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Pension scheme administration

From:
HM Revenue & Customs, Department for Work and Pensions, HM Treasury, The Pensions Regulator, and Department of Health and Social Care

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Introductory guides

  1. Information requirements for pension schemes
  2. Pension schemes and unauthorised payments
  3. Set up and manage a workplace pension scheme

News and manuals

  1. Pension scheme administration Manuals
  2. Pension schemes newsletters

Forms and reference material

  1. Work out a basis amount using drawdown pension tables
  2. Pension schemes forms
  3. Contracted-out pension schemes forms

Pension scheme trustees

  1. Responsibilities of a pension trustee
  2. Self Assessment for pension trustees
  3. Record keeping for pension trustees
  4. Tax on investments for pension trustees
  5. Reclaim tax deducted from pension scheme investments

Administering a pension scheme

  1. Register as a pension scheme administrator
  2. Apply to register a pension scheme
  3. Manage a registered pension scheme
  4. Check your pension scheme member's annual allowance
  5. Check your pension scheme member’s protection status
  6. Information pension scheme administrators must give to members
  7. Wind up a pension scheme
  8. Send pension scheme reports
  9. Reclaim tax relief for pension scheme members with relief at source
  10. Sending a relief at source annual information return
  11. Transfer a pension scheme member's savings
  12. Tax on lump sum death benefit payments

Paying into a pension scheme

  1. Plan your retirement income
  2. Personal pensions
  3. Workplace pensions
  4. Workplace pensions - what your employer can and cannot do
  5. Transferring your pension

Tax on pensions

  1. Tax on your private pension contributions
  2. Protect your pension lifetime allowance
  3. Tax when you get a pension
  4. Early retirement, your pension and benefits
  5. National Insurance and tax after State Pension age
  6. Claim a tax refund
  7. Tax on a private pension you inherit

Overseas schemes

  1. Overseas pension schemes

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