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Sign in to the Managing pension schemes service

To view and manage an existing pension scheme you鈥檒l need the Government Gateway user ID and password linked to your scheme administrator ID.

Before you start

You鈥檒l need:

• your Pension Scheme Tax Reference (PSTR) or submission reference number
• the Government Gateway user ID and password you used when you enrolled for the online services for pension schemes

Inviting other scheme administrators to your scheme

The administrator you鈥檙e inviting must be registered with HMRC as a scheme administrator. You鈥檒l need:

• their scheme administrator ID
• the name they used when they registered as scheme administrator

After you鈥檝e invited the new scheme administrator, they鈥檒l have 30 days to accept your invitation.

If they do not respond to your invitation within 30 days, the invitation will be automatically withdrawn.

Only the first scheme administrator listed for a scheme will receive paper notifications (such as penalty notices, assessments and notices to file reports and returns) from HMRC by post.

Other administrators for the scheme can get copies of HMRC notifications by聽contacting HMRC.

If the pension scheme has a聽PSTR聽beginning with 鈥�0鈥�, they鈥檒l also need to be聽added as a scheme administrator on the Pension schemes online service. Find out how to do this in section 3.1 of the聽Pension schemes online user guide.

How to recover your enrolment details

As pension scheme administrator, if you鈥檝e not logged on to either the Pension schemes online or Managing pension schemes service in the last 3 years, your Government Gateway details will have been deleted and you will not be able to access the services.

HMRC will still hold your pension scheme administrator ID and registration details but you will need to recover them.

If you try to access the services using deleted details you鈥檒l receive a message as if the credentials are incorrect.

If you have multiple users under one scheme administrator ID, check if any other users still have access. If they do, the existing administrator user can allocate the relevant services to you and you will not need to complete the following steps.

Pension Schemes Online service

You can complete the following steps to recover your details for the Pension schemes online service if you have a scheme administrator ID beginning with 鈥楢0鈥�.

1. On聽 the聽 enter your email address and select 鈥楥ontinue鈥�. You鈥檒l receive a confirmation code by email address.

2. Enter the code you received and select 鈥楥ontinue鈥�.

3. If you enter this correctly, this will confirm your email address and you can select 鈥楥ontinue鈥� again.

4. Enter your full name and select 鈥楥ontinue鈥�.

5. You鈥檒l need to create a new password for your business tax account. This must be 10 or more characters. Select 鈥楥ontinue鈥�.

6. You鈥檒l see your new Government Gateway user ID, which will be sent to your email address. Select 鈥楥ontinue鈥�.

7. You will be asked to set up additional security for your Gateway User ID, and then select 鈥楥ontinue鈥�.

8. Enter your scheme administrator ID and the postcode that it鈥檚 registered under and select 鈥楻equest access鈥�. If you do not know your scheme administrator ID, you鈥檒l need to 肠辞苍迟补肠迟听贬惭搁颁.

You鈥檒l 聽get an activation code in the post within 7 days to the address that your pension scheme administrator ID is registered under. If you select 鈥楥ontinue鈥� this will take you to your business tax account homepage. If you do not get your activation code within 7 days, you can request a new one from this page.

Once you鈥檝e received your activation code

1. Sign in to your business tax account聽and select 鈥楢ccess Pension schemes online for administrators鈥�.

2. Enter the 12 character activation code and select 鈥楪et access鈥�. You鈥檒l then see on screen confirmation that you can access the service. If you select 鈥楥ontinue鈥�, you鈥檒l be taken to your business tax account homepage, where you can select the service.

If you have previously enrolled on the Managing pension schemes, you鈥檒l also need to recover this enrolment. You can check how to do this in the 鈥楳anaging pension schemes鈥� section.

Managing 聽pension schemes service

Complete the following steps to recover your details for the Managing pension schemes service.

鈥楢0 Pension Scheme administrator ID鈥�

If you have a scheme administrator ID beginning with 鈥楢0鈥�, you鈥檒l need to recover your Pension schemes online enrolment first, or you will receive an error message.

You can check how to do this in the 鈥楶ension schemes online service鈥� section of this guide.

