Branded intake
Invite a client by email, or send your practice's consent link from your own system. They get a free account under your firm's brand, choose what you can see, and upload their payslips and pension statements once.
For accountants & financial advisers (IFAs)
Your public-sector clients, decision-ready before the first meeting.
Remedy is the intake, evidence and annual allowance workspace for firms serving public-sector clients: the NHS, teaching, the police, the fire service, the armed forces, the civil service, the judiciary and local government. Clients share their statements and payslips with your practice, and you work from one list of who needs you: the stage, the charge, the next deadline and the papers for each.
Works alongside the tax software you file from. List prices are below, including VAT.
Clients
Dr A. ShahNHSOverdue: 31 January
H. WhitfieldTeachingAwaiting documents
Sgt R. ByrnePoliceReady to review
Maj T. ColeArmed ForcesReviewed, to file
K. OseiLocal GovernmentDue in 30 days
C. AdeyemiCivil ServiceAwaiting documents
W. KhanFireReady to review
J. HaleJudiciaryReviewed, to file
See it working
From the first invitation to your sign-off
A client invited, their papers in, the working prepared, and your review recorded. Everything a practice sees, in a minute and a half.
1 min 32 s · Captions on · Illustrative figures
Watch on its own pageFor accountants and financial advisers with public-sector clients.
Annual allowance work rarely stalls on the maths. It stalls on chasing the papers. Remedy gathers the evidence and prepares the working, so your clients arrive ready to decide.
Invite clients by email, or share your practice's consent link. Each client creates a free account, chooses what your firm can see, and shares their papers once.
Your worklist shows each client's stage, what's missing, and the next deadline. Chase one client, or several at once, for exactly what's outstanding. Assign clients to colleagues and set review dates, so everyone knows who's doing what.
Open a client's pack, and the calculation is already prepared: taper, carry-forward and the charge. Every figure is traced to the document it came from.
Remedy's specialist accuracy check is labelled on its own. Your professional review and sign-off stay separate, and stay with you.
For advisers, a cashflow comparison and a suitability-evidence file support your own recommendation. The Scheme Pays paper sets out whether the election is mandatory, the deadline, and the form.
Accountants get a Self Assessment working paper, and a CSV of the charge figures for the software you file from.
Record your review and the filing, so everyone can see what's done. Remedy never files or submits for you.
See how it fits your practice. Book a demo at remedy.tax.
The intake problem
The hard part isn't the calculation. It's the chase.
Public-sector clients arrive with missing pension evidence and no idea what to send. You spend hours gathering payslips, pension statements and scheme benefit statements (for example a Total Reward Statement, or TRS, for NHS clients) before you can begin, and the record you finally get is often wrong. Remedy does all of that first.
What you get
A clean client, ready to work
Figures from their statements
The annual allowance, taper and carry-forward are worked from the pension savings statement and payslips the client shares, for whichever public service scheme they are in. A year we have not accuracy-checked is labelled as a live working for you to sense-check.
One list of who needs you
Every client has one stage and a next deadline: 31 January for Self Assessment, 31 July for a Scheme Pays election. Filter the whole practice to what is overdue, due in 30 days, ready to review or ready to file, and chase one client or several for exactly what is missing.
Papers for your file
The pack, with every figure sourced back to the file it came from, plus a Self Assessment working paper and, when the charge is confirmed, a Scheme Pays paper. It says whether the election is mandatory, how much the scheme can be required to pay, and which administrator's form to use for that scheme and nation: SPE2 only for NHS England & Wales. A year not yet checked is labelled as a live working for you to sense-check. We do not file at HMRC.
Into your tax software
Download the pension savings tax charge figures as a CSV, one row per client with your own client reference beside it, to key into the software you already file from. Or pull them with a scoped API key, and have signed webhooks tell your own systems when a client connects, moves stage or has a filing recorded.
Consent, security and audit
Every step logged, with the client's consent recorded. Require two-factor sign-in for the whole practice, and let staff see only the clients assigned to them. Cover for you and for them if HMRC ever asks.
Alongside what you use now
It replaces the spreadsheet and the chase list, not your tax software
Remedy does the annual allowance work and the evidence. Your practice system and tax software keep the engagement, the return and the submission.
