Free NHS pension document request templates

Free copy-and-paste email templates to request your own NHS pension documents from NHSBSA (and your McCloud remedy extract from HMRC). Open a template, copy it (or open it straight in your email app), fill in your details and send. Or fill in your details once below and every template comes ready-completed.

Click into each document for its template and a sample document.

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…HMRCMcCloud ExtractHMRC's spreadsheet of what your Self Assessment returns say for each McCloud remedy year (2015/16–2022/23): income, tax relief, annual allowance and scheme pays. Needs your NI number or UTR…

All you need for your annual allowance estimates on our GPFT modellers

To get an AA estimate from our modellers, all you need is 5 payslips and your TRS / ABS / ABS-RSS — that takes under a minute to get with the links below.

Click a box to see an example of each. If you are at risk of tapering, have your detailed earnings ready from the HMRC Annual Tax Summaries. To model income in retirement, add your State Pension forecast. Each link opens the official site in a new tab — you sign in there, and nothing you enter or download comes to us.

EssentialESRPayslips (ESR ePayslips)Download your March payslips for March 2023, 2024, 2025 and 2026, plus your most recent payslip. Under a minute in ESR. Open ESR ↗See an example →
EssentialTRS / ABS / ABS-RSSTotal Reward Statement / Annual Benefit Statement (ABS-RSS in Scotland)Your latest annual benefit statement — choose your nation. England & Wales TRSScotland SPPA EngageNorthern Ireland HSC EngageSee an example →
HMRCAnnual Tax Summaries — for taperingYour income and allowances for each tax year, needed to model tapering. Sign in with your HMRC (Government Gateway) account. 2021/222022/232023/242024/252025/26Each year is available once that year's tax return has been submitted, and drops off after 4 years — print each to PDF to keep it.See an example →
GOV.UKState Pension forecastCheck how much State Pension you could get and when, on GOV.UK. Print it to PDF to keep a record. Check your State Pension ↗See an example →

Back to our website — see our NHS pension modellers →