Annual returns of statistical information for ISA managers

Individual Savings Account (ISA) managers are required to make an annual return of statistical information to the HM Revenue & Customs (HMRC). The requirement to make quarterly returns of statistical information has now ceased.

Personal Equity Plans (PEPs) became ISAs on 6 April 2008. However, PEP managers are required to make a final annual return of statistical information (for the tax year ended 5 April 2008) to HMRC.

ISA annual returns of statistical information must be submitted on form ISA14(stats). The final PEP annual return of statistical information must be submitted on form PEP14(stats).

These documents are available in PDF format. To view a PDF document you must have Adobe Acrobat Reader installed on your computer.

• ISA14(stats) (PDF 75K)
• PEP14(stats) (PDF 23K)

Annual returns of statistical information must be completed and returned to the PEP and ISA team within 60 days (ISA) or three months (PEP) of the following reporting dates

• 5 April of each year
• the date on which the ISA or PEP manager ceased to qualify, or act, as a manager

If you have any general queries about the annual returns of statistical information Tel 0151 472 6110/6161.