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DC benefits management

How to help clients manage schemes that provide defined contribution (DC) benefits.

Mixed benefit scheme management

If you help clients to run schemes that offer mixed benefits (sometimes known as 'hybrid schemes') you need to manage defined benefit (DB) elements as if they were a DB scheme and manage defined contribution (DC) elements as if they were a DC scheme.

Reporting and regulatory duties

Use our Exchange online service to register new schemes and submit information to us. Understand how to identify pension liberation fraud and what to do if you suspect it.

Setting up a scheme

If you set up new pension schemes for your clients, make sure that they meet certain criteria. You will probably need to register the scheme with us.

Closing a scheme

We provide good practice guidance to help trustees and others meet the two-year timeframe in relation to winding up occupational pension schemes.