Thank you for your request for information about the following:

Request

‘Please could I have a re-run of FOI-01466, but this time without part (c) and an update to (d). Here was the original request, with (c) removed and (d) updated:

Request

a. The number of pensions scheme members where they have exceeded the standard annual allowance for each tax year from 2015/16 to the latest 22/23 i.e. where any growth in 95/08 plus any growth, where applicable, in 2015 combined is greater than £40,000 (£60,000 for 23/24). Please could this be broken down into those with Practitioner Membership and those without Practitioner Membership?

b. The number of schemes pays applications the pension scheme has received and how many it has accepted in respect of annual allowance tax charges, for each tax year from 2015/16 to the latest 23/24. Please could this also be broken down into those with Practitioner Membership and those without Practitioner Membership? a. From this number can you also identify how many Scheme Pays elections forms were from those members included & excluded in the numbers from question a this will indirectly tell us the number of those who were subject to annual allowance taper & completed a scheme pays election form Again, please split between Practitioner and Non Practitioner

c. Removed

d. In total how many active records do not have the pensionable pay updated to 31st March 2022, or have any other missing data (i.e. only part of the record update) up to 31st March 2022 please split between Practitioner and Officer?’

The NHS Business Services Authority (NHSBSA) received your request on 16 September 2024.

We have handled your request under the Freedom of Information Act (FOIA) 2000.

Our response

I can confirm that the NHSBSA holds the information you have requested, and a copy of the information is attached.

Please read the below notes to ensure correct understanding of the data.

All data is as of 26 September 2024.

Questions (a) and (b)

A copy of the information is attached.

This information is correct as of 26 September 2024.

Since this request was last responded to in November 2023, the data has undergone several structural changes in preparation for the calculations required as a result of the Public Service Pension Remedy, sometimes known as McCloud (specifically data being ‘rolled back’ into the previous NHS Pension Scheme). The data used for this FOI is pre-rolled back data, when members were in the 2015 Scheme.

As part of these changes, significant validation checks have taken place to identify incomplete Annual Allowance (AA) records and remove them so that the data can be recalculated and entered onto member records. This means that the overall volume of members showing to have exceeded the annual allowance, is less than previously reported in November 2023. The volume will increase as calculations continue.

Question (d)

There are 18,815 active practitioners who have at least one employment not updated to 31 March 2022.

Data Queries

If you have any queries regarding the data provided, or if you plan on publishing, the data please contact foirequests@nhsbsa.nhs.uk ensuring you quote the above reference. This is important to ensure that the figures are not misunderstood or misrepresented.

Reusing the data and copyright

If you plan on producing a press or broadcast story based upon the data please contact communicationsteam@nhsbsa.nhs.uk. This is important to ensure that the figures are not misunderstood or misrepresented.

The information supplied to you continues to be protected by the Copyright, Designs and Patents Act 1988 and is subject to NHSBSA copyright. This information is licenced under the terms of the Open Government Licence detailed at:

http://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/

Should you wish to re-use the information you must include the following statement: “NHSBSA Copyright 2024” Failure to do so is a breach of the terms of the licence.

Information you receive which is not subject to NHSBSA Copyright continues to be protected by the copyright of the person, or organisation, from which the information originated. Please obtain their permission before reproducing any third party (non NHSBSA Copyright) information.