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DB and hybrid scheme return 2023: Start preparing now
The next scheme return for defined benefit (DB) and mixed benefits (hybrid) schemes is due to start at the beginning of February 2023.
Schemes will need to complete the scheme return in two parts unless the scheme is a Relevant Small Scheme or an Executive Pension Scheme. Part 1 is an online form; Part 2 is in Exchange as usual.
If you're expecting to receive your scheme return in two parts, Part 1 will be emailed to your designated scheme return contact or trustees according to the details we currently hold in Exchange. This email will be sent from paperlessSRN@thepensionsregulator.gov.uk and will contain a link to the online form.
Find more information on our website.
- 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 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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- Share important scheme information with us – scheme registration, scheme return and more
- 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 firstname.lastname@example.org or you can write to us at Napier House, Trafalgar Place, Brighton, BN1 4DW. Further information on how your personal data is used, kept secure and your rights can be found by reading our privacy notice.