Contributions, data and transfers
Ensuring contributions are paid to the pension scheme, managing data and records, and dealing with transfer requests from scheme members.
Dealing with transfer requests
Checking, proceeding with and refusing transfer requests from scheme members.
Record-keeping
Making sure your scheme has accurate, complete and up-to-date data and records. You should have controls and processes in place to maintain these standards.
Contributions to DB schemes
Working with the employer to set contribution rates, preparing and maintaining a schedule of contributions and checking the employer makes the right payments.
Maintaining contributions in DC schemes
Monitoring contributions to a DC pension scheme, taking steps to recover missed or late payments, and reporting payment failures.
Encourage members who want cash drawdown to get guidance
Encourage scheme members asking for cash drawdown from their pension to use Pension Wise for impartial guidance.
Detailed guidance
Keeping records and data, maintaining and monitoring contributions, dealing with member transfers, cyber security and working with the scheme administrator.
Trustee Toolkit online learning
Free online learning on administration in pension schemes. You must log in or sign up to use the Trustee Toolkit.