Views:

The benefits that will be payable in this scenario will depend on whether the member has died before or after their last day of service, and also whether an AW8 application for retirement benefits has been completed. 
 


If the member has died prior to their last day of service

An ill health pension will not be paid. In these cases the member has effectively died in service therefore death benefits are calculated on the basis that member died whilst in service. This would include an initial survivors pension, if applicable.
 


If the member died after their last day of service

An ill health pension will be paid if:

  • The member has been approved for ill health; and
  • An AW8 application form has been signed by the member; and
  •  The member has then died after the last day of service (including any outstanding annual leave)

In these cases the AW8 application for retirement benefits is posted to NHS Pensions with a copy of the members death certificate (the original or certified copy should have been seen by the members employer). A retrospective ill health pension award is then made to the estate of the member. NHS Pensions will pay the retirement lump sum and arrears of pension and then, if applicable, dependant's benefits may be paid on the basis that the member has died after retirement.
 
An ill health pension will not be paid if:

  • The member has not signed an AW8 application for retirement and subsequently died after their last day of service (including any outstanding annual leave)

 In these cases death benefits are calculated on the basis that the member has died within 12 months of leaving the Scheme.
 


 
For more information on the benefits payable on the death of an NHS Pension Scheme member, please see our website.