Pension resource library

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11 / 3 / 2016 5pm

Use the resources below to support the delivery of the NHS Pension Scheme locally. Categorised by subject area these are easy to download and share with colleagues.

Topic  Resource
New state pension from April 2016    Use our new state pension factsheet to help staff understand the changes, and where to find more information.
Find out about the changes and how they will affect your organisation on our new state pension web page.
Flexible Retirement    Our Flexible retirement hub has resources to help you make the most of the available flexible retirement options to benefit your organisation and your staff.
Find our how The Countess of Chester Hospital of Chester NHS Foundation trust are are promoting a culture which supports flexible retirement.
Read how City Hospitals Sunderland NHS Foundation Trust are using flexible retirement to support workforce planning.
Learn how Tees, Esk and Wear Valleys NHS Foundation Trust are making flexible retirement a board priority.
Download and share the fllexibilities quick guides for employers and employees and the flexibilities checklist from the Working Longer Group. 
Our examples of how to implement flexible retirement can be used to support staff and retain skills.
Automatic enrolment    Read our Automatic Enrolment: Lessons from the NHS which highlights the NHS experience following implementation.
Our case study on automatic enrolment in the North West demonstrates how the North West Special Interest Group worked together.
Automatic enrolment letter templates are designed for use when communicating with workers.
Local administration    NHS Pension Scheme Employers' Charter - high level roles and responsibilities of employers.
NHS Pensions jargon buster - easy guide to technical pension terms with helpful explanations.
New employee joiner questionnaire -  captures details from new employees.
Electronic Staff Record (ESR) and pensions process maps - range of guides available to support your trust when using ESR.
Latest scheme accounts and regulations - NHS Pension Scheme accounts.
Annual and Lifetime allowance   Our useful guide for employers includes examples of who may be affected, how members may wish to plan their pension savings and how you can support employees.
You can find out more about the changes to annual and lifetime allowances by visiting our web page.
The 2015 NHS Pension Scheme     Our 2015 Scheme example presentation is designed for you to adapt and tailor to suit your organisation and deliver to staff.
Our summary of scheme changes November 2014 edition is a guide to pension scheme changes from November 2014 - April 2015.
View our webinar slides and audio and listen to the audio from our series of four webinars.
NHS Pensions provide a series of helpful and informative engagement and scheme communications.
Our governance flowchart is a diagram showing the structure of the governance arrangements.
The proposed final agreement gives you the background to the 2015 Scheme.
Read how David Levy, HR Director at Tees, Esk and Wear Valleys NHS Foundation Trust tailored our 2015 scheme presentation to suit his organisation.
Further information    NHS Employers provide guidance and support for employers regarding the NHS Pension Scheme.
Contact our Pensions and Reward Team on 0113 306 3000 or pensions@nhsemployers.org.
NHS Business Services Authority (NHS Pensions) administer the NHS Pension Scheme for England and Wales. You can call the employer helpline on 0845 610 1119.


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