Skip to main content

Cookies on GOV.UK

We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services.

We also use cookies set by other sites to help us deliver content from their services.

View cookies

You have accepted additional cookies. You have rejected additional cookies. You can change your cookie settings at any time.

GOV.UK

Navigation menu

Menu
Search GOV.UK

Topics

  • Benefits
  • Births, death, marriages and care
  • Business and self-employed
  • Childcare and parenting
  • Citizenship and living in the UK
  • Crime, justice and the law
  • Disabled people
  • Driving and transport
  • Education and learning
  • Employing people
  • Environment and countryside
  • Housing and local services
  • Money and tax
  • Passports, travel and living abroad
  • Visas and immigration
  • Working, jobs and pensions

Government activity

  • Departments

    Departments, agencies and public bodies

  • News

    News stories, speeches, letters and notices

  • Guidance and regulation

    Detailed guidance, regulations and rules

  • Research and statistics

    Reports, analysis and official statistics

  • Policy papers and consultations

    Consultations and strategy

  • Transparency

    Data, Freedom of Information releases and corporate reports

Search

Popular on GOV.UK

  • Get support with the cost of living
  • Find out about the Energy Bills Support Scheme
  • Find a job
  • Coronavirus (COVID-19)
  • Universal Credit account: sign in
  1. Home
  2. Business tax
  3. Pension scheme administration
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

  • Get emails for this topic
  • Check the recognised overseas pension schemes notification list
    • 15 March 2023

    The recognised overseas pension schemes notification list has been updated with 20 schemes added, 10 removed and 1 amended.

  • Check your pension scheme member's annual allowance
    • 13 February 2023

    The tax years your members can carry forward an annual allowance have been updated.

  • Transfer a pension scheme member's savings
    • 26 January 2023

    Information has been added on how to confirm with HMRC the status of a receiving scheme if your scheme has a member wishing to transfer their pension.

  • Automatic enrolment earnings trigger and qualifying earnings band
    • 26 January 2023

    Added the automatic enrolment review of the earnings trigger and qualifying earnings band for 2023/24.

  • Overseas pensions: tell HMRC you’re a qualified recognised overseas pension scheme
    • 17 November 2022

    Updated guidance to make information on how to retain your ROPS or QROPS status clearer.

  • Find out about the pension scheme practitioner role
    • 17 November 2022

    Guidance about managing user accesses has been updated.

  • Manage a registered pension scheme
    • 16 November 2022

    Guidance on how to set up a new user and give them access to the Managing Pension Schemes service has been updated.

  • Pension schemes newsletter 144 — October 2022
    • 3 November 2022

  • Reporting costs, charges and other information: guidance for trustees and managers of occupational pension schemes
    • 21 October 2022

    Updated 'Reporting costs, charges and other information: guidance for trustees and managers of occupational pension schemes'. The new and updated paragraphs are listed in the 'Summary of changes' in the HTML and PDF.

  • Pension schemes newsletter 143 — September 2022
    • 30 September 2022

  • Pension schemes newsletter 142 ― August 2022
    • 31 August 2022

  • Pension schemes newsletter 141 ― July 2022
    • 21 July 2022

  • Pension schemes newsletter 140 – June 2022
    • 30 June 2022

  • Trustee oversight of investment consultants and fiduciary managers
    • 6 June 2022

    Published the government's response to the consultation.

  • Pension schemes newsletter 138 ― April 2022
    • 29 April 2022

  • Find software suppliers for pension schemes
    • 11 April 2022

    From 11 April 2022, changes to the Pension Schemes Online service and Managing Pension Schemes service means you will not be able to use the forms for: Accounting for Tax, Amend Accounting for Tax, New Scheme Administrator details and declaration including declarations by Scheme Administrators of deferred annuity contracts and Register a new pension scheme for tax relief and exemptions.

  • Register as a pension scheme administrator
    • 11 April 2022

    Information on how to register as a scheme administrator for pension schemes with a Pension Schemes Tax Reference beginning with ‘0’ has been updated.

  • Wind up a pension scheme
    • 11 April 2022

    Information about how to wind up a pension scheme has been added.

  • Send pension scheme reports
    • 11 April 2022

    We have added guidance for pension scheme administrators on migrating pension schemes from the Pension Schemes Online service.

  • Pension schemes online: user guide
    • 11 April 2022

    Information has been added to section 6.9 about submitting a new return for any quarter beginning 1 April 2020. The section about stopping being a scheme administrator has been removed. A bullet point in section 6.6 about filing a return or report for a pension scheme starting with '2' has also been removed.

  • Migrating your pension scheme to the Managing Pension Schemes service
    • 11 April 2022

    Information about about how to migrate a pension scheme, what to do after the scheme has been migrated and how to update scheme details has been added.

  • Submit an Accounting for Tax (AFT) return using the Managing pension schemes service
    • 11 April 2022

    You now need to use the Managing Pension Schemes service to submit Accounting for Tax returns.

