Viewing pension scheme information online

Contents

What pension scheme information can I view online?

You can view any information you have submitted.

To view information you have not submitted you must be either;

a) A Scheme Administrator who has:

i.) notified HMRC you are a Scheme Administrator of the scheme, and
your details have been added to HMRC’s record (see ‘notifying HMRC you are a Scheme Administrator of a pension scheme’), or

b) An authorised practitioner.

This is a practitioner that a Scheme Administrator (whose details are held on the scheme record) has given HMRC authority to deal with on their behalf. See ‘How do I authorise HMRC to deal with a practitioner on my behalf’.

I am a Scheme Administrator, how do I authorise HMRC to deal with a practitioner on my behalf and let them view HMRC’s record for the pension scheme?

HMRC can only allow practitioners to view the pension scheme record if the Scheme Administrator has given authority to HMRC. To give that authority you can either:

  • Do it online using HMRC’s online pensions scheme product, select the practitioner management link
  • On paper using the Authorise Practitioner form APSS 151

You will need:

Do it online:

1. Log onto ‘Pension Schemes Online’
2. Select the scheme either by

  • Entering the Pension Scheme Tax Reference (PSTR), or
  • Selecting ‘view all schemes’ and then selecting it from the list.

3. This will take you to the pension scheme summary page. Select the ‘Practitioner Management’ link under ‘Administration’.
4. This will take you to a summary screen, select the ‘Authorise a new Practitioner’ link.
5. Follow the on-screen instructions.
6. Once successfully completed, your practitioner will be able to view the pension scheme information within 24 hours.