Particle.news
Download on the App Store

PFRDA Overhauls NPS: 80% Lump Sum, Exit Deferral to 85, New Phased Payouts

The Finance Ministry says the revamp will expand NPS participation by clarifying exits to boost liquidity for non-government subscribers.

Overview

  • Amended rules now in force allow non-government subscribers to take up to 80% of their corpus as a lump sum at exit, with 20% mandatorily annuitised, while the 60:40 split continues for government subscribers.
  • Subscribers can defer their lump-sum withdrawal or annuity purchase until age 85 and may opt for Systematic Unit Redemption to spread payouts over at least six years.
  • For smaller balances, 100% withdrawal is allowed at normal exit when accumulated wealth is up to Rs 8 lakh (up to Rs 5 lakh on voluntary exit), with slab-based options for Rs 8–12 lakh.
  • New liquidity features permit loans from regulated institutions against the NPS corpus up to 25% of the subscriber’s own contributions and remove a separate five-year lock-in for private subscribers, with interim 20% relief to nominees in missing-subscriber cases.
  • Investment choices broaden as certain users can choose 100% equity under the Multiple Scheme Framework from October 2025 and equity schemes may allocate up to 5% to gold/silver ETFs, REITs, equity AIFs and IPOs, while Scheme A is being phased out with a December 25, 2025 switch deadline.