This is our archive of previous data reporting which appeared on the Historical Shortfall Scheme page.
If you have any queries about the information on this page, please let us know by email: one@postoffice.co.uk.
Historical Shortfall Scheme: information on progress (published 9 December 2022)
The Historical Shortfall Scheme was launched on 1 May 2020 and invited applications from current and former Postmasters who believe they experienced shortfalls related to previous versions of the Horizon system. The Scheme excludes people who have Horizon-related criminal convictions as there are separate compensation arrangements for those whose convictions are overturned.
The Scheme’s independent advisory panel of experts assesses claims and recommends a fair outcome. The table below shows our progress. The majority of eligible claimants (95%) have now received an offer.
To assist Postmasters (including those who may be experiencing financial difficulty or suffering from health issues), Post Office Ltd will consider making an interim payment to you of up to £30,000 in advance of us sending a final outcome letter (once we have accepted your application, informed you it’s eligible and identified the likely shortfall amount). We will not ask for such payments back, whatever the ultimate outcome of your claim. If you have received an Offer but need more time to review or dispute it, we will also consider making an interim payment of at least 50% of the Offer. Either way, please contact us at historicalshortfallscheme@postoffice.co.uk to request this.
We update this information on a monthly basis. The data shown below is correct as of Friday 9 December 2022.
Please refer to the footnote references for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
There is no pre-defined amount for individual compensation payments as these are assessed by the Scheme’s independent advisory panel who recommend fair outcomes for claims. More straightforward claims of lower amounts have generally been completed more quickly through the Scheme.
Historical Shortfall Scheme data
| Total number of claimant applications [1] |
2,533
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,374
|
94%
|
| Non-eligible [4] |
127
|
5%
|
| Dissolved companies [5] |
32
|
1%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [6] |
2,244
|
95%
|
| Total value of settlement offers made to date [7] |
£74.2m
|
|
| Total number of payments made to date [8] |
1,774
|
75%
|
| Dispute resolution [9] |
207
|
9%
|
| Total amount paid to date [10] |
£45.8m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre-May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,374 eligible claims) Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
73% |
75%
80% |
80%
82% |
85%
90% |
90%
95% |
95%
|
100%
|
References
[1] Total number of all applications received by 1 November 2022, regardless of their eligibility (but not including those applicants who applied to the Scheme since Post Office announced it was accepting late applications from 12 October 2022).
[2] All applications were verified against the scheme criteria – please refer to the HSS website and review the documentation and updated published notes.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Previously Postmasters were unable to join the Historical Shortfall Scheme if they ran their Post Offices through a limited company which has since been dissolved. This was because there was no legal entity to make the Historical Shortfall Scheme claim (nor company bank account to receive any settlement) - the company having ended. In the interests of fairness, Post Office has re-examined this position and is writing to all 28 Postmasters who were ineligible for this reason to explain that Post Office is now reviewing their claim and will be in touch soon. If you were previously informed you were ineligible for the Historical Shortfall Scheme due to your company having been dissolved and you have not subsequently heard from us by 16 September 2022, please contact us at historicalshortfallscheme@postoffice.co.uk.
[6] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[7] Total £ value of all settlement offers made to date.
[8] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[9] Number of claims in the dispute resolution process. Details of the process are on the HSS website.
[10] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
Historical Shortfall Scheme: information on progress (published 7 December 2022)
We update this information on a monthly basis. The data shown below is correct as of Wednesday 7 December 2022.
Please refer to the footnote references for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
There is no pre-defined amount for individual compensation payments as these are assessed by the Scheme’s independent advisory panel who recommend fair outcomes for claims. More straightforward claims of lower amounts have generally been completed more quickly through the Scheme.
Historical Shortfall Scheme data
| Total number of claimant applications [1] |
2,533
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,374
|
94%
|
| Non-eligible [4] |
127
|
5%
|
| Dissolved companies [5] |
32
|
1%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [6] |
2,240
|
94%
|
| Total value of settlement offers made to date [7] |
£74.0m
|
|
| Total number of payments made to date [8] |
1,771
|
75%
|
| Dispute resolution [9] |
205
|
9%
|
| Total amount paid to date [10] |
£44.6m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre-May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,374 eligible claims) Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
73% |
75%
80% |
80%
82% |
85%
90% |
90%
94% |
95%
|
100%
|
References
[1] Total number of all applications received by 1 November 2022, regardless of their eligibility (but not including those applicants who applied to the Scheme since Post Office announced it was accepting late applications from 12 October 2022).
