Latest documents
Subscriptions
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Submit an Accounting for Tax (AFT) return using the Managing pensions 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.
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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.
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Check the recognised overseas pension schemes notification list
The recognised overseas pension schemes notification list has been updated with 19 additions and 9 removals.
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Pension schemes: service availability and issues
Planned downtime from 5pm to 10pm on Friday 16 October 2020 has been added for the pension schemes service.
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Pension schemes newsletter 124 – September 2020
The protected pension age easement will not be extended and will expire on 1 November 2020.
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Pension schemes newsletter 123 – August 2020
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Pension schemes newsletter 122 - July 2020
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Manage a registered pension scheme
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.
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Managing pension schemes service newsletter – July 2020
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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.
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Information requirements for pension schemes
Link for submitting your Accounting For Tax return has been updated.
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Pension schemes online: user guide
Section 8.10 has been updated with information about how to amend a submitted AFT return for a pension scheme with a PSTR beginning with ‘2’.
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Pension schemes: collective money purchase benefits
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Guaranteed Minimum Pension (GMP) equalisation newsletter – July 2020
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Pension schemes newsletter 121 - June 2020
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Pension schemes newsletter 119 – April 2020
The protected pension age easement has been extended up to 1 November 2020.
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Countdown Bulletin 53 - May 2020
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Pension schemes newsletter 120 - May 2020
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Claim a tax refund when you've taken a small pension lump sum
The print and post iForm P53Z, has been updated for the new tax year 2020 to 2021.
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Claim back a flexibly accessed pension overpayment
P55 repayment claim form has been updated for the 2020 to 2021 tax year.
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Pension schemes rates and allowances
Information about adjusted income threshold and Minimum reduced (or tapered) annual allowance has been added.
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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 2019 to 2020.
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Pension schemes: value your pension for lifetime allowance protection
The 2020 to 2021 standard lifetime allowance has been added.
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Registered pension scheme relief at source spreadsheet
2020 HMRC registered pension scheme relief at source spreadsheet has been added.
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Protect your pension lifetime allowance
The lifetime allowance has increased from £1,055,000 to £1,073,100 from 6 April 2020.
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Sending a relief at source annual information return
We have updated file formats you can use to send your information return.
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Pension savings - tax charges (Self Assessment helpsheet HS345)
Helpsheet and working sheet have been added for the tax year 2019 to 2020.
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Countdown Bulletin 52 - April 2020
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Managing pension schemes service newsletter – April 2020
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Pension schemes newsletter 118 – March 2020
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Climate change: risks and opportunities
Added response from The Pensions Regulator.
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Pension schemes newsletter 117 – February 2020
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Automatic enrolment earnings trigger and qualifying earnings band
Added 'Automatic enrolment: review of the earnings trigger and qualifying earnings band for 2020/21'.
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Tell HMRC you’ve claimed too much relief at source for pension scheme members
Information about claiming excess relief has been updated.
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Reclaim tax relief for pension scheme members with relief at source
Updated to cover the information and declarations members must give to scheme administrators before receiving relief at source.
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Make an annual claim for relief at source on pension contributions (APSS106)
Updates to explain when to submit the APSS106 form
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Guaranteed Minimum Pension (GMP) equalisation newsletter - February 2020
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Pension schemes newsletter 116 - January 2020
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Claiming tax relief on your contributions to overseas pension schemes
Guidance on working out your tax charges has been updated.
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Countdown Bulletin 51 - January 2020
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Managing pension schemes service newsletter – January 2020
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Countdown Bulletin 50 - December 2019
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Check a pension scheme member's residency status for relief at source
Email addresses under 'What your annual report will tell you' have been updated.
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Pension schemes newsletter 115 – November 2019
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Pension schemes newsletter 114 – October 2019
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Countdown Bulletin 49 - October 2019
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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