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Forms and Templates

Forms and template documents

Guidance

Guidance documents, including Overfunded Framework

Evidence sheets

Standard evidence sheet templates

Budgeting

EET, BART, Schedules and Protocol..

Standard Reports

Standard reports, relevant appendices and repotting guidance

Board members

Our Board helps hold us accountable and makes sure we meet our aims now and in the future. It also performs some functions given to it by law, such as setting a levy on pension schemes.

2024/25 levy year

Invoices for this levy year will be issued in autumn 2024.

PPF proposes £100m as levy estimate for 2025/26

The Pension Protection Fund (PPF) has proposed a £100m levy estimate for 2025/26, the same as 2024/25, equalling the lowest levy ever set.

Have your say on our 2025/26 levy rules

Our levy consultation, which proposes changes to our levy rules for 2025/26, is now open to receive submissions. 

2025/26 levy year

Invoices for this levy year will be issued in autumn 2025.