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Reporting requirements

You can fulfill your reporting requirements using our online service Exchange. It allows you to share information about your work-based pension scheme with us.
Exchange: online service Exchange allows you to share information about your work-based pension scheme with The Pensions Regulator.
Pay the levy Information about the general levy including what it is, how much it is, how to pay by direct debit and understanding your invoice.
Update information on the scheme register As a trustee you are required by law to keep certain information about your pension scheme up to date. This is known as ‘registrable information’ and is kept on a register that we maintain.
Scheme return

How to complete and submit a scheme return.

Submit a recovery plan It is the trustees’ duty to agree the recovery plan with the sponsoring employer and to submit it to the regulator. You can use our Exchange online service to submit the recovery plan.
Request a trustee appointment

How to submit a request to The Pensions Regulator to appoint a trustee to a trust-based pension scheme.

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