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DC benefits management

How to help clients manage schemes that provide defined contribution (DC) benefits.

Mixed benefit scheme management

If you help clients to run schemes that offer mixed benefits (sometimes known as 'hybrid schemes') you need to manage defined benefit (DB) elements as if they were a DB scheme and manage defined contribution (DC) elements as if they were a DC scheme.

Setting up a scheme

If you set up new pension schemes for your clients, make sure that they meet certain criteria. You will probably need to register the scheme with us.

Reporting and registering

Understand what information you need to report to TPR and how to report it.

Closing a scheme

We provide good practice guidance to help trustees and others meet the two-year timeframe in relation to winding up occupational pension schemes.