7 February 2022

A reminder that at the end of last year we shared information with you on some updates to processes for retirement applications from 1995/2008 Scheme members who will transition into the 2015 Scheme on 1 April 2022.  

From 1 April 2022, all active members regardless of age will be members of the 2015 NHS Pension Scheme. The 1995/2008 Schemes will close and we’ll update the records of those 1995/2008 members moving into the 2015 Scheme. This will happen automatically.  

Because we are updating these member records, this will impact any work in progress relating to applications to retire.  

If you receive a retirement application from a 1995/2008 member with full protection (who will move to the 2015 Scheme on 1 April 2022) you should follow this guidance:  

  • Applications to retire before 31 March 2022: should be processed as normal
  • Applications to retire in April 2022: You should submit the application as normal using your existing processes., We’ll calculate the member’s pension using 1995/2008 Scheme membership until their last day of service for when they first retire. As soon as possible after 1 April 2022, we’ll recalculate their pension benefits based on 2015 Scheme membership for the period from 1 April 2022 and write to the member to explain they’ll get a sub-award to cover this service.

Applications to retire from May 2022 onwards: applications for retirement from May 2022 will be uploaded to Pensions Online (POL) on or after Monday 4 April 2022 – no applications will be uploaded to POL before this date. This will ensure that the members’ record has been moved into the 2015 Scheme and their pension calculations will accurately reflect both their 1995/2008 and 2015 Scheme membership

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