Everything you NEED to understand about pension tax paperwork (and were too afraid to ask)

Everything you need to understand about pension tax paperwork? (and were too afraid to ask) – NHS pension tax, made clear. All you need to estimate your annual allowance on our GPFT modellers is 5 payslips and your TRS / ABS / ABS-RSS. I take you through where to get each one, the optional documents if you're close to tapering or forecasting to retirement, then a PLUS demo bringing them in for modelling, and every pension paperwork request from NHSP01 to NHSP06 plus the HMRC McCloud extract – what each one shows and how to ask for it. (The demo uses a fictional doctor, Dr Jane Smith – every name and figure is invented.) Links: Our modellers & 26/27 pricing (Bronze, Silver, Gold, Platinum, with PLUS and Concierge options) 👉 https://goldstonepenfintech.com/#mode... Register once (modellers, PLUS & Concierge) 👉 https://register.goldstonepenfintech.... Not sure which you need? Get help to CHOOSE 👉 https://choose.goldstonepenfintech.com/ FREE document request templates – fill in your details once and every request is completed for you 👉 https://goldstonepenfintech.com/templ... NHSP01 Total Reward Statement: https://goldstonepenfintech.com/NHSP01 NHSP02 Manual pension estimate: https://goldstonepenfintech.com/NHSP02 NHSP03 Pension Savings Statement: https://goldstonepenfintech.com/NHSP03 NHSP04 Remediable Pension Savings Statement: https://goldstonepenfintech.com/NHSP04 NHSP05 05 Service & Pay extract: https://goldstonepenfintech.com/NHSP05 NHSP06 Scheme Pays extract: https://goldstonepenfintech.com/NHSP06 HMRC McCloud extract: https://goldstonepenfintech.com/hmrc-... HMRC Annual Tax Summaries: https://www.tax.service.gov.uk/annual... Chapters: 00:00 – Introduction 01:21 – Payslips – all you need to estimate AA on our GPFT modellers 05:11 – TRS / ABS / ABS-RSS – all you need to estimate AA on our GPFT modellers 14:14 – Annual Tax Summaries – optional, if you're close to tapering 15:33 – State Pension forecast – optional, if forecasting to retirement 17:08 – PLUS demo – bringing in your essential documents for pensions modelling 19:58 – NHSP01 Total Reward Statement 23:51 – NHSP02 Manual pension estimate 27:06 – NHSP03 Pension Savings Statement 37:25 – NHSP04 Remediable Pension Savings Statement (RPSS) 41:10 – NHSP05 05 Service & Pay extract 46:19 – NHSP06 Scheme Pays extract 49:21 – HMRC McCloud extract 57:32 – Your questions answered Follow Dr Goldstone on X: https://x.com/goldstone_tony