The PPF’s policy statement for the 2023/24 scheme levy year sets out the following key dates for schemes needing to certify certain documents:
Item |
Key dates and time |
Scheme returns and electronic contingent asset certificates to the Pensions Regulator |
March 31, 2023 - midnight |
ABC certificates and special category applications to the PPF |
March 31, 2023 - midnight |
Start of the 2023/24 levy year |
April 1, 2023 |
Send contingent asset documents to PPF
|
April 3, 2023 – 5.00pm |
Deficit-reduction certificates to the Pensions Regulator
|
April 28, 2023 – 5.00pm |
Send exempt transfer applications to PPF
|
April 28, 2023 – 5.00pm
|
Certify full block transfers with the Pensions Regulator
|
June 30, 2023 – 5.00pm
|
Publication of Mean Scores
|
July 2023
|
Invoicing starts
|
Autumn 2023 |
As usual, clients are advised to start the process of certifying and re-certifying contingent assets as soon as possible.