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Record-keeping
Record-keeping
Good record-keeping is key to a well-run pension scheme. It's crucial that accurate data is maintained.
Trustees are responsible for administering their pension scheme properly (even if the day-to-day administration is delegated) and for the quality of record-keeping.
Our aim – working with you – is to improve standards of record-keeping across industry.
Record-keeping guidance
View and download our record-keeping guidance for our approach on how to put in place good practices for measuring the presence of member data and the process for assessing the risks of incomplete or inaccurate data, including tables showing common, conditional and numerical data
Internal controls
View and download our code of practice for guidelines on the importance of having the controls and processes in place for providing the right information to the right people at the right time
Trustee toolkit
Take a look at the first two modules: 'Introducing pension schemes' and 'The trustee's role', plus the winding up module, for more on administration and record-keeping
Pensionwise
Take a look at the Administration topic in our free online programme for employers
Media centre
Read the regulator's key record-keeping articles featured in the trade and administration press
Events calendar
Check dates of our record-keeping speaking engagements and workshops across the UK