Countdown Bulletin 20 advised that HMRC intended to automatically close all open periods of contracted out employment (active members) held on HMRC records via a scan.
The scan has completed successfully and a pilot exercise has been in place from 16th January to 5th February 2017 with a small number of Pension Scheme Administrators (PSAs), following a similar approach to the introduction of the Scheme Reconciliation Service.
PSAs involved in the pilot exercise will use the HMRC data to compare against their own records only, but are not able to raise any queries with HMRC. Based on their comparison these PSAs will inform HMRC of the potential number of membership queries they anticipate raising, to assist us with planning.
During the pilot an issue has been identified where the start and/or end date on the output is incorrect. This issue only affects certain members, and we are working with our IT supplier to rectify this problem and produce reliable revised files.
Unfortunately the resolution of this problem will mean a delay in the issue of the files. However we aim to begin sharing the active member data with you in February 2017, and will keep you updated on progress.
Those PSAs who have submitted the closure scan request form, and who have actively engaged with HMRC by submitting Scheme Reconciliation queries, will receive their data first.
If you have not yet completed and submitted the closure scan request form to obtain your active member data, please do so as soon as possible. You can find the form here