hmrc pension schemes helpline
For all enquiries about exports, please contact the National Exports Helpdesk. End of Document. Crucially, this extends the current transitional arrangements (whereby a notional 30/70 split is applied by HMRC between scheme administration and fund management costs where a single VAT invoice has been issued to the pension … HMRC has agreed to an internal workshop to discuss a legislative change to give an amnesty to victims of pension scams, especially in cases of pensions liberation, the Pension Scams Industry Group (PSIG) has confirmed A practitioner will be unable to go online to see any information relating to the pension scheme or make amendments to any report or return for that scheme that has been submitted by anyone else unless authority to do so has been granted from the scheme administrator on Pension schemes online. If you need to tell us that your scheme has become or ceased to be a master trust you’ll need to complete the form APSS 578. You’ll be given a Government Gateway user ID - this will also be sent to the email address you provided. You’ll see a list of submitted Accounting for Tax Returns and the relevant charge references for each return. Contact HMRC Pension Scheme Services helpline for the Pension Scheme Tax Reference (PSTR) – you will need: • Scheme Administrator ID • SF reference number (format 000/000000/000000/A) • Scheme name 5. Details of the ‘new’ scheme administrator will now be displayed on a ‘Scheme administrator overview’. From 6 April 2014 the annual allowance for tax relief on pension savings in a registered pension scheme was reduced to £40,000. The charge reference will appear in the overview section. Select ‘View or amend your details’ in the left margin. It’s possible for any scheme administrators and authorised practitioners attached to the scheme record to view, add to, save and or submit a compiled Event Report. Select ‘Continue’ to ensure you see all information previously compiled. If you need help with any of the questions you can click the question mark icons for online assistance. contact name, address and telephone number, notification of winding-up of a registered pension scheme, notification of termination of a scheme administrator’s appointment, Select either ‘View all pension schemes’ from the left toolbar - this will give you a list of all the schemes you are added to as the scheme administrator, or you can use the ‘Select a pension scheme’ function from the bottom-left box if you know the. You have now successfully added yourself to your scheme but you will not be able to view scheme records, make any amendments or file any returns for at least 24 hours. Employers may be able to get financial support through other government schemes. You can change your cookie settings at any time. Microservice to support the registration and post-registration update (variations) of pension schemes. Please note: After 4pm all queries should be directed to the Excise and Customs Helpline. When a deferred annuity contract or retirement annuity contract is made or a policy is assigned on or after 6 April 2006 it automatically becomes a registered pension scheme and does not need to be registered using Pension schemes online. For all enquiries about the eBTI application form, please contact the Excise and Customs Helpline. You’ll need this to complete your registration so you should print it off and keep it safe. Select ‘Practitioner management’ under the scheme administration link. HMRC Pension Schemes Services Helpline: 0845 600 2622. After attempting to submit your details you may receive a message saying that you cannot be added to that pension scheme because there is already a scheme administrator. These are: These are: payment holidays on loans due from connected parties and rents due on commercial properties agreed on an arm's length basis do not require an independent valuation; You’ll see confirmation on screen that you’ve requested access to Pension schemes online for administrators. a scheme administrator and need to file an, a pension scheme practitioner who needs to file any. A compiled Event Report is a report that has been started and saved but not submitted. A tax charge of 40% of the pension scheme value if HMRC removes the tax registration of the pension scheme. You’ll get a new activation code in the post. You’ll see a ‘Submission in progress’ screen. Once the form is complete select ‘Submit’ and enter your User ID and password. If you wish to associate a further scheme administrator repeat the process. If you became the scheme administrator on or after 6 April 2006 and your scheme administrator ID begins with ‘A0’, you’ll need to add yourself to the scheme on Pension schemes online. It has 10 characters made up of 8 numbers followed by 2 letters. HMRC has now sought to address this uncertainty by … Note that all communications will be sent to the first named scheme administrator unless they have ceased. Update or amend details as appropriate and select ‘Next’. Please quote your scheme identification number in any enquiry. To find out who the scheme administrator is you’ll need to ask your co-trustees/colleagues or the establishing employer as the Pension schemes helpline are unable to disclose this information. This includes contributions made by anyone else into your pension such as your employer. Pension schemes annual allowance checking tool - introduction. It was designed by HMRC, exclusively for company directors to give them more control over their pensions and to