Summary document of research into the impact of pensions tax in the NHS

20 / 06 / 2019

The Annual Allowance, which limits the amount of tax relief on pension saving, has resulted in some members of the NHS Pension Scheme receiving large and unexpected tax bills. NHS Employers commissioned First Actuarial to carry out independent research into the impact of this on the NHS and the NHS Pension Scheme.

This summary document covers: 

  • an introduction to the issues around pensions tax with a focus on the NHS
  • presentation and analysis of the results of an online survey which gathered the opinions and experiences of over 2,500 NHS employees, as well as their employers
  • conclusions and possible next steps in light of the findings.

Read the full research paper for more detail.

Please note that this document was produced before the annual allowance taper thresholds were increased in April 2020.

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