FOI-03766

Thank you for your request for information about the following: 

##Request 

<p><i>‘I am writing to make a request under the Freedom of Information Act 2000.</i></p>

<p><i>Identification of the department, team, or role responsible for initiating the recalculation.</i></p>

<p><i>Any policies, guidelines, or procedures in effect at the time that govern post-retirement pension recalculations.'</i></p>

Date Range: 01/09/2024 – 14/01/2026 

The NHS Business Services Authority (NHSBSA) received your request on 21 April 2026.  

We have handled your request under the Freedom of Information Act 2000 (FOIA).  

##Our response

I can confirm that the NHSBSA holds the information you have requested. 

Identification of the department, team, or role responsible for initiating the recalculation. 

Revisions to an award in payment are referred to the Substitute Awards Team, who are responsible for reviewing and recalculating awards where necessary. 

Any policies, guidelines, or procedures in effect at the time that govern post-retirement pension recalculations. 

A copy of the following process guide is attached: 

* Awards-Sub award initial action process guide-20250702-(V2) (2) 

Please note that this is currently under review so not all information is up to date. 

__Redacted Information__

Please note that where information in the process guide has been blacked out, this information is exempt under section 40(2) of the FOIA (personal information).  

Section 40(2) is an absolute, prejudice-based exemption and therefore is exempt if disclosure would contravene any of the data protection principles. In order for disclosure to comply with the lawfulness, fairness, and transparency principle, we either need the consent of the data subject(s) or there must be a legitimate interest in disclosure. In addition, the disclosure must be necessary to meet the legitimate interest and finally, the disclosure must not cause unwarranted harm. 

As we do not have the consent of the data subject(s), the NHSBSA is therefore required to conduct a balancing exercise between legitimate interest of the applicant in disclosure against the rights and freedoms of the data subject(s).  

The NHSBSA acknowledges that you have a legitimate interest in disclosure of the information in order to provide the full picture of the requested data held by the NHSBSA; however, we have concluded that disclosure of the requested information would cause unwarranted harm and therefore, section 40(2) is engaged. This is because there is a reasonable expectation that member data processed by the NHSBSA remains confidential.  

Please see the following link to view the section 40 exemption in full - https://www.legislation.gov.uk/ukpga/2000/36/section/40  

__Data Queries__

Please contact <a href=mailto:foirequests@nhsbsa.nhs.uk>foirequests@nhsbsa.nhs.uk</a> ensuring you quote the above reference if you have any specific questions regarding this response; or, if you feel you may be misunderstanding or misinterpreting the information; or, if you plan on publishing the data. 

__Reusing the data and copyright__

If you plan on producing a press or broadcast story based upon the data please contact <a href=mailto:communicationsteam@nhsbsa.nhs.uk>communicationsteam@nhsbsa.nhs.uk</a>. This is important to ensure that the figures are not misunderstood or misrepresented. 

The information supplied to you continues to be protected by the Copyright, Designs and Patents Act 1988 and is subject to NHSBSA copyright. This information is licenced under the terms of the Open Government Licence detailed at: 

http://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/  

Should you wish to re-use the information you must include the following statement: “NHSBSA Copyright 2026”. Failure to do so is a breach of the terms of the licence. 

Information you receive which is not subject to NHSBSA Copyright continues to be protected by the copyright of the person, or organisation, from which the information originated. Please obtain their permission before reproducing any third party (non NHSBSA Copyright) information.

Tags: Awards-Sub award, NHS Pensions, Recalculation
Organization: Freedom of Information Disclosure Log