This depends on if you have access to Pensions Online (POL).
Check the employee's pension record is updated to the end of the last Scheme year by completing an SD55 form.
If you have access to POL, you can request an estimate through the ‘Memberzone’ section.
If you cannot request the estimate through POL, complete an AW295 form.
Employees you must submit an AW295 form for includes:
- employees who’ve achieved maximum service
- employees with restricted service
- employees with practitioner membership
- employees with a salary below £5000 or above £200,000
- pension credit employees awarded benefits from a pension sharing order
- employees who would like to take or have previously taken partial retirement
Partial retirement estimate requests must include the percentage the employee wants to take and the date they want the estimate to in part 4 of the AW295 form.
If you get an ‘Excluded from POL’ or ‘Data cleanse’ error message, select ‘OK’ to send an electronic request to us. You’ll receive a notification to say this has been completed within 48 hours.
There are estimates that cannot be calculated on POL. These will automatically request a manual calculation.
These include:
- male nurses with membership before 17 May 1990
- additional pension (AP) purchases
- employees with a pension subject to a debit from a pension sharing order
If you request a manual estimate through POL, this will be posted to you. You’ll receive a notification on the ‘Noticeboard’ section of POL to confirm the estimate has been completed.
Redundancy estimates
If an employee requests a redundancy estimate, use the redundancy calculator on our website.
Complete the AW295 if your redundancy exercise involves less than 10 members.
If it includes more than 10 members, complete the Bulk redundancy spreadsheet and send it to the Estimates team at pensionsbulkredundancy@nhsbsa.nhs.uk.
Membership over 40 years for special class status (SCS) employees and 45 years for all employees
Any estimates where more than 40 years membership at age 55 for SCS employees or 45 years overall is shown, must be forwarded to nhsbsa.pensionsemployers@nhsbsa.nhs.uk with the heading 'Maximum Service'.