  • Request a pension scheme refund or reallocation
    • 11 April 2022

    Guidance on how to request a refund or reallocation has been updated.

  • Managing pension schemes service newsletter – April 2022
    • 11 April 2022

  • Protect your pension lifetime allowance
    • 6 April 2022

    The section 'If you’ve lost protection' has been added.

  • Guaranteed Minimum Pension (GMP) equalisation newsletter — April 2022
    • 6 April 2022

  • Pension savings — tax charges (Self Assessment helpsheet HS345)
    • 6 April 2022

    A new version of the helpsheet has been added for the tax year 2022 to 2023. The versions for tax year 2016 to 2017 and 2017 to 2018 have been removed.

  • Claim a tax refund when you've taken a small pension lump sum
    • 6 April 2022

    The P53 and P53Z claim by post and the P53Z print fill in and post forms have been updated for the new tax year 2022 to 2023.

  • Claim back a flexibly accessed pension overpayment
    • 6 April 2022

    The P55 repayment claim forms have been updated for the 2022 to 2023 tax year.

  • Check your pension scheme member’s protection status
    • 6 April 2022

    If your members lose their lifetime allowance protection, they must tell HMRC immediately.

  • Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)
    • 6 April 2022

    The form and notes have been added for tax year 2021 to 2022. We have also removed the form and notes for 2018.

  • Pension schemes: value your pension for lifetime allowance protection
    • 6 April 2022

    The 2022 to 2023 standard lifetime allowance and a link to information about when you can lose lifetime allowance protection has been added.

  • Pension schemes rates and allowances
    • 6 April 2022

    Tax year references, Lifetime allowance figures and annual allowance year updated for 2022 to 2023.

  • Draft legislation: The Registered Pension Schemes (Miscellaneous Amendments) Regulations 2022
    • 4 April 2022

    Added details of the consultation outcome, including a link to The Registered Pension Schemes (Miscellaneous Amendments) Regulations 2022.

  • Pension schemes newsletter 136 ― January 2022
    • 31 March 2022

    Updated data item 9 of appendix A to confirm that establisher details are required for all schemes.

  • Pension schemes newsletter 137 ― February 2022
    • 28 February 2022

  • Transferring your pension
    • 16 February 2022

  • Pension schemes newsletter 135 ― November 2021
    • 30 November 2021

  • HMRC service availability and issues
    • 22 November 2021

    Planned downtime for multiple HMRC digital services from 11:59pm on Monday 22 November 2021 to 2am on Tuesday 23 November 2021 has been added.

  • Pension schemes newsletters
    • 18 November 2021

    We have added the Managing pension schemes service newsletter – November 2021.

  • Managing pension schemes service newsletter – November 2021
    • 18 November 2021

  • Pension schemes: service availability and issues
    • 16 November 2021

    Planned downtime from 11:59am to 8pm on Thursday 18 November 2021 has been added.

  • Pension schemes newsletter 134 — October 2021
    • 29 October 2021

  • Pension Scheme Pays reporting: information and notice deadlines
    • 27 October 2021

    The 'Proposed revision' section has been updated.

  • Countdown Bulletin 56 – October 2021
    • 11 October 2021

  • Pension schemes newsletter 133 — September 2021
    • 30 September 2021

  • Pension schemes newsletter 132 — August 2021
    • 27 August 2021

  • Apply to register a pension scheme
    • 16 August 2021

    Information about declaring yourself a scheme administrator for a retirement annuity or deferred annuity contract has been added.

  • Managing pension schemes service newsletter – August 2021
    • 16 August 2021

  • Pension schemes newsletter 131 – July 2021
    • 30 July 2021

Next : 2 of 7

Is this page useful?

  • Maybe
Thank you for your feedback

Help us improve GOV.UK

Don’t include personal or financial information like your National Insurance number or credit card details.

Help us improve GOV.UK

To help us improve GOV.UK, we’d like to know more about your visit today. We’ll send you a link to a feedback form. It will take only 2 minutes to fill in. Don’t worry we won’t send you spam or share your email address with anyone.

Topics

  • Benefits
  • Births, death, marriages and care
  • Business and self-employed
  • Childcare and parenting
  • Citizenship and living in the UK
  • Crime, justice and the law
  • Disabled people
  • Driving and transport
  • Education and learning
  • Employing people
  • Environment and countryside
  • Housing and local services
  • Money and tax
  • Passports, travel and living abroad
  • Visas and immigration
  • Working, jobs and pensions

Government activity

  • Departments
  • News
  • Guidance and regulation
  • Research and statistics
  • Policy papers and consultations
  • Transparency
  • How government works
  • Get involved

Support links

  • Help
  • Privacy
  • Cookies
  • Accessibility statement
  • Contact
  • Terms and conditions
  • Rhestr o Wasanaethau Cymraeg
  • Government Digital Service
All content is available under the Open Government Licence v3.0, except where otherwise stated
© Crown copyright