Forms

The following forms are provided below:

  • 2023 Part VIB annual compliance statement form.
  • Application form to be a registered trustee trainer.
  • Application to appoint trustee(s) under section 64 of the Pensions Act.
  • Application under article 3(1)(b) of the Preservation Regulations and related guidance.
  • Notification form regarding investment in debt instruments.
  • Pensions Insolvency Payment Scheme (PIPS) application form.
  • Section 48(2) application form for Pensions Authority certification.
  • Sovereign annuity application form.

The various funding certificates for funded defined benefit schemes and the application forms for funding proposals and ‘section 50 benefit reductions’ can be found here.