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  • Statutory Guidance – Occupational and Personal Pensions

    Topics:
    • Benefits and pensions, 
    • Pensions

    Occupational and Personal Pension Schemes – Statutory Guidance

    • Pensions Dashboards: guidance on annualised accrued value calculations
    • Pensions Dashboards: guidance on connection: the staged timetable
    • Pensions Dashboards: guidance on deferred connection
    • Disclose and Explain asset allocation reporting and performance-based fees and the charge cap: Guidance for trustees of relevant occupational pension schemes
    • Governance and reporting of climate change risk: guidance for trustees of occupational schemes
    • Statutory Guidance: Simpler Annual Pension Benefit Statements
    • Implementing a cap on early exit charges for members of occupational pension schemes
    • Reporting costs, charges and other information: guidance for trustees and managers of occupational pension schemes
    • Completing the annual Value for Members assessment and Reporting of Net Investment Returns
    • Governance and reporting of climate change risk: guidance for trustees of occupational schemes
    • Guidance on the use of the Guaranteed Minimum Pensions (GMP) conversion legislation
    • Reporting of costs, charges and other information: guidance for trustees and managers of relevant occupational schemes
    • Cost and charge reporting: guidance for trustees and managers of occupational schemes (this guidance superseded Oct 2018)

    Related content

    • Benefits and pensions - how to apply
    • General benefits information
    • Interministerial Group for Work and Pensions
    • Pension Credit toolkit
    • Pension information
    • Pension Schemes Bill 2020
    • Social security policy and guidance
    • Social Security Standards Committee minutes
    • State Pension Reforms
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