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Trustee Guidance - PPF 

Welcome to the Trustee Guidance section of our website. This section aims to provide trustees of eligible occupational pension schemes with detailed guidance on the process required to take a pension scheme through the assessment period for possible transfer into the Pension Protection Fund following an employer insolvency.

The guidance in this section has been split into four sections:

The regulation of pension schemes and our powers. This section provides you with details of the approach to regulating schemes entering the assessment period.

The Trustee Good Practice Guide. This guide will help you understand more about the assessment period at a high level, what the PPF will expect from you during this period, the principles and skills we expect you apply and what you can expect from your caseworker.

Detailed Guidance about progressing the scheme through the assessment period and the key activities that need to be undertaken.

Tools. The PPF has developed a suite of key tools and templates to assist you through the assessment period.