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Latest documents
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Check the recognised overseas pension schemes notification list
The recognised overseas pension schemes notification list has been updated, with 26 schemes added and 5 removed.
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NHS Pension Scheme: increased flexibility
Added consultation document in PDF format.
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Countdown bulletins for pension scheme administrators
Countdown bulletin 48 - August 2019 has been added to this collection.
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Countdown Bulletin 48 - August 2019
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Pension schemes newsletter 113 – August 2019
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Tell HMRC you’ve claimed too much relief at source for pension scheme members
Excess relief schedule spreadsheet updated to include Welsh basic rate in dropdown menu options.
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Pension trustees: clarifying and strengthening investment duties
Added public feedback to the consultation following a Freedom of Information request.
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Pension schemes newsletters
Pension schemes newsletter 112 - July 2019 has been added to this page.
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Pension schemes newsletter 112 – July 2019
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Countdown Bulletin 47 - July 2019
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Trustee oversight of investment consultants and fiduciary managers
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Pension savings - tax charges (Self Assessment helpsheet HS345)
The HS345 Working sheet - total pension savings tax charges (2019) has been added.
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Reclaim tax relief for pension scheme members with relief at source
Guidance on the current process for dealing with relief at source returns and claims has been updated.
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Registered pension schemes relief at source annual claims (APSS 106)
Guidance about the current process for dealing with relief at source returns and claims has been updated.
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Countdown Bulletin 46 - July 2019
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Sending a relief at source annual information return
Information about the registered pension scheme relief at source spreadsheet has been updated.
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Pension schemes newsletter 111 – June 2019
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Annual statistical returns for registered pension schemes
Information updated of when you do not need to complete this form.
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Look up residency status for relief at source: service availability and issues
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Manage a registered pension scheme
This guidance has been updated with information about updating pension scheme details using the online service.
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Pension schemes: repayment request for registered pension schemes (R63N)
The address to send the form R63N to has been updated.
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Pension schemes: notice of appeal and application to postpone payment (APSS413)
The address to send the form APSS 413 to has been updated.
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Pension schemes: unauthorised borrowing report (APSS 303)
The address to send the form APSS 303 to has been updated.
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Pension schemes: election for a deemed Benefit Crystallisation Event (APSS 254)
The address to send the form APSS 254 to has been updated.
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Pension schemes: report of Benefit Crystallisation Events (APSS 252)
The address to send the form APSS 252 to has been updated.
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Pension schemes: request to pay a member's annual allowance charge (APSS210)
The address to send the form APSS 210 to has been updated.
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Pension schemes: request by scheme administrator for Lifetime Allowance Certificate details (APSS209)
The address to send the form APSS 209 to has been updated.
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Pension schemes: authorisation of scheme administrator(s) to view Lifetime Allowance Certificate(s) (APSS203)
The address to send the form APSS 203 to has been updated.
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Pension schemes: repayments - third party authority (APSS 146A)
The address to send the form APSS 146A to has been updated.
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Pension schemes: registration for Income Tax repayments (APSS146)
The address to send the form APSS 146 to has been updated.
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Pension schemes: notification of succession to a sub-scheme (APSS 110)
The address to send the form APSS 110 to has been updated.
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Pension schemes: notification of succession to a 'split' scheme (APSS 109)
The address to send the form APSS 109 to has been updated.
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Pension schemes: service availability and issues
The Managing Pension Schemes service will be unavailable from midnight to 10am on Sunday 9 June and Sunday 16 June 2019. Information about this issue has been added.
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Send pension scheme reports
The 'pensions scheme returns' section has been updated with more information on how to file your pension scheme return.
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Pension Schemes Online: user guide
Online service for scheme administrators and practitioners has been updated with information on new functions of the service.
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Pensions schemes newsletter 110 - May 2019
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Countdown Bulletin 45 - May 2019
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Pension schemes newsletter 109 – April 2019
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Find the relief at source residency statuses of multiple members
The 'Your results' section has been updated to include 'welshResident' .
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Information requirements for pension schemes
Guidance on Event Reports, reporting of transfer of pension funds to a QROPS, reporting that you’re no longer the scheme administrator and keeping your information up to date has been updated.
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Pension schemes rates and allowances
The 2019 to 2020 standard lifetime allowance has been added.
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Pension schemes: value your pension for lifetime allowance protection
The 2019 to 2020 standard lifetime allowance has been added.
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Protect your pension lifetime allowance
The current standard lifetime allowance has been change from £1,030,000 to £1,055,000.
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Pension schemes: registered pension schemes relief at source interim claims (APSS 105)
The latest version of this form has been attached.
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Claim back a flexibly accessed pension overpayment
P55 repayment claim form has been updated to reflect the 2019 to 2020 tax year changes.
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Claim a tax refund when you've taken a small pension lump sum
The forms P53 and P53Z to claim a tax refund on a small pension lump sum, have been updated for the new tax year 2019 to 2020.
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Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)
The form and notes have been added for tax year 2018 to 2019.
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Pension schemes newsletter 108 - March 2019
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How to complete your annual return of information for pension schemes operating relief at source - 2019 version
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Registered pension scheme relief at source spreadsheet – 2019 version