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HMRC internal manual

Pensions Tax Manual

Information and administration: information the scheme administrator must provide for individual protection 2016

Glossary PTM000001
   

 

Regulation 14C The Registered Pension Schemes (Provision of Information) Regulations 2006 - SI 2006/567

A member can ask a scheme administrator for help in calculating their relevant amount to enable the member to make an application for individual protection 2016.  The scheme administrator must provide the information if:

  • the individual was a member of the scheme on 5 April 2016,
  • the individual makes their request in writing
  • the scheme administrator receives the request before 6 April 2020, and
  • the information requested is necessary for calculating the value of the member’s relevant amount for the purposes of individual protection 2016 – see PTM094210.

The scheme administrator must give the information to the member within three months of receiving the member’s  written request for information.