practitioner) (PDF 137KB)
Costs and Contributions Payslip Leaflet (PDF 870KB)
NHS Pension Scheme contributions calculator for 2012/13 employee contributions

Annual Allowance

Applications for Fixed Protection (PDF 129KB)
Annual Allowance Information Requirements (PDF 131KB)
Annual Allowance Calculator (MS Excel 20KB)
Annual Allowance Estimator Tool (MS Word 433KB)
Pension Tax Changes Presentation (MS Powerpoint 187KB)

Membership and Contributions

Protection of Pay & Voluntary Protection of Pay Factsheet (PDF 159 KB)
Reduced Lifetime Allowance and Fixed Protection Factsheet (PDF 130KB)
Authorised Leave / Career Break (PDF 119KB)
Pension Commutation (PDF 121KB)
Caculating Membership (MS Word 428KB)
Part time Employment (MS Word 423KB)
Maximum Membership and Age Restrictions (MS Word 426KB)
Deemed Pay (MS Word 423KB)
Outstanding Contributions (MS Word 422KB)
Annual Leave (MS Word 423KB)
Paid Notice (MS Word 292KB)
Sick Leave (MS Word 425KB )
Gender Recognition (MS Word 430KB)
Civil Partnership (MS Word 424 KB).
Disallowed Days (MS Word 294KB)
Pensions Tax Changes (PDF 107KB)

1995 Section Only

Total Pensionable Pay (1995 Section Only (PDF119KB)
Actual Pay Defined (1995 Section Only) (MS Word 423KB)
Earnings Cap (1995 Section.Only) (MS Word 428KB)
Mental Health Officer (1995 Section Only) (MS Word 430KB)
Special Class (1995 Section Only) (MS Word 426KB)
Notional Whole Time Pensionable Pay (1995 Section Only) (MSWord 422KB)

2008 Section Only

Draw Down Applications (PDF 92KB)
Total Pensionable Pay (2008 Section Only) (PDF 75KB)

Retirement

LImits on Tax-free Retirement Benefits (PDF 152 KB)
Working After Retirement Factsheet (PDF 151KB)
Returning to Work with a Tier 2 Pension (PDF 124KB)
Ill Health Retirment-Returning to Work With a Tier 2 Pension (PDF 124KB)
Ill Health Retirement (PDF 289KB)
Interest of Efficiency Retirement (MA Word 293KB)
Estimate of Benefits (MS Word 428KB)
Allocation of Pension (MS Word 426KB)
Guaranteed Minimum Pension (GMP) (MS Word 424KB)
Pension Commutation (MS Word 424KB)
Pension Increase (MS Word 421KB)
Terminal ill Health (MS Word 424KB)

1995 Section Only

Age Retirement 1995 Section (MS Word 301KB)
Early Payment of Preserved Benefits (MS Word 304KB)
Reduced VER Retirment (MS Word 431KB)
Stepping Down (1995 Section Only) (MS Word 422KB)
Protected Pay (1995 Section Only) (PDF76KB)

2008 Section Only

Age Retirement - 2008 Section (MS Word 299KB)
Late Retirement Factors (PDF 159KB)

Leaving/Joining the Scheme

Opting Out of the Scheme (PDF 173KB)
Leaving the Scheme (PDF 183KB)
Refund of Contributions (PDF 160KB)
Transfer Out (MS Word 446KB)
Time Limits - Transfer Out (MS Word 446KB)
Time Limits - Transfer In (MS Word 421KB)

Increasing Benefits

Added Years (MS Word 430KB)
Purchase of Additional Pension (MS Word 431KB)
Money Purchase AVC's (MS Word 432KB)

Injury Benefit Scheme

Temporary Injury Allowance (MS Word 417KB)
Temporary Injury Allowance Claims Considred (MS Word 421KB)
Permanent Injury Benefit (MS Word 430KB)
Death Benefits (MS Word 423KB)
Damages and Compensation (MS Word 417KB)