support businesses. You should only contact the Pension schemes helpline if you’re unable to contact or trace the previous registered scheme administrator. This must be 10 or more characters. You can also email HMRC to request your effective date of registration for VAT. The client reference is not mandatory information. The charge reference that you’ll need when you make your tax payment is shown on the ‘Submission successful’ screen within the paragraph of text. Select ‘Change details’. A letter must be sent to Pension Schemes Services (HMRC BX9 1GH) with details of the PSTR of the scheme, the current and … A page will be displayed giving your current details, on this page you can only amend the UK residency or requirement for paper notices question. Allow up to 7 working days to pre-register as some of the information will be sent to you by post for security purposes. Opening hours: Monday to Friday, 8am to 6pm Closed weekends and bank holidays 0300 200 3700. HMRC recently published the second instalment of its guidance on the tax consequences of implementing GMP equalisation. It’s important that your details are kept up to date otherwise notices and messages may not reach you. If you need to amend the establisher name for a scheme that has a status of open or if you wish to amend the scheme name you’ll need to notify HMRC in writing at: If you cease to act as the scheme administrator for a pension scheme you must record this on Pension schemes online within 30 days. Partially completed and saved forms are stored on Pension schemes online for a period of 7 days and then deleted with the exception of: When you make a payment to HMRC, you should include the relevant charge reference. Enter your scheme administrator ID To register the end of your appointment you’ll first have to select the relevant pension scheme. Pension schemes registered on or after 6 April 2006 will have been registered by their scheme administrator and will normally have a scheme administrator shown on the record. Select ‘Registered Pension Scheme Return’ from the ‘Reporting’ section. Tell HMRC about your employment related securities (ERS) schemes Submit an Enterprise Management Incentives (EMI) notification Apply for a share valuation for Enterprise Management Incentives (VAL231) To associate a second or subsequent scheme administrator you’ll need their scheme administrator ID. You can find more information here: Tax on your private pension contributions HMRC also has a pension scheme services helpline which may be able to provide more informaiton: Pension schemes If you are a practitioner select ‘Pension schemes for practitioners’ instead. Once you have read it select ‘OK’. Select ‘amend’. For customers who are deaf or hearing or speech impaired: 0300 200 3719 (Textphone), If you're calling from abroad please telephone: +44 (0)2920 501 261. You have to wait at least 24 hours from submission before you can amend the Pension Scheme Return. Your email should include the following details: We’ll then contact you with details of how to report to HMRC. Read the information, check the box to confirm you have read and accept the conditions, then select OK. HM Revenue and Customs Enter your User ID and password and select ‘submit’. Overseas transfer charge: A tax charge of 25% on taxable overseas transfers made from 9 March 2017. For customers who are deaf or hearing or speech impaired: 0300 200 3603 (Textphone). If you are calling from abroad +44 (0)3000 594231. They currently do not offer a secure route for sending personal/commercial information unless you are logged in to the Online Services. At this point the data you have entered has not been fully saved and you must continue through the remaining steps. A Pension Scheme Tax Reference (PSTR) is the unique reference given to a scheme by HMRC when a scheme has been registered for tax relief and exemptions. The. Do not attempt to resubmit the information or close your browser at this point. If you have more events to report but do not have the details to hand or if you want to wait before submitting the report select ‘Save and exit this Event Report’. Don’t worry we won’t send you spam or share your email address with anyone. Select the correct link in answer to this question. Contact HMRC Pension Scheme Services helpline for the Pension Scheme Tax Reference (PSTR) – you will need: • Scheme Administrator ID • SF reference number (format 000/000000/000000/A) • Scheme name 5. Once you have entered the events you wish to report return to the ‘Event Report - summary’ screen. Don’t include personal or financial information like your National Insurance number or credit card details. To associate a further scheme administrator select ‘Associate another scheme administrator’. It will be saved until the end of the February following the end of tax year to which the Event Report relates. A list of regularly used HMRC contact information, including telephone numbers, online contact options and postal addresses, together with a number of tips. HMRC said on Thursday that it had made "temporary changes to some pension processes to help scheme administrators during the coronavirus pandemic. After a couple of minutes you’ll see the ‘Submission successful’ screen. Select ‘Amend’ and you’ll be shown a ‘Return history’. For all enquiries about the classification of goods, please email the Tariff Classification Service at classification.enquiries@hmrc.gsi.gov.uk. For all enquiries relating to Intrastat Trade Declarations, please contact the Intrastat