NHSP04 — Remedial Pensions Savings Statement

A specialised statement showing your Annual Allowance tax position during the ‘remedy period’ for those affected by the ‘McCloud’ discrimination. As well as 2015/16 – 21/22, it also includes a pension savings statement for 22/23.

Email template — copy, then fill in your own details

To: nhsbsa.pensionsmember@nhsbsa.nhs.uk
Subject: Document request NHSP04

Dear NHS Pensions

My details are as below. I am requesting a “Remedial Pensions Savings Statement”.

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:
NHSP04 (PDF)

Please note if you have not already produced my RPSS, please can you let me know by return the expected timescale and the reason for delay - for example are you waiting for data from my employer, or do you need to complete a manual calculation?

Kind regards

Dr. XXX
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Replace the XXX placeholders with your own details before sending.

Notes for use

An RPSS is produced for those eligible for the “McCloud” age discrimination remedy. If you are not eligible for this you cannot request an RPSS. An RPSS will be produced for those who exceeded the general annual allowance during the remedy, requested an on demand statement during the remedy, or exceeded the general annual allowance in 22/23. NHSBSA will only be able to email you this once they have completed your RPSS calculations.

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