[2] All applications were verified against the scheme criteria – please refer to the HSS website and review the documentation and updated published notes.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Previously Postmasters were unable to join the Historical Shortfall Scheme if they ran their Post Offices through a limited company which has since been dissolved. This was because there was no legal entity to make the Historical Shortfall Scheme claim (nor company bank account to receive any settlement) - the company having ended. In the interests of fairness, Post Office has re-examined this position and is writing to all 28 Postmasters who were ineligible for this reason to explain that Post Office is now reviewing their claim and will be in touch soon. If you were previously informed you were ineligible for the Historical Shortfall Scheme due to your company having been dissolved and you have not subsequently heard from us by 16 September 2022, please contact us at historicalshortfallscheme@postoffice.co.uk.
[6] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[7] Total £ value of all settlement offers made to date.
[8] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[9] Number of claims in the dispute resolution process. Details of the process are on the HSS website.
[10] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
Historical Shortfall Scheme: information on progress (published 15 November 2022)
The Historical Shortfall Scheme was launched on 1 May 2020 and invited applications from current and former Postmasters who believe they experienced shortfalls related to previous versions of the Horizon system. The Scheme excludes people who have Horizon-related criminal convictions as there are separate compensation arrangements for those whose convictions are overturned.
The Scheme’s independent advisory panel of experts assesses claims and recommends a fair outcome. The table below shows our progress. The majority of eligible claimants (90%) have now received an offer.
To assist Postmasters (including those who may be experiencing financial difficulty or suffering from health issues), Post Office Ltd will consider making an interim payment to you of up to £30,000 in advance of us sending a final outcome letter (once we have accepted your application, informed you it’s eligible and identified the likely shortfall amount). We will not ask for such payments back, whatever the ultimate outcome of your claim. If you have received an Offer but need more time to review or dispute it, we will also consider making an interim payment of at least 50% of the Offer. Either way, please contact us at historicalshortfallscheme@postoffice.co.uk to request this.
We update this information on a monthly basis. The data shown below is correct as of Wednesday 7 December 2022.
Please refer to the footnote references for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
There is no pre-defined amount for individual compensation payments as these are assessed by the Scheme’s independent advisory panel who recommend fair outcomes for claims. More straightforward claims of lower amounts have generally been completed more quickly through the Scheme.
You can find more detail about the Historical Shortfall Scheme here.
Historical Shortfall Scheme data
| Total number of claimant applications [1] |
2,533
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,374
|
94%
|
| Non-eligible [4] |
128
|
5%
|
| Dissolved companies [5] |
31
|
1%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [6] |
2,128
|
90%
|
| Total value of settlement offers made to date [7] |
£64.4m
|
|
| Total number of payments made to date [8] |
1,679
|
71%
|
| Dispute resolution [9] |
179
|
8%
|
| Total amount paid to date [10] |
£39.5m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,374 eligible claims) Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
73% |
75%
80% |
80%
82% |
85%
90% |
90%
|
95%
|
100%
|
Historical Shortfall Scheme: information on progress (published 4 October 2022)
Please see below information on progress for the Historical Shortfall Scheme.
We will update this information on this website and on our corporate website monthly. The data shown below is correct as of Tuesday 4 October.
Please refer to the footnote references and the documents on the right-hand side of this website for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
There is no pre-defined amount for individual compensation payments as these are assessed by the Scheme’s independent advisory panel who recommend fair outcomes for claims. More straightforward claims of lower amounts have generally been completed more quickly through the Scheme to date.
Historical Shortfall Scheme data
| Total number of claimant applications [1] |
2,536
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,378
|
94%
|
| Non-eligible [4] |
130
|
5%
|
| Dissolved companies [3] |
28
|
1%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [5] |
1,938
|
82%
|
| Total value of settlement offers made to date [6] |
£52.2m
|
|
| Total number of payments made to date [7] |
1,566
|
63%
|
| Dispute resolution [8] |
157
|
7%
|
| Total amount paid to date [9] |
£34m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,378 eligible claims)
Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
73% |
75%
80% |
80%
82% |
85%
|
90%
|
95%
|
100%
|
Tuesday 6 September 2022
We update this information on a monthly basis. The data shown below is correct as of Tuesday 6 September 2022.
Please refer to the footnote references for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore, published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
There is no pre-defined amount for individual compensation payments as these are assessed by the Scheme’s independent advisory panel who recommend fair outcomes for claims. More straightforward claims of lower amounts have generally been completed more quickly through the Scheme.
