Our timeline shows how the levy works over the years

This timeline shows key deadlines, including important upcoming changes, along with your key responsibilities for the upcoming levy years.
2022/23 levy rules
We've published our final levy rules and policy statement
December 2021
Our final levy rules and policy statement have been published. Read about our final policy.
Levy 2021/22
July 2021
Mean scores published with D&B
These scores will be used to calculate your 21/22 levy invoice
In July 2021, D&B will publish your final mean score. We'll use this to calculate your levy for 21/22. In the meantime, make sure you check your score and the data D&B holds.
Autumn 2021
Invoicing starts
These invoices cover the 21/22 levy year
We'll start issuing the first invoices for the 21/22 levy year in autumn 2021. All invoices must be paid within 28 days of receipt.
Levy 2022/23
March 2022
Final monthly scores on our portal
Last monthly scores used for 2022/23 levy calculations
In April, D&B will issue the final monthly insolvency risk scores for the 22/23 levy year. The 12 monthly scores produced between April and March will be used to generate employer mean scores in July.
31 March 2022
Send scheme returns and contingent asset certificates to TPR
This helps make sure your levy is accurate
If you’re required to send us documents, including Guarantor Strength Reports, they’ll need to be emailed to us by 5pm on 1 April 2022.
31 March 2022
Send ABC certificates and special category applications to us
This helps make sure your levy is accurate
Submit your ABC certificates to us by midnight on 31 March 2022. We also need all special category employer applications, including confirmation of no changes, submitted before midnight on 31 March 2022.
29 April 2022
Send exempt transfer applications to us
This helps make sure your levy is accurate
Submit exempt transfer applications to us, along with supporting evidence, by 5pm on 29 April 2022.
29 April 2022
Certify deficit reduction contributions with TPR
These payments may reduce your risk-based levy
If you’ve made additional payments into your pension scheme and would like us to reflect this in your levy invoice, you need to have made payments on or before 31 March, and certified them on TPR’s exchange system by 29 April.
30 June 2022
Certify full block transfers with TPR
This helps inform your levy for 2022/23
Certify full block transfers on the TPR exchange system or – in limited circumstances – send them to us by 5pm on 30 June 2022.
July 2022
Mean scores published
These scores will be used to calculate your 22/23 levy invoice
In July 2022, D&B will publish your final mean score. We'll use this to calculate your levy for 22/23. In the meantime, make sure you check your score and the data D&B holds.
Autumn 2022
Invoicing starts
These invoices cover the 22/23 levy year
We'll start issuing the first invoices for the 22/23 levy year in autumn 2022. All invoices must be paid within 28 days of receipt.