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Past levy year rules
The levy rules have changed over time, here you'll find documents for previous year's rules and links to the most recent year's levy pages.How to provide scheme data
Most of the information we use comes from your s179 valuation information and annual scheme return.Our asset allocation
Our assets are split across our matching and growth portfolios. Find out more about how we allocate our different assets.Our investment principles and strategy
Find out more about our investment principles, how we invest and our asset allocation.Publications
Our reports, strategies and other key publications.Waiver application form submission
Your application has been submitted. We will contact you within 28 working days with a decision or if we need anything further.
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