Levy Publications
Below are all levy publications, grouped under the levy year to which they refer.
2009-10
Consultation Documents
Conclusions on the 2009/10 Pension Protection Levy Consultation (November 2008)
Consultation on the Future Development of the Pension Protection Levy (November 2008)
Consultation on the Future Development of the Pension Protection Levy - Annexes (November 2008)
The 2009/10 Pension Protection Levy Consultation (September 2008)
Legal Documents, Guidance & Methodologies
Determination under Section 175(5) of the Pensions Act 2004 in respect of the financial year 1 April 2009 – 31 March 2010
Determination Appendix 1 - Formulae for transforming section 179 valuation results to a section 179 basis as at 31 March 2008
Determination Appendix 2 - Valuation methodology where a section 179 valuation not filed by deadline
Determination Appendix 2A - Methodology for schemes which received a transfer of total assets and liabilities of another scheme prior to 1 April 2009 but did not fornally notify the Board by 5pm on 30 April 2009
Determination Appendix 3 - PPF assume dprobability of insolvency based on failure scores (UK employers)
Determination Appendix 4 - Contingent assets
Determination Annex A - Requirements in respect of Block Transfer Certificates
Determination Annex B - Requirements in respect of Deficit-Reduction Certificates
Determination Annex C - Requirements in respect of Contingent Assets
Guidance in relation to contingent assets - November 2008
Draft Determination under Section 175(5) of the Pensions Act 2004 in respect of the financial year 1 April 2009 – 31 March 2010
2008-09
Consultation Documents
The Response to the August 2007 Pension Protection Levy Consultation - November 2007 (this includes the Draft Determination for 2008-09)
Consultation on the Future Development of the Pension Protection Levy - August 2007
Legal Documents, Guidance & Methodologies
PPF assumed probability of insolvency based on risk band (UK employers) 2008-09
Determination under Section 175(5) of the Pensions Act 2004 in respect of the financial year 1 April 2008 – 31 March 2009
Determination Appendix 1 - Formulae for transforming section 179 valuation results to a section 179 basis as at 31 October 2007 for the purpose of calculating the pension protection levy in respect of the financial year 1 April 2008 – 31 March 2009
Determination Appendix 2 - Methodology for adapting MFR valuations to estimate liabilities on a section 179 basis for the purpose of calculating the pension protection levy in respect of the financial year 1 April 2008 – 31 March 2009 where no section 179 valuation has been provided by the statutory deadline
Determination Appendix 3 PPF assumed probability of insolvency based on risk band (UK employers)
Determination Appendix 4 - Contingent assets
Determination Appendix 5 - Calculation of the multiplier and the scaling factor
Guidance in relation to contingent assets - November 2007 (updated February 2008)
Factsheets
The Pension Protection Levy - Policy 2008-2009 to 2010-2011
Presentation Slides
Slides from the September 2007 Levy Seminars
2007-08
Consultation Documents
Modelling Uncertainty - An Introduction to the PPF Long Term Risk Model - August 2007
Summary of responses to the 2007/08 Levy Estimate Consultation Document and publication of the final 2007/08 Levy Determination - March 2007
The 2007-08 Pension Protection Levy Estimate Consultation Document December 2006
The 2007-08 Pension Protection Levy Consultation Document - September 2006
Guidance
Guidance for undertaking an actuarial valuation in line with section 179 of the Pensions Act 2004
Guidance on the assumptions for undertaking an actuarial valuation in accordance with section 179 of the Pensions Act 2004
Contingent Assets Guidance Note
Guidance for actuaries seeking to complete the Actuarial Certificate for Deficit-Reduction Contributions
Legal Documents & Methodologies
Pension Protection Levy 2007-08 - Levy Scaling Factor
Determination under section 175(5) of the Pensions Act 2004 in respect of the Financial year 2007/08
Formulae for transforming section 179 valuation results to a section 179 basis as at the date required for the purpose of calculating the pension protection levy in respect of the financial year 1 April 2007 – 31 March 2008
Methodology for adapting MFR valuations to estimate liabilities on a section 179 basis for the purpose of calculating the pension protection levy in respect of the financial year 1 April 2007 – 31 March 2008
Contingent Asset agreements
See above (same docs in use for 2008-09)
Factsheets
Working out Long Term Risk to the PPF
The Pension Protection Levy 2007-08
How to calculate a scheme's levy for the levy year 2007-08
2006-07
Consultation documents
The response to the Second Pension Protection Levy Consultation February 2006
The Pension Protection Levy Consultation Document: December 2005
The Pension Protection Levy Consultation Document - Update: October 2005
The Pension Protection Levy Consultation Document: July 2005
Publications
Determination under section 175(5) of the Pensions Act 2004 in respect of the financial year 2006-07
Methodology for adapting MFR valuations to estimate liabilities on a section 179 basis as at 31st March 2006
Formulae for rolling forward section 179 valuation results to 31 March 2006
Presentation Slides
Presentation slides from the February 2006 risk based levy workshops
Factsheets
The Pension Protection Levy - Facts and Figures 2006-07
The Pension Protection Levy 2006-07
How to Calculate a Scheme's Levy for the levy year 2006-07
Worked examples of 2006-07 levy calculations
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