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Information handling

Dealing with financial transactions, transfer requests, scheme records and data monitoring.


Early draft of the code of practice

This code is not in force yet. It is an early version for the new code of practice consultation.

To give us feedback on issues such as the design, usability and navigation of this code, email us at

You can also read more information about the consultation.

Financial transactions

How governing bodies should process transactions relating to contributions or assets held in respect of members.


Dealing with requests from scheme members to transfer their benefits to a different pension arrangement.

Scheme records

The details of information and data that governing bodies should keep as part of running a pension scheme.

Data monitoring

The steps that governing bodies should take to monitor scheme data to make sure it is accurate and complete.