Ad-hoc manual pension contributions to workplace pension and tax relief

ro1892

https://forums.moneysavingexpert.com/discussion/comment/81897441#Comment_81897441

Looking at the link it states:

You’ll need to upload or send proof for each tax year you claim for. This can be a letter or statement from your pension provider, or a payslip from your employer. This proof must include:

your full name

details of the pension contributions paid and the tax year they relate to 

evidence that you received 20% tax relief automatically from your employer — if you’re claiming for a workplace pension

As only my manual ad-hoc payment will have 20% tax relief (all payments made through salary sacrifice will have had full tax relief) can I just request from Scottish Widows a letter than informs me I only received 20% tax relief on the manual payment?

DRS1

https://forums.moneysavingexpert.com/discussion/comment/81897699#Comment_81897699

You could. I do not know what sort of online access you have to the SW pension but I imagine somewhere on there you should be able to see (and print off) a record of the contributions you have made and the tax relief claimed by the scheme.

Albermarle

https://forums.moneysavingexpert.com/discussion/comment/81897699#Comment_81897699

They normally just used to be happy with you supplying the figures, but recently have been looking for some evidence ( due to fraudulent/ mistaken claims)

Probably a screenshot or a downloaded document should be fine. Probably there will be a suitable document on your SW online account, without having to specifically request one .