helpdesk. If you have a technical problem, please contact the Online Services Helpdesk. The screen will remind you that the new scheme administrator must go online and add themselves to this scheme once you have completed the process. If HMRC needs to contact you about anything confidential they’ll reply by phone or post. You’ll see a ‘Submission in progress’ screen. It has 10 characters made up of 8 numbers followed by 2 letters. BX9 1GH. If you are not sure what information to enter in your online forms or your query does not relate to an online service, follow the Contact us link to find out which helpline you need. If the response to you contains any personal or confidential information HMRC will only reply to you by letter or telephone. After a couple of minutes you’ll see the ‘Submission successful’ screen. Select ‘Access service’ next to ‘Pension schemes for administrators’. To view your charge reference again, you’ll first have to select the relevant pension scheme. If you have a technical problem, please contact the VAT Online Services Helpdesk. Enter the practitioner ID and client reference (if known) and select ‘Next’. Registration figures In total, for 2012-13 HMRC received and registered 15,140 schemes. Depending on what link was selected you’ll see either the ‘Reportable events to the scheme - overview’ or the ‘Reportable fund movements - overview’ screen. Contribute to hmrc/pensions-scheme development by creating an account on GitHub. If you’re authorising HMRC to deal with more than one practitioner repeat the process for each one. From outside the UK: +44 115 974 1600. back to page contents. In answer to the question ‘Is the scheme an occupational scheme?’ select ‘Yes’ for an employer sponsored pension scheme or ‘No’ for a self-invested personal pension scheme or personal pension scheme. These are: These are: payment holidays on loans due from connected parties and rents due on commercial properties agreed on an arm's length basis do not require an independent valuation; When you receive your practitioner ID and your activation token you need to complete the next part of your registration. Select ‘Services you can use’ from the ‘Main Menu’ on the left side of the screen. To get access again you should follow steps 1 to 8 but in step 1, use this link instead and enter your practitioner ID when required. A scheme's PSTR is the one that evidences its status as a registered pension scheme. For enquiries about approved traders, please contact the Mineral Oils Relief Centre (MORC). and the postcode that it’s registered under. For all enquiries about registration, enrolment, activation and login problems on the Government Gateway and GOV.UK websites, please contact the VAT Online Services Helpdesk. Do not attempt to resubmit the information or close your browser at this point. Click ‘view account’ under ‘Pension schemes online for administrators’. Select ‘Continue’ on the Event Report you wish to view. For general enquiries please contact the Excise and Customs Helpline. We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services. It's been over a year since the Lloyds Bank case confirmed that there is a legal requirement for occupational pension schemes to address the inequality between men and women in the design of guaranteed minimum pensions (GMPs). This means that someone is registered as the scheme administrator on this record. To view the charge reference select ‘Accounting for tax’ from the ‘Pension scheme summary’ page. If you cease to act as the scheme administrator for a pension scheme you’ll need to record this on the Pension schemes online service. Your charge reference is made up of 3 letters followed by 11 numbers. It will take only 2 minutes to fill in. Before you can be added as the practitioner for an existing pension scheme you need to pre-register as a practitioner on Pension schemes online and get a practitioner ID. Follow the link below to report a benefit thief. Select ‘Services you can use’ from the ‘Main menu’ on the left side of the screen. When you have selected the relevant pension scheme, select the ‘Accounting for Tax’ option in the ‘Reporting’ section. You’ll see a ‘Submission in progress’ screen. This publication is available at https://www.gov.uk/government/publications/pension-schemes-online-user-guide/a-guide-to-using-the-online-service-for-scheme-administrators-and-practitioners. Provide your authorised practitioner with your scheme administrator ID as they need to enter it when submitting returns and reports on your behalf. If you have difficulty validating a customer's approval number online, please contact the Excise & Customs Helpline. From the overview find the appropriate year ending that has the status ‘Notice received’ and select ‘start’. If you’re the first administrator you should follow the instructions in section 4. Enter your full name and select ‘continue’. To prevent you losing data we recommend that there’s only one: It’s mandatory to file certain forms and returns electronically. After you have completed all the information required you’ll be presented with a pre-populated screen with the details you provided. If your pension scheme has a PSTR beginning with ‘0’ you must file your pension scheme return using the Pension schemes online service. Online. If you have lost your user ID or password, there are options below the log in section of the Pension schemes online start page to retrieve these. Select ‘Next’. Enter a password, then confirm your password. You’ll be asked if you have ‘any