Once you have done this, you鈥檒l need to complete the following steps to recover your enrolment to the Managing pension schemes service.聽

1. Log into your government gateway linked to your scheme administrator ID and select 鈥榞et online access to a tax, duty or scheme鈥�.

2. Select 鈥極ther taxes or schemes鈥�.

3. Select 鈥楳anage and register pension schemes鈥�.

4. Select 鈥榬egister as an administrator or recover your administrator details鈥�

5. You will be asked if you have previously registered on the Managing pension schemes service, and you鈥檒l need to select 鈥榊es, but I have not logged in to my account in the last 3 years鈥�

6. Enter your Administrator ID, and an identifier option based on your type of enrolment on the Managing pension schemes service.

If the incorrect information is provided you will receive an error message.

If the correct details have been entered, you will be redirected back into the Managing pension schemes service, where you will be taken to your dashboard page containing the correct enrolment details.

鈥楢2 Pension Scheme administrator ID鈥�

If you have a scheme administrator ID beginning with 鈥楢2鈥� you鈥檒l need to complete the following steps to recover your enrolment to the Managing pension schemes service.

1. Set up a new Business Account聽or log in to an existing business tax account that does not have a Managing pension schemes service enrolment.

2. Select 鈥榞et online access to a tax, duty or scheme鈥�.

3. Next select 鈥極ther taxes or schemes鈥�.

4. Select 鈥楳anage and register pension schemes鈥�

5. Select 鈥榬egister as an administrator or recover your administrator details鈥�.

6. You will be asked if you have previously registered on the Managing pension schemes service, and you鈥檒l need to select 鈥榊es, but I have not logged in to my account in the last 3 years鈥�

7. You will then be asked to enter your Administrator ID, and an identifier option based on your type of enrolment on the Managing pension schemes service.

If the incorrect information is provided you will receive an error message.

If the correct details have been entered, you will be redirected back into the Managing pension schemes service, where you will be taken to your dashboard page containing the correct enrolment details.

Updating your scheme information

You鈥檒l only be able to update a scheme鈥檚 details if it has a status of 鈥榦pen鈥�. You can save and return to the changes you made to your scheme details but they will not be updated on the online services for pension schemes until you have completed a declaration.

If you do not make and submit the declaration within 30 days of changing the scheme details, the changes will be lost, and you鈥檒l have to make them again.

You should add the updated details as a new record and delete the previous information if you need to change the name of the scheme:

• establisher
• trustee
• partner
• director

If there is more than one pension scheme administrator for your scheme and another scheme administrator has made amendments to the scheme鈥檚 details, you鈥檒l not be able to view these changes until they鈥檝e made and submitted a declaration.

You鈥檒l have to wait to make any additional changes until the pending changes have been made or have timed out.

If you鈥檙e making changes to more than one scheme that you鈥檙e the administrator of, you must submit the change and declaration for the first scheme before you can make changes to another scheme.

Changing the scheme name

If you need to change the scheme name that has a status of 鈥榦pen鈥� you must tell HMRC in writing at:

You鈥檒l need to include the:

• Pension Scheme Tax Reference number of the scheme you want to make changes to
• current name of scheme
• new name of scheme
• reason for change
• contact name, address and telephone number
• copy of new trust deed

Changing scheme administrator details

You can save and return to the changes for your scheme administrator details but they will not be updated until you have completed a declaration.

If you do not make and submit the declaration within 30 days of changing your scheme administrator details, the changes will be lost and you鈥檒l have to make them again.

If your scheme administrator ID starts with 鈥楢0鈥�, you鈥檒l also need to update your scheme administrator details on the Pension schemes online service. Find out how to do this in section 6.11 of the聽Pension schemes online user guide.

Removing yourself as an administrator of a registered pension scheme

You鈥檒l only be able to remove yourself as the scheme administrator if there is another scheme administrator for that scheme on the online services for pension schemes.

When you have removed yourself as scheme administrator, you鈥檒l see confirmation of this on the online service and the scheme will no longer be on your list.

Any authority you have given to HMRC to deal with or provide information to a practitioner ends when you have removed yourself as scheme administrator. The practitioner will be told when this happens.

