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119 results found

Master trust financial checklist

PDF 889KB, Published: Jan 2024
Master trust authorisation: Financial information checklist This ...

/-/media/thepensionsregulator/files/import/pdf/master-trust-financial-checklist-1.ashx

Automatic enrolment declaration of compliance by region

XLSX 62KB, Published: Jan 2024
MAIN PAGE Automatic enrolment employer and eligible jobholders regional data ...

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

Automatic enrolment declaration of compliance by constituency

XLSX 37KB, Published: Feb 2024
MAIN PAGE Automatic enrolment employer and eligible jobholders local data as at ...

/-/media/thepensionsregulator/files/import/file/ae-declaration-constituency-data-january-2024.ashx

Individual fit and proper assessment: form

PDF 353KB, Published: Feb 2024
Master trust authorisation - Individual fit and proper form This ...

/-/media/thepensionsregulator/files/import/pdf/master-trust-individual-fit-proper-form.ashx

Automatic enrolment declaration of compliance by region

XLSX 62KB, Published: Apr 2023
MAIN PAGE Automatic enrolment employer and eligible jobholders regional data ...

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

Notify a significant event: form

PDF 614KB, Published: Jun 2023
Master trust authorisation - Significant event notification ...

/-/media/thepensionsregulator/files/import/pdf/master-trust-significant-event-form.ashx

Application for cross border approval

DOC 294KB, Published: Jun 2023
Cross border approval application form Applica ...

/-/media/thepensionsregulator/files/import/doc/cross-border-approval-application-form-jan-2011.ashx

Application for cross border authorisation

DOC 221KB, Published: Jun 2023
Application for direction to suspend the trustee's ...

/-/media/thepensionsregulator/files/import/doc/cross-border-authorisation-application-form-jan-2011.ashx

Cash equivalent payment extensions

PDF 181KB, Published: Jun 2023
Cash equivalent transfer value (CETV) extension ...

/-/media/thepensionsregulator/files/import/pdf/cetv-application-form.ashx

Resolved triggering event form

PDF 698KB, Published: Jun 2023
Resolved triggering events form Master trus ...

/-/media/thepensionsregulator/files/import/pdf/resolved-triggering-event-form.ashx