Exchange allows people like trustees and scheme administrators to share information about workplace pensions with us.
Exchange login
Use our online service to:
- submit your scheme return
- pay the levy
- associate to a scheme
- submit notifiable events
- reset your password and more
- submit a scheme valuation
Top Exchange queries
Accessing Exchange
Registration
Pay the levy
Levy waiver
Recovery plans
Reporting material payment failures
Scheme valuation
If your scheme has an effective date on or after 22 September 2024, you will be directed to the 'submit a scheme valuation’ service. This enables trustees to complete their statement of strategy and upload the associated valuation documentation. The service includes the following elements:
- a statement of strategy spreadsheet that you will need to complete with the required information to produce a statement of strategy
- an interface for you to upload the statement of strategy spreadsheet and other required documents depending on your scheme’s circumstances
For more detailed information on submit a scheme valuation, go to scheme valuation.