GOV.UK
Latest documents
-
Check the recognised overseas pension schemes notification list
The recognised overseas pension schemes notification list has been updated, with 13 schemes added and 2 removed.
-
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.
-
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.
-
Countdown Bulletin 46 - July 2019
-
Sending a relief at source annual information return
Information about the registered pension scheme relief at source spreadsheet has been updated.
-
Pension schemes newsletter 111 – June 2019
-
Annual statistical returns for registered pension schemes
Information updated of when you do not need to complete this form.
-
Look up residency status for relief at source: service availability and issues
-
Manage a registered pension scheme
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)
The address to send the form R63N to has been updated.
-
Pension schemes: notice of appeal and application to postpone payment (APSS413)
The address to send the form APSS 413 to has been updated.
-
Pension schemes: unauthorised borrowing report (APSS 303)
The address to send the form APSS 303 to has been updated.
-
Pension schemes: election for a deemed Benefit Crystallisation Event (APSS 254)
The address to send the form APSS 254 to has been updated.
-
Pension schemes: report of Benefit Crystallisation Events (APSS 252)
The address to send the form APSS 252 to has been updated.
-
Pension schemes: request to pay a member's annual allowance charge (APSS210)
The address to send the form APSS 210 to has been updated.
-
Pension schemes: request by scheme administrator for Lifetime Allowance Certificate details (APSS209)
The address to send the form APSS 209 to has been updated.
-
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.
-
Pension schemes: repayments - third party authority (APSS 146A)
The address to send the form APSS 146A to has been updated.
-
Pension schemes: registration for Income Tax repayments (APSS146)
The address to send the form APSS 146 to has been updated.
-
Pension schemes: notification of succession to a sub-scheme (APSS 110)
The address to send the form APSS 110 to has been updated.
-
Pension schemes: notification of succession to a 'split' scheme (APSS 109)
The address to send the form APSS 109 to has been updated.
-
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.
-
Pension Schemes Online: user guide
Online service for scheme administrators and practitioners has been updated with information on new functions of the service.
-
Send pension scheme reports
The 'pensions scheme returns' section has been updated with more information on how to file your pension scheme return.
-
Pensions schemes newsletter 110 - May 2019
-
Countdown Bulletin 45 - May 2019
-
Pension schemes newsletter 109 – April 2019
-
Find the relief at source residency statuses of multiple members
The 'Your results' section has been updated to include 'welshResident' .
-
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.
-
Pension schemes rates and allowances
The 2019 to 2020 standard lifetime allowance has been added.
-
Pension schemes: value your pension for lifetime allowance protection
The 2019 to 2020 standard lifetime allowance has been added.
-
Protect your pension lifetime allowance
The current standard lifetime allowance has been change from £1,030,000 to £1,055,000.
-
Pension schemes: registered pension schemes relief at source interim claims (APSS 105)
The latest version of this form has been attached.
-
Claim back a flexibly accessed pension overpayment
P55 repayment claim form has been updated to reflect the 2019 to 2020 tax year changes.
-
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.
-
Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)
The form and notes have been added for tax year 2018 to 2019.
-
Pension savings - tax charges on any excess over the lifetime allowance and the annual allowance, and on unauthorised payments: HS345 Self Assessment helpsheet
Helpsheet for the 2018 to 2019 tax year has been added.
-
Pension schemes newsletter 108 - March 2019
-
How to complete your annual return of information for pension schemes operating relief at source - 2019 version
-
Registered pension scheme relief at source spreadsheet – 2019 version
-
Pension scheme administrator declaration: Annual return of information (APSS590)
-
How to complete your annual return of information for pension schemes operating relief at source - 2018 version
The guidance has been updated to the 2018 version.
-
Registered pension scheme relief at source spreadsheet - 2018 version
A new version of the file 2018 has been added to this page.
-
Countdown bulletin 44 - March 2019
Information added about the release dates of refund letters and cheques for schemes in surplus that have engaged with HMRC.
-
Register as a pension scheme administrator
You must create an organisation account when registering as a new scheme administrator. You can choose to register as an individual or company scheme administrator after creating your account. More information about this has been added.
-
Pension schemes: relief at source details (APSS 103)
The separate notes for form APSS 103 have been removed and incorporated into the form.
-
Delivering collective defined contribution pension schemes
Added the government's response to the consultation.
-
Radical shake-up of advice to pension schemes will benefit savers and boost £1.6 trillion pension assets
-
Investment consultants market investigation response
-
Countdown bulletin 43 - March 2019