The Pensions Regulator

Valuation summary

Information regarding your scheme funding valuation and recovery plan

When a recovery plan and schedule of contributions have been agreed by the trustees and the employer, following an actuarial valuation under Part 3 of the Pensions Act 2004, the trustees or managers of a scheme are required to send a copy of the recovery plan and schedule of contributions to the Pensions Regulator. 

There is a requirement (under Scheme Funding Regulations (SI 2005/3377) regulation 8(7)(a)) to accompany this with a summary of the information contained in the valuation. This is explained in greater detail in paragraph 155 of our Code of practice 03: Funding defined benefits.

To fully comply with these requirements, and to avoid any loss of data validation, a new valuation summary form should be obtained only from this link for each valuation submitted.

Important - Please do not save local copies for future use as we update this form from time to time to take account of our regulatory experience and data validation may be lost.