Today
An annual allowance spreadsheet for taper and carry forward
With Remedy
The pack, worked from the statements and payslips the client shares
Today
Emails asking for the pension savings statement, P60 and payslips
With Remedy
A chase from the worklist that names what is missing, for one client or several
Today
A list of who is due by 31 January or 31 July
With Remedy
The worklist: overdue, due in 30 days, and reviewed but not yet filed
Today
Keying the pension savings tax charge into the return
With Remedy
A CSV of those figures, one row per client with your own client reference, for the software you file from
Today
Working out a Scheme Pays election
With Remedy
A paper saying whether the election is mandatory and which administrator's form to use (SPE2 is NHS England & Wales only). You still complete and send it
Today
Engagement letters, AML checks, billing, the rest of the return, and filing it
With Remedy
Stay in your practice system and tax software. We do not file at HMRC
Clients join by consent: each creates a free account and chooses what your firm can see, so your book comes across client by client rather than as an import. There is no direct connector to TaxCalc, IRIS, CCH or Digita yet; the CSV and the API are the bridge. Tax a scheme has agreed to pay under Scheme Pays, and its Pension Scheme Tax Reference, come from the scheme.
For accountants
Start on the work, not the admin
Clients arrive reconciled and decision-ready. Whether your accountancy fee is reclaimable by the client depends on their scheme: the NHS reimburses up to £1,000 including VAT, several schemes reimburse on a discretionary basis, and some cover advice only. The breakdown below shows what applies.
For financial advisers
Advise on a clean picture
You give regulated advice on the remedy choice and the pension decisions, on figures that are already gathered and checked. That advice is often reclaimable by the client: the NHS caps it at £500 including VAT, and most other schemes reimburse advice on a capped or discretionary basis. The breakdown below shows what applies.
Reclaiming your fee
What your client can claim back, by scheme
Fee recovery is McCloud remedy compensation, and it varies by scheme. Only the NHS publishes fixed caps; several schemes reimburse on a discretionary basis, and the LGPS has no route at all. We name the published route. We do not submit the claim.
- NHS
- Up to £1,000 including VAT for accountancy and £500 including VAT for advice.
- Teachers'
- Up to £500 for advice; no separate accountancy allowance published.
- Civil Service
- £500 for tax-position advice, plus reasonable HMRC-resubmission costs (uncapped, discretionary).
- Armed Forces
- Discretionary, no cap; professional fees where expert advice was needed.
- Police
- Discretionary, no cap; accountancy and adviser fees for complex cases.
- Firefighters'
- Discretionary, no cap; reasonable fees, decided per Fire and Rescue Authority.
- Judicial
- £500 plus VAT for tax-registration-change advice only; no accountancy allowance.
- Local Government (LGPS)
- No fee-reimbursement scheme.
This is McCloud remedy compensation for remedy work, not ordinary annual-allowance advice. Time limits differ by scheme: NHS England and Wales, within 12 months of the member’s Remediable Pension Savings Statement or first remediable service statement; police, typically within six months of the member’s choice.
A stream of pre-qualified cases
Public-sector professionals run their free check on Remedy. After a specialist has checked the pack, they invite you into a consented workspace — or you send them a consent link. An introduction without consent is not access.
Reclaim details: Public service pension remedy (GOV.UK)
Pricing
Flat rates for the practice
One monthly price per tier, with team seats and client capacity included. Your clients register free and keep their own accounts. You are not charged during the 14-day trial.
Essentials
£500/month including VAT
- 5 team seats included
- Up to 75 clients
- Clients pay nothing: your plan covers their specialist checks
14-day free trial. Card required. Cancel before it ends to pay nothing.
Start Essentials trialStandard
£1,000/month including VAT
- 12 team seats included
- Up to 200 clients
- Clients pay nothing: your plan covers their specialist checks
14-day free trial. Card required. Cancel before it ends to pay nothing.
Start Standard trialGrowth
£2,000/month including VAT
- 25 team seats included
- Up to 500 clients
- Clients pay nothing: your plan covers their specialist checks
14-day free trial. Card required. Cancel before it ends to pay nothing.
Start Growth trialPay yearly and get two months free: Essentials £5,000, Standard £10,000, Growth £20,000 a year, including VAT.
If we have given your firm a promotion code, enter it on the Stripe payment page. Your invoice shows the list price and the discount, so you can see what you will pay when it ends.
A walkthrough
See the workspace before you start
The prices above are what a new practice pays after the trial. Book a demo if you want a walkthrough first.
Remedy helps public-sector professionals find and fix pension tax charges, and gives the firms that serve them a branded intake and evidence workflow. Regulated advice is provided by qualified partners.