Our timeline shows how the levy works over the years

This timeline shows key deadlines, including important upcoming changes, along with your key responsibilities for the upcoming levy years.
Upcoming deadlines
Submit your scheme return
31 March 2020
35 days remaining
Submit your scheme return to The Pensions Regulator (TPR) exchange system.
Levy 2020/21
December 2019
Final rules for levy 2020/21 published
This helps inform your levy for 2020/21
The final levy rules for 2020/21 will guide how we'll calculate invoices issued in September 2020.
March 2020
Final monthly scores on Experian portal
Last monthly scores used for 2020/21 levy calculations
In April, Experian will issue the final monthly insolvency risk scores for the 20/21 levy year. The twelve monthly scores produced between April and March will be used to generate employer mean scores in July. After this, insolvency risk scores will be generated by Dun and Bradstreet.
31 March 2020
Send scheme returns and contingent asset certificates to TPR
This helps make sure your levy is accurate
Scheme returns and contingent asset certificates need to be submitted on The Pensions Regulator (TPR) exchange system by 31 March 2020. If you're required to send hard copies, including Guarantor Strength Reports, they'll need to be delivered to us by 5pm on 1 April 2020.
31 March 2020
Send ABC certificates and special category applications to us
This helps make sure your levy is accurate
Email your ABC certificates to us by midnight on 31 March 2020. We also need all special category employer applications, including confirmation of no changes, sent by e-mail before midnight on 31 March 2020
31 March 2020
Mortgage exclusion and accounting standard change certificates to Experian
This helps make sure your levy is accurate
Email mortgage exclusion certificates, along with supporting evidence, to Experian by midnight on 31 March 2020. Accounting standard change certificates also need to be sent to Experian via email by midnight on 31 March 2020.
April 2019 to March 2020
Check your insolvency score
This helps make sure your scores are accurate
Check your insolvency score and submit data to Experian by the end of the month to impact your score for the following month, e.g. submit data by 31 Jan 2020 to impact your score for Feb 2020.
30 April 2020
Deficit reduction contributions certificates to TPR
This helps make sure your levy is accurate
Submit deficit reduction contributions certificates to the TPR exchange by 5pm on 30 April 2020
30 April 2020
Send exempt transfer applications to us
This helps make sure your levy is accurate
Email exempt transfer applications to us, along with supporting evidence, by 5pm on 30 April 2020.
30 June 2020
Certify full block transfers with TPR
This helps inform your levy for 2020/21
Certify full block transfers on the TPR exchange system or – in limited circumstances – send them to us by 5pm on 30 June 2020.
July 2020
Mean scores published with Experian
These scores will be used to calculate your 20/21 levy invoice
In July 2020, Experian will publish your final mean score. We'll use this to calculate your levy for 20/21. In the meantime, make sure you check your score and the data Experian holds.
Autumn 2020
Invoicing starts
These invoices cover the 20/21 levy year
We'll start issuing the first invoices for the 20/21 levy year in autumn 2020. All invoices must be paid within 28 days of receipt.
Levy 2021/22
April 2020
D&B begin to calculate insolvency scores
Scoring under the new methodology expected to start
In April, we expect scoring to start with D&B under the new methodology for 2021/22 levy calculations. April’s score will be the first of twelve monthly scores used to generate your mean score used to calculate the levy.
30 April 2020
Last date to self-submit data to D&B
This data will be used in generating scores for April 2020
Self-submit data to D&B by 30 April 2020 for use in generating scores for April 2020. Usually, any self-submitted data needs to be received by D&B the month before scores are generated. To help schemes and employers, we have extended this for April 2020.
Summer 2020
New online consultation opens
Give feedback on policy for the 2021/22 levy year
You'll be able to review and give your feedback on policy for the 2021/22 levy year that doesn’t relate to D&B in Summer 2020. We'll be publishing details of this new consultation on this site.
Autumn 2020
Draft levy rules for 2021/22 published
Give feedback on the draft rules
You'll be able to review and give your feedback on the draft levy rules for 2021/22 in Autumn 2020. We'll be publishing the draft rules and details of the consultation on this site.
By April 2021
Final levy rules for the 2021/22 levy year will be published
This helps inform your levy for 2021/22
The final levy rules for 2021/22 will guide how we'll calculate invoices issued in Autumn 2021.