NHS Pensions Online Guide 1. What is Pensions Online?
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1 NHS Pensions Online Guide 1. What is Pensions Online? 1. What is Pensions Online (V3)
2 Pensions Online is a facility available to NHS employers, GP Practices and some Direction employers who have access to the NHS Net (or Welsh VPN). It allows access to the following NHS Pensions functionality for members of the NHS Pension Scheme: Create new pensionable employments via E-Forms Electronic submission of contributions and pay details via E-Forms Electronic amendment of contribution and pay details via E-Forms Calculation of estimates of benefits via Memberzone Calculation of cost to purchase Additional Membership via Memberzone View membership history for your current members via Memberzone Submission of application forms to claim retirement benefits via E-Forms Submission of application forms to claim refunds of contributions via E-Forms View a list of your current Scheme members via E-Forms View details of where your members records are updated to via E-Forms Resolve errors that have been created on member updating forms via Error Handling Amend personal details for your Scheme members, i.e. surname, address via E- Forms SD55G. If you do not have access to the NHS Net or Welsh VPN then you will not be able to access any of the above. NHS/Direction employers or third party payroll providers can apply for access via the Connecting for Health website at Did you know that you can: Use the SD55E E-Form to check the contribution and pay details that you have submitted for an employment that has been closed. Use the ADP4 in E-Forms to view a list of your current members to check if this is correct or any leaver forms are out standing. Use the ADP4 to check if a joiner form for a new member has processed and obtain their membership (SD) number. Check the date to which your current members records have been updated, also via the ADP4 or Non-Updated Records. Submit a retrospective change to w/t or p/t for non medical staff via E-Forms. Change a cyclic updated record to a leaver record when it has been updated to a date later than the actual leaving date in error via E-Form SD55T. Did you know that you cannot: Make changes to pensionable employment start dates. Change the reason for termination code. 1. What is Pensions Online (V3)
3 Use a temporary National Insurance number when submitting a new joiner form. Leave this field empty and a ZZ National Insurance number will be allocated by NHS Pensions. Submit changes for previous financial years. Ask NHS Pensions to make amendments over the telephone telephone queries are however accepted. Additional information If you have submitted a form that has not processed successfully within 24 hours this means that an error has been produced and you should check Error Handling. If there is no error present this means that the error may be of the type needed to be resolved by NHS Pensions and you can NHS Pensions at nhsbsa.datamanagement@nhs.net and ask them to investigate. From 1 October 2011 any amendments that can be carried out via Pensions Online will be returned to the originator for completion with a brief explanation of the correct action to take. It is important to us that employers registered to use Pensions Online make full use of the Pensions Online tools we have made available. If you have any suggestions for improvements to Pensions Online tools we are happy to give them our full consideration. The Pensions Online Helpline number is (POL queries only) The Employers Helpline number is The NHS Net Support Team number is (NHS Net queries only) When contacting NHS Pensions by please state the following details: Membership (SD) number Member s surname Your EA code The date of commencement of the employment Payroll /ESR reference number Important note: For security reasons do not include the member s National Insurance number or address in an . If you already have access to the NHS Net or Welsh VPN then you can use Pensions Online by logging on to our website. 1. What is Pensions Online (V3)
4 You have access to the NHS Pension s website which includes a link to Pensions Online via the Employer Hub Pensions Online page. 1. What is Pensions Online (V3)
5 Selecting the page Employer Hub Contact us takes you to NHS Pensions contact details page that holds further links to contact NHS Pensions, Pensions Online (POL) helpdesk, Equinity Paymaster, NHS Pensions Scheme Finance and order forms. 1. What is Pensions Online (V3)
6 By selecting the Log in to Pensions Online link you are then taken to the Pensions Online log in screen: This page also includes links for the following: Register to use Pensions Online Sign in to use Pensions Online Frequently Asked Questions 1. What is Pensions Online (V3)
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