Regulations and Guidance - Pensions
Registration & application forms
Any applications submitted to the Supervisor must be made on the appropriate form.
The Authority currently produces six forms which cater for the following situations:
- Applying for registration as a schemes administrator (both professional & in-house)
- Applying for the registration of a scheme as an authorised scheme
- Applying for recognised scheme status
- Applying for permitted scheme status
- Submitting detailed personal information on an administrator or trustee in connection with any application*
- Submitting scheme changes and amendments to the Supervisor
These forms apply equally to international and domestic scheme scenarios and are available in hard copy format free of charge from the Authority or, alternatively, may be downloaded for completion and printing, using the links in the table below.
* Please note that there are two personal information questionnaire forms in the table below. A full 'Personal Questionnaire' form is required for all individuals who wish to act as a trustee or administrator (or director, controller, chief executive, company secretary or manager of a trustee or administrator) of an authorised scheme. However, if you are a member trustee of a scheme a shortened 'Member Trustee' Questionnaire is also available.
[NB For electronic completion these forms require the use of Acrobat Reader version 5.0 or higher].
To download these documents you will need the Adobe Acrobat Reader. This is available free of charge from Adobe by using the following link:
| Title | File Size | Format |
|---|---|---|
| Application form - Registered Schemes Administrator | (446 kb) | Acrobat PDF File |
| Application form - authorised schemes Sep 08 | (650 kb) | Acrobat PDF File |
| Recognised Schemes Application | (416 kb) | Acrobat PDF File |
| Permitted Schemes Application | (461 kb) | Acrobat PDF File |
| Personal Questionnaire | (510 kb) | Acrobat PDF File |
| Member Trustee Personal Questionnaire | (801 kb) | Acrobat PDF File |
| Form - changes and alterations Feb 2005 | (470 kb) | Acrobat PDF File |
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