Guidance

Request a pension scheme refund or reallocation

Request a refund or reallocation of charges paid relating to returns and reports submitted using the Managing Pension Schemes service.

From:
HM Revenue & Customs
Published
21 July 2020
Last updated
11 April 2022 — See all updates

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Request a reallocation of a pension scheme payment

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Details

If you’re a pension administrator or practitioner, you can request a refund or reallocation of charges paid for pension schemes that are in the Managing Pension Schemes service.

Request a refund

You can request a refund in the service if you have an overall credit balance on your account.

The credit balance on your financial information will be reduced when your refund has been processed.

Request a reallocation

If you have made payments that have not been allocated correctly, you can ask for them to be reallocated to other charges on the same account by downloading and completing the ‘Request a reallocation of a pension scheme payment’ spreadsheet, then sending it to HMRC.

You can either send the completed spreadsheet:

  • in an email with ‘Reallocation request’ in the subject line to pensionschemes@hmrc.gov.uk
  • by printing it off and posting it to:

Pension Schemes Service
HM Revenue and Customs
BX9 1GH

Published 21 July 2020
Last updated 11 April 2022 + show all updates

  1. Guidance on how to request a refund or reallocation has been updated.

  2. Request for refunds or reallocations now use the same email address and a new version of the spreadsheet has been added.

  3. First published.