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Contributions, dashboards, data and transfers

Ensuring contributions are paid to the pension scheme, managing data and records, and dealing with transfer requests from scheme members.

Contributions to DB schemes

Working with the employer to set contribution rates, preparing and maintaining a schedule of contributions and checking the employer makes the right payments.

Maintaining contributions in DC schemes

Monitoring contributions to a DC pension scheme, taking steps to recover missed or late payments, and reporting payment failures.

Pensions dashboards

Connecting with dashboards and providing pensions information to scheme members.

Record-keeping

Making sure your scheme has accurate, complete and up-to-date data and records. You should have controls and processes in place to maintain these standards.

Dealing with transfer requests

Checking, proceeding with and refusing transfer requests from scheme members.

Encourage members who want cash drawdown to get guidance

Encourage scheme members asking for cash drawdown from their pension to use Pension Wise for impartial guidance.

Detailed guidance

Keeping records and data, maintaining and monitoring contributions, dealing with member transfers, cyber security and working with the scheme administrator.

Detailed guidance: administration

Trustee Toolkit online learning

Free online learning on administration in pension schemes. You must log in or sign up to use the Trustee Toolkit.

Trustee Toolkit