NHS Pension - notification and first payment?

GrubbyGirl_2

Pat38493 said:

GrubbyGirl_2 said:

I retired 3 years ago and like the others communication is very scant, you do however get your pension exactly as they said.  Lump sum on the day you retire and pension roughly 30 days later. 

One thing I did have a problem with though was getting the inflation uplift.  I retired in the January 2020 and I should have had a very small uplift in the April 2020 and the full uplift in April 2021.  I got no uplifts at all and every time I contacted them they told me I wouldn't get uplifts because I had exceeded the lifetime allowance, which is absolute hogwash.  I appreciate the 2021 uplift was only 0.5% but it was still mine to have.  I ended up making a formal complaint and I did not get is resolved until May 2022 when they apologised and said I should have been receiving the inflationary uplifts and they corrected it.

I had another dispute with them before I retired and ended up going to the pensions ombudsman who found in my favour and required them to pay me £3,000 in compensation.

NHSBSA is not the best

Hmmm!  How would being over the LTA even if was true, cancel inflation uplifts - that would make no sense?

It was a nonsense argument.  I think the people I spoke to didn't know why I hadn't received it so used that as an excuse

Dazed_and_C0nfused

GrubbyGirl_2 said:

Pat38493 said:

GrubbyGirl_2 said:

I retired 3 years ago and like the others communication is very scant, you do however get your pension exactly as they said.  Lump sum on the day you retire and pension roughly 30 days later. 

One thing I did have a problem with though was getting the inflation uplift.  I retired in the January 2020 and I should have had a very small uplift in the April 2020 and the full uplift in April 2021.  I got no uplifts at all and every time I contacted them they told me I wouldn't get uplifts because I had exceeded the lifetime allowance, which is absolute hogwash.  I appreciate the 2021 uplift was only 0.5% but it was still mine to have.  I ended up making a formal complaint and I did not get is resolved until May 2022 when they apologised and said I should have been receiving the inflationary uplifts and they corrected it.

I had another dispute with them before I retired and ended up going to the pensions ombudsman who found in my favour and required them to pay me £3,000 in compensation.

NHSBSA is not the best

Hmmm!  How would being over the LTA even if was true, cancel inflation uplifts - that would make no sense?

It was a nonsense argument.  I think the people I spoke to didn't know why I hadn't received it so used that as an excuse

It seems a sad fact of modern life that one of today's work skills is how to get someone off the phone as quickly as possible without actually resolving the query.

Thankfully Future Pension Centre and First Direct seem to have missed the memo and still adhere to old fashioned values!