HMRC has issued an update on the timing of pension tax refunds, confirming that claims received by 22 May 2026 are currently being processed, with replies expected by 27 September 2026.
The update follows a customer's query on social media on August 7, who was waiting for a P55 tax refund that had been approved three weeks earlier but was told payment could take another eight weeks. The P55 form is used to claim back tax on a flexibly accessed pension payment, provided the pension pot has not been emptied, no further payments are planned before the end of the tax year, and the pension provider cannot make the refund itself.
HMRC response to customer query
HMRC initially asked when the claim was submitted and whether it was done online or by post. The customer said it was submitted online on June 29. HMRC then explained that it could only provide general advice on social media regarding timings, and shared a link to a Government website tool that shows processing dates.
The tool indicated that claims received on 22 May 2026 are being processed, with a reply expected by 27 September 2026.
How to check the status of your claim
An online tool is available on the Government website to check expected response times for a range of HMRC matters, including Child Benefit, Construction Industry Scheme (CIS), Corporation Tax, Employers’ PAYE, Income Tax, Inheritance Tax, National Insurance, public services pensions remedy, Self Assessment (including UTRs), tax credits, and VAT.
Alternatively, taxpayers can use the 'Ask HMRC' online chat bot or call HMRC on 0300 200 3300. Lines are open Monday to Friday from 8am to 8pm and Saturdays from 8am to 4pm.
