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How your statement is updated

Each year, we update your pension record to the 31 March using information sent to us by your employer.

Your Total Reward Statement (TRS) and Annual Benefits Statement (ABS) provides you with an overview of your pension benefits up to 31 March each year.

Our scheme year runs from 1 April to 31 March.

Your statement is then refreshed and made available mid-August.

The content shown on your annual TRS or ABS is not ‘real-time’. The benefits shown will have been calculated using the last information provided by your employer.


Employer updates

We rely on NHS employers providing us with accurate and timely updates to member records by 31 May each year as a one-off annual update.

If this information is not supplied before statements are issued, your statements will not show up-to-date information.


If your record hasn’t been updated since last year

Your record may not have been updated because, either your:

  • employer did not send the annual update to refresh your pension record
  • record was updated after the data was taken to produce your statement
  • annual update requires more information before this can be placed on your record

If your record hasn't been updated due to any of these reasons, we perform a mid-year refresh to capture any changes to your pension record.

These refreshed statements will be available for you to view in mid-December.