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Communications and reporting: detailed guidance

Communicating and reporting: DC schemes

Understanding scheme members’ views and needs, communicating with them in the right way and duties to prepare a chair’s statement and report information to us.

Notifiable events framework

How the notifiable events framework is implemented, who is required to notify and exceptions to the requirement to notify.

Clearance

Guidance for trustees and employers dealing with events that may affect a pension scheme where a clearance application is being considered.

Assess whether to report a breach of the law

This guidance complements the code of practice modules on reporting breaches of the law and should be read in conjunction with the code.

Scheme return

How to complete and submit a scheme return for defined contribution (DC) and defined benefit (DB) pension schemes, and those offering mixed benefits (hybrid).

Trustee Toolkit online learning

Free online learning on communications and reporting in pension schemes. You must log in or sign up to use the Trustee Toolkit.

Trustee Toolkit