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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• Check the recognised overseas pension schemes notification list
  • 4 May 2021

  The recognised overseas pension schemes notification list has been updated with 46 additions, 1 amendment and 1 removal.

• Pension schemes newsletter 129 – April 2021
  • 30 April 2021

• Pensions tax: reporting non-taxable pension death payments using Real Time Information
  • 28 April 2021

• Overseas pensions: payments to your members
  • 8 April 2021

  Guidance about telling HMRC about a payment has been updated.

• Pension schemes rates and allowances
  • 6 April 2021

  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)
  • 6 April 2021

  The form and notes have been added for tax year 2020 to 2021.

• Pension savings - tax charges (Self Assessment helpsheet HS345)
  • 6 April 2021

  Helpsheet 'HS345 Pension savings - tax charges (2021)' and working sheet have been added.

• Protect your pension lifetime allowance
  • 6 April 2021

  The lifetime allowance stays at £1,073,100 for 2021 to 2022.

• Pension schemes: value your pension for lifetime allowance protection
  • 6 April 2021

  The 2021 to 2022 standard lifetime allowance has been added.

• Claim a tax refund when you've taken a small pension lump sum
  • 6 April 2021

  The print and post form P53Z has been updated for the new tax year 2021 to 2022.

• Countdown Bulletin 54 - March 2021
  • 25 March 2021

• Managing Pension Schemes service newsletter – March 2021
  • 16 March 2021

• Manage a registered pension scheme
  • 16 March 2021

  Information about what you can do if you're registered as a pension scheme administrator has been updated.

• Register as a pension scheme administrator
  • 16 March 2021

  Information under the ‘non-trading companies and public sector organisations’ section has been updated.

• Pension schemes online: user guide
  • 16 March 2021

  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
  • 16 March 2021

  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
  • 16 March 2021

  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
  • 8 March 2021

  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
  • 4 March 2021

• 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.

• 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

• 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 Pension 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 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

• 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 back a flexibly accessed pension overpayment
  • 4 May 2020

  P55 repayment claim form has been updated for the 2020 to 2021 tax year.

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

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

• Sending a relief at source annual information return
  • 6 April 2020

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

• 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'.