Guidance on when you can rely on information or advice provided by HMRC
Pension Schemes Services Helpline
We can't give financial or tax planning advice or answer hypothetical questions. We also can't help members with tax matters about pensions already in payment - contact the Taxes Helpline. We can't discuss individual or scheme specific information if we don't have the appropriate authority.
Scheme Administrators If you still need to contact us after reading the web guidance you'll need your scheme reference number when you phone. We'll help you to: - complete SA970 returns - reclaim tax deducted from scheme investments - claim for tax relief at source on contributions - complete online scheme returns, event reports and accounting for tax return
Members / Independent Financial Advisers/other agents You'll need the relevant: - National Insurance number - Unique Tax Reference (UTR) if appropriate - pension scheme details
All If your query is complex, write instead of phoning.
When seeking clearance or approval for a transaction you must write to us following the guidance in the link above - 'Seeking clearance or approval for a transaction'.
9.00 am to 5.00 pm, Monday to Friday Closed weekends and bank holidays
0300 123 1079
If you're calling from abroad please telephone:
+44 115 974 1600
If your enquiry isn't about how the tax rules operate for pension schemes, see the 'Contacts for pensions' page.
We can't: - give financial or tax planning advice - answer hypothetical questions - discuss individual or scheme specific information if we don't have the appropriate authority
This allows you to send a secure enquiry online. Email responses from HM Revenue & Customs (HMRC) aren't secure and won't contain confidential information - if necessary they'll contact you by phone or letter.
If you have any doubt about the authenticity of an email you receive which claims to have come from HMRC please do not follow any links within the email, disclose any personal details or respond to it.
Follow the link below to report HMRC related phishing emails