Free NHS pension document request templates

Free copy-and-paste email templates to request your own NHS pension documents from NHSBSA. Open a template, copy it (or open it straight in your email app), fill in your details and send.

NHSP01Total Reward StatementThis shows the value of your total reward package and includes your pension annual benefit statement. It will show the current value of your benefits…NHSP02Manual Pensions EstimateThis shows similar information to a TRS / annual benefit statement, but may need to be requested if your TRS is not available for any…NHSP03Pension Savings StatementPension savings statements show the theoretical growth in your pension benefits over each tax year. A statement is produced automatically if the…NHSP04Remedial Pensions Savings StatementA specialised statement showing your Annual Allowance tax position during the ‘remedy period’ for those affected by the ‘McCloud’ discrimination. As…NHSP0505 ‘Service & Pay’ ExtractA spreadsheet summarising your pay and service history. It currently does not show pension growth nor ‘scheme pays’ loans. This spreadsheet can help…NHSP06Scheme Pays ExtractA multi-year extract documenting the scheme pays loans NHS Pensions currently has recorded as accepted against your benefits. Useful for checking…

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