Form

Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)

Use form SA970 to file a tax return as a trustee of a registered pension scheme.

From:
HM Revenue & Customs
Published
4 April 2014
Last updated
6 April 2024 — See all updates

Documents

Tax Return for Trustees of Registered Pension Schemes (2024) — SA970

PDF, 439 KB, 7 pages

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Tax Return for Trustees of Registered Pension Schemes guide (2024) — SA975

PDF, 1 MB, 12 pages

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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.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2024) — SA976

PDF, 528 KB, 5 pages

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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.

Tax Return for Trustees of Registered Pension Schemes (2023) — SA970

PDF, 268 KB, 7 pages

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.

Tax Return for Trustees of Registered Pension Schemes guide (2023) — SA975

PDF, 569 KB, 12 pages

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.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2023) — SA976

PDF, 307 KB, 5 pages

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.

Tax Return for Trustees of Registered Pension Schemes (2022) — SA970

PDF, 616 KB, 7 pages

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.

Tax Return for Trustees of Registered Pension Schemes guide (2022) — SA975

PDF, 583 KB, 12 pages

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.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2022) — SA976

PDF, 311 KB, 5 pages

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.

Tax Return for Trustees of Registered Pension Schemes (2021) — SA970

PDF, 250 KB, 7 pages

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.

Tax Return for Trustees of Registered Pension Schemes guide (2021) — SA975

PDF, 561 KB, 12 pages

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.

Tax Return for Trustees of Registered Pension Schemes calculation guide (2021) — SA976

PDF, 302 KB, 5 pages

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

Use the SA970 to file a tax return if you’re a trustee of a registered pension scheme.

Email HMRC to ask for this form in Welsh (Cymraeg).

Updates to this page

Published 4 April 2014
Last updated 6 April 2024 + show all updates

  1. The forms and notes have been added for the tax year 2023 to 2024.

  2. The form and notes have been added for tax year 2022 to 2023.

  3. The form and notes have been added for tax year 2021 to 2022. We have also removed the form and notes for 2018.

  4. The form and notes have been added for tax year 2020 to 2021.

  5. The form and notes have been added for tax year 2019 to 2020.

  6. The form and notes have been added for tax year 2018 to 2019.

  7. The form and notes have been added for tax year 2017 to 2018.

  8. The form and notes have been added for tax year 2016 to 2017.

  9. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  10. The 2015 to 2016 form has been added to this page.

  11. First published.

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