Notifying HMRC you are a Scheme Administrator of a pension scheme

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I need to notify HMRC I am a Scheme Administrator of a particular scheme

If you have become a Scheme Administrator of a scheme after 5 April 2006 then you need to notify HMRC and make a declaration you understand your obligations as Scheme Administrator and you will fulfil these obligations. See RPSM 02301010 for further information. When you have made the declaration your details will then be added to the record for the scheme. This will then allow you to view HMRC’s records for the Pension Scheme.

If you were the Scheme Administrator of a scheme before 6 April 2006 and you have not already notified HMRC of this by providing your details, then you may want to do so now. Once your details have been added to HMRCs record for the pension scheme, you will be able to view that record. See the guidance below on ‘how to notify HMRC that you are a Scheme Administrator’.

How do I notify HMRC I am a Scheme Administrator of a particular scheme?

You will need:

  • The Pension Scheme Tax Reference (PSTR), if known.
    Or
  • The pension scheme name, and
  • The SF reference or policy/contract number

Do it online:

If you are using HMRC’s free software;

1. Log into Pension Schemes Online,
2. select the ‘Add yourself as Scheme Administrator’ link on the welcome page
3. Follow the on-screen instructions
4. Within 24 hours of successfully completing this, you will be able to view the pension scheme record.