2020/21 levy year

We consulted on the rules for the 2020/21 levy year in September 2019 and published them in December 2019.

The 2020/21 levy rules

Our rules and guidance for the 2020/21 levy year were published on 16 December 2019, these set out how we will calculate the levy that will be invoiced in Autumn 2020.

These were published following a consultation we launched in September and we set out our conclusions in our policy statement.

Help make sure your levy is accurate

We plan to start invoicing for levy year 2020/21 in Autumn 2020, using the information you give us, Experian and The Pensions Regulator.

To make sure your levy is accurate, read more on checking your information.

View the levy timeline to understand important deadlines for sending information.

Update your billing address

We want to help schemes ensure that their levy bills go to the most appropriate address.

When you update your scheme information on The Pensions Regulator's exchange system, you can enter a Billing Address under Part 2.3 titled 'Scheme Details'.

If this field is completed, we’ll make sure your invoice is sent to this address instead of the scheme address.

Download the full levy rules for 2020/21 (20Mb)
Download

Rules, guidance, documents and forms

Appendices

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