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 Managingmanaging Pensionpension Schemesschemes services.
- From:
- HM Revenue & Customs
- Published
- 21 July 2020
- Last updated
-
3125JulyJune20232026 — 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
This file is in an OpenDocument format
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 Schemesschemes Onlineonline service or a reallocation on the Managing Pensionpension Schemesschemes service.
Request a refund — Managing Pensionpension Schemesschemes 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 Schemesschemes Onlineonline 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 either send the completed spreadsheetspreadsheet:
- by using our interactive guidance tool to submit it electronically
- 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:
inby anusing emailour withinteractive ‘Reallocationguidance request’tool in the subject line to pensionschemes@hmrc.gov.uk
submit electronically- by printing it and then posting it to:
Pension Schemes Service
HM Revenue and Customs
BX9 1GH
Updates to this page
Published 21 July 2020
Last updated 3125 JulyJune 2023
+ show2026
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Show all updates
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Sign up for emails or print this page
Update history
2026-09-02 15:52
The attachments ‘Request a reallocation of a pension scheme payment’ and ‘Request a refund of a pension scheme payment (Pension Schemes Online service only)’ have been updated to include a link to the new online form.
2026-06-25 10:04
This guidance has been updated to include a link to the new interactive guidance tool.
2023-07-31 00:15
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.
2022-04-11 10:30
Guidance on how to request a refund or reallocation has been updated.
Request a reallocation of a pension scheme payment
ODS, 5.6 KB
This file is in an OpenDocument format
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.
Request a refund of a pension scheme payment (Pension Schemes Online service only)
ODS, 5.78 KB
This file is in an OpenDocument format
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 Schemesschemes Onlineonline service or a reallocation on the Managing Pensionpension Schemesschemes service.
Request a refund — Managing Pensionpension Schemesschemes 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 Schemesschemes Onlineonline 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 either send the completed spreadsheetspreadsheet:
- by using our interactive guidance tool to submit it electronically
- 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:
inby anusing emailour withinteractive ‘Reallocationguidance request’tool in the subject line to pensionschemes@hmrc.gov.uk
submit electronically- by printing it and then posting it to:
Pension Schemes Service
HM Revenue and Customs
BX9 1GH
Updates to this page
Published 21 July 2020
Last updated 3125 JulyJune 2023
+ show2026
—
Show all updates
-
Sign up for emails or print this page
Update history
2026-09-02 15:52
The attachments ‘Request a reallocation of a pension scheme payment’ and ‘Request a refund of a pension scheme payment (Pension Schemes Online service only)’ have been updated to include a link to the new online form.
2026-06-25 10:04
This guidance has been updated to include a link to the new interactive guidance tool.
2023-07-31 00:15
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.
2022-04-11 10:30
Guidance on how to request a refund or reallocation has been updated.
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 Schemesschemes Onlineonline service or a reallocation on the Managing Pensionpension Schemesschemes service.
Request a refund — Managing Pensionpension Schemesschemes 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 Schemesschemes Onlineonline 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 either send the completed spreadsheetspreadsheet:
- by using our interactive guidance tool to submit it electronically
- by printing it and
then
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:
inbyanusingemailourwithinteractive‘Reallocationguidancerequest’toolinthesubjectlinepensionschemes@hmrc.gov.uk- by printing it and then posting it to:
Pension Schemes Service
HM Revenue and Customs
BX9 1GH
Updates to this page
Sign up for emails or print this page
Update history
2026-09-02 15:52
The attachments ‘Request a reallocation of a pension scheme payment’ and ‘Request a refund of a pension scheme payment (Pension Schemes Online service only)’ have been updated to include a link to the new online form.
2026-06-25 10:04
This guidance has been updated to include a link to the new interactive guidance tool.
2023-07-31 00:15
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.
2022-04-11 10:30
Guidance on how to request a refund or reallocation has been updated.