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   When should a scheme administrator give information to an insurance company?

   • A scheme administrator must give information to an insurance company if a: They must give details of the amount of lifetime allowance used up by the pension (and any tax-free lump sum) when the pension first started. They must do this within 3 months of the purchase of the annuity.

   Information requirements for pension schemes - GOV.UK

   www.gov.uk/guidance/information-requirements-for-pension-schemes-the-basics

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   What information should a scheme administrator give a member?

   • As a scheme administrator you must give certain information to members, such as: If the overseas transfer charge is repaid by HMRC, you must tell the member, within 3 months of the repayment, the date and amount of the repayment and the condition which allowed it.

   Information requirements for pension schemes - GOV.UK

   www.gov.uk/guidance/information-requirements-for-pension-schemes-the-basics

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   What happens if a scheme administrator is changed?

   • the duties and tax liabilities of a scheme administrator to pass to another person, including the pension scheme trustees and the members, in certain circumstances. PTM154000 provides more information about what can happen when a scheme administrator is changed.

   PTM151000 - The scheme administrator: essential principles

   www.gov.uk/hmrc-internal-manuals/pensions-tax-manual/ptm151000

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   What does a scheme administrator do?

   • The scheme administrator is the person (or persons) appointed in accordance with the pension scheme rules to be responsible for carrying out the function of the scheme administrator specified by and under Part 4 Finance Act 2004 and supporting regulations. The scheme administrator's duties include:

   PTM151000 - The scheme administrator: essential principles

   www.gov.uk/hmrc-internal-manuals/pensions-tax-manual/ptm151000

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   Where can I find guidance on pension scheme administration?

   • A number of guides on pension scheme administration are available on GOV.UK and full detailed technical guidance regarding registered pension schemes can be found in the Pensions Tax Manual. Find out about the requirements for pension scheme administrators, insurance companies, members and employers and how to report them to HMRC.

   Information requirements for pension schemes - GOV.UK

   www.gov.uk/guidance/information-requirements-for-pension-schemes-the-basics

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   What is a good scheme administration?

   • Good scheme administration is vital to the proper running of a pension scheme. The trustees are ultimately responsible for the scheme administration and you should actively monitor the quality and effectiveness of the scheme's procedures.

   Trustee guidance - The Pensions Regulator

   www.thepensionsregulator.gov.uk/en/document-library/scheme-management-detailed-guidance/governing-body-detailed-guidance/trustee-guidance

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2. www.gov.uk › guidance › pension-administratorsInformation pension scheme administrators must give to members

   www.gov.uk › guidance › pension-administrators

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   Sep 16, 2014 · Information pension scheme administrators must give to members. You must provide information on flexible access, pension savings, relevant benefit crystallisation events, lump sum...

3. www.gov.uk › guidance › information-requirements-forInformation requirements for pension schemes - GOV.UK

   www.gov.uk › guidance › information-requirements-for

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   Sep 16, 2014 · Find out about the requirements for pension scheme administrators, insurance companies, members and employers and how to report them to HMRC.

4. www.gov.uk › hmrc-internal-manuals › pensions-taxPTM151000 - The scheme administrator: essential principles

   www.gov.uk › hmrc-internal-manuals › pensions-tax

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   providing information to scheme members, and others, regarding the lifetime allowance, pension input amounts, benefits and transfers.

5. www.thepensionsregulator.gov.uk › en › trusteesWhat pension scheme records to keep | The Pensions Regulator

   www.thepensionsregulator.gov.uk › en › trustees

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   You should work with your scheme administrator to assess your scheme and decide what scheme-specific data to keep. You should pay attention to areas such as salary records, member options...

6. www.thepensionsregulator.gov.uk › en › trusteesProviding information to DB pension scheme members

   www.thepensionsregulator.gov.uk › en › trustees

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   You must make information available to: members – including active members, pensioner members and deferred members. prospective members. husbands, wives or civil partners of members...

7. www.moneyhelper.org.uk › en › pensions-andWhat information must your pension scheme provide ...

   www.moneyhelper.org.uk › en › pensions-and

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   Information about the scheme. You have the right to ask for information about how your pension is run. This includes: the scheme’s trust deed and rules – if the scheme is run by trustees. the policy conditions – if your scheme is a personal pension or stakeholder pension.

8. www.thepensionsregulator.gov.uk › en › documentTrustee guidance - The Pensions Regulator

   www.thepensionsregulator.gov.uk › en › document

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   The law requires that trustees have knowledge and understanding of (among other things) the law relating to pensions and trusts, as well as the principles relating to the funding of pension...