RPSM02307076 - Scheme Administrator Pages: Registering a pension scheme with HMRC: Authorising practitioners and other functions available in Pension Schemes Online: Authorising practitioners: How does the practitioner access Pension Schemes Online: - I have a Practitioner ID already

How does the practitioner access Pension Schemes Online: - I have a Practitioner ID already

Existing user of the Online Service

If you are registered to use another HMRC organisation online service you can register for Pension Schemes for Practitioners using your existing User ID and Password. To do this, go to the HMRC website at www.hmrc.gov.uk and under the 'do it online' section, select 'Pension Schemes'.

You will then be presented with a 'Welcome' screen.

• Enter your User ID and Password and select 'login', then select Pension Schemes for Practitioners.
• Follow the on-screen prompts relating to the Practitioner ID and Activation Token.
• If you have the relevant ID, confirm that you wish to use your current User ID and Password.
• Enter the following details - Practitioner ID, postcode and Activation Token (optional).

If you entered an Activation Token, then registration for Pension Schemes Online will then be confirmed on screen and you can start to use the service immediately. Once you have registered, you will not need the Activation Token again, so you can dispose of it.

If you didn't enter an Activation Token, the Government Gateway will post you an Activation PIN within 7 days. When you receive this, login using your User ID and Password and you will be prompted to enter the Activation PIN.

When you have successfully activated the service, you can destroy the Activation PIN as you won't need it again. Please make sure you use the Activation PIN within 28 days of the date on the letter or it will expire.

New user of the Online Service

You need to register to use HMRC online services. Go to the HMRC website at www.hmrc.gov.uk and under the 'Do it online' section, select 'Pension Schemes'.

You will then be presented with a 'Welcome' screen.

Select 'Register' under 'I am a new user'. Choose the type of user you wish to register as (‘Pensions’) then select ‘Pension Schemes for Practitioners’.

You will be presented with two screens asking you to confirm that you have the relevant Practitioner ID and an Activation Token.

You will then be guided through a five-step registration process, with indication of which step you are at along the top of the screen as you progress. The five steps are

1. Accept terms and conditions: Read the terms and conditions and ‘accept’ to continue with the registration process.
2. About you: Enter your full name
3. Create password: Create a password you can remember as you will need this every time you login to use the online service
4. Note User ID: A User ID will be displayed on the screen. The Government Gateway will also post you confirmation of the User ID on a handy card. Keep this safe, as you will need it along with your password, every time you login to the online service.
5. Enter Details: Enter your Practitioner ID, postcode (or tick the ‘abroad’ box) and the Activation Token if you have one.