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Get Department Of Health And Social Security Superannuation Scheme Hesketh House 200 Broadway Fleetwood

Department of Health and Social Security North Fylde Centre Office Health Services Superannuation Branch Hesketh House 200-220 Broadway Fleetwood Lancs FY7 8LG SD Letter 86 9 Telephone 0391-7-77123 ext Treasurers of RHAs BGs SHAs Treasurers Superannuation Officers of HAs Secretaries of DEB PHLSB PPA and WHCSA Administrators Superannuation Officers of FPCs Other Authorities employing persons subject to the National Health Service Superannuation Regulations Your reference SD106/87/1 Date 25th June 1986 Dear Sir NATIONAL HEALTH SERVICE SUPERANNUATION SCHEME ESTIMATES OF RETIREMENT BENEFITS CHILD S ALLOWANCE APPLICATION FORM AW158 NOTIFICATION OF AMENDED DETAILS FOR AWARDING PURPOSES SUBMISSION OF FORM AW171 SD Letter 84 2 introduced changes on an experimental basis in the Branch s arrangements for dealing with requests for estimates of retirement benefits. The Branch is providing detailed estimates of benefits only where the member is expected to retire within 18 months OR where the calculation is not straight forward for example in the case of practitioner benefits. In other cases provided the calculation is based on service and average salary members are given a statement of service and a general explanation of the method of calculating benefits as outlined in the specimen letter attached to SD Letter 84 2. This enables members to make and update their own forecast. After further consultation with members of the Standing Committee on Superannuation it has been agreed that the new method of providing estimates will continue on a permanent basis. This follows an evaluation of the response from Employing Authorities and scheme members which indicates that the new arrangements are working satisfactorily. The new procedures are not intended to interfere with the practice of those Employing Authorities who wish to supply estimates themselves. A tabulation of officer benefits payable in straightforward cases is given in Part 16 of the Employing Authority Guide. In cases where the service is not recorded on form SD55 ADP eg where part-time service is involved the Branch will continue to supply details of the reckonable service on request. Employing Authorities are reminded that when issuing Child Allowance application forms AW158 the latest print dated 7/83 should be used* The form was amended in 1983 to allow for the raising of the normal age limit for Child Allowance from 16 to 17. Old stocks of form AW158 must be destroyed* In cases of multiple employments the Branch is experiencing difficulties in matching forms AW171 against the relevant form SD55 ADP. In an effort to ease this problem and eliminate the need for further enquiries Employing Authorities are reminded of the importance of entering the EA Code on ALL forms submitted to the Branch. ENQUIRIES Any enquiries concerning the SD Letter should be made to ext 269. Yours faithfully R HEYWOOD Acting Head of Branch. The Branch is providing detailed estimates of benefits only where the member is expected to retire within 18 months OR where the calculation is not straight forward for example in the case of practitioner benefits. In other cases provided the calculation is based on service and average salary members are given a statement of service and a general explanation of the method of calculating benefits as outlined in the specimen letter attached to SD Letter 84 2.

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