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Forms

Some documents available on this page are published in PDF format. To view our PDF documents you'll need the free Adobe Reader. Some forms on this pag ...

/en/document-library/forms

Relations with advisers

/en/document-library/scheme-management-detailed-guidance/governing-body-detailed-guidance/relations-with-advisers

Eastman Machine Company Limited Superannuation Scheme - Regulatory intervention report

This report outlines how we successfully prosecuted two scheme trustees for making illegal loans from a company pension scheme to the sponsoring emplo ...

/en/document-library/enforcement-activity/regulatory-intervention-reports/eastman-machine-company-ltd-regulatory-intervention-report

London Borough of Barnet - Regulatory intervention report

PDF 64KB, Published: Mar 2023
The first time TPR fined a public service pension scheme – we fined the London Borough of Barnet £1,000 for its failure to submit a scheme return ...

/-/media/thepensionsregulator/files/import/pdf/regulatory-intervention-section-89-london-borough-of-barnet.ashx

tku-scope-for-db-with-dc-2009

PDF 392KB, Published: Apr 2023
Revised guidance on the scope of the TKU require ...

/-/media/thepensionsregulator/files/import/pdf/tku-scope-for-db-with-dc-2009.ashx

List of authorised collective defined contribution schemes

We are required to publish a list of authorised collective money purchase schemes (known as collective defined contribution or CDC schemes).

/en/document-library/scheme-management-detailed-guidance/collective-defined-contribution-schemes/list-of-authorised-collective-defined-contribution-schemes

Contract register - May 2023

XLSX 73KB, Published: May 2023
May 2023 Contracts Register May 2023 Descri ...

/-/media/thepensionsregulator/files/import/file/contracts-register-may-2023.ashx

Permanent recruitment fees

FOI reference - FOI-068 Date - 5 January 2023

/en/about-us/freedom-of-information-(foi)/recently-released-information/permanent-recruitment-fees

Master trust decision-making procedure

The decision-making procedure is the process we adopt when making a decision on a master trust’s application for authorisation.

/en/master-trust-pension-schemes/authorisation-of-new-master-trusts/master-trust-decision-making-procedure

Automatic enrolment declaration of compliance by region

XLSX 63KB, Published: Jul 2023
MAIN PAGE Automatic enrolment employer and eligible jobholders regional data as ...

/-/media/thepensionsregulator/files/import/file/ae-declaration-regional-data-june-2023.ashx