Individual Pensions > Remedial Pension Savings Statement
Remedial Pension Savings Statements Service
The McCloud/Remedy Rollback means all Annual Allowance calculations have had to be re-worked – Remedial Pension Savings Statements are landing on doormats and need checking with HMRC for tax implications
How we can help
Our RPSS Revised Pensions Growth Assessment
We can help you by
- analysing your individual figures to calculate the old and revised Annual Allowance position for any tax charges
- completing the HMRC submission as your agent
- sending you a copy of the submission results
- sending a receipt for you to reclaim the cost of our service (£825 + VAT) under the NHS* Cost Claim Back process which covers costs up to £1,000
*Other Schemes have other Cost Claim Back limits so check the limit for your Scheme
Reviews are not financial advice. We cannot advise which options to take.
Our Process
Want to find out more?
Give us your details and we can tell you what we need from you
Choose Annual Allowance Review from the Service menu
Choose Annual Allowance Review from the Service menu