FOI-03322

<html>
<body>

<b>Request</b><br>
<i>
With Regards to the Mcleod Remedy statements (RSS) out of the first cohort of 5012 that should have been completed by 01/07/25<br>
Q1  how many of the 5012 RSS statements have been sent out ?<br>
Q2  how many are remaining and of those remaining how many are linked to a pension over-payments?<br>
Q3  How many of the first cohort with pension over-payments have been issued?<br>
Q4 - have any of the other cohorts RSS statements been issued if so how many in each cohort?<br>
if the answer to Q4 is a number , why has cohort 1 not yet finished?<br>
The NHS Business Services Authority (NHSBSA) received your request on 28 October 2025.<br>
We have handled your request under the Freedom of Information Act 2000 (FOIA).
</i><br><br>

<b>Our response</b><br>
I can confirm that the NHSBSA holds the information you have requested and a copy of the information and notes explaining it is below.<br>
Please read the below notes to ensure correct understanding of the data.<br><br>

<b>Question one:</b> how many of the 5012 RSS statements have been sent out?<br>
Cohort 1 comprises 4,076 members, of which 1,741 have received an RSS to date.<br>
Please note, there has been some realignment of cohort allocation based on member status. Cohorts are dependent on member status which may change, for example when a member retires or we are advised they are deceased.<br><br>

<b>Question two:</b> how many are remaining and of those remaining how many are linked to a pension over-payments?<br>
There are 2,335 members with RSS statements outstanding, of which 454 cases currently indicate a possible overpayment.<br><br>

<b>Question three:</b> How many of the first cohort with pension over-payments have been issued?<br>
18 members of Cohort 1 with an overpayment have had their RSS issued<br><br>

<b>Question four:</b> have any of the other cohorts RSS statements been issued if so how many in each cohort?<br>
Outside of Cohort 1, a further 4,889 members have been issued their RSS. A detailed cohort breakdown is provided below.<br><br>

<b>Statements Already Sent</b><br>
<table border="1" cellpadding="5" cellspacing="0">
<tr>
<th>Cohort</th>
<th>Description</th>
<th>Volume</th>
</tr>
<tr>
<td>Group 1</td>
<td>Retired by 1/10/23 – unprotected, no benefits in payment for remedy period</td>
<td>1,741</td>
</tr>
<tr>
<td>Group 2</td>
<td>Retired by 1/10/23 – taper protected, benefits in payment for remedy period in part only</td>
<td>4,850</td>
</tr>
<tr>
<td>Group 3</td>
<td>Retired by 1/10/23 – unprotected, benefits in payment for remedy period</td>
<td>9</td>
</tr>
<tr>
<td>Group 4</td>
<td>Retired by 1/10/23 – taper protected, benefits in payment for remedy period</td>
<td>3</td>
</tr>
<tr>
<td>Group 5</td>
<td>Retired by 1/10/23 – protected, benefits in payment for remedy period</td>
<td>6</td>
</tr>
<tr>
<td>Group 6</td>
<td>Retirees between 1/10/23 and 1 July 2025</td>
<td>17</td>
</tr>
<tr>
<td>Group 9</td>
<td>Deceased</td>
<td>4</td>
</tr>
<tr>
<td colspan="2"><b>Total (outside Cohort 1)</b></td>
<td>4,889 members</td>
</tr>
</table><br>

<b>Question five:</b> if the answer to Q4 is a number, why has cohort 1 not yet finished?<br>
A limited number of RSS have been issued outside of Cohorts 1 and 2. These cases reflect individual member circumstances where an earlier decision was required.<br>
We have not yet completed the fulfilment of all of cohort 1 due to the complexities of work involved<br><br>

<b>Publishing this response</b><br>
Please note that this information will be published on our Freedom of Information disclosure log at:<br>
<a href="https://opendata.nhsbsa.net/dataset/foi-03322">https://opendata.nhsbsa.net/dataset/foi-03322</a><br>
Your personal details will be removed from the published response.<br><br>

<b>Data Queries</b><br>
Please contact <a href="mailto:foirequests@nhsbsa.nhs.uk">foirequests@nhsbsa.nhs.uk</a> ensuring you quote the above reference if you have any specific questions regarding this response; or, if you feel you may be misunderstanding or misinterpreting the information; or, if you plan on publishing the data.<br><br>

<b>Reusing the data and copyright</b><br>
If you plan on producing a press or broadcast story based upon the data please contact <a href="mailto:communicationsteam@nhsbsa.nhs.uk">communicationsteam@nhsbsa.nhs.uk</a>. This is important to ensure that the figures are not misunderstood or misrepresented.<br>
The information supplied to you continues to be protected by the Copyright, Designs and Patents Act 1988 and is subject to NHSBSA copyright. This information is licenced under the terms of the Open Government Licence detailed at:<br>
<a href="http://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/">http://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/</a><br><br>
Should you wish to re-use the information you must include the following statement: “NHSBSA Copyright 2025”. Failure to do so is a breach of the terms of the licence.<br>
Information you receive which is not subject to NHSBSA Copyright continues to be protected by the copyright of the person, or organisation, from which the information originated. Please obtain their permission before reproducing any third party (non NHSBSA Copyright) information.<br>

</body>
</html>

Tags: NHS PENSION
Organization: Freedom of Information Disclosure Log