Guidance

Report a transfer to a qualifying recognised overseas pension scheme

How to report a fund or asset transfer to a qualifying recognised overseas pension scheme (QROPS) to HMRC using the managing pension schemes service.

From 15 December 2025, you must use the managing pension schemes service to report a transfer to a qualifying recognised overseas pension scheme (QROPS).

Who must submit a report

If you’re a scheme administrator of a registered pension scheme, you must tell HMRC when the scheme has transferred UK tax-relieved pension assets held within a registered scheme to a QROPS

If the transfer you’ve made is a taxable overseas transfer, you must give details about the amount of tax deducted from the transferred funds.

You can delegate these tasks to a practitioner, but you are responsible for making sure they’re accurate and complete.

When you should submit a report

You must tell us within 60 calendar days of the date of the transfer. If you do not submit the report in time you may need to pay a penalty.

Penalty for a late and an inaccurate report

You may get a penalty if you:

  • submit and declare your report late
  • provide documents or information that are inaccurate
  • make a false declaration

If you disagree with a penalty 

You have the right of appeal if HMRC issues a penalty.

What information you’ll need

In the managing pension schemes service you’ll find out about the details you must include in your report. You can also check the information you need to report in the Pensions Tax Manual ― transfers to a QROPS.

Before you start a report you should read about the pension tax rules on transfers from registered pension schemes to QROPS in the:

Submit a report

To submit your report you’ll need:

  • the Government Gateway user ID and password you used when you enrolled or registered for the online services for pension schemes 
  • your Pension Scheme Tax Reference (PSTR)

Start now

Continue a report in progress 

You can save a transfer report on the service, then return to complete and submit at a later date. Your report will stay on the service for 28 calendar days (since you last accessed) until you’ve completed the declaration and submitted the report.

You can continue to complete a report by selecting ‘Report a transfer to a qualifying recognised overseas pension scheme’.

You must be the:

  • scheme’s administrator or practitioner
  • only user within the report

You must use the Government Gateway user ID and password you used when you registered for the managing pension schemes service to continue a report in progress. 

After you’ve submitted a report

After you’ve reported a transfer, you’ll receive a unique QROPS transfer (QT) reference for the individual member’s transfer. 

You can use the QT reference to view a member’s submitted transfer report.

Check a submitted report 

To check a submitted report on your pension scheme’s record, select ‘Report a transfer to a qualifying recognised overseas pension scheme’. 

You can search to find a report by using any of the following:

  • member’s name
  • National Insurance number
  • QT reference

Amending a report 

You can amend the last report you submitted.

To amend the report, you must be the:

  • scheme’s administrator or practitioner
  • only user within the report 

If you amend a submitted report, it will save as a new version under the original QT reference.

Updates to this page

Published 15 December 2025

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