The Pensions Regulator

Forms available for download

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Cash equivalents

Cash equivalent payment extensions

Download the PDF (57kb)

Clearance applications

Clearance applications

Download the PDF version (119kb)

Download the Word version of this form (171kb)

Cross-border schemes

Cross-border schemes

Application for authorisation to operate a cross-border scheme

Download the PDF (75kb)

Download the Word version of this form (219kb)

Application for approval for cross border activities

Download the PDF (96kb)

Download the Word version of this form (268kb)

Multi-employer

Multi-employer

Application for a direction to suspend the trustee's power to enforce the withdrawal debt

Download the PDF (90kb)

Download the Word version of this form (227kb)

Application for approval of a proposed withdrawal arrangement

Download the PDF (80kb)

Download the Word version of this form (265kb)

Reporting forms

Reporting forms

Breach of law report

Download the PDF (56kb)

Download the Word version of this form (213kb)

Notifiable events

Download the PDF (56kb)

Download the Word version of this form (207kb)

Winding up - first report for a scheme that is winding up

Download the PDF (61kb)

Winding up - annual progress report for a scheme that is winding up

Download the PDF (59kb)

Winding up - glossary of terms

Download the PDF (52kb)

Scheme funding

Valuation summary
a form to be completed when a recovery plan and schedule of contributions have been agreed by the trustees and the employer, following an actuarial valuation

Download the Excel spreadsheet (49kb)

More information on the valuation summary...

 

Scheme registration forms

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Trustee register

Trustee register application form

Download the PDF (102kb)

S1 - Individual's application for entry to the Trustee Register or Key Person's statement of relevant experience, fitness and propriety

Download the PDF (109kb)

S1 - How to complete form S1

Download the PDF (49kb)

Trustee appointment request forms

Appointing a trustee

Download the PDF (72kb)

Application to be appointed as a trustee scheme member

Download the PDF (101kb)

Application to be appointed as a third-party trustee

Download the PDF (105kb)