PSI22.1.35 - Operational Procedures: Applications - Scheme Files


(This archived guidance relates to HMRC discretionary practice before the 6th April 2006. For current guidance on Registered Pension Schemes see the Registered Pension Schemes Manual)

New applications are put into a file cover depending on the type of scheme:

Standard insured- green unpouched
Non-standard insured- green pouched/unpouched (depending on volume of accompanying documents)
Individual arrangement- manila folder
Hancock annuity- manila folder
Self-administered- green pouched
Unfunded- green pouched
Participating employer (associated)- green folder
Participating employer (unassociated)- manila folder