Guidance

Countdown Bulletin 45 - May 2019

Find important updates for pension scheme administrators about the ending of contracting-out.

Documents

Scheme Financial Reconciliation Engagement Template

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SRS Automation Portfolio – Not In Scheme – CEP Automation Solution

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SRS Automation Portfolio – CEP Debit Automation Solution

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Details

Countdown bulletin 45 has updates on:

  • extension to Phase 7 Automation - Scheme Financial Reconciliation (SFR)
  • what is happening in the extended period
  • what this means for Pension Scheme Administrators (PSAs)
  • what the extended Phase 7 dates that PSAs need to be aware of
  • how this impacts the previous engagement in the SFR Process
Published 16 May 2019