Pension Schemes Online: user guide

A step-by-step guide to using the online service for pension scheme administrators and practitioners.



The Pension Schemes Online user guide contains detailed and step-by-step instructions on how to use the Pension Schemes Online Service hosted by HM Revenue and Customs (HMRC).

More general guidance on the Pension Schemes Online Service is available in the guide Using the Pension Schemes Online Service.

The guide is maintained and regularly updated by HMRC to reflect any changes in the service as they arise.

Published 21 October 2014
Last updated 6 April 2017 + show all updates
  1. Amendments made following changes to the pension tax rules for overseas pension schemes, that take effect from 6 April 2017.
  2. Changes made to reflect new IT process and how to amend scheme name.
  3. First published.