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NHS 2015 Pension Scheme Benefits Trivial Commutation

TimMatthiasTimMatthias Member
in Products & providers

We have a client with a small-ish deferred benefit in the 2015 scheme, with a capital value of around £40K, which is too high for the trivial commutation maximum of £30K.

She is 11 years from NRA, so early retirement factors will bring the capital value down to below £30K.

Does anyone know whether early retirement factors are taken into consideration when calculating the capital value for trivial lump sums?

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