Remedial Pension Savings Statements (RPSS) 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

We will

analyse your individual figures to calculate the old and revised Annual Allowance position for any tax charges
complete the HMRC submission as your agent
send you a copy of the submission results
send you 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

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Thanks for asking about our

RPSS (Remedial Pensions Savings Statement) service

Please Tell Us a Bit More About You

Title

First Name

Last Name

Email Address

Phone Number

Year of Birth

First two letters of your NI number

Nation

Employer

Current Pension Scheme

If 'Other' Pension Scheme, please specify:

Please confirm your current pay level

Do you have Special Class (or Mental Health Officer) Status? (NHS Employees Only) ℹ️

YesNo

Have you had any pensions Annual Allowance tax charges?
YesNo

Do you have any additional pension savings?
YesNo

If 'Yes', please provide details:

Details of query:

How did you hear about us?

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