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New features added to Exchange

The following new features have been introduced into Exchange in advance of the scheme return campaigns that will take place later in 2024. If you access these areas, any data entered will be saved and will appear in the scheme return.

  1. For Public Service Pension Schemes: Where the scheme has members who have defined contribution entitlements arising from additional voluntary contributions (AVCs), you will be able to provide details of the providers of these AVC benefits

  2. For occupational defined contribution schemes:

    • Where the scheme falls within scope for pensions dashboards, you will be able to confirm the pensions dashboards primary contact which will be one of the scheme trustees.

    • The scheme will be asked to provide details about the number of members who have left the scheme. For schemes that have a total of 12 members or more, the scheme will also be asked to provide details on the value of assets that have left the scheme

  3. Investment services: Where the scheme trustees have set objectives for an appointed investment consultancy provider, you will be able to confirm whether a performance review has been carried out and whether the objectives have been reviewed

We welcome your feedback on the use of any of these new features by sending your feedback to us by email to exchange@tpr.gov.uk

Help us improve our services

  • We need your feedback on the services we provide on Exchange. This research will help us build accessible, intuitive and inclusive services that work for everybody. If you can spare 30 to 60 minutes to talk to one of our researchers, please provide your details by completing our registration form.

Welcome to The Pensions Regulator's online service, where you can share scheme information with us, notify us and make levy payments for example:
  • Submitting scheme returns
  • Updating your scheme details
  • Setting up a direct debit to pay your levy
  • Submitting a recovery plan.
  • Submitting late payment of contributions reports.
If you've previously registered with us, then simply log in using the email address and password you used to register.

If you haven’t yet registered, then select 'register now'. You can't register for automatic enrolment using Exchange - go to declaration of compliance.

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What's available?

Exchange
Exchange
Share important scheme information with us – scheme registration, scheme return and more
Exchange
Maintaining contributions
Report late payments of contributions from employers to your defined contribution pension scheme(s)

Data protection information

The Pensions Regulator (TPR) is a data controller for the purposes of the General Data Protection Regulation (GDPR) and the Data Protection Act 2018. We process personal data we hold for the purpose of the exercise of any of our statutory functions and objectives. We may also process personal data under other legislation such as the Fraud Act. This includes, for the avoidance of doubt, taking regulatory or enforcement action for breach of any of these legislation.

Exchange allows you to provide information about your work-based pension scheme to TPR, as statutorily required. Failure to do so may lead to enforcement action being taken against you. In some circumstances other information may be required from you. This will relate to or be in connection with our statutory functions in relation to your pension scheme. Where you provide personal data of another individual we ask that you ensure you have the necessary consent or authority to do so.

We will only store your personal data for as long as TPR’s retention schedule allows. During this time, you may be able to exercise certain rights in relation to your personal data such as the right to access, objection and data portability. If you feel that we have handled your personal data in a manner inconsistent with your rights, you may lodge a complaint with the Information Commissioner’s Office (ICO).

If you have any questions about how we handle your personal data please contact our Data Protection Officer (DPO) by email at dpa@tpr.gov.uk or you can write to us at Telecom House, 125-135 Preston Road, Brighton, BN1 6AF. Further information on how your personal data is used, kept secure and your rights can be found by reading our privacy notice.