We are required to give you a pension savings statement if the amount of your pension savings (pension input amount) in the scheme is more than the annual allowance. This must be issued by 6th October following the end of the tax year.
For example, the pension savings statement for the 2014/2015 tax year must be sent by 6th October 2015.
In certain circumstances the deadline for issuing a pension saving statement is extended. This can occur when the scheme administrator has not yet received requested information that they need to prepare the statement.
You can request a pension savings statement if you are not automatically entitled to receive one (i.e. your pension savings do not exceed the annual allowance).
The statement must be issued within 3 months of your request. However, if your request is made before 6th July following the end of the tax year, we have until 6 October to provide the information requested.
Information requested in June 2015 for the 2014/15 tax year must be provided by 6th October 2015.
Information requested in September 2015 for the 2014/15 tax year must be provided December 2015.