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Tool for assessing your scheme

It’s important you assess how you are running your public service pension scheme so that you can identify any areas in need of improvement.

We expect all schemes to carry out a thorough review of their scheme against legal requirements and the guidance in our code of practice.

This is a significant piece of work. To get you started we have produced a tool which sets out some processes, tools and actions we expect to see in a well-run scheme.

The tool provides an indicative risk rating for your scheme in certain key areas, as well as guidance and links to further information. It also provides a template for you to create a plan to address any issues you identify and to help you achieve best practice.

Self-assessment tool for public service pension schemes
EXCEL 420KB
Provides results and an action plan for your scheme based on the answers you give.
Self-assessment tool for public service pension schemes
PDF 149KB , 16 pages
Non-interactive version of the tool that you can use to review your scheme.
Self-assessment tool: questions only
PDF 65KB , 6 pages
A copy of the questions from the tool if you would like to work offline and enter your responses at a later date.
If you would like to give feedback on the tool, email us at pspsr@tpr.gov.uk.