To give a third-party authority to contact us to discuss your pension, you must provide a signed and dated Letter of Authority (LOA).
Authority can be given to an individual or an organisation to discuss your NHS pension and request information. There may be charges applied to provide certain information.
If the third-party is an organisation, you must confirm if the authority is for the organisation as a whole or only named individuals.
You can submit third-party authorisation for multiple individuals or groups. You must make it clear what information we can give to each individual or group.
A third-party cannot approve transactions or change any information on your record. If you cannot do this yourself, the third-party must have a Power of Attorney (POA) or Court of Protection document.
If you want restrictions on the information we provide to the third-party, you must confirm this in your LOA.
The LOA must include:
- your name, we can accept initial and surname
- your full address including postcode
- your signature
- the date it was signed
- your National Insurance (NI) or SD number
- who's being authorised, including named individuals or organisation
The LOA must be dated within the last 12 months.
Before discussing any information we hold, the third-party must pass Customer Verification (CV) when contacting us by telephone or email.
The LOA will be valid for 3 years from the date it was signed. If you want to remove the authority before this, you must write to us.
The LOA can be sent to us by email or post.
PO Box 683
Newcastle Upon Tyne
If you're emailing your LOA, you must include your SD number.
It can take up to 10 working days for a LOA to be added to your record.