If you do not you’ll lose data. This information will help direct tax agents to the appropriate point of contact within HMRC. If you’re a pension scheme practitioner and have not logged in using your business tax account in the last 3 years, your credentials may also have deleted. The screen will then confirm that your details have been updated. It has 10 characters made up of 8 numbers followed by 2 letters. If further help is required contact the. A scheme's PSTR is the one that evidences its status as a registered pension scheme. For all enquiries about registration, enrolment, logging into the system and reporting errors, please contact the VAT Online Services Helpdesk. If you have recently registered for a new online service on the website, you may be sent an Activation Code automatically. This cannot be done online. Please note: After 4pm all queries should be directed to the Excise and Customs Helpline. Do not attempt to resubmit the information or close your browser at this point. 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 . 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; If HMRC needs to contact you about anything confidential they’ll reply by phone or post. We've reviewed the … a reminder on page 11 if you have a PAYE Settlement Agreement in place and on page 12 some new information about collecting tax debts through PAYE codes. If the scheme was set up before 6 April 2006 you’ll now be asked if you were the scheme administrator before 6 April 2006. If you have multiple users under one scheme administrator ID, check if any other users still have access. 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. Once the process is completed the additional scheme administrators can notify HMRC that they should be added to the scheme record as described in section 3. Read the information and select ‘OK’. 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; HMRC Pension Schemes Services Helpline: 0845 600 2622. You can also use this number if you have any questions about using HM Revenue and Customs Basic PAYE Tools. API. If you’re authorising HMRC to deal with more than one practitioner repeat the process for each one. If that scheme administrator has ceased to act and there are no other scheme administrators registered on Pension schemes online then you should contact the Pension schemes helpline. 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. If you do not have one, you’ll need to apply for a pension practitioner ID. You can amend an Event Report after it has been submitted but you’ll have to wait at least 24 hours before you are able to. XML messages to the Pension Schemes Online system can be submitted in 2 roles: Pension Scheme Administrator and Pension Practitioner. Do not attempt to resubmit the information or close your browser at this point. 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) Contact the Pension Service about State Pension eligibility, claims, payments and complaints, and to update your details (such as your address or bank details) 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. It’s important that your details are kept up to date otherwise notices and messages may not reach you. While the guidance provides clarity and offers solutions in some areas, it also identifies some potential problems for schemes, in particular, raising the prospect of trivial commutation lump sums that have previously been paid being treated as unauthorised payments in … Next enter your full name and select ‘continue’. You may receive messages and notices about the scheme in your electronic notice board. If you are calling from abroad +44 (0)3000 594231. You’ll be taken to the ‘Pension schemes online welcome page’. Enter the information requested and select ‘Add yourself as scheme administrator’ underneath. 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. HMRC Pension Schemes Services July 2014 5. For business and technical queries, please contact the Import Control System helpdesk. To view your charge reference again, you’ll first have to select the relevant pension scheme. 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. We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services. You’ll get an activation code in the post within 7 days to the address that your pension scheme administrator ID is registered under. If you need help with any of the questions you can click the question mark icons for online assistance. The scheme administrator(s) is/are now associated to the scheme. A scheme administrator of a registered pension scheme can authorise a practitioner to deal with the day to day affairs of the pension scheme. Microservice to support the registration and post-registration update (variations) of pension schemes. 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. If you do not get your activation code within 7 days, you can request a new one from this page. Your practitioner ID will be sent by post to the address you provided. To register the end of your appointment you’ll first have to select the relevant pension scheme. Registration figures In total, for 2012-13 HMRC received and registered 15,140 schemes. 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. You’ll see a ‘Submission in progress’ screen. After choosing to save and exit you’ll be presented with an ‘Event Report disclaimer’ screen. At this point the data you have entered has not been fully saved and you must continue through the remaining steps. You’ll see a ‘Submission in progress’ screen. Please quote your scheme identification number in any enquiry. From outside the UK: +44 115 974 1600. back to page contents. The client reference is not mandatory information. After 24 hours the new scheme administrator(s) will be able to add themselves to the scheme by following the process in, Click ‘view account’ under ‘Pension schemes online for Administrators’. Those aged between 22 and state pension age have to be auto-enrolled if they earn £10,000 of more per year. 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. To declare yourself as a scheme administrator for a deferred annuity contract or retirement annuity contract follow the online instructions. For all enquiries regarding registration, enrolment, activation and login problems on the Government Gateway and GOV.UK websites, please contact the VAT Online Services Helpdesk. If you have not taken note of the charge reference and have cleared the ‘Submission successful’ screen, you’ll have to wait 24 hours from the submission before you’ll be able to view the charge reference. To view the charge reference select ‘Accounting for tax’ from the ‘Pension scheme summary’ page. For all enquiries relating to Intrastat Trade Declarations, please contact the Intrastat helpdesk. Then select ‘continue’. Select ‘Scheme administrator management’ from the ‘Scheme administration’ section. Select ‘Change details’. The information submitted to HMRC relates to: For customers who are deaf or hearing or speech impaired: 0300 200 3719 (Textphone). To access Pension schemes online again follow steps 1 to 8 if you meet either of these conditions: Go to the log in page. You’ll then see on screen confirmation that you can access the service. We’ll still hold your: If you try to access the service using deleted credentials you’ll receive a message as if the credentials are incorrect. 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. Don’t worry we won’t send you spam or share your email address with anyone. If you have found the relevant pension scheme select ‘Event Report’ from the ‘Reporting’ section. If you do not receive or have lost your practitioner ID contact the Pension schemes helpline who will be able to issue you with your practitioner ID through the post. It is the reference that the practitioner uses to identify their client. Enter your scheme administrator ID You can also view the ‘Submission receipt’ from this page to confirm receipt of the accounting for tax return but the charge reference is not shown on this receipt. Your email should include the following details: We’ll then contact you with details of how to report to HMRC. This includes contributions made by anyone else into your pension such as your employer. You’ll need to create a new password for your business tax account. We’ll send you a link to a feedback form. If you selected ‘No’ at stage 7 or if the scheme was set up on or after 6 April 2006 you’ll need to tick a number of declaration boxes then select ‘Submit’ then enter your User ID and password. Click ‘view account’ under ‘Pension schemes online for administrators’. You’ll see a ‘Submission in progress’ screen. For all enquiries about the eBTI application form, please contact the Excise and Customs Helpline. 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. Do not attempt to resubmit the information or close your browser at this point. Overseas transfer charge: A tax charge of 25% on taxable overseas transfers made from 9 March 2017. Enter the practitioner ID and client reference (if known) and select ‘Next’. Select ‘View or amend your details’ in the left margin. 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. The ‘Event Report’ screen will be shown. 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. Anyone the scheme administrator wants HMRC to deal with or to provide information to - including access to the scheme records - will need to be authorised as a practitioner on Pension schemes online. If you do not have this but have an SF reference number contact Pension schemes helpline and they will issue the PSTR.