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Evidence sheets

Standard evidence sheet templates

Evidence sheets

All of the evidence requirements for the milestone assessment period tasks.

How we set the levy rules

The framework for the levy rules is set out in legislation (Pensions Act 2004). We review and consult on how we apply these rules each year. 

Is your scheme eligible?

Almost all defined benefit occupational pension schemes, and schemes that have defined benefit elements, are eligible.

Introduction

Levy rules for 2018/19

The following rules and guidance set out how we calculated the levy for the 2018/19 levy year. These were published following a consultation. The following rules and guidance�provide a detailed explanation of how we calculate the levy. The appendices and guidance documents include steps that schemes can take to ensure they receive credit for positive actions, such as certifying contingent assets or deficit reduction contributions.

2022/23 limit

Who we protect

Everything you need to know about the type of pension schemes we protect.

Voting guidelines 2024

This provides broad guidelines within which voting decisions will be assessed and implemented on a case-by-case basis. A degree of flexibility is required when interpreting the guidelines to reflect specific market, company, and meeting circumstances.

PPF Response to Referendum Decision

Our long standing low risk approach and hedging strategy mean that we are able to cope with the volatile markets we expect to see.