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Employer toolkit

The employer toolkit offers guidance and support throughout the statement delivery.

The toolkit includes:

If you’ve outsourced payroll or pension services, it’s important that you make sure your provider can support you.

For help on this, you can contact us.

We've set out guidance in this section about what is needed from you. This includes:

  • providing accurate and up to date data
  • local promotion of Total Reward Statements (TRS) and Annual Benefit Statements (ABS)
  • regularly communicating with your employees
  • managing employee queries

We also recommend that you encourage your employees to download and save copies of their Total Reward Statement for their own records.

Accurate and up to date data

We need accurate data to be able to process and produce the Total Reward Statements and Annual Benefit Statements.

Managing statements in your area

The HR director or HR lead is the key contact for your organisation unless you tell us otherwise.

They're accountable for the overall delivery of Total Reward Statements and Annual Benefit Statements in your organisation. We also need a contact for day-to-day management of TRS in your organisation. We'll contact this person if, for example, there are issues with pension and employee data.

If you want to nominate a different Total Reward Statement contact, email: [email protected]

How to view your organisation's access rate (ESR organisations)

Electronic Staff Record (ESR) provides employers with periodic reports that allow you to see how many of your employees are accessing their TRS. These are:

Weekly TR SAC (Statement Access Counts) files (Excel: 10.3KB) are sent to employers. This report contains the overall counts of statements available and counts of unique views (by ESR employee number) since the upload and for the week.

Monthly TR DMD files (Excel: 107KB) contain a summary of key ESR data items which require some data cleansing that are used to generate a TRS statement for an employee.

Annual TR DMD report (Excel: 18.4KB) for the individual VPD.

If you have any queries about these reports contact ESR.

Information for non-ESR organisations

If your employees do not have access to Electronic Staff Record (ESR), we may have written to them to provide their registration information for our new digital platform, My NHS Pension, where they'll be able to access their statement.

If any of your employees have not been contacted about My NHS Pension, they can contact us to request access.

Get help with an NHS Pension

Our online form is the easiest way for your employees to contact us.
Contact NHS Pensions

They should choose the 'member' option.