Pension schemes

The specifications below may change frequently. Please visit this page regularly and check this document for details of changes.

On this page:

Generic online documents

Acceptable characters version 2.0 (PDF 67K)
Version date 15 November 2005

Core schema version 2.0 (XSD 14K)
Version date 28 October 2003

HMRC IRmark technical pack version 1.3
Version date 26 May 2005

Hints and tips version 7.0 (PDF 70K)
Version date 17 October 2006

How to use the test service version 9.0 (PDF 163K)
Version date 1 November 2007

Forms and completion notes
The list details which forms are still accepted on paper and which must be filed online using Pension Schemes Online

Making large pension submissions version 1.0 (PDF 25K)
Version date 6 May 2010

Pensions generic documents

Pension specific CHRIS messages version 0.1 (PDF 57K)
Version date 24 January 2006

Schema envelope response error message version 0.5 (PDF 92K)
Version date 5 September 2006

Schema envelope validation rules version 0.8 (PDF 158K)
Version date 5 September 2006

XML schema envelope version 2.0 (XSD 4K)
Version date 19 October 2006

Pensions - XML schema change history version 3.1 (PDF 34K)
Version date 1 February 2011

Pension core schema version 3.0 (XSD 13K)
Version date 21 January 2011

Third Party Validation Service (TPVS) messages

Accounting for tax

Accounting for tax - XML schema version 3.1 (ZIP 3K)
Version date 2 December 2011

Accounting for tax - XML schema change history version 3.2 (PDF 36K)
Version date 1 February 2011

Accounting for Tax Validation Rules 3.0 (PDF 257K)
Version date 2 December 2011

Accounting for Tax Error Messages 3.2 (PDF 192K)
Version date 2 December 2011

Add administrator

Add administrator - XML schema version 2.5 (XSD 4K)
Version date 21 January 2011

Add administrator - XML schema change history version 3.1 (PDF 38K)
Version date 1 February 2011

Add Administrator Validation Rules 2.1 (PDF 167K)
Version date 12 August 2008

Add Administrator Error Messages 1.0 (PDF 150K)
Version date 5 February 2007

Amend scheme details

Amend scheme details - XML schema version 2.5 (XSD 9K)
Version date 21 January 2011

Amend schema details - XML schema change history version 3.1 (PDF 35K)
Version date 1 February 2011

Amend Scheme Validation Rules 3.2 (PDF 329K)
Version date 12 August 2008

Amend Scheme Error Messages 2.0 (PDF 263K)
Version date 29 June 2007

Associate scheme administrator

Associate scheme administrator - XML schema version 2.3 (XSD 3K) Version date 21 January 2011

Associate scheme administrator - XML schema change history version 2.1 (PDF 32K)
Version date 1 February 2011

Associate Scheme Validation Rules 0.4 (PDF 329K)
Version date 30 November 2005

Associate Scheme Error Messages 2.0 (PDF 106K)
Version date 29 June 2007

Change scheme administrator - practitioner details

Change scheme administrator - practitioner details - XML schema version 2.5 (XSD 5K)
Version date 21 January 2011

Change scheme administrator - practitioner details - XML schema change history version 3.1 (PDF 32K)
Version date 1 February 2011

Change Scheme Validation Rules 1.2 (PDF 186K)
Version date 13 August 2008

Change Scheme Error Messages 1.0 (149K)
Version date 16 August 2007

Event report

Event Report - XML Schema 6.0 (ZIP 3K)
Version date 2 December 2011

Event Report - XML Schema Change History 3.1 (PDF 39K)
Version date 21 January 2011

Event Report Validation Rules 5.6 (PDF 186K)
Version date 17 December 2010

Event Report Validation Rules (2012) 1.1 (PDF 461K)
Version date 2 December 2011

Event Report Error Messages 4.5 (149K)
Version date 17 December 2010

Event Report Error Messages (2012) 3.0 (149K)
Version date 2 December 2011

Event report April 2008

Event report April 2008 – XML schema version 4.1 (ZIP 4K)
Version date 2 January 2012

Event report April 2008 - XML schema change history version 2.2 (PDF 32K)
Version date 1 February 2011

Event Report April 2008 Validation Rules 2.0 (PDF 538K)
Version date 2 December 2011

Event Report April 2008 Error Messages 1.3 (PDF 413K)
Version date 17 December 2010

Pension scheme registration - from 6 April 2007

Pension scheme registration - XML schema version 3.4 (XSD 10K)
Version date 21 January 2011

Pension scheme registration - XML schema change history version 3.1 (PDF 35K)
Version date 1 February 2011

Pension Scheme Registration Validation Rules 2.2 (PDF 260K)
Version date 12 August 2008

Pension Scheme Registration Error Messages 1.2 (PDF 199K)
Version date 12 August 2008

Scheme return

Pension scheme return - XML schema version 5.0 (XSD 34K)
Version date 21 January 2011

Pension scheme return - XML schema change history version 3.2 (PDF 36K)
Version date 1 February 2011

Pension Scheme Return Validation Rules 5.4 (PDF 204K)
Version date 5 November 2010

Pension Scheme Return Error Messages 6.3 (PDF 488K)
Version date 17 Dec 2010

Relief at source

Relief at source - XML schema version 0.8 (XSD 11K)
Version date 21 January 2011

Relief at source - XML schema change history version 2.1 (PDF 32K)
Version date 1 February 2011

Relief at Source Validation Rules 0.18 (PDF 266K)
Version date 26 July 2006

Maintain practitioner

Maintain practitioner - XML schema version 1.1 (XSD 3K)
Version date 10 January 2007

Validation rules version 2.0 (PDF 120K)
Version date 30 October 2007

Error messages version 2.0 (PDF 120K)
Version date 30 October 2007