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When you must register
Schemes must be registered with The Pensions Regulator within three months from the date on which the scheme first becomes a registrable scheme.
Why you must register
Registration is important in allowing us to maintain up-to-date records of pension schemes and also helps us to accurately calculate the levy.
- It's the trustees' responsibility to register occupational schemes with us.
- It's the trustees' or manager's responsibility to register personal pension schemes with us.
How to register
Most new schemes must first register with HMRC. Once HMRC has approved the scheme, we will contact the scheme administrator directly with a request to register the scheme with us.
Certain schemes do not have to register with HMRC. If you are unsure which registration requirement applies to your pension scheme you should seek independent legal advice. If you are required to register a scheme with The Pensions Regulator that does not require HMRC approval, please contact our Customer Support team who will be happy to help you.
For more information on Exchange go to our Exchange questions and answers.
To register with HMRC go to the HMRC website.
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