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2024/25 levy year

Levy 2024/25

March 2024

Final monthly scores on our portal

Last monthly scores used for 2024/25 levy calculations

In April, D&B will issue the final monthly insolvency risk scores for the 24/25 levy year. The 12 monthly scores produced between April and March will be used to generate employer mean scores in July.

31 March 2024

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 2024. We also need all special category employer applications, including confirmation of no changes, submitted before midnight on 31 March 2024.

31 March 2024

Send scheme returns and contingent asset certificates to TPR

This helps make sure your levy is accurate

If you’re required to send us supporting documents, including Guarantor Strength Reports, they’ll need to be emailed to [email protected] before 5pm on 2 April 2024.

30 April 2024

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 30 April 2024.

30 April 2024

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 5pm on 30 April.

30 June 2024

Certify full block transfers with TPR

This helps inform your levy for 2024/25

Certify full block transfers on the TPR exchange system or – in limited circumstances – send them to us by 5pm on 30 June 2024.

July 2024

Mean scores published

These scores will be used to calculate your 24/25 levy invoice

We'll start issuing the first invoices for the 24/25 levy year in autumn 2024. All invoices must be paid within 28 days of receipt.

Autumn 2024

Invoicing starts

These invoices cover the 24/25 levy year

We'll start issuing the first invoices for the 24/25 levy year in autumn 2024. All invoices must be paid within 28 days of receipt.