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When you must register

Schemes must be registered within three months of registering with HMRC.

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

You can now register occupational schemes using our online service Exchange.

Once you've registered your scheme you'll be able to update your scheme details online at any time.

You can now also register a personal pension scheme online using Exchange.

For more information on Exchange go to our Exchange questions and answers.

To register with HMRC go to the HMRC website.

See related content in the trustees' section

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