SA970 - Self Assessment Tax Return for Pension Schemes

This is a reminder for Trustees of Pension Schemes who need to complete a self assessment return in relation to taxed investment income, any taxable income or chargeable gains.

The Self Assessment return, SA970, for trustees of pension schemes is not available to complete online. Scheme Trustees who have received a paper SA970 return from Pension Schemes Services should complete the return and send it to Pension Schemes Services, Yorke House, Castle Meadow Road, Nottingham NG2 1BG.

If you have not received a return from us and have taxed investment income, any taxable income or chargeable gains to declare, you can obtain the SA970 from the link below.

SA 970