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DB and mixed benefit (hybrid) scheme return

Additional information and resources to help you prepare for and complete a scheme return for defined benefit (DB) schemes and those offering mixed benefits (hybrid).

See scheme return for further information about completing the scheme return, including the most common queries.

Prepare for your scheme return

You have to submit a scheme return for all DB and hybrid schemes you’re responsible for.

We will issue your scheme return notice to you from the middle of February 2021.

Once you receive your notice, you’ll have until 31 March 2021 to complete and submit it to us.

Take some time to familiarise yourself with the example DB and mixed benefit scheme return (PDF, 318kb, 44 pages) and gather the information you might need.

The 2021 scheme return questions will be the same as last year. If you have any queries about the scheme return contact us.

Complete your scheme return

You will need to complete and submit your scheme return to us using Exchange, our online service.

Before taking any other action, please log into Exchange and make sure your scheme contact details are up to date. 

Select the help icon in Exchange for further guidance on a particular scheme return question. You can view all the help text for scheme return questions without having to login to Exchange. Some of the help text headings may appear more than once due to the way Exchange manages information.

See further information on how to use Exchange, including how to associate to a registered scheme.

Your legal responsibility

As a trustee, you must provide us with a scheme return, unless the scheme has wound up or another exemption applies.

If a scheme return hasn’t been completed and submitted by the deadline stated in the scheme return notice, this may be a breach of the Pensions Act 2004 and you risk being fined. Your scheme’s PPF levy calculations may also be impacted by late submissions.