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Guidance: Pension schemes online: user guide

Published 21 October 2014

Last updated 11 April 2022
+ show all updates

  1. 11 April 2022

    Information has been added to section 6.9 about submitting a new return for any quarter beginning 1 April 2020. The section about stopping being a scheme administrator has been removed. A bullet point in section 6.6 about filing a return or report for a pension scheme starting with ‘2’ has also been removed.

  2. 16 March 2021

    New sections about ‘practitioner de-authorisation by scheme administrator’ and ‘practitioner de-authorisation by scheme practitioner’ have been added. Sections about register as a practitioner and pre-register as a practitioner have been removed.

  3. 2 December 2020

    Section1.4 has been added to explain what to do if your Government Gateway credentials fail because you have not used them for 3 years or more.

  4. 30 November 2020

    Section 4.1 has been added to explain what to do if your Government Gateway credentials fail because you have not used them for 3 years or more.

  5. 21 July 2020

    Section 8.10 has been updated with information about how to amend a submitted AFT return for a pension scheme with a PSTR beginning with ‘2’.

  6. 4 June 2019

    Online service for scheme administrators and practitioners has been updated with information on new functions of the service.

  7. 18 April 2019

    Guidance on applying for a practitioner ID, and amending your details have been updated.

  8. 26 March 2019

    A new section 8.15 has been added giving information about how to view your charge reference.

  9. 18 March 2019

    The guidance on how to apply for a practitioner ID and how to register and activate the online service has been updated.

  10. 25 January 2019

    The online service ‘Manage and Register Pension Schemes’ has been renamed ‘Managing Pension Schemes’.

  11. 6 April 2017

    Amendments made following changes to the pension tax rules for overseas pension schemes, that take effect from 6 April 2017.

  12. 27 July 2015

    Changes made to reflect new IT process and how to amend scheme name.

  13. 21 October 2014

    First published.

Published 21 October 2014

Last updated 11 April 2022
+ show all updates

  1. 11 April 2022

    Information has been added to section 6.9 about submitting a new return for any quarter beginning 1 April 2020. The section about stopping being a scheme administrator has been removed. A bullet point in section 6.6 about filing a return or report for a pension scheme starting with ‘2’ has also been removed.

  2. 16 March 2021

    New sections about ‘practitioner de-authorisation by scheme administrator’ and ‘practitioner de-authorisation by scheme practitioner’ have been added. Sections about register as a practitioner and pre-register as a practitioner have been removed.

  3. 2 December 2020

    Section1.4 has been added to explain what to do if your Government Gateway credentials fail because you have not used them for 3 years or more.

  4. 30 November 2020

    Section 4.1 has been added to explain what to do if your Government Gateway credentials fail because you have not used them for 3 years or more.

  5. 21 July 2020

    Section 8.10 has been updated with information about how to amend a submitted AFT return for a pension scheme with a PSTR beginning with ‘2’.

  6. 4 June 2019

    Online service for scheme administrators and practitioners has been updated with information on new functions of the service.

  7. 18 April 2019

    Guidance on applying for a practitioner ID, and amending your details have been updated.

  8. 26 March 2019

    A new section 8.15 has been added giving information about how to view your charge reference.

  9. 18 March 2019

    The guidance on how to apply for a practitioner ID and how to register and activate the online service has been updated.

  10. 25 January 2019

    The online service ‘Manage and Register Pension Schemes’ has been renamed ‘Managing Pension Schemes’.

  11. 6 April 2017

    Amendments made following changes to the pension tax rules for overseas pension schemes, that take effect from 6 April 2017.

  12. 27 July 2015

    Changes made to reflect new IT process and how to amend scheme name.

  13. 21 October 2014

    First published.