Medifintech - Required Information

Welcome
Thank you for your interest in our "NHS Pension Support (Basic)" service for AfC staff (up to Band 8c), and nurses who work in GP land.

We have brought together a team of experts with unrivalled knowledge to help you with your NHS pension. They have a wealth of experience dealing with complex NHS pension issues, with the majority having experience of working at NHSBSA in annual allowance and pension award teams.

Our Services
We are now providing NHS pension support and education for AfC staff, who are not looking for financial advice or accountancy support at this time.

Please note - This is NOT financial advice

Unfortunately we are not able to provide our "NHS Pension Support (Basic)" service to NHS pension members who are not AfC staff (up to Band 8c). If you are a hospital doctor, dentist, general practitioner or senior manager, we offer our NHS Pension Support (Standard) service that covers everything within the Basic service, but also caters for more complex service patterns, pension taxation and flexibility of options - the "NHS Pension Support (Standard)" service is available here for £650+VAT

What do you get?
We will analyse your NHS pension record and project your NHS pension to your chosen date of retirement. The projection considers factors such as early retirement, partial retirement, as well as the impact of the McCloud remedy.

Costs
The cost of our NHS Pension Support (Basic) service is £300+VAT.

Next Steps
Once you've registered, we will review the information you have supplied and make contact if we need any additional information. We will either request this from you or your NHS pension scheme.

Our turnaround time is currently 4 to 6 weeks from receipt of all information. Once the report is completed, we will email you a copy and arrange for an online Teams meeting to discuss the report and answer any questions you may have on your NHS pension.

If you have any questions, please email admin@medifintech.co.uk

We look forward to hearing from you
Form Date

DayMonthYear
Date
Sender Email
example@example.com
Sender Name
Source

Your Details
Name*

TitleFirst NameLast Name
Job Title*
AfC Band*
Date of Birth*

DayMonthYear
Date
Email*
example@example.com
Address*

First Line of Address

Street Address Line 2

TownState / Province

Post Code
Phone Number*
Please enter a valid phone number.

NHS Pension Membership
Do you have membership of the NHS pension in England & Wales (NHSBSA)?*

YesNo
Do you have membership of the NHS pension in Scotland (SPPA)?*

YesNo
Do you have membership of the NHS pension in Northern Ireland (HSC)*

YesNo
Do you have any "Special Class" status?*

NoYes - Special Class statusYes - Mental Health Officer status
Special Class status is a historical provision awarded to 1995 section members employed as nurses, midwives, physiotherapists and health visitors before 6th March 1995. It enabled members in these occupational groups to retire from age 55 without a reduction to their benefits, subject to certain qualifying criteria being met at retirement.

Mental Health Officer status was awarded to 1995 section members, employed before 6th March 1995, who spend all, or almost all, of their time in the direct treatment and care of patients who are mentally ill.

Projection Requirements

Our "NHS Pension Support (Basic)" service provides two default NHS pension scenarios, based on Normal Retirement Age.

Normal Retirement Age
1995 section: 55 or 60 years old, depending on Special Class status. 2008 section: 65 years old. 2015 scheme: same as your state pension age, or 65 if that is later. If you have already reached Normal Retirement Age, we will use the date of your next birthday.
Scenario 1:

Your 1995/2008 scheme and 2015 scheme pension benefits are projected to the Normal Retirement Age of your 1995/2008 scheme.

The pension award is based on taking your 1995/2008 scheme benefits and 2015 scheme benefits at the Normal Retirement Age of your 1995/2008 scheme, e.g both at 60.

If you would like us to use an alternative date to Normal Retirement Age, please indicate below and we will base Scenario 1 on your chosen date of retirement.
Scenario 1 option (Retirement Date)*

Project my benefits to the Normal Retirement Age of the 1995/2008 schemeProject my benefits to an alternative retirement date / age
Please enter the alternative Retirement Age or Date (Scenario 1)*
Scenario 2:

Your 1995/2008 scheme and 2015 scheme pension benefits are projected to the Normal Retirement Age of your 1995/2008 scheme.

The pension award is based on taking 1995/2008 scheme at Normal Retirement Age and 2015 scheme benefits at State Pension Age.

