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How we’ve been supporting overfunded schemes achieve great outcomes

In this blog, our Chief Customer Officer, Sara Protheroe, shares our experience of working with overfunded schemes that enter the PPF’s assessment period and how we’re helping them to achieve the best possible outcomes for members.

Investment principles and strategy

Find out more about our investment principles

We've published initial views on how a public consolidator could be structured

On 23 February 2024, the Department for Work and Pensions (DWP) published its consultation, ‘Options for DB schemes.' This is a consultation on aspects of private sector Defined Benefit schemes, which seeks stakeholder feedback for the future pensions market. 

Accessibility statement for the PPF

For many people, their first contact with us will be via this website. By using the World Wide Web Consortium (W3C) accessibility guidelines, we�re trying to make our website as open and accessible as possible. This accessibility statement applies to the PPF. This website is run by the PPF. We want as many people as possible to be able to use this website. That means you should be able to:

Valuation guidance for previous periods

Below is a list of historical effective dates with links to the correct guidance (G and H) and relevant assumptions (A and B). The effective dates relate to the time when the assets and liabilities of the scheme were calculated. To find the period of guidance that you’re looking for, simply click on the links attached to the dates. Please note that all dates are inclusive.

My experience of inclusivity at the PPF

Jodie Saunders, one of our Contact Centre Advisers, discusses her experiences of inclusivity at the PPF. 

Climate change policy

Beliefs As a long-term investor, we have�a duty to consider all financially material risk factors in our investment decisions, including climate-related. We believe climate change can materially impact businesses, markets and economies globally in a number of ways, from a societal perspective as well as environmental.

Past levy year rules

Michelle Ostermann appointed as CEO of The Pension Protection Fund

The Pension Protection Fund (PPF) today announces the appointment of Michelle Ostermann, a distinguished global pension executive, as its new CEO, succeeding Oliver Morley. 

Payment of dividends, guarantees or loan notes

This applies to amounts due to a pension scheme in respect of: dividends from insolvent estates guarantee payments in respect of pension scheme employer liabilities, and loans notes in respect of restructuring deals If the pension scheme is still in assessment when a payment is due or has completed assessment and exited the PPF, please make sure the payment is sent to the trustees of the appropriate pension scheme.