We use some essential cookies to make this website work.
We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services.
We also use cookies set by other sites to help us deliver content from their services.
You have accepted additional cookies. You can change your cookie settings at any time.
You have rejected additional cookies. You can change your cookie settings at any time.
Departments, agencies and public bodies
News stories, speeches, letters and notices
Detailed guidance, regulations and rules
Reports, analysis and official statistics
Consultations and strategy
Data, Freedom of Information releases and corporate reports
How to claim a refund in the current tax year on an overpayment of tax when you've flexibly accessed part of your pension pot.
If you’ve received a serious ill-health pension lump sum or flexibly accessed all of your pension, claim a tax refund with form P53Z .
How to claim a refund in the current tax year if you've stopped working, have flexibly accessed and emptied your pension pot, and have a P45 from your pension provider.
How to claim a refund in the current tax year on a death benefit lump sum payment.
How to claim a refund in the current tax year on a pension death benefit lump sum payment you recently had which used up all your funds.
How to claim a refund in the current tax year on a pension death benefit lump sum payment if you've stopped working.
Don’t include personal or financial information like your National Insurance number or credit card details.
To help us improve GOV.UK, we’d like to know more about your visit today. Please fill in this survey (opens in a new tab).