RPSM12301020 – Scheme Administrator Pages: Information Requirements and Administration: Information the scheme administrator is required to provide to HMRC: The Event Report: What is the Event Report?

What is the Event Report?

[Reg. 3 The Registered Pension Schemes (Provision of Information) Regulations2006 - SI 2006/567] [Reg. 4 The Registered Pension Schemes and Overseas PensionSchemes (Electronic Communication of Returns and Information) Regulations 2006 -SI 2006/570]

The scheme administrator is required to provide an event report giving details of events that have occurred during the tax year to which the report relates. The pages from RPSM12301030 to RPSM12301220 cover each event and the information that is required under regulation 3 of the Registered Pension Schemes (Provision of Information) Regulations 2006 (SI 2006/567).

The scheme administrator is NOT required to provide an event report giving details of events relating to members who have never been relevant UK individuals whilst they were activemembers of the scheme.

The event report in a form prescribed by HMRC is to be delivered to HMRC after the end of the tax year to which it relates but no later than the following 31 January. Where a pension scheme is wound up, the due date of delivery is 3 months from the date of when winding up is completed if this date is earlier.

The Registered Pension Schemes and Overseas Pension Schemes (Electronic Communication of Returns and Information) Regulations 2006 [SI 2006/570] require that the event report must be delivered electronically. If you are registered for Pension Schemes Online for Scheme Administrators, or Pension Schemes Online for Practitioners, you can submit this by 3rd party software, or you can use HMRC's free software.

The Event Report provided in HMRC's free software allows you to compile it throughout the year and save it. In addition, it is possible to share the content of the compiled but not submitted Event Report with others, providing they are authorised to view it. This means that several people can contribute to its content. However, only one person can submit it.

An Event Report which is compiled and saved but not submitted is not visible to HMRC. The Event Report must be submitted to meet the filing obligations. Compiling an Event Report does not meet the filing obligations.

Only one Event Report per tax year will be accepted. Any further Event Reports will be treated as amendments.


Glossary RPSM20000000