As you’ll be aware HM Revenue & Customs require employers to provide data to pension scheme administrators by 6 July each year. Therefore, it’s essential you provide robust and accurate data in a timely fashion, as this in turn allows us to calculate members’ Pension Savings Statements so that they can fulfil their tax self-assessment duties. Failure to provide such data on time could result in affected members not receiving their Pension Savings Statement in time to notify HM Revenue & Customs of any Annual Allowance tax charges. This means you’ll be failing to meet the duties placed on you and, ultimately, could result in you being fined.

All teachers employed within your authority/establishment must be included on the Annual Return, regardless of whether or not they work full-time, part-time or have opted-out of the Teachers’ Pension Scheme.

We’re in the process of arranging to upload the SCHEDPRNT for all employers, which will be available via the Employer Portal.

If you’re submitting the Annual Return from your own system using the Annual Return template you can still use the SCHEDPRNT to determine who we hold on our database as being employed within your establishment, which you may want to use to reconcile your records against ours.

For information about the Annual Return process please visit our dedicated area. We’ve also updated our Annual Return Guidelines to support you when compiling your Return.