We get most of the data we need about your scheme from the scheme return you provide to The Pensions Regulator each year.
Most of the information we use to calculate your invoice comes from your s179 valuation information and the annual scheme return that you submit via The Pensions Regulator's Exchange system.
You’ll need to send your s179 within 15 months of the effective date of the valuation, and make sure this information is up to date on the Exchange by the end of March.
Your annual scheme return needs to include a range of scheme information such as the membership split across employers and the split of assets that your scheme holds.
If you’re sending a block transfer certificate you need to do this by the end of June.
If you want a transfer to be treated as an Exempt Transfer, with different reporting requirements, you should send an application to us by the end of April. You can download the application form from our Current Levy Rules page.
