Calculate your public service pension adjustment

Use this service to:

• work out any repayments you are due for a lifetime allowance or annual allowance charge you have previously paid
• work out new, reduced or extra lifetime allowance or annual allowance charges that you may have to pay
• submit information for HMRC to review

Before you start

Before you start you can check if you are affected by the public service pensions remedy, and if you need to use this calculator.

To use this service you will need your:need:

• details of your total taxable income, adjusted income and threshold income — if you do not know these, you will be asked to give the information needed to calculate them
• pension savings statement,statements, including any revised statements you have been sent
• Selfdetails Assessmentof your personal allowance from the tax returns,year 2015 to 2016 to the tax year 2022 to 2023 — you will need to get this from your P60s or Personal Tax Account if you fileddo not know them
• P60sSelf andAssessment recordstax ofreturns, incomeif datingyou backfiled tothem, theincluding taxdetails yearof 2015any toannual 2016allowance or lifetime allowance charges
• retirement statement or a benefit crystallisation event statement, if applicable

You will also need details of any public service pension schemes you were a member of between 6 April 2015 toand 5 April 2022 (the remedy period) and the tax year 2022 to 2023.2023. 

After you have applied

If you are due a repayment of tax charges,charges for the tax years 2015 to 2016 through to 2018 to 2019, HMRC will review the information provided and pass it on to your public service pension scheme. Your pension scheme will:

• repay any overpaid tax charges you paid from 6 April 2015 to 5 April 2019
• increase your pension benefits to cover the amount of repayment due for overpaid tax charges they paid on your behalf

If you haveare extradue a repayment of tax charges for the tax years 2019 to pay,2020 youthrough willto receive2022 ato notice2023, forHMRC thiswill byreview post.the information given. If you arepaid duethe atax refunddirectly forto taxHMRC, charges, HMRC will pay this to you using the bank details you provide.

If your scheme paid the tax charges on your behalf, HMRC will send the details onto your pension scheme for them to increase your pension benefits to cover the amount of repayment due for overpaid tax charges they paid on your behalf.

If you have extra tax charges to pay for the tax years 2019 to 2020 through to 2022 to 2023 and you choose to pay these yourself, you will receive a notice for this by post.

Calculate your tax position

Use this service to check if thereyou arehave anyanything changesto inreport yourto taxHMRC. position.If After you’ve checked, if there are any changes you need to tell HMRC,HMRC you can either: 

• signcomplete this online by signing in with your Government Gateway user ID and password to tell HMRC about any changes (if you do not have one, you can can create a Government Gateway user ID) 
• contact) HMRC— toyou findwill outbe otherable ways to tellsave usyour aboutprogress changes

Beforemonths youfrom start,when you canlast checksaved whatyour informationprogress youto willmake need (ODS,a 5.68submission

Start now

Online services may be slow during busy times. Check if there are any problems with this service.