• You are here:
  • Home >
  • Pension schemes >
  • Information reporting and record keeping for pension schemes

Information reporting and record keeping for pension schemes

Information requirements for pension schemes - the basics Pension scheme reporting timescales, penalties, record keeping and more

Using the Pension Schemes Online Service Information you'll need to use the online service, finding the reference number, key steps, common mistakes, where to get help

Registering or winding up a pension scheme Find out how to register a pension scheme with HMRC and how to wind it up

Completing a Pension Scheme Return, Accounting for Tax Return or Event Report Information for administrators on why and when you report certain events and actions to HMRC and pay tax charges

Annual and lifetime allowance statements Guidance on when an administrator must issue annual and lifetime allowance statements

Relief at source for pension schemes Guidance on how to claim relief on contributions paid using the relief at source process, and reporting requirements

Pension schemes - reclaiming tax deducted from investment income Find out how and when trustees and pension scheme sponsors can claim back UK tax deducted from investment income

Tax returns for trustees of registered pension schemes Who needs to complete a pension scheme tax return, deadlines, what happens when a scheme closes, getting help and advice

Pension payments Employer guidance on PAYE deductions for regular pension payments, annuities, lump sums and special situations