Search results

Insolvency guidance and support

If you need further help and support, please feel free to give us a call or email. We welcome direct and early engagement and always treat all conversations in strict confidence, even speaking on a ‘no names’ basis initially if you prefer. General guidance on insolvency and the assessment period These notes will help you meet your statutory obligations and our expectations conducting insolvencies during the assessment period.

Submit an s120 insolvency notice

Get a brief overview of how our assessment process works and learn about the key stages in the journey.

Appointing an independent trustee

Learn about the role of trustees during an assessment period and how a panel adviser can help you through it.

Submit s122 notices

Here you can find the relevant S122 notification forms to update the status of a pension scheme.

How we make excellent customer service accessible to members with specific needs

In this blog, our Chief Customer Officer, Sara Protheroe, shares some of the ways that we're making excellent customer service accessible to members with specific needs.

Technical guidance for previous periods

Here you'll find all the necessary valuation guidance and factors that were valid for previous periods. Please use the links below: Valuation guidance valid for previous periods

Ways we can support members with specific needs

We understand that some of our members may need some extra help from time to time. We have a number of ways we can make things easier for you if you’re living with issues with your physical or mental health.

How to check if a communication from us is genuine

Throughout the calendar year, we frequently touch base with our members. If you’re ever unsure whether a communication, such as an email or letter, is genuinely from us, or whether it’s a potential scam, call us on 0330 123 2222.

Validating your beneficiary nominations on our member website

Last year we launched our new online nomination process, which makes it quicker and easier for beneficiaries to begin receiving payments after a member dies.

Schemes we look after

Here you'll find a list of schemes we're assessing and those that have either already transferred to us or been withdrawn.