SPPA aims to provide members with an annual Pension Benefit Statement. These statements are made available through My Pension – Online Member Services.
The Pension Benefit Statement is based on the Annual Return information provided by employers for current members on 31st March each year.
It is important that this information is submitted by 31st May each year to allow SPPA to calculate these statements within a reasonable timescale after the end of the financial year.
"My Pension – Online Member Services" allows members to:
- View, save and/or print out their Pension Benefit Statement
- Use the online calculators to estimate their pension and lump sum options
- Notify a change of address of other details
- Contact Us online if they wish to query any of their pension information
While every effort is made to ensure all eligible members receive a Pension Benefit Statement, there may be instances where a statement cannot be produced automatically. In such cases, the member can use the "Contact Us" function on the online service to request a statement which will be calculated and uploaded to My Pension online for the member to access.
Benefit Statements explained
Section 1 – Your Personal Details
Date of Birth
SPPA Reference Number
Date of joining
Section 2 – Estimate of Current Benefits – accrued to 31 March of relevant year
Section 3 – HMRC Lifetime Allowance (LTA) Details
Lifetime Allowance (annual total)
Total Value of LTA Used
Total Percentage of LTA Used
Section 4 – Death in Service
Death Grant lump sum
Potential Survivor Pension
Section 5 - Nomination Details (if held)
You can check our glossary if you are not sure what some of these terms are.