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Information to members

The information that governing bodies should provide to scheme members including financial statements, chair's statement and scams warnings.

Important

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 webfeedback@tpr.gov.uk.

You can also read more information about the consultation.

General principles for member communications

How governing bodies should communicate when meeting their legal obligations to communicate with scheme members.

Statutory financial statements DC

What information the governing body must provide to defined contribution (DC) scheme members in their annual benefit statements.

Statutory financial statements DB

What information the governing body must provide to defined benefit (DB) scheme members in summary funding statements and benefit statements.

Statutory financial statements PSPS

What information the governing body of public service pension schemes (PSPS) must provide to members in their annual benefit statements.

Retirement risk warnings and guidance

The details of information that governing bodies must provide to scheme members as they reach retirement age.

Short service refunds

The information that governing bodies should communicate to members leaving early from the scheme.

Chairs statement

Details of what the governing bodies of defined contribution schemes must include in their annual chair's statement.

Scams

The information that governing bodies should provide to scheme members to help them avoid pension scams.