If you’ve received a 2023/24 PSS or Remedy PSS, this tool will help you access the support available to meet your needs...

Have you received, or are expecting to receive, a PSS this year?

A PSS is a Pensions Savings Statement. It provides important information, which will help you understand if you have any tax liability.

The 2023/24 PSS is for your personal Tax Assessment for the most recent tax period from 6 April 2023 to 5 April 2024.

The Remedy PSS enables members affected by the 2015 Remedy to determine if there have been any changes to their tax liability over the 2015 to 2022 Remedy period and/or any tax charges due in the 2022/2023 tax year.

What type of PSS have you or are you expecting to receive this year?

This tool is designed to help members who receive a PSS this year. Because you aren't due to receive one, there's nothing else you need to do.

If you’d like to know more about Pension Savings Statements, including the criteria which determine who receives them (or not), please visit our PSS webpage.

 

Pension Savings Statements are due to be sent to members between 1 August and 6 October 2024.

You'll receive a 2023/24 PSS in this tax year if you:

  • Exceeded the Annual Allowance of £60,000; and/or
  • Earned over £100,000; and/or
  • Requested a PSS from us

 

You'll receive a Remedy PSS if you're affected by the 2015 Remedy and in any year during the Remedy period (1 April 2015 to 31 March 2022) or the 2022/23 Tax year if you:

  • Exceeded the Annual Allowance of £40,000 at that time; and/or
  • Earned over £100,000; and/or
  • Requested a PSS from us

 

Do you meet any of these criteria?

Have you ever received a PSS from us in previous years?

You’ll find information and support materials about your 2023/24 PSS on the PSS webpage.

You could also choose to attend Tax Awareness training sessions. As a 2023/24 PSS recipient, you may benefit from a Group session followed by a One-to-one session. These sessions do have a cost, which you can either cover yourself or ask your employer to fund.

 

You’ll find information and support materials about your 2023/24 PSS on the PSS webpage

You could also choose to attend a Tax Awareness training session. As a 2023/24 PSS recipient, you may benefit from a One-to-one session. These sessions do have a cost, which you can either cover yourself or ask your employer to fund.

 

You’ll find information and support materials about your Remedy PSS on our dedicated Remedy PSS webpage.

You could also choose to attend Tax Awareness training sessions. As a Remedy PSS recipient, you may benefit from a Group session followed by one or more One-to-one sessions. These sessions do have a cost, which you can either cover yourself or ask your employer to fund.

 

You’ll will find information and support materials about your Remedy PSS on our dedicated Remedy PSS webpage and about your 2023/24 PSS on the PSS webpage.

You could also choose to attend Tax Awareness training sessions. As someone who'll receive both a Remedy PSS and a 2023/24 PSS, you may benefit from a Group session followed by one or more One-to-one sessions. These sessions do have a cost, which you can either cover yourself or ask your employer to fund.