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The levy 2019/20 rules

These rules govern how we calculated levy invoices issued in autumn 2019.

These rules were published following a consultation. We set out our conclusions in our policy statement.

The appendices and guidance documents include steps that schemes can take to make sure they receive credit for positive actions, such as certifying contingent assets or deficit reduction contributions.

Rules, guidance, documents and forms

Appendices

SWOSS Appendix
PDF 150.22 KB
Date 01.01.0001
Transfers Appendix
PDF 140.9 KB
Date 01.01.0001
Transformation Appendix
PDF 339.36 KB
Date 01.01.0001

Determination and policy statement

2019/20 Policy Statement
PDF 414.41 KB
Date 01.01.0001
Determination and Levy Rules
PDF 690.99 KB
Date 01.01.0001

Guidance

Guidance on ABCs
PDF 399.69 KB
Date 01.01.0001
Guidance on Bespoke Investment Risk Calculation
PDF 568.89 KB
Date 01.01.0001