NHSP04 — Remedial Pensions Savings Statement

Email template — fill in your details above, then copy

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?

Furthermore, if you believe I am not eligible to receive an automatic RPSS, please take this as a formal ‘on demand’ request for an RPSS or, alternatively, ‘on demand’ requests for Pension Savings Statements covering the same period.

Kind regards

Dr. XXX

Notes for use

An RPSS is produced for those eligible for the “McCloud” age discrimination remedy: you were in the NHS (or another public service) pension scheme on or before 31 March 2012 and had pensionable service between 1 April 2015 and 31 March 2022, with no break in service of 5 years or more. If you are not eligible for this you cannot request an RPSS. An RPSS is produced as standard if you exceeded the general annual allowance in any year of the remedy period or in 22/23, or if you requested an on demand statement during the remedy. NHSBSA will only be able to email you this once they have completed your RPSS calculations.

Unhelpfully, more recent versions of the RPSS no longer show your old pension input amounts alongside the new ones, which makes it harder to see whether your pension input amounts have gone up or down.