By 6 October 2013, scheme administrators must give a pensions saving statement for the 2011–12 and 2012–13 tax years automatically to members who satisfy both of the following criteria:
- they are active members for all or part of the pension input period; and
- their pension input amounts under the scheme for the tax year are more than the annual allowance.
Members that do not meet the criteria above can still request information about their pension input amounts from the scheme administrator. Please click here for more information about when members can request such information, when the scheme administrators must provide such information, the nature of the information they are required to provide and the consequences of not providing that information.
