HMRC: Help

Date
Date change takes effect
Date from which the scheme became an investment-regulated pension scheme.
Date from which the scheme ceased to be an investment regulated pension scheme.
Date of Cessation
Date of Issue
Date of Notice
Date of Pension Scheme Structure Change
Date of benefit crystallisation event
Date of cessation
Date of change
Date of legal entitlement
Date on which the scheme became an Occupational Pension scheme
Date on which the scheme ceased to be an Occupational Pension scheme
Date wound up
Deal with unknown schemes
Declaration
Did any of the pension credit rights on or after 6 April 2006 come form a pension or annuity already in payment?
Did the scheme own any land that it had acquired from a connected party or parties?
Did the scheme own any shares in the sponsoring employer if it was a company?
Did the scheme's assets (total value before pension liabilities) exceed £400,000?
Did the scheme, either directly/indirectly, own any assets acquired at arms length?
Did you have lump sum rights exceeding £375,000 on 5 April 2006
Did you have lump sum rights exceeding £375,000 on 5 April 2006?
Did you have pension rights that had not yet come into payment in a pension scheme funded or partly funded by an employer on 5 April 2006?
Disposal of assets acquired from a connected party, other than shares in the sponsoring employer, land or loans
Do all investments held by the scheme comprise contracts or policies of insurance.
Do you have any reportable changes for this pension scheme or its membership numbers
Do you have any reportable fund movements for this pension scheme?
Do you want all your relief at source records updated with these new details?
Do you want to register as a stakeholder scheme?
Does the return relate to a period other than the 12 months ending on 5 April?
During this period did payments to and from the scheme exceed £100,000?