 As previously advised, the 2018/2019 annual allowance calculations for all current contributing scheme members must be completed by 6th October 2019. We asked all employers to provide us with information of their employees by 5th July 2019, to ensure we meet the mandatory October deadline. If you have not already done so, please could you provide the following information by return, as this is now overdue:
To help reduce the number of individual requests for pensionable pay relating to these calculations, we have identified two categories of members that we consider may potentially breach the current HMRC limit of £40000:
• Employees who receive an annual salary of £90,000 or more per year, or
• Employees that have had an increase in salary over the last year of £5,000 or more.
It may still be necessary to request further pay information for other employees that have differing circumstances, but we hope that by providing these details annually from now on, these requests will reduce in number.
For employees that fall into either of the above two categories, please arrange for the Annual Allowance Spreadsheet on our website to be completed fully and returned to us.
Please send the data titled ‘Annual Allowance 2018/2019’ to our secure mailbox at: finance.pensionstechnicaltraining-mailbox@devon.gov.uk .
You may also use this mailbox for queries relating to the spreadsheet and Annual Allowance.
Please note that the Annual Allowance date is a legal deadline for the provision of the information under Regulation 15A The Registered Pension Schemes (Provision of Information) Regulations 2006 - SI 2006/567. The annual allowance calculations must be actioned and notified by Peninsula Pensions to members by 6th October 2019. See the HMRC Pensions Tax Manual.
In accordance with HMRC guidelines if the required information is not supplied on time, the person(s) responsible for sending that information to us can be liable to the penalties in accordance with Section 98(1) Taxes Management Act 1970 described at PTM160800.
 We are taking delivery of an upgrade to our system Altair on Wednesday 11th September which means Employer Self Service will be unavailable during the upgrade. The standard downtime is three quarters of the day, however please do not attempt to use ESS until the next day to ensure the necessary updates have been completed.
 We will be starting to roll out some new training sessions and workshops later in the year and are seeking locations to accommodate bigger catchment areas. We need conference facilities which will comfortably hold approximately 20-30 attendees, will provide an easy link from a laptop to a projector, parking and of course provide tea, coffee and biscuits! If you would like to be a host and have capacity, please contact the E&C Team with details of your facilities and approximate costs.
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