Migrating your pension scheme to the Managing Pension Schemes service
How to migrate from the Pension Schemes Online service to the Managing Pensions Schemes service and manage and view your pension schemes.
This guidance is for pension scheme administrators who currently manage pension schemes registered on the Pension Schemes Online service.
Preparing to migrate pension schemes
Enrolling on the Managing Pension Schemes service
You can keep your current ID and enrol on the if you바카라 사이트檙e a scheme administrator with an ID beginning with 바카라 사이트楢0바카라 사이트�. You바카라 사이트檒l need to:
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Use the user ID and password you use on the Pension Schemes Online service.
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Provide details as if you바카라 사이트檙e registering when you enrol.
If you do not know the credentials linked to your ID, you can check guidance on how reset them.
Find out what you바카라 사이트檒l need to enter as a company, individual or partnership.
Non-trading companies or public sector organisations
You바카라 사이트檒l need a Corporation Tax Unique Tax Reference (UTR) before you can enrol. If you do not have one, check guidance on non-trading companies and public sector organisations.
De-enrolling from the service
If you make a mistake when you enrol you바카라 사이트檒l need to wait 24 hours before you can de-enrol, or you바카라 사이트檒l receive an error message.
If you need to re-enrol using the same administrator ID, email migration.mps@hmrc.gov.uk and put 바카라 사이트業ncorrect enrolment바카라 사이트� in the subject line. You바카라 사이트檒l also need to provide your scheme administrator ID.
Multiple scheme administrator IDs
You can only have one scheme administrator ID for each Corporation Tax UTR or National Insurance number on the Managing Pension Schemes service.
If you use multiple scheme administrator IDs on the Pension Schemes Online service, you바카라 사이트檒l need to complete a process to map your current IDs on the system.
You바카라 사이트檒l need to:
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Set one of your IDs as a 바카라 사이트榤aster바카라 사이트� ID.
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Use this 바카라 사이트榤aster바카라 사이트� ID to enrol on the Managing Pension Schemes service.
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Set all other scheme administrator IDs as 바카라 사이트榓ncillary바카라 사이트� IDs.
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Check that all the pension schemes on the Pension Schemes Online service held under both your 바카라 사이트榤aster바카라 사이트� ID and 바카라 사이트榓ncillary바카라 사이트� IDs are listed under your 바카라 사이트榤aster바카라 사이트� ID on the Managing Pension Schemes service.
On the Pension Schemes Online service, you바카라 사이트檒l maintain your current multiple scheme administrator ID set up for any actions you still need to take on your schemes. On the Managing Pension Schemes service, you바카라 사이트檒l only use your 바카라 사이트榤aster바카라 사이트� ID to sign in and use the service.
To set up your 바카라 사이트榤aster바카라 사이트� and 바카라 사이트榓ncillary바카라 사이트� IDs, you바카라 사이트檒l need to:
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Email migration.mps@hmrc.gov.uk with 바카라 사이트楽cheme administrator mapping바카라 사이트� in the subject line.
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Include your scheme administrator ID and all the scheme administrator IDs you or your organisation currently use on the Pension Schemes Online service.
HMRC will tell you what you바카라 사이트檒l need to provide and the steps you바카라 사이트檒l need to take.
If you바카라 사이트檙e using just one scheme administrator ID on the Pension Schemes Online service, you will not need to set this as the 바카라 사이트榤aster바카라 사이트� ID.
Viewing your list of pension schemes
You can view a list of pension schemes registered on the Pension Schemes Online service on the Managing Pension Schemes service, before you migrate.
You바카라 사이트檒l need to before you can view the list of schemes. If you hold multiple IDs on the Pension Schemes Online service, you바카라 사이트檒l need to set your 바카라 사이트榤aster바카라 사이트� ID and 바카라 사이트榓ncillary바카라 사이트� IDs and enrol using your 바카라 사이트榤aster바카라 사이트� ID, before you can see the list of schemes.
Only schemes with a status of 바카라 사이트榦pen바카라 사이트� on the Pension Schemes Online service will be included on the list.
The pension schemes will be listed in Pension Scheme Tax Reference (PSTR) order. You can search for a scheme using the pension scheme name or Pension Scheme Tax Reference. If you바카라 사이트檙e searching by scheme name, you바카라 사이트檒l need to use the full name.
Viewing retirement annuity contracts and deferred annuity contracts
If you바카라 사이트檙e an existing scheme administrator of any retirement and deferred annuity contracts on the Pension Schemes Online service, you바카라 사이트檒l need to enrol on the Managing Pension Schemes service to be able to view these.
You can view any retirement and deferred annuity contracts on a separate list to other pension schemes that you바카라 사이트檙e an administrator for.
