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Form

Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)

Use form SA970 to file a tax return as a trustee of a registered pension scheme.

Updates to this page

From:
HM Revenue & Customs
Published:
4 April 2014
Last updated:
6 April 2026
Show all updates

  1. The form and notes for tax year 2025 to 2026 have been added, and the versions for tax year 2021 to 2022 have been removed.

  2. The form and notes have been added for the 2024 to 2025 tax year. The form and notes for the 2020 to 2021 tax year have been removed.

  3. The forms and notes have been added for the tax year 2023 to 2024.

  4. The form and notes have been added for tax year 2022 to 2023.

  5. The form and notes have been added for tax year 2021 to 2022. We have also removed the form and notes for 2018.

  6. The form and notes have been added for tax year 2020 to 2021.

  7. The form and notes have been added for tax year 2019 to 2020.

  8. The form and notes have been added for tax year 2018 to 2019.

  9. The form and notes have been added for tax year 2017 to 2018.

  10. The form and notes have been added for tax year 2016 to 2017.

  11. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  12. The 2015 to 2016 form has been added to this page.

  13. First published.

Documents

Tax Return for Trustees of Registered Pension Schemes (2026) — SA970

PDF, 265 KB, 7 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes guide (2026) — SA975

PDF, 589 KB, 12 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2026) — SA976

PDF, 307 KB, 5 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes (2025) — SA970

PDF, 261 KB, 7 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes guide (2025) — SA975

PDF, 1.02 MB, 12 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2025) — SA976

PDF, 287 KB, 5 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes (2024) — SA970

PDF, 439 KB, 7 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes guide (2024) — SA975

PDF, 1 MB, 12 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2024) — SA976

PDF, 528 KB, 5 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes (2023) — SA970

PDF, 268 KB, 7 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes guide (2023) — SA975

PDF, 569 KB, 12 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2023) — SA976

PDF, 307 KB, 5 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Use the SA970 to file a tax return if you’re a trustee of a registered pension scheme.

Email HMRC to ask for this form in Welsh (Cymraeg).

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