Guidance

Request a pension scheme refund or reallocation

Ask for a refund or reallocation of charges paid relating to returns and reports submitted using the Pension Schemes Online or Managing Pension Schemes services.

• From: HM Revenue & Customs
• Published: 21 July 2020
• Last updated: 31 July 2023 — See all updates

Documents

Request a reallocation of a pension scheme payment

ODS, 5.6 KB

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Request a refund of a pension scheme payment (Pension Schemes Online service only)

ODS, 5.78 KB

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This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

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 Pension Schemes Online service or a reallocation on the Managing Pension Schemes service.

Request a refund — Managing Pension Schemes service

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 refund — Pension Schemes Online service

You can request a refund if your account is in overall credit. You do this by downloading and completing the ‘Request a refund of a pension scheme payment’ spreadsheet, then sending it to HMRC.

You can send the completed spreadsheet by printing it and then posting it to:

Pension Schemes Service
HM Revenue and Customs
BX9 1GH

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 and then posting it to:

Pension Schemes Service
HM Revenue and Customs
BX9 1GH

Published 21 July 2020
Last updated 31 July 2023 + show all updates

1. 31 July 2023

   Guidance and a spreadsheet have been added for requesting a refund in the Pension Schemes Online service. The spreadsheet to use to request a reallocation has also been updated.

2. 11 April 2022

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

3. 21 October 2020

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

4. 21 July 2020

   First published.