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Tool for assessing your scheme

It’s important you assess how you are running your public service pension scheme so that you can identify any areas in need of improvement.

We expect all schemes to carry out a thorough review of their scheme against legal requirements and the guidance in our code of practice.

This is a significant piece of work. To get you started we have produced a tool which sets out some processes, tools and actions we expect to see in a well-run scheme.

Self-assessment tool for public service pension schemes
PDF 218KB , 16 pages
Self-assessment tool that you can use to review your public service pension scheme.
Self-assessment tool: questions only
PDF 65KB , 6 pages
A copy of the questions from the self-assessment tool for public service pension schemes.
If you would like to give feedback on the tool, email us at