If you would like us to use an alternative date to Normal Retirement Age, please indicate below and we will base Scenario 2 on your chosen date of retirement.

If you plan on rejoining the 2015 scheme after taking 1995/2008 benefits (for example Retire and Rejoin or Partial Retirement), please indicate below and we will continue 2015 benefit accrual after taking 1995/2008 benefits.
Scenario 2 option (Retirement Date)*

Project my benefits to the Normal Retirement Age of the 1995/2008 schemeProject my benefits to an alternative retirement date / age
Please enter the alternative Retirement Age or Date (Scenario 2)*
Scenario 2: Do you plan on re-joining the NHS pension scheme after taking 1995/2008 benefits?*

NoYes (for example, Retire and Rejoin or Partial Retirement)
What will your pensionable pay on re-joining the NHS pension scheme? (For example, if you are taking partial retirement, and expect to reduce your pay by 10% for 12 months or permanently, please describe below)*
As part of the McCloud Remedy, members of the NHS pension who moved their 1995 section pension benefits to the 2008 section under the Pension Choice 2 exercise have an opportunity to reverse that decision. We have enhanced our NHS Pension Support (Basic) service to include a comparison of the two schemes within the existing cost of £300+VAT.

I am a Pension Choice 2 member and want to compare 95 section vs 08 section
Is there is any additional information that we need to take into consideration?

Supporting Information

Please upload your latest information below.
Please upload a copy of your latest payslip*

Cancelof
Please upload a copy of your payslip from the previous March. (If your latest payslip was a March payslip, then please upload the March payslip from the previous year) *

Cancelof
Please upload a copy of your latest Total Reward Statement / Annual Benefit Statement (If you are having difficulties obtaining a statement, please upload a note confirming that instead)*

Cancelof
If you already have a copy of your "05 AA and Service Extract" from NHSBSA, please upload a copy here

Cancelof

NHSBSA - Letter of Authority

NHS Pension Scheme
Hesketh House,
Broadway,
Fleetwood
FY7 8LG
Name*

TitleFirst NameLast Name
Address*

First Line of Address

Street Address Line 2

TownState / Province

Post Code
Date of Birth*

DayMonthYear
Date
NHS pension membership number or National Insurance number*
I hereby authorise you to provide and discuss information about my NHS Pension with Medifintech Ltd, Unit 15 Blackpool Technology Centre, Faraday Way, Blackpool, FY2 0JW*

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SPPA - Letter of Authority

Scottish Public Pensions Agency,
7 Tweedside Park,
Tweedbank,
Galashiels,
TD1 3TE
Name*

TitleFirst NameLast Name
Date of Birth*

DayMonthYear
Date
Address*

First Line of Address

Street Address Line 2

TownState / Province

Post Code
NHS pension membership number or National Insurance number*
I hereby authorise you to provide and discuss information about my NHS Pension with Medifintech Ltd, Unit 15 Blackpool Technology Centre, Faraday Way, Blackpool, FY2 0JW*

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HSC - Letter of Authority

HSC Pension Service
Waterside House
75 Duke Street
Londonderry
BT47 6FP
Name*

TitleFirst NameLast Name
Date of Birth*

DayMonthYear
Date
Address*

First Line of Address

Street Address Line 2

TownState / Province

Post Code
NHS pension membership number or National Insurance number*
I hereby authorise you to provide and discuss information about my NHS Pension with Medifintech Ltd, Unit 15 Blackpool Technology Centre, Faraday Way, Blackpool, FY2 0JW*

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GDPR - Consent

The work we carry out at Medifintech involves processing personal data in compliance with the General Data Protection Regulation (GDPR).

Where we ask you for personal information we will:

- make sure you know why we need this information
- only ask for information that we need
- ensure only those appropriate have access to it
- store your information securely
- inform you if the information will be shared with a third party
- only keep your information for as long as we need to

Medifintech will use the information you provide in this form to:

- contact you about the services you have expressed an interest in
- provide the services that you have expressed an interest in.

Our privacy notice is available here:

https://www.medifintech.co.uk/mft/privacy.pdf
Please confirm the following before proceeding:*

I confirm I have read the privacy notice and consent to Medifintech processing my data in accordance with the statement above
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