You can find more detail about the Historical Shortfall Scheme here.
Historical Shortfall Scheme data
| Total number of claimant applications [1] |
2,537
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,378
|
94%
|
| Non-eligible [4] |
131
|
5%
|
| Dissolved companies [3] |
28
|
1%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [5] |
1,891
|
80%
|
| Total value of settlement offers made to date [6] |
£49.8m
|
|
| Total number of payments made to date [7] |
1,491
|
63%
|
| Dispute resolution [8] |
129
|
5%
|
| Total amount paid to date [9] |
£31m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,378 eligible claims)
Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
73% |
75%
80% |
80%
|
85%
|
90%
|
95%
|
100%
|
References
[1] Total number of all applications received by 27 November 2020, regardless of their eligibility.
[2] All applications were verified against the scheme criteria – please refer to the HSS website and review the documentation and updated published notes.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Previously Postmasters were unable to join the Historical Shortfall Scheme if they ran their Post Offices through a limited company which has since been dissolved. This was because there was no legal entity to make the Historical Shortfall Scheme claim (nor company bank account to receive any settlement) - the company having ended. In the interests of fairness, Post Office has re-examined this position and is writing to all 28 Postmasters who were ineligible for this reason to explain that Post Office is now reviewing their claim and will be in touch soon. If you were previously informed you were ineligible for the Historical Shortfall Scheme due to your company having been dissolved and you have not subsequently heard from us by 16 September 2022, please contact us at historicalshortfallscheme@postoffice.co.uk.
[6] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[7] Total £ value of all settlement offers made to date.
[8] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[9] Number of claims in the dispute resolution process. Details of the process are on the HSS website.
[10] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
Tuesday 2 August 2022
We update this information on a monthly basis. The data shown below is correct as of Tuesday 2 August 2022.
Please refer to the footnote references for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
There is no pre-defined amount for individual compensation payments as these are assessed by the Scheme’s independent advisory panel who recommend fair outcomes for claims. More straightforward claims of lower amounts have generally been completed more quickly through the Scheme to date.
You can find more detail about the Historical Shortfall Scheme here.
Historical Shortfall Scheme data
| Total number of claimant applications [1] |
2,525
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,370
|
94%
|
| Non-eligible [4] |
155
|
6%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [5] |
1,729
|
73%
|
| Total value of settlement offers made to date [6] |
£40.6m
|
|
| Total number of payments made to date [7] |
1,360
|
57%
|
| Dispute resolution [8] |
100
|
4%
|
| Total amount paid to date [9] |
£22.8m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,368 eligible claims)
Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
73% |
75%
|
80%
|
85%
|
90%
|
95%
|
100%
|
References
[1] Total number of all applications received by 27 November 2020, regardless of their eligibility.
[2] All applications were verified against the scheme criteria – please refer to the HSS website and review the documentation and updated published notes.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[6]Total £ value of all settlement offers made to date.
[7] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[8] Number of claims in the dispute resolution process. Details of the process are on the HSS website.
[9] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
Historical Shortfall Scheme: information on progress (published 6 July 2022)
Please see below information on progress for the Historical Shortfall Scheme.
We will update this information on this website and on our corporate website monthly. The data shown below is correct as of Wednesday 6 July 2022.
Please refer to the footnote references and the documents on the right-hand side of this website for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
The table below shows our progress. The majority of eligible claimants have now received an offer.
| Total number of claimant applications [1] |
2,525
|
|
| Eligibility status [2] |
Number
|
As a % of applicants
|
| Eligible [3] |
2,370
|
94%
|
| Non-eligible [4] |
155
|
6%
|
| Offers & Payments progress |
Number
|
As a % of eligible
|
| Total settlement offers made to date [5] |
1,659
|
70%
|
| Total value of settlement offers made to date [6] |
£36.8m
|
|
| Total number of payments made to date [7] |
1,246
|
53%
|
| Dispute resolution [8] |
94
|
4%
|
| Total amount paid to date [9] |
£16.6m
|
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,368 eligible claims)
Actual performance |
55%
55% |
60%
63% |
65%
70% |
70%
|
75%
|
80%
|
85%
|
90%
|
95%
|
100%
|
References
[1] Total number of all applications received by 27 November 2020, regardless of their eligibility.
[2] All applications were verified against the scheme criteria – please refer to the HSS website and review the documentation and updated published notes.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[6]Total £ value of all settlement offers made to date.
[7] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[8] Number of claims in the dispute resolution process. Details of the process are on the HSS website.
