Managing pension schemes service newsletter – March 2021
Information to provide the date you became the pension scheme administrator for a scheme in Appendix D – Pre-A Day pension schemes has been added. Information in row 4, column 1 in Appendix C – list of data items for pension scheme migration has been updated.
Check the recognised overseas pension schemes notification list
The recognised overseas pension schemes notification list has been updated with 23 additions.
Claim back a flexibly accessed pension overpayment
The P55 repayment claim forms have been updated for the 2021 to 2022 tax year.
- Apply for insurance benefits to be paid without tax being deducted
- Pension schemes newsletter 129 – April 2021
- Pensions tax: reporting non-taxable pension death payments using Real Time Information
Overseas pensions: payments to your members
Guidance about telling HMRC about a payment has been updated.
Pension schemes rates and allowances
Tax year references, Lifetime allowance figures and annual allowance year updated for 2021 to 2022.
Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)
The form and notes have been added for tax year 2020 to 2021.
Pension savings - tax charges (Self Assessment helpsheet HS345)
Helpsheet 'HS345 Pension savings - tax charges (2021)' and working sheet have been added.
Protect your pension lifetime allowance
The lifetime allowance stays at £1,073,100 for 2021 to 2022.
Pension schemes: value your pension for lifetime allowance protection
The 2021 to 2022 standard lifetime allowance has been added.
Claim a tax refund when you've taken a small pension lump sum
The print and post form P53Z has been updated for the new tax year 2021 to 2022.
- Countdown Bulletin 54 - March 2021
Manage a registered pension scheme
Information about what you can do if you're registered as a pension scheme administrator has been updated.
Register as a pension scheme administrator
Information under the ‘non-trading companies and public sector organisations’ section has been updated.
Pension schemes online: user guide
New sections about 'practitioner de-authorisation by scheme administrator' and 'practitioner de-authorisation by scheme practitioner' have been added. Sections about register as a practitioner and pre-register as a practitioner have been removed.
Apply to register a pension scheme
Information about a collective money purchase scheme has been added and the section to 'check the status and view the details of submitted applications' has been updated.
Find out about the pension scheme practitioner role
Information about how to register and what you’ll need to register has been added. A new section about How to submit an AFT return using the Managing Pension Schemes service for a scheme with a PSTR beginning with ‘2’ has been added.
Pension schemes: service availability and issues
Planned downtime from 4pm on Saturday 13 March 2021 to 10am on Monday 15 March 2021 has been added for the Managing Pension Schemes service.
- Pension schemes newsletter 128 – March 2021
Trustee oversight of investment consultants and fiduciary managers
The consultation response is delayed and is now expected in the first half of 2022.
NHS Pension Scheme: increased flexibility
Added the outcome document in PDF format.
- Pension schemes newsletter 127 – February 2021
HMRC service availability and issues
Page updated to add message about planned downtime to some services due to the end of the UK and EU transition period.
Make an annual claim for relief at source on pension contributions (APSS106)
The latest version of form APSS 106 - for annual claim periods 2018 to 2019 and onwards has been added.
- Pension Schemes Newsletter 126 – December 2020
Guaranteed Minimum Pension checker: service availability and issues
The issue when calculating a revalued GMP for scheme members has been resolved.
- Pension schemes newsletter 125 – October 2020
Submit an Accounting for Tax (AFT) return using the Managing Pension Schemes service
Where to find a charge reference on the Managing Pension Scheme service has been updated and requesting for refunds or reallocations will now use the same email address.
Pension schemes refund or reallocation request
Request for refunds or reallocations now use the same email address and a new version of the spreadsheet has been added.
Pension schemes newsletter 124 – September 2020
The protected pension age easement will not be extended and will expire on 1 November 2020.
- Pension schemes newsletter 123 – August 2020
- Pension schemes newsletter 122 - July 2020
- Managing pension schemes service newsletter – July 2020
Send pension scheme reports
Information about how to submit an AFT return using the Managing pensions schemes service for a scheme with a PSTR beginning with ‘2’ has been added.
Information requirements for pension schemes
Link for submitting your Accounting For Tax return has been updated.
- Pension schemes: collective money purchase benefits
- Guaranteed Minimum Pension (GMP) equalisation newsletter – July 2020
- Pension schemes newsletter 121 - June 2020
Pension schemes newsletter 119 – April 2020
The protected pension age easement has been extended up to 1 November 2020.
- Countdown Bulletin 53 - May 2020
- Pension schemes newsletter 120 - May 2020
Registered pension scheme relief at source spreadsheet
2020 HMRC registered pension scheme relief at source spreadsheet has been added.
Sending a relief at source annual information return
We have updated file formats you can use to send your information return.
- Countdown Bulletin 52 - April 2020
- Managing pension schemes service newsletter – April 2020
- Pension schemes newsletter 118 – March 2020
Climate change: risks and opportunities
Added response from The Pensions Regulator.
- Pension schemes newsletter 117 – February 2020