NHS pensions tax guidance

02 / 09 / 2019

Access our guidance that outlines optional local measures that employers can take to support staff who are likely to be affected by pension tax issues.

In August 2019, the government announced that it will act to introduce pension changes to enable senior clinicians to take on additional clinical activities without incurring unexpected pension tax bills. This guidance has been prepared to help you support staff who are likely to be affected by these pension tax issues.

It outlines several routes that employers can take during the 2019/20 financial year, to support staff affected by current pension tax policies in the interim, including:

  • taking independent financial advice and guidance
  • using existing flexibilities to enable employees to remain in the NHS Pension Scheme
  • possible arrangements for employees who decide to opt out of the NHS Pension Scheme.

Find out more about the NHS Pension Scheme and its benefits on our NHS Pension Scheme web page.

This guidance has not yet been updated following changes to the annual allowance taper thresholds announced in March 2020. We are currently working to revise our guidance to be applicable to the 2020-21 financial year.

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