Guidance

Manage a registered pension scheme

Find out how to manage pension schemes you're the administrator of and tell HMRC about retirement annuity or deferred annuity contracts you wish to manage.

Check the status and details of your pension schemes

Pension schemes registered from 4 June 2018

Check the status and details of any scheme you’re the administrator of by using the Manage and Register Pension Schemes service. You’ll need the Government Gateway user ID and password you used when you enrolled for the online service.

You’ll be able to view details of a scheme by selecting the scheme name. You can also check the status and details of any scheme that you’ve applied to register.

Pension schemes registered before 4 June 2018

If your scheme’s pension scheme tax reference (PSTR) starts with ‘0’ sign in to the Pension Schemes Online service to view the details of your schemes. You’ll need the Government Gateway user ID and password you used when you enrolled for the online service.

Invite other scheme administrators to your scheme

Manage and Register Pension Schemes service

If your scheme was registered through the Manage and Register Pension Schemes service, you can invite other scheme administrators to be added to your scheme.

You must check that the scheme administrator you’re inviting has enrolled onto the Manage and Register Pension Schemes service before you invite them.

To invite them you’ll need:

  • their scheme administrator ID
  • the name they used when they registered as scheme administrator

After you’ve invited the new administrator they’ll have 30 days to accept your invitation.

If they do not respond to your invitation within 30 days, the invitation will be automatically withdrawn.

Pension Schemes Online service

If the scheme administrator you’re inviting has an administrator ID beginning with ‘A0’ and has not yet enrolled on the Manage and Register Pension Schemes service, they’ll need to do this before you invite them.

Find out how to add a scheme administrator to a scheme with a PSTR beginning with ‘0’.

If you’re invited to be a scheme administrator

If you receive an invitation through the Manage and Register Pension Schemes service to be added to another scheme, you have 30 days to accept the invitation.

If you do not take action within 30 days the invitation will be withdrawn.

If you have any questions about this invite, you should speak to the scheme administrator that sent you the invitation.

Update your scheme information

How you update scheme information held by HMRC depends on your pension scheme administrator ID, scheme’s PSTR, or submission reference number You should use the Manage and Register Pension Schemes service if you have a:

  • pension scheme administrator ID that begins with ‘A2’
  • PSTR that begins with ‘2’
  • submission reference number

If your details do not match the information above, use the Pension Schemes Online service to make these updates, file returns or reports. The Pension Schemes Online: user guide explains how to use this service.

Change scheme administrator details

Use form APSS 153 if you’re registered for the Manage and Register Pension Schemes service, to tell HMRC about changes to your scheme administrator details.

If you’re not registered for this service, you should use the Pension Schemes Online service to change scheme administrator details online.

Authorise a practitioner

Use form APSS 150 if you’re registered for the Manage and Register Pension Schemes service, to authorise a pension scheme practitioner to work on your pension scheme.

If you’re not registered for this service, you should use the Pension Schemes Online service to authorise a practitioner online.

You’ll need the practitioner’s 8 digit practitioner ID. If they do not have this number, they must register as a pension scheme practitioner to get it.

Remove yourself as an administrator of a registered pension scheme

If you stop being the administrator for a scheme on the Manage and Register Pension Schemes service and want to remove yourself as the scheme administrator, you should:

  1. Sign in to the Manage and Register Pension Schemes service with your scheme administrator credentials.
  2. Select the scheme that you’re no longer the administrator for.
  3. Follow the steps to remove yourself as scheme administrator.

When you’ve removed yourself as scheme administrator, you’ll see confirmation of this on the service and the scheme will no longer be on your list.

You’ll only be able to remove yourself as the scheme administrator if there’s another scheme administrator for that scheme on the service.

If you stop being the administrator for a scheme on the Pension Schemes Online service, you can find guidance on how to remove yourself as the scheme administrator in the Pension Schemes Online: user guide.

Declare yourself a scheme administrator for a retirement annuity or deferred annuity contract

Do not use any online service to register as a scheme administrator if you need to declare yourself as the scheme administrator for either a retirement annuity or deferred annuity contract.

You’ll need to contact the Pension Schemes Services.

HMRC will set up a record for you on the Pension Schemes Online service and give you the details you need to sign in and complete your registration. You can then declare yourself as a scheme administrator for these contracts by following the Pension Schemes Online user guide.

Master Trusts

If you’re an existing registered pension scheme and your scheme structure changes to become a Master Trust you must:

  • tell HMRC within 30 days of this on form APSS578
  • apply for authorisation from The Pensions Regulator

If you become a Master Trust and do not get authorisation from The Pensions Regulator you will not be able to operate as a Master Trust.

HMRC can de-register a scheme which is a Master Trust which does not receive or loses its authorisation from The Pensions Regulator.

You must apply for authorisation from The Pensions Regulator if your registered pension scheme is already a Master Trust on 1 October 2018, you can only apply from 1 October 2018 until 1 April 2019. If you do not obtain authorisation, you will not be able to operate as a Master Trust.

Use form APSS578 to tell HMRC within 30 days if your scheme structure changes and you’re no longer a Master Trust. You may also need to tell The Pensions Regulator.

Find more information on reporting events on The Pensions Regulator website.

Published 4 June 2018
Last updated 11 December 2018 + show all updates
  1. Instructions of how to remove yourself as the scheme administrator of a registered pension scheme have been added to the 'Update your scheme information' section.
  2. Information about the status of your pension scheme and administration details have been added.
  3. A new section master trusts has been added.
  4. First published.