If the pension scheme has a PSTR beginning with 鈥�0鈥�, you鈥檒l also need to remove yourself as a pension scheme administrator on the Pension schemes online service. Find out how to do this in section 6.13 of the聽Pension schemes online user guide.

Authorise or de-authorise a pension scheme practitioner

To authorise a practitioner to a pension scheme you鈥檙e a scheme administrator for, the practitioner must be registered with the service. You can find out how to register as a pension scheme practitioner in the Find out about the pension scheme practitioner role guide.

You need to tell us the practitioner鈥檚 name and ID.

You can also tell us the client reference you鈥檝e agreed with the practitioner.

After you鈥檝e authorised the scheme practitioner, they鈥檒l have immediate access to the pension scheme.

To de-authorise a practitioner, you鈥檒l need to provide the date that they stopped being a scheme practitioner for the scheme.

If the pension scheme has a PSTR beginning with 鈥�0鈥�, you鈥檒l also need to authorise or de-authorise the practitioner on the Pension schemes online service. Find out how to do this in section 4.0 of the聽Pension schemes online user guide.

Lost user ID or password

If you鈥檝e lost your user ID or password associated with your scheme administrator ID, you鈥檒l need to contact HMRC. You鈥檒l need your scheme administrator ID when you contact us.

鈥楢dmin鈥� users of a business tax account can reset the user ID and password for any other users on the same account, under the 鈥楳anage account鈥� section.

Managing user access

If you鈥檙e a scheme administrator with multiple users under your scheme administrator ID, you can set up and assign them services through your business tax account.

Each user will have their own set of credentials to sign in to the service.

To set up a new user, you鈥檒l need to:

1. Sign in to your business tax account.

2. Select 鈥楳anage Account鈥� above 鈥楤usiness tax summary鈥�.

3. Select 鈥榊ou can give permission to others to access your business tax account鈥� under 鈥楾eam member account access鈥�.

4. Select 鈥楢dd a team member鈥�.

5. Check the email address associated with your account, as you鈥檒l be sent the new user鈥檚 temporary password which you鈥檒l need to give to them. If the email address associated with your account is wrong you should go to 鈥楳anage Account鈥� and select 鈥榁iew or change your business tax account details鈥� under 鈥楢ccount details鈥�.

6. Check the new user appears in the list of team members. If they do not, you should check that all of these steps have been followed correctly.

The new user will then be sent an email containing their user ID. They can use it and the聽temporary password you have been given to access their own business tax account.

To give a new user access, you鈥檒l need to:

1. Select 鈥楳anage Account鈥� above 鈥楤usiness tax summary鈥�.

2. Select 鈥楪ive a team member access to a tax, duty or scheme鈥� under 鈥楾eam member account access鈥�.

3. Select 鈥楳anage taxes and schemes鈥�.

To assign them separately you鈥檒l need to do the following:

• Pension schemes online service 鈥� select 鈥楶ension Schemes for Administrators鈥� from the assign services page
• Managing pension schemes service 鈥� select 鈥楶ensions Online Digital Service HMRC-PODS-ORG鈥� from the assign services page

There is no limit on the number of users that can be set up under a scheme administrator ID.

If you鈥檙e a practitioner and have lost your user ID and password or need to manage user accesses, you can check guidance about the pension scheme practitioner role.

Request a refund or reallocation of payments

You can ask for a refund or reallocation of charges paid relating to returns and reports submitted using the Managing pension schemes service.

Master trusts

If you鈥檙e a pension scheme administrator of an existing registered pension scheme and your scheme structure changes to become a master trust you must:

• tell HMRC within 30 days of this on the event report
• apply for authorisation from The Pensions Regulator

If your pension scheme becomes a master trust and does not get authorisation from The Pensions Regulator, you鈥檒l not be able to operate as a master trust.

HMRC can de-register a master trust scheme which does not receive or loses its authorisation from The Pensions Regulator.

Tell HMRC within 30 days on the event report if your scheme structure changes and your pension scheme is no longer a master trust. You may also need to tell The Pensions Regulator.

Get more information on聽reporting events on the聽.