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Useful Documents and Resources

High Level Review

1. High Level Review - ABC Pension Scheme - Redacted
Download this document to read the High Level Review - ABC Pension Scheme - Redacted


Regulatory guidance

1. Abandonment of DB pension schemes
Download this document to read the Abandonment of DB pension schemes


2. Asset-backed contributions
Download this document to read the Asset-backed contributions


3. Clearance guidance
Download this document to read the Clearance guidance


4. Corporate transactions
Download this document to read the Corporate transactions


5. Cross-border schemes
Download this document to read the Cross-border schemes


6. DB to DC transfers and conversions
Download this document to read the DB to DC transfers and conversions


7. Monitoring employer support
Download this document to read the Monitoring employer support


8. Multi-employer schemes and employer departures
Download this document to read the Multi-employer schemes and employer departures


9. Relations with advisers
Download this document to read the Relations with advisers


10. Scheme funding and clearance case studies
Download this document to read the Scheme funding and clearance case studies


11. Trustee guidance
Download this document to read the Trustee guidance


Codes of practice

1. Reporting breaches of the law
Download this document to read the Reporting breaches of the law


2. Notifiable events
Download this document to read the Notifiable events


3. Funding defined benefits
Download this document to read the Funding defined benefits


Pension guides

1. Employer's guide to selecting a good quality pension scheme for automatic enrolment
Download this document to read the Employer's guide to selecting a good quality pension scheme for automatic enrolment


2. Information for trustees: a quick guide to automatic enrolment Statements
Download this document to read the Information for trustees: a quick guide to automatic enrolment Statements


Annual defined benefit funding statement 2014
Download this document to read the Annual defined benefit funding statement 2014


Identifying-your-statutory-employer-statement
Download this document to read the Identifying-your-statutory-employer-statement


Code of practice 03 - Funding Defined Benefits
Download this document to read the Code of practice 03 - Funding Defined Benefits


Guidance in relation to Asset - Backed Contributions by PPF
Download this document to read the Guidance in relation to Asset - Backed Contributions by PPF


Guidance in relation to contingent assets by PPF
Download this document to read the Guidance in relation to contingent assets by PPF


Determination under Section 175(5) of the Pensions Act 2004 in respect of the financial year 1 April 2015 – 31 March 2016 by PPF
Download this document to read the Determination under Section 175(5) of the Pensions Act 2004 in respect of the financial year 1 April 2015 – 31 March 2016 by PPF


The 2015/16 Levy Policy Statement by PPF
Download this document to read the The 2015/16 Levy Policy Statement by PPF


PPF Levy Practice Guidance in respect of the financial year 1 April 2015 – 31 March 2016
Download this document to read the PPF Levy Practice Guidance in respect of the financial year 1 April 2015 – 31 March 2016


savants covenant Advisory

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