Pension scheme trustees

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Guidance and regulation

• Responsibilities of a pension trustee
  • Detailed guide
  • 16 September 2014
  • HM Revenue & Customs
• Reclaim tax deducted from pension scheme investments
  • Detailed guide
  • 23 April 2015
  • HM Revenue & Customs
• Tax on investments for pension trustees
  • Detailed guide
  • 16 September 2014
  • HM Revenue & Customs
• Correction of pension contributions following the public service pensions remedy
  • Detailed guide
  • 24 June 2024
  • HM Revenue & Customs
• How voluntary contributions are affected by the public service pensions remedy
  • Detailed guide
  • 6 May 2025
  • HM Revenue & Customs

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News and communications

• Radical shake-up of advice to pension schemes will benefit savers and boost £1.6 trillion pension assets
  • 12 March 2019
  • Department for Work and Pensions
  • Press release
• Investment consultants market investigation response
  • 12 March 2019
  • Department for Work and Pensions, The Pensions Regulator, and HM Treasury
  • Correspondence

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Policy papers and consultations

• Trustee oversight of investment consultants and fiduciary managers
  • 6 June 2022
  • Department for Work and Pensions
  • Consultation outcome
  • Date closed 02 September 2019
• Pension trustees: clarifying and strengthening investment duties
  • 13 August 2019
  • Department for Work and Pensions
  • Consultation outcome
  • Date closed 16 July 2018

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Organisations

• HM Revenue
  & Customs
• Department
  for Work &
  Pensions
• HM Treasury