Pension scheme administration

Latest documents

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

Subscriptions

• Subscribe to email alerts

• Check the recognised overseas pension schemes notification list

  1 July 2020

  The recognised overseas pension schemes notification list has been updated, with 11 schemes added, 1 removed and 1 amended.

• Pension schemes newsletter 121 - June 2020

  25 June 2020

• Pension schemes newsletter 119 – April 2020

  2 June 2020

  The protected pension age easement has been extended up to 1 November 2020.

• Countdown Bulletin 53 - May 2020

  28 May 2020

• Pension schemes newsletter 120 - May 2020

  27 May 2020

• Claim a tax refund when you've taken a small pension lump sum

  6 May 2020

  The print and post iForm P53Z, has been updated for the new tax year 2020 to 2021.

• Claim back a flexibly accessed pension overpayment

  4 May 2020

  P55 repayment claim form has been updated for the 2020 to 2021 tax year.

• Pension schemes rates and allowances

  8 April 2020

  Information about adjusted income threshold and Minimum reduced (or tapered) annual allowance has been added.

• Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)

  5 April 2020

  The form and notes have been added for tax year 2019 to 2020.

• Pension schemes: value your pension for lifetime allowance protection

  5 April 2020

  The 2020 to 2021 standard lifetime allowance has been added.

• Registered pension scheme relief at source spreadsheet

  5 April 2020

  2020 HMRC registered pension scheme relief at source spreadsheet has been added.

• Protect your pension lifetime allowance

  5 April 2020

  The lifetime allowance has increased from £1,055,000 to £1,073,100 from 6 April 2020.

• Sending a relief at source annual information return

  5 April 2020

  We have updated file formats you can use to send your information return.

• Pension savings - tax charges (Self Assessment helpsheet HS345)

  5 April 2020

  Helpsheet and working sheet have been added for the tax year 2019 to 2020.

• Countdown Bulletin 52 - April 2020

  1 April 2020

• Managing pension schemes service newsletter – April 2020

  1 April 2020

• Send pension scheme reports

  1 April 2020

  Submitting your AFT return through the Managing Pension Schemes service and Submitting your AFT return through the Pension Schemes Online service sections have been added.

• Pension schemes newsletter 118 – March 2020

  26 March 2020

• Climate change: risks and opportunities

  28 February 2020

  Added response from The Pensions Regulator.

• Pension schemes newsletter 117 – February 2020

  28 February 2020

• Automatic enrolment earnings trigger and qualifying earnings band

  27 February 2020

  Added 'Automatic enrolment: review of the earnings trigger and qualifying earnings band for 2020/21'.

• Tell HMRC you’ve claimed too much relief at source for pension scheme members

  21 February 2020

  Information about claiming excess relief has been updated.

• Reclaim tax relief for pension scheme members with relief at source

  21 February 2020

  Updated to cover the information and declarations members must give to scheme administrators before receiving relief at source.

• Registered pension schemes relief at source annual claims (APSS 106)

  21 February 2020

  Updates to explain when to submit the APSS106 form

• Information requirements for pension schemes

  21 February 2020

  Relief at source member information playback added.

• Guaranteed Minimum Pension (GMP) equalisation newsletter - February 2020

  20 February 2020

• Pension schemes newsletter 116 - January 2020

  28 January 2020

• Claiming tax relief on your contributions to overseas pension schemes

  20 January 2020

  Guidance on working out your tax charges has been updated.

• Countdown Bulletin 51 - January 2020

  16 January 2020

• Managing pension schemes service newsletter – January 2020

  14 January 2020

• Countdown Bulletin 50 - December 2019

  9 January 2020

• Check a pension scheme member's residency status for relief at source

  26 November 2019

  Email addresses under 'What your annual report will tell you' have been updated.

• Pension schemes newsletter 115 – November 2019

  26 November 2019

• Pension schemes newsletter 114 – October 2019

  30 October 2019

• Countdown Bulletin 49 - October 2019

  4 October 2019

• NHS Pension Scheme: increased flexibility

  11 September 2019

  Added consultation document in PDF format.

• Countdown bulletins for pension scheme administrators

  2 September 2019

  Countdown bulletin 48 - August 2019 has been added to this collection.

• Countdown Bulletin 48 - August 2019

  30 August 2019

• Pension schemes newsletter 113 – August 2019

  29 August 2019

• Pension trustees: clarifying and strengthening investment duties

  13 August 2019

  Added public feedback to the consultation following a Freedom of Information request.

• Pension schemes newsletters

  31 July 2019

  Pension schemes newsletter 112 - July 2019 has been added to this page.

• Pension schemes newsletter 112 – July 2019

  31 July 2019

• Countdown Bulletin 47 - July 2019

  30 July 2019

• Trustee oversight of investment consultants and fiduciary managers

  29 July 2019

• Countdown Bulletin 46 - July 2019

  2 July 2019

• Pension schemes newsletter 111 – June 2019

  26 June 2019

• Annual statistical returns for registered pension schemes

  25 June 2019

  Information updated of when you do not need to complete this form.

• Look up residency status for relief at source: service availability and issues

  19 June 2019

• Manage a registered pension scheme

  10 June 2019

  This guidance has been updated with information about updating pension scheme details using the online service.

• Pension schemes: repayment request for registered pension schemes (R63N)

  7 June 2019

  The address to send the form R63N to has been updated.