End of year return

You need to send the finance team data for each year ending 31 March. It is used to reconcile payments, produce annual benefit statements, for audit and valuation. We will send a spreadsheet, usually in February, for you to complete and return by the end of April. It covers:

  • Data in respect of each member
  • A reconciliation statement to show that data in respect of the members matches the contributions you have paid during the year

For more information, please look at the questions and answers from our end of year workshops.