Reporting data about pensions savings statements

09 October 2017

The Pensions Industry Stakeholder Forum is an HMRC-sponsored forum that has been set up to help HMRC better manage its relationship with pension industry stakeholders and representative bodies. It is the main route of engagement on operational issues.

At the latest Forum held on 2 October 2017, members discussed data about pension savings statements and it was highlighted that information about what to do if issues are being experienced was published in a previous issue of HMRC’s Pension Schemes Newsletter (issue 81).

Reporting data about pensions savings statements

A number of customers have approached HMRC regarding the submission of data in relation to pension savings statements for 2015 to 2016 tax year (reportable events 22 and 23). If you’re experiencing problems with your submission due to the number of reports you need to make, please email HMRC for help with this at [email protected] and put ‘Pension Savings Statements’ in the subject line of your email.