NHS Pension Record and Questions Pack
HTML edition updated 9 September 2026. This is an educational planning aid, not an official application form or individual advice.
Download the print-layout PDF · Accessibility information
Use brief, non-identifiable notes only. Do not enter patient, colleague, employer-confidential, legal-case or personal financial details. Nothing entered here is sent to the publication or saved automatically. Closing or reloading the page clears entries. Use a trusted device and print only material you can store safely.
CONTRACTS, PAY & PENSIONS · PRACTICAL WORKBOOK
NHS Pension Record and Questions Pack
Audit scheme membership, service and pensionable pay before decisions or deadlines
✓ Six structured review stages
✓ Private writing space
✓ Contract, confidentiality and advice safeguards
Prepared for SAS, locally employed and other UK doctors
Author: Dr N Aziz
Before you write
Use a trusted device or paper copy. Keep personal financial material secure. Do not copy patient-identifiable or unauthorised employer information. Nothing is sent to SAS Doctors Review.
1. Scheme identity
Use factual language. Identify the document, date, owner and action needed.
2. Service record
Use factual language. Identify the document, date, owner and action needed.
3. Contributions
Use factual language. Identify the document, date, owner and action needed.
4. Statements
Use factual language. Identify the document, date, owner and action needed.
5. Life events
Use factual language. Identify the document, date, owner and action needed.
6. Query
Use factual language. Identify the document, date, owner and action needed.
Action summary
Sources and disclaimer
Use the current contract, national terms, pay circular, pension scheme rules and tax-year guidance. Obtain individual BMA, union, legal, tax or regulated financial advice where needed.
Independent general education
This workbook cannot determine contractual entitlement, calculate pay, tax or pension benefits, stop a legal deadline or recommend an irreversible financial decision.