The levy 2019/20 rules
These rules govern how we calculated levy invoices issued in autumn 2019.
These rules were published following a consultation. We set out our conclusions in our policy statement.
The appendices and guidance documents include steps that schemes can take to make sure they receive credit for positive actions, such as certifying contingent assets or deficit reduction contributions.
Download the full levy rules for 2019/20
DownloadRules, guidance, documents and forms
Guidance
Guidance on ABCs
PDF
399.69 KB
Date
01.01.0001
Guidance on Bespoke Investment Risk Calculation
PDF
568.89 KB
Date
01.01.0001
Guidance on Block Transfers
PDF
297.83 KB
Date
01.01.0001
Guidance on Contingent Assets (Type B – Part 3 of 4)
PDF
320.14 KB
Date
01.01.0001
Guidance on contingent Assets (Type C – Part 4 of 4)
PDF
196.34 KB
Date
01.01.0001
Guidance on DRCs
PDF
140.51 KB
Date
01.01.0001
Seeking changes to data used to calculate the levy – practice and principles
PDF
59.6 KB
Date
01.01.0001