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Milestones
and deadlines

Welbeck Street, London

Please click to confirm if you are a member of a defined benefit (DB) or defined contribution (DC) section. This information is included in your pension savings statement.

The timeline below shows the key milestones and deadlines associated with paying an Annual Allowance tax charge.

Step 1

Deadline Calculator

You need to work out your Annual Allowance.

You need to check whether you have exceeded your Annual Allowance.

Have you exceeded your Annual Allowance?

Step 1 > No > Outcome

Outcome

You do not have to do anything else — but we recommend that you keep a note of any Carry Forward figures for next year.

Step 1 > Yes > Step 2

You need to register for and complete a Self Assessment form - This link opens in a new browser window.

5th October 2022: The deadline for registering for Self Assessment if you’re not already registered.

Do you want to use Scheme Pays?

Step 1 > Yes > Step 2 > No > Outcome

Outcome

31st January 2023: Deadline for submitting your Self Assessment Tax return and paying your Annual Allowance to HMRC.

Step 1 > Yes > Step 2 > Yes > Step 3

Outcome

30 November 2022: Deadline for requesting Scheme Pays - This link opens in a new browser window.

31 January 2023You still have to submit your Self Assessment Tax return to HMRC by this deadline.

The timeline below shows the key milestones and deadlines associated with paying an Annual Allowance tax charge.

Step 1

Deadline Calculator

You need to work out your Annual Allowance.

You need to check whether you have exceeded your Annual Allowance.

Have you exceeded your Annual Allowance?

Step 1 > No > Outcome

Outcome

You do not have to do anything else — but we recommend that you keep a note of any Carry Forward figures for next year.

Step 1 > Yes > Step 2

You need to register for and complete a Self Assessment form – you can register / complete a Self Assessment form here - This link opens in a new browser window.

5th October 2022: The deadline for registering for Self Assessment if you’re not already registered.

Do you want to use Scheme Pays?

Step 1 > Yes > Step 2 > No > Outcome

Outcome

31st January 2023: Deadline for submitting your Self Assessment Tax return and paying your Annual Allowance to HMRC.

Step 1 > Yes > Step 2 > Yes > Step 3

6th October 2022: Deadline for requesting a Scheme Pays quote - This link opens in a new browser window.

8th November 2022: Date by which we will issue your Scheme Pays quote.

Do you still want to use Scheme Pays?

Step 1 > Yes > Step 2 > Yes > Step 3 > No > Outcome

Outcome

31st January 2022: Deadline for submitting your Self Assessment Tax return and paying your Annual Allowance to HMRC.

Step 1 > Yes > Step 2 > Yes > Step 3 > Yes > Outcome

Outcome

30th November 2022: Deadline for returning your Scheme Pays nomination form.

31st January 2023: You still have to submit your Self Assessment Tax return to HMRC by this deadline.


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