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Understanding your invoice

Find out how we get information about your scheme and download our levy guide to help you understand your invoice.

How to provide scheme data

Most of the information we use comes from your s179 valuation information and annual scheme return.

Insolvency risk scores

Use our portal to check the insolvency risk scores used to calculate your levy invoice.

Applying for a levy waiver

In limited circumstances, the Board can waive the levy. Find out more about levy waivers and how to apply for one here.

Request a levy review

If you think we have made a mistake, your scheme trustees or authorised representatives can raise a review.

2026/27 levy year

We’re not charging a conventional PPF levy for this year. Find out more about our evolving policy here.  

2025/26 levy year

We’re not charging a conventional PPF levy for this year. Find out more about our evolving policy here.  

How we calculate the levy

The levy is made up of the scheme-based levy and the risk-based levy. Here we explain how we calculate each component.