Scheme Pays request form (DC NON MPAA)

    Please complete this form if you believe that you have an Annual Allowance tax charge and would like to pay this using Scheme Pays.

    The form will ask you a number of questions and will confirm if you have a tax charge and, if so, if you are able to settle this using Scheme Pays.

    Please only click submit at the end of the form if you wish to use Scheme Pays to settle any Annual Allowance tax charge, once your request has been submitted it cannot be withdrawn.

    Personal information

    Your Scheme Pays information

    40%45%

    Based on the information that you have entered, you do not have an Annual Allowance tax charge.

    Based on the information that you have entered, your tax charge is less than £2,000 and you are therefore unable to use Scheme Pays to settle the Annual Allowance tax charge. You will need to settle this with HMRC directly through your Self Assessment tax return.

    YesNo

    YesNo

    Data protection

    The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as Her Majesty’s Revenue and Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at https://www.pearson-pensions.com/privacy-notice/. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.


    Was this page helpful?

    Contact us

    How the Plan is run

    News