How to get pension estimates and annual benefit statements
Although exact figures can only be supplied when your final pay and service details are known and you've applied to take your retirement benefits, we do provide annual statements to illustrate your pension's progress and we can also supply estimates in certain circumstances.
Annual benefit statements
Your annual benefit statement estimates the pension benefits you've accrued up to the end of the most recent financial year based on the pensionable service and salary details provided by your employer.
- If you're in active employment, you'll receive a copy of your annual benefit statement before 31 August each year as long as:
- you were an active member at 31 March that year
- your data has been provided to us by your employer for the year in question.
If you haven't received an annual benefit statement or an estimate within the last 12 months, we can provide one on request providing you've met the qualifying period for the scheme.
Annual benefit statements are only routinely produced for deferred members who are in the New Firefighters' Pension Scheme 2006. These are provided by post before 31 August each year.
Requesting a pension estimate
We're able to provide pension estimates covering a number of different scenarios and each is based on the pensionable service and salary details provided by your employer.
If you're still working and contributing to the scheme, we can estimate what your pension and lump sum are likely to be when you retire.
If you've left the scheme with over 3 months' qualifying service, we can provide an estimate of what your benefits are likely to be at your chosen retirement age.
In all cases, if you're intending to claim your pension before your normal pension age, your estimate will take into account any applicable reduction for early payment.
If you're active in the scheme and your employer is considering ending your employment on the grounds of ill health, we can provide an estimate of what your benefits may be. You would need to apply for this estimate through your HR department.
Requests must be made by post or email, and you should confirm the following details:
- National Insurance number
- name and home address
- date of birth
- details of the information required.
You can also use our free online calculators to estimate retirement benefits to future dates or other scenarios of your choice.