Chair’s Annual Statement: Template

The April regulations on the governance of DC pension schemes require trustees to produce an annual statement – the Chairs Annual Statement. This statement has to cover certain prescribed items.

We have produced a template DC annual statement for a single employer DC scheme.

This is designed to cover all of the statutory items. You can add what ever else you want to it. It also includes a short work plan setting out what you need to do to produce your statement.

CTA