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Some forms on this page are available to download as Microsoft Word documents. To save a document to your computer, right click on the link and select 'Save Target As'.

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Automatic enrolment templates

Cash equivalents

Clearance applications

Cross-border schemes

European regulators have agreed Service Level Agreements (SLAs) for the cross border application process. In order to ensure these can be met, we strongly advise the trustees, the employer or their advisers to contact us via customer support before completing any cross border application. This will ensure that all information and document requirements can be met. In the absence of such contact, the processing of any cross border application may be delayed.


Notifiable event

You can submit a notifiable event using Exchange.

You don't need to be fully 'associated' to a pension scheme to report in this way.

If you have any questions, you can call our customer support team on:

0345 600 0707

Reporting breach

You can submit a breach of the law report using Exchange.

You don't need to be fully 'associated' to a pension scheme to report in this way.

If you have any questions, you can call our customer support team on:

0345 600 0707

Scheme funding

Valuation summary

You can complete and submit your valuation summary form using Exchange.

A valuation summary is 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.

To fully comply with these requirements, and to ensure appropriate data validation and processing, a new valuation summary and the accompanying recovery plan and schedule of contributions should be submitted online using Exchange, for each valuation submitted.

Recovery plan revisions and supporting explanations should also be submitted online using Exchange.

Information regarding your scheme funding valuation and recovery plan

When a scheme is required to introduce or retain a recovery plan following an actuarial valuation*, 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 Code of practice 03: Funding defined benefits.

Where there are subsequent, ad hoc revisions to a recovery plan, there is also a requirement under regulation 8(7)(b) to submit the updated plan, along with an explanation of the reasons for the revisions.

* under Part 3 of the Pensions Act 2004.

Scheme registration forms

Trustee appointment request forms

For more information on how to use these forms when submitting a trustee appointment request go to request a trustee appointment.

Trustee register

Read about the current position with the independent trustee register and how to join the register, before completing these forms.


Winding up

Complete and submit your section 72A wind-up progess report using Exchange.

If you don't have access to your scheme's details, you can use the form below.