[9] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
Historical Shortfall Scheme: information on progress (published 7 June 2022)
Please see below information on progress for the Historical Shortfall Scheme.
We will update this information on this website and on our corporate website monthly. The data shown below is correct as of Tuesday 7 June 2022.
Please refer to the footnote references and the documents on the right-hand side of this website for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
The table below shows our progress. The majority of eligible claimants have now received an offer.
Historical Shortfall Scheme data
| Total number of claimant applications [1] | 2,523 | |
| Eligibility status [2] | Number | As a % of applicants |
| Eligible [3] | 2,368 | 94% |
| Non-eligible [4] | 155 | 6% |
| Offers & Payments progress | Number | As a % of eligible |
| Total settlement offers made to date [5] | 1,483 | 63% |
| Total number of payments made to date [6] | 1,135 | 48% |
| Dispute resolution [7] | 73 | 3% |
| Total amount paid to date [8] | £12.4m |
References
[1] Total number of all applications received by 27 November 2020, regardless of their eligibility.
[2] All applications were verified against the scheme criteria – please review the documentation and updated published notes on this website.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[6] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[7] Number of claims in the dispute resolution process. Details of the process are in the documentation on this website.
[8] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
Historical Shortfall Scheme: information on progress (published 1 June 2022)
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
|
Pre May |
May-22 |
Jun-22 |
Jul-22 |
Aug-22 |
Sep-22 |
Oct-22 |
Nov-22 |
Dec-22 |
Post Dec- 22 |
|
|
Percentage of Offers issued (from 2,368 eligible claims) |
55% |
60% |
65% |
70% |
75% |
80% |
85% |
90% |
95% |
100% |
Historical Shortfall Scheme: information on progress (published 4 May 2022)
Please see below information on progress for the Historical Shortfall Scheme.
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
We will update this information on this website and on our corporate website monthly. The data shown below is correct as of Wednesday 4 May 2022.
Please refer to the footnote references and the documents on the right-hand side of this website for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
The table below shows our progress. The majority of eligible claimants have now received an offer.
Historical Shortfall Scheme data
| Total number of claimant applications [1] | 2,523 | |
| Eligibility status [2] | Number | As a % of applicants |
| Eligible [3] | 2,368 | 94% |
| Non-eligible [4] | 155 | 6% |
| Offers & Payments progress | Number | As a % of eligible |
| Total settlement offers made to date [5] | 1,483 | 63% |
| Total number of payments made to date [6] | 1,135 | 48% |
| Dispute resolution [7] | 73 | 3% |
| Total amount paid to date [8] | £12.4m |
Historical Shortfall Scheme: information on progress (published Tuesday 5 April 2022)
Please see below information on progress for the Historical Shortfall Scheme.
Although many claims are being resolved much sooner, our aim is to provide outcomes to 95% of all eligible applicants to the Historical Shortfall Scheme by the end of 2022.
We will update this information on this website and on our corporate website monthly. The data shown below is correct as of Tuesday 5 April 2022.
Please refer to the footnote references and the documents on the right-hand side of this website for additional information. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.
The table below shows our progress. The majority of eligible claimants have now received an offer.
Historical Shortfall Scheme data
| Total number of claimant applications [1] | 2,522 | |
| Eligibility status [2] | Number | As a % of applicants |
| Eligible [3] | 2,367 | 94% |
| Non-eligible [4] | 155 | 6% |
| Offers & Payments progress | Number | As a % of eligible |
| Total settlement offers made to date [5] | 1,210 | 51% |
| Total number of payments made to date [6] | 892 | 38% |
| Dispute resolution [7] | 44 | 2% |
| Total amount paid to date [8] | £7.1m |
References
[1] Total number of all applications received by 27 November 2020, regardless of their eligibility.
[2] All applications were verified against the scheme criteria – please review the documentation and updated published notes on this website.
[3] Volume of claims that passed the scheme eligibility criteria.
[4] Volume of applications that failed to meet the scheme eligibility criteria.
[5] Volume of applications for which a settlement offer has been made to the applicant (or their representatives where an applicant is deceased).
[6] Volume of applications for which a settlement offer has been paid following acceptance by the applicant (or their representatives where an applicant is deceased).
[7] Number of claims in the dispute resolution process. Details of the process are in the documentation on this website.
[8] Total £ value of all payments made to date. Individual cases vary significantly in amounts claimed and their complexity. Therefore published figures cannot be interpreted as an indicator of future payments for applicants or the overall potential cost of the scheme.