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Managing DB benefits

The areas of defined benefit (DB) scheme management key to ensuring a well-run and well-funded scheme.


The areas that you need to focus on to ensure that your defined benefit pension scheme is appropriately funded.

Governance and administration

The areas of governance and administration that you need to focus on to ensure that your defined benefit pension scheme is well run.

DB scheme costs

Trustees can use our tool to view highlights from our defined benefit (DB) scheme running costs research report 2014 and compare costs information for schemes of a similar size to their own.

Employer events that could cause concern to members

Prepare for and deal with an employer event that could cause scheme members to worry about their pension benefits.

Winding up your DB scheme

If wind up is triggered and not deferred, you must wind up your defined benefit pension scheme efficiently and effectively, and ensure that at least the main tasks are completed within 2 years.

DB superfunds

Guidance for trustees and employers to consider when transferring members to a superfund.

Trustee toolkit online learning

We provide a free online learning programme called the Trustee toolkit which you should complete, unless you arrange the equivalent learning. You must login or sign up to use the Trustee toolkit.

Go to the Trustee toolkit

DB funding code

Code of practice 3 sets out how to comply with the scheme funding requirements under Part 3 of the Pensions Act 2004.

Annual Funding Statement

The Annual Funding Statement sets out our expectations for trustees and employers of DB pension schemes.