Revenue changes to claiming pension tax relief

Patrick OShea
Patrick O'Shea, Pension Manager Advisory Services
Wednesday, 25th October 2023
People claiming tax relief on pension contributions must now upload either a pension certificate or a pension contribution details form. This can be a word document or PDF containing the following information:
  • The date of pension contribution
  • The total amount paid
  • The type of contract to which the contribution was paid
  • The policy or scheme number
  • The name of the insurance company/pension provider
  • The name and address of the customer
  • Confirmation tax relief hasn't already been provided on the contribution by salary deduction through payroll

We've put together a template of a pension contribution details form that you can use.