Request an Estimate

You can request an estimate directly from us by selecting the ‘Estimate Request Forms‘ tab below. Please note it can take up to 8-12 weeks for your estimate to be produced once it reaches the pensions team, and you are entitled to one estimate per year, anything further is £45 per estimate. You must be within 1 year of your estimated retirement date to request a personal estimate from the HSC Pension Service.

If you choose to submit a form manually, please send completed forms to aw6.est.ppt@hscni.net or post to:

Payroll Pension Team
HSC Pension Service
Waterside House
75 Duke Street
Derry
BT47 6FP

You can find our pension estimate request forms in both digital and PDF format below.

• Estimate Request Form

  Estimate Request (ESTREQ) Online Form (Not to be completed by GP Practice/Federation/Directional Body Staff)

  Request A Pension Estimate Form Printable Format (Not to be completed by GP Practice/Federation/Directional Body Staff)

• Employer Request for Illustration of Benefits Form

  Employer Estimate Request Form (GP Practice Staff, Federation & Directional Body Staff)

   

   

  Employer request for Early Retirement Estimate (RPA1)

  Individual Protection (2016) Valuation Form

  Request for a Chargeable Estimate of Benefits

• Schedule of Charges

  Schedule of charges for pension benefit estimates, HMRC related data requests, transfer values and other information requests from 1 April 2019.

  Introduction

  This schedule discloses the rate of charges for HSC Pension Service to provide information in relation to pension benefit estimates, transfer values and data requests. All charges include VAT at the standard rate of 20%.

  Background

  HSC Pension Service has always provided a wide range of information about members’ pension benefits to meet a variety of different circumstances even when we were not obliged to do so, under the existing Legislation. Whilst we will continue to provide legislative and other non-legislative information free of charge we are reviewing and amending administrative charges from 1 April 2019 to cover the operational costs of providing these additional services.

  Payment method

  All charges disclosed on this schedule must be paid up front. This means that HSC Pension Service must receive full payment by BACS or Cheque before providing any information.
  Bacs payment details:
  Sort Code – 90-21-27
  Account no: – 19962840 – (Members should quote HOT620 and the first 4 digits of their National Insurance number in their payment reference.

  All cheques should be made payable to “Business Services Organisation”.

  Estimate and transfer value information

  The table below sets out the different types of legislative and non-legislative information that HSC Pension Service provides. The fourth column shows the charges to cover the operational costs of providing them.

  Estimate Type	What is provided to members?	Does HSC Pension Service have to provide this information?	Charges to members
  Age Estimate – within 12 months of NPA (first request, i.e no previous estimate requests within the last 12 months	Age – An estimate of pension benefits at normal pension age	NPA Age – Yes	No
  Age estimate (second or more within 12 months of HSC Pension Service receiving your first request)	Age – An estimate of pension benefits at normal pension age	No	£45
  Estimate – Any hypothetical calculation which is in addition to a members entitlement	Information based on hypothetical circumstances	No	£45
  IFA Requests (including requests from authorised third parties)	All information requested from IFA is chargeable	No	£45
  Individual Protection 2016 (IP2016) Valuation		No	£120

   

  Transfer Value Type	What is Provided to Members?	Does HSC Pension Service have to Provide this information?	Charges to members
  The First Request for a CETV or SoE (Statement of Entitlement)	The value of Pension Benefits if you decide to transfer to another Registered Pension Scheme and the request is within age and time limits (CETV – Active Members or a SoE – Deferred Members)	Yes	No
  A second or more request for a CETV or SoE (Statement of Entitlement) made within 12 months of HSC Pension Service receiving your first	The value of pension benefits if you decide to transfer to another registered pension scheme and the request is within age and time limits. (CETV – Active members or SoE – Deferred members)	No	£408
  A replacement SoE (Statement of Entitlement) required where the scheme option forms are not returned within 3 months of the guarantee date	The value of pension benefits if you decide to transfer to another registered pension scheme and the request is within age and time limits. (the value is guaranteed for 3 months from the guarantee date)	No	£408
  CETV – Any hypothetical calculation which is in addition to a members entitlement	Information based on hypothetical circumstances	No	£408
  IFA requests	A request for a CETV or S0E from an Independent Financial Advisor on behalf of the member	No	£408

   

  P60	What is Provided to Members?	Does HSC Pension Service have to Provide this Information?	Charges to Members
  Original P60	A summary of your pension and the tax that has been deducted in the financial year	Yes	No
  Duplicate P60 (requested within 12 months of being issued)	A summary of your pension and the tax that has been deducted in the financial year	No	No
  Second Duplicate P60 (requested within 12 months of original copy and duplicate being issued)	A summary of your pension and the tax that has been deducted in the financial year	No	£15

   

  *Important Information – requesting an estimate of benefits to a future date.

  Should you request an estimate to a future date or to your normal pension age then this projection may not be possible. This is due to the HSC Pension Scheme changes that took effect from 1April2015. More information about these changes, the 2015 HSC Pension Scheme and protection arrangements are available on the HSC Pension Scheme website at: HSC Pension Scheme
  **The Occupational Pension Schemes (Disclosure of Information)Regulations 1996 requires schemes to provide this information at no charge to Scheme Members.
  *** The Occupational Pension Schemes (Transfer Values) Regulations 1996
  Notes:
  1. These charges are proportionate and accurately reflect the costs of administration involved in providing the information.
  2. We require full upfront payment by cheque before we start processing chargeable requests.
  3. Please allow up to 10 working days for the payment to process.
  4.CETVs for divorce purposes are subject to separate legislation and charges.
  Pensions on Divorce information is available on our website at: Pension on Divorce (HSC)