reportable changes for this pension scheme or its membership numbers’ or ‘any reportable fund movements for this pension scheme’. After a couple of minutes you’ll see the ‘Submission successful’ screen. the event or charge type that you need to report. HMRC Pension Schemes Services Phone Numbers. To submit an Event Report for a known scheme you’ll first have to select the relevant pension scheme. Do not attempt to resubmit the information or close your browser at this point. Schemes that were approved by HMRC before 6 April 2006 will have automatically been added to Pension schemes online as a registered pension scheme unless the scheme opted out. If you’re registering as a company or organisation, complete the company/organisation, address and contact fields. HMRC has now issued Brief 17(2015). Enter the activation token you got when you applied for a practitioner ID. Select ‘Scheme administrator management’ from the bottom-left box and this will give you a list of the scheme administrators for that scheme. Select ‘Event Report’ on the ‘Welcome’ page. You’ll receive an email confirmation code. Select ‘amend’ from the overview section. When you have answered the appropriate questions and ticked the declarations select ‘Submit’. You’ve: HMRC will have deleted your Government Gateway credentials. HMRC Pension Schemes Services July 2014 5. Enter the information requested and select ‘Add yourself as scheme administrator’ underneath. The latest data published by HMRC revealed a … You’ll see a ‘Submission in progress’ screen. This is a numerical reference with a random letter at the end (the reference is also known as the PSO or approval reference). We've reviewed the … You’ll get this when you submit your Accounting for Tax return. If you want to reach HMRC employer support team, you need to call at 0300 055 0826. If you need to tell us about members relying on FP2016 or IP2016, you should go to send pension scheme reports for guidance on how to report this to us. HMRC will only be able to issue a practitioner to the named individual or organisation and not to a third party. See paragraph 8.13 for instructions on how to do this. We also use cookies set by other sites to help us deliver content from their services. It is acceptable for a practitioner to submit a report or return on behalf of a scheme administrator provided that before they submit the report/return they have the approval of the scheme administrator to both the content of the report and to the submission. You’ll see a ‘Submission in progress’ screen. If you have a technical problem with any of the VAT online services please contact the VAT Online Services Helpdesk. Acas is not able to advise on these schemes. Complete the online form. XML messages to the Pension Schemes Online system can be submitted in 2 roles: Pension Scheme Administrator and Pension Practitioner. You’ll be presented with an ‘About event reporting’ screen. You can email the NCTS helpdesk at ncts.helpdesk@hmrc.gsi.gov.uk. If you have a technical problem with the PAYE for Employers or Self Assessment online services please contact the Online Services Helpdesk. If you enter this correctly, this will confirm your email address and you can select ‘continue’ again. 05 May 2020 SGFSHMRC_SIPPSSASS The HMRC have announced that Pension Scheme Returns are not going to be required for the 2019/20 tax year and they will not issue any notice ‘file Pension Schemes Returns for 2019 to 2020.’ Benefits Crystallisation Event 1 and Valuing Sums and Assets Held Within a … Select either ‘View all pension schemes’ from the left toolbar - this will give you a list of all the schemes you are added to as the scheme administrator, or you use the ‘Select a pension scheme’ function from the bottom-left box if you know the, Either select the pension scheme you want or enter the. For 2013-14 we received in total 15,714 applications to register pension schemes. This will be sent to your email address. Before you start you need to ensure that: The scheme administrator on HMRC’s records needs to follow the process to add more scheme administrators. HMRC … Then select ‘request access’. When you contact HMRC please have your National Insurance number to hand. After a couple of minutes you’ll see the ‘Submission successful’ screen. To amend a submitted Pension Scheme Return for a pension scheme with a PSTR beginning with ‘0’ you’ll first have to select the relevant pension scheme. You’ll see your new Government Gateway user ID. If you are not sure what information to enter in your online forms or need tax advice, follow the contact us link to find out which helpline you need. If you want to declare yourself as a scheme administrator for a deferred annuity contract or retirement annuity contract but you have not registered as a scheme administrator, contact the Pension schemes helpline. HMRC Pension Schemes Services Phone Numbers. Your practitioner ID will be sent by post to the address you provided. If you do not have one, you’ll need to apply for a pension practitioner ID. If you want to submit the report select ‘Submit this Event Report’ and enter your User ID and password. If you’re a practitioner filing a return on behalf of the scheme administrator you’ll need to make a declaration before the submission can be accepted. If one of the other scheme administrators wants to authorise HMRC to deal with or provide information to that practitioner they must follow the process to re-authorise the practitioner . Check that they’re correct and select the box next to ‘I confirm that the details shown are correct’. Even if you’re the scheme administrator for more than one pension scheme you’ll only need one scheme administrator ID. If you need to file an Accounting for Tax return for a pension scheme with a PSTR beginning with ‘2’ you must do this through the Managing pension schemes service. Select ‘continue’. Make the necessary amendments then select ‘Submit’ and enter your User ID and password. During this time you’ll be able to add to the report and amend it. From 6 April 2013 to 21 October 2013 HMRC received and registered 11,184 schemes. The status will be shown as ‘Submitted’ and you’ll have the option to ‘Amend’ or ‘View return(s)’. To update your details on this service you must: If you are registered as a scheme administrator on the Managing pension schemes service, you’ll also need to update your details on that service. Select ‘Pension scheme for administrators product’ under the heading ‘File forms and returns’ (top-right box). The information submitted to HMRC relates to: Select ‘Start a new Event Report’. From 6 April 2014 the annual allowance for tax relief on pension savings in a registered pension scheme was reduced to £40,000. If you start the report after the filing date has expired then the data will be kept for one month from the date you start. You’ll see the ‘Event Report - summary’ page. This declaration confirms that the named administrator has approved the content and its submission. There’s also lots of information about paying HMRC in this edition including . Report a benefit thief online on the DWP website. For a quicker response include the additional information outlined in Customs Information Paper 27 (2015) and also detailed in the Classify imports and exports using the UK Trade Tariff guide. As a corporate pension, it is not governed by the FCA but the SSAS is regulated by The Pensions Regulator. HMRC Pension Schemes Services Helpline: 0845 600 2622. This cannot be done online. Although the legislation set out who the scheme administrator was at 6 April 2006 in many cases this information was not held by HMRC at the time. If they do, you’ll only need to follow steps 1 to 5. Enter your email address in the boxes provided and select ‘Next’. If you cannot enter your activation token in step 9 of section 2.3 because you have lost it, you can enter your postcode instead. For customers who are deaf or hearing or speech impaired: 0300 200 3719 (Textphone). The Annual Allowance with regard to pension contributions has been £40,000 for a number of years, except 2015/16 where there was an overlap situation. If you need help with any of the questions you can click the question mark icons for online assistance. For security reasons you will not be able to make your declaration that you’re the administrator of the scheme and have your details added to the record, until they have associated you to the scheme - see section 5. Few pension schemes have done so, partly because of uncertainty over the tax consequences. We use some essential cookies to make this website work. Before you can file online you need to select the relevant pension scheme: If HMRC needs more information about a registered pension scheme it may send you a notice telling you to complete a Pension Scheme Return. HMRC Helpline for PFA Members The Professional Footballers' Association (PFA) has published an interview between Gordon Taylor, Chief Executive of the PFA and HMRC's Director of Counter-Avoidance, warning players of the dangers of tax avoidance and explaining how they can get out of such schemes. Clarification on unauthorised payments made by a pension scheme and discovery (Andrew Monaghan v HMRC) Negligent mis-statement and protected pension ages—a warning for pensions administrators (Corsham and others v Police and Crime Commissioner for Essex and others; Hazell and another v Chief Constable of Avon and Somerset Police and another) Do not attempt to resubmit the information or close your browser at this point. Employers cannot include in their claim to HMRC any: employer contributions to the employee's pension; employer National Insurance (NI) or tax contributions; More financial support for employers. Office opening times are: Monday to Friday, 9.00 am to 5.00 pm Saturday, Closed Once you’ve done this an existing administrator user can allocate the service to you. To amend a submitted accounting for tax return for a pension scheme with a PSTR beginning with ‘0’ you’ll first have to select the relevant pension scheme. Do not attempt to resubmit the information or close your browser at this point. If you have a question about one of these online services you can send an email to HMRC - remember to include your VAT details for VAT online service queries and your warehouse ID for ATWD. The status of the new scheme administrator(s) will be shown as ‘Associated’. Do not attempt to resubmit the information or close your browser at this point. You’ll see a ‘Submission in progress’ screen. If there’s more than one scheme administrator recorded on the scheme record the next scheme administrator in the list will become the first named administrator and will receive all correspondence from HMRC. You’ll need the named person’s scheme administrator ID and they must be registered against the scheme on Pension schemes online. Then select ‘continue’. Office opening times are: Monday to Friday, 9.00 am to 5.00 pm Saturday, Closed Those aged between 22 and state pension age have to be auto-enrolled if they earn £10,000 of more per year.