If there are inactive schemes on the list
For schemes that are inactive and should be wound up, you바카라 사이트檒l need to either:
- submit an event report 바카라 사이트� check guidance on how to use an event report
- email migration.mps@hmrc.gov.uk using 바카라 사이트楳anaging pension schemes 바카라 사이트� Wound Up Schemes바카라 사이트� in the subject line
You바카라 사이트檒l need to include:
- the Pension Scheme Tax Reference
- the name of the pension scheme
- your scheme administrator ID
- the date of wind up
If you cannot see all open schemes you바카라 사이트檝e registered
If you cannot see listed all the schemes that you have registered on the Pension Schemes Online service, you바카라 사이트檒l need to email migration.mps@hmrc.gov.uk using 바카라 사이트楳anaging pension schemes 바카라 사이트� Incorrect list of schemes바카라 사이트� in the subject line.
Migrating pension schemes
To migrate the pension scheme, you바카라 사이트檒l need to select it from the list of schemes on the Managing Pension Schemes service and provide up to date information on it.
This information can include:
- the pension scheme structure
- current membership of the pension scheme
- how the scheme provides benefits
- country or territory of scheme establishment
- establisher details
- trustee details
Some fields may be pre-populated with information held on the Pension Schemes Online service. You may have the option to update some of this information as part of the migration process.
If you바카라 사이트檙e a scheme administrator listed for the pension scheme on the Pension Schemes Online service, you can complete the additional information using your 바카라 사이트榤aster바카라 사이트� ID.
Once the information has been submitted, the pension scheme will be migrated to the Managing Pension Schemes service under the 바카라 사이트榤aster바카라 사이트� ID. The pension scheme will be removed from the list of pension schemes available to migrate from the Pension Schemes Online service.
The scheme will still show on the Pension Schemes Online service after it바카라 사이트檚 been migrated.
You do not need to migrate all your pension schemes at the same time.
Migrating retirement annuity contracts and deferred annuity contracts
To migrate any retirement and deferred annuity contracts that you바카라 사이트檙e a scheme administrator for, you바카라 사이트檒l only need to complete the declarations on the Managing Pension Schemes service. You will not be asked for any other information.
If you바카라 사이트檙e a scheme administrator for multiple retirement and deferred annuity contracts, you can migrate these all at the same time and you바카라 사이트檒l only need to complete one set of declarations. It can take up to 48 hours for the retirement and deferred annuity contracts to be added to your list of schemes on the Managing Pension Schemes service.
After the pension scheme has been migrated
Recreation of existing relationships
If you바카라 사이트檙e a scheme administrator who has been added to the pension scheme or an authorised practitioner on the Pension Schemes Online service, you바카라 사이트檒l need to be enrolled on the Managing Pension Schemes service.
If you바카라 사이트檙e enrolled for the Managing Pension Schemes service, the relationship will automatically be recreated when the pension scheme is migrated from the Pension Schemes Online service.
If you바카라 사이트檙e an administrator and you enrol after the scheme has been migrated, the relationships will be recreated at that point.
If you바카라 사이트檙e an authorised practitioner and you enrol after the scheme has been migrated, the authorising scheme administrators must have enrolled before the relationship with the scheme can be recreated.
Adding new scheme administrators and authorising new practitioners
If you need to add new scheme administrators or authorise new practitioners after the pension scheme has migrated, you바카라 사이트檒l need to do this on both the Pension Schemes Online service and the Managing Pension Schemes service.
Adding team members
You can add team members using your business tax account.
You바카라 사이트檒l need to give them access to the Managing Pension Schemes service, even if they already have access to the Pension Schemes Online service.
Check guidance on how to add new users and assign them access to the Managing Pension Schemes service.
Updating your scheme administrator details
If you바카라 사이트檝e enrolled on the Managing Pension Schemes service, you바카라 사이트檒l need to keep your scheme administrator details, including your address, up to date on both the Pension Schemes Online service and Managing Pension Schemes service.
If you do not keep your address up to date on the Managing Pension Schemes service, you may not be able to access your pension schemes until you have updated the address.
Updating scheme details
After a pension scheme has been migrated, you바카라 사이트檒l need to keep scheme details up to date on both the Pension Schemes Online service and Managing Pension Schemes service.
Reporting
Check guidance on reporting for pension schemes that have a Pension Scheme Tax Reference beginning with 바카라 사이트�0바카라 사이트�.
Updates to this page
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Information about about how to migrate a pension scheme, what to do after the scheme has been migrated and how to update scheme details has been added.
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The link for you to enrol on the Managing Pension Schemes service has been updated.
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First published.