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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

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  • Trustee oversight of investment consultants and fiduciary managers
    • 3 March 2021

    The consultation response is delayed and is now expected in the first half of 2022.

  • Check the recognised overseas pension schemes notification list
    • 1 March 2021

    The recognised overseas pension schemes notification list has been updated with 10 additions.

  • NHS Pension Scheme: increased flexibility
    • 5 February 2021

    Added the outcome document in PDF format.

  • Pension schemes newsletter 127 – February 2021
    • 3 February 2021

  • HMRC service availability and issues
    • 29 December 2020

    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)
    • 11 December 2020

    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
    • 3 December 2020

  • Pension schemes online: user guide
    • 2 December 2020

    Section1.4 has been added to explain what to do if your Government Gateway credentials fail because you have not used them for 3 years or more.

  • Guaranteed Minimum Pension checker: service availability and issues
    • 18 November 2020

    The issue when calculating a revalued GMP for scheme members has been resolved.

  • Pension schemes newsletter 125 – October 2020
    • 30 October 2020

  • Submit an Accounting for Tax (AFT) return using the Managing pensions schemes service
    • 21 October 2020

    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
    • 21 October 2020

    Request for refunds or reallocations now use the same email address and a new version of the spreadsheet has been added.

  • Pension schemes: service availability and issues
    • 14 October 2020

    Planned downtime from 5pm to 10pm on Friday 16 October 2020 has been added for the pension schemes service.

  • Pension schemes newsletter 124 – September 2020
    • 6 October 2020

    The protected pension age easement will not be extended and will expire on 1 November 2020.

  • Pension schemes newsletter 123 – August 2020
    • 28 August 2020

  • Pension schemes newsletter 122 - July 2020
    • 31 July 2020

  • Manage a registered pension scheme
    • 21 July 2020

    Updated to say that only first scheme administrator listed for a scheme will receive paper notifications from HMRC by post, other administrators of the scheme can get copies of HMRC notifications by contacting the Pension Schemes Services.

  • Managing pension schemes service newsletter – July 2020
    • 21 July 2020

  • Send pension scheme reports
    • 21 July 2020

    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
    • 21 July 2020

    Link for submitting your Accounting For Tax return has been updated.

  • Pension schemes: collective money purchase benefits
    • 21 July 2020

  • Guaranteed Minimum Pension (GMP) equalisation newsletter – July 2020
    • 16 July 2020

  • 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)
    • 6 April 2020

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

  • Pension schemes: value your pension for lifetime allowance protection
    • 6 April 2020

    The 2020 to 2021 standard lifetime allowance has been added.

  • Registered pension scheme relief at source spreadsheet
    • 6 April 2020

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

  • Protect your pension lifetime allowance
    • 6 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
    • 6 April 2020

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

  • Pension savings - tax charges (Self Assessment helpsheet HS345)
    • 6 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

  • 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.

  • 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.

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