Guidance

Pension schemes newsletter 131 – July 2021

Newsletter 131 published by HMRC in July 2021 to update stakeholders on the latest news for pension schemes.

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Details

This newsletter is published by HMRC’s Pension Schemes services to update stakeholders on the latest news for pension schemes. Pension schemes newsletter 131 has articles on:

  • relief at source – annual return of information for the tax year 2020 to 2021
  • relief at source and National Insurance applications
  • Managing pension schemes service:
  • Retirement annuity contracts and deferred annuity contracts
  • amending an Accounting for Tax return
  • Managing pension schemes service – user research
  • annual allowance - pension savings statements for tax year 2020 to 2021
  • annual allowance - declaring the annual allowance charge on the Self Assessment tax return
  • non-taxable payments following a member’s death and Real Time Information (RTI) reporting
  • pension flexibility statistics
  • qualifying recognised overseas pension schemes transfer statistics
Published 30 July 2021