NHSP02 — Manual Pensions Estimate

This shows similar information to a TRS / annual benefit statement, but may need to be requested if your TRS is not available for any reason.

Email template — copy, then fill in your own details

To: nhsbsa.pensionsmember@nhsbsa.nhs.uk
Subject: Document request NHSP02

Dear NHS Pensions

My details are as below. I am requesting a “manual pensions estimate”. For the avoidance of doubt I am NOT requesting a TRS/ABS, but rather a new manual pensions estimate (NHSP02 - PDF). Please estimate my benefits to 31st March 2026.

Full Name: XXX XXXX
Date of Birth: DD/MM/YYYY
Address & postcode: XXX XXXX
SD Number (this is on ESR payslips and documents from NHS pensions): 1234XXXX

Please provide the following documents in the formats requested below:
NHSP02 (PDF)

Kind regards

Dr. XXX
Open in my email app →
Replace the XXX placeholders with your own details before sending.

Notes for use

You can use this if your TRS does not have your pensions data.

Back to our website — see our NHS pension modellers →