Publication

Pension Protection Fund Levy – Good News Headlines and Essential Deadlines

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The Pension Protection Fund (PPF) has finalised its levy rules for 2023-24. Some of the highlights are:

  1. The risk-based levy cap will remain at 0.25% of scheme liabilities
  2. The risk-based levy-scaling factor will be reduced by 23% to 0.37%
  3. The scheme-based levy multiplier will be reduced by 10% to 0.000019
  4. The increments between levy bandings have been halved, meaning that there is less of a cliff edge for those schemes that move between levy bands
  5. The levy estimate has been nearly halved and is £200 million, down from last year’s levy estimate of £390 million
  6. As a result, the PPF expects that 98% of schemes will pay a lower levy this year and that the majority of schemes that pay a risk-based levy will see their risk-based levy reduce by more than 50%