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 6 October following the end of the tax year.
For example, the pension savings statement for the 2014/2015 tax year must be sent by 6 October 2015
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 6 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 6 October 2015
Information requested in September 2015 for the 2014/15 tax year must be provided December 2015