NHS Pension Companion
Self - Help Guide for Nurses
Looking for help understanding your NHS pension statement, letters or other documents?
The NHS Pension Companion is a downloadable, printable self- help guide for independent use . This 32 page useable guide will help you understand key statement headings, connect your pension information with your unique nursing career .The five step process helps you bring relevant records together and, if something needs explaining, prepare a focused factual enquiry. You only need to use the sections relevant to your concern. Build and repeat the process when you have a new query, document or information.
Inside The Companion
Plain English explanations of key statement headings and how employment information connectsto pension figures.
Five stages, a fictional worked example and reusable recording pages.
Four editable enquiry templates
A review summary, official sources for further reading
Bring one concern into focus.
-
An organised record: the period involved, relevant pension and employment information, and where each fact came from.
-
A clearer question, if needed: adaptable wording and a starting contact route for asking the relevant organisation.
-
A record you can return to: keep your request, reply and anything still needing explanation together.
Start with the documents you have. You do not need a complete career history or to assume something is wrong.
£39 | One-time purchase | 32-page reusable, fillable PDF
Buy the NHS Pension Companion — £39
Why use it when information and workplace support are available?
You are paying for a reusable structure for working with your own records: prompts, a worked example, adaptable templates and a saved enquiry record.
Use it alongside official information and any workplace support you can access, including when preparing to speak to a pension representative.
Support and document access vary across hospital, community and general practice settings. Start with the records available to you.
Your own questions deserve some attention too.
A clear structure for working independently
Inside the Companion:
-
Clear instructions, a document map and a fictional worked example.
-
Recording prompts and a central comparison worksheet.
-
Four adaptable factual enquiry templates, contact routes and a request log.
-
Reply-review prompts, a personal summary and optional worksheets at the back.
Choose → Find → Connect → Enquire → Record
Work on one entry or period at a time. Send an enquiry only if something needs explaining. Save a fresh working copy when another question arises.
Your questions answered
Do I need to have a pension problem?
No. You can begin with one entry or period you want to understand more clearly. You do not need to suspect an error. If a question remains, the templates help you put it into words.
I don’t understand my NHS pension statement. Where do I start?
Begin with the document prompting your concern. The opening instructions and worked example help you locate relevant information. You do not need every document before starting.
Can I use this alongside free information or workplace support?
Yes. The Companion complements official Scheme information and any support available through your employer. Take your organised record to the relevant team or pension representative if you need an explanation.
What if I do not know who to contact?
Use the contact table as a starting point. If unsure, ask the team that issued the document or holds the information whether it handles your query and, if not, whom to contact.
What do I receive, and can I use it again?
32-page fillable PDF for personal use. Use the sections relevant to you. Type into it using a PDF reader that supports forms, or print it.
Save a fresh working copy for another enquiry and retain your previous notes. Check your entries remain after reopening. Future updates are not included; check current official information and contacts when reusing it.
Do I need a telephone appointment?
No. The Companion is designed for independent use. A private guided session is available separately and is not included in the £39 purchase.
Will it check my pension or tell me what to do about retirement?
No. It does not verify records, determine entitlement, calculate benefits or advise on pension, retirement, financial, tax or investment decisions.
It does not handle complaints or appeals, preserve deadlines or guarantee a reply, correction or pension outcome. Use the official process required for your query.
Created by a nurse, for nurses
Nurse Business Navigator was founded by Maureen Harris, a registered nurse with more than 35 years of nursing experience. Her own experience of NHS Pension paperwork highlighted the difficulty of connecting a nursing career with information spread across different records.
Prefer a guided explanation?
A separate 1-hour private telephone session covers a current NHS Pension document and up to three relevant supporting documents, with review beforehand and a written summary afterwards.
It is booked and paid for separately and does not provide pension or financial advice.
View the private telephone session
Give your pension paperwork a clear starting point
Bring one period and its relevant records together. Identify anything still needing explanation and prepare a factual enquiry if needed.
NHS Pension Companion
£39 | Reusable, fillable PDF | One-time purchase
Buy the NHS Pension Companion — £39
For nurses with NHS Pension Scheme membership in England and Wales. Independent paid product, not affiliated with or endorsed by the NHS, NHSBSA or any employer.
