Monthly Returns

The Monthly Return process allows employers to submit a file of data on a monthly basis. Usage of the Monthly Return means that we have cleaner data at End of Year and in turn helps ensure that your liabilities have been accurately valued. 

Before you begin to submit a Monthly Return file please ensure you download the latest version of the template. All Monthly Return files should be submitted via the Monthly Return section of the employer portal www.yourfund.org.uk

Once you have successfully uploaded your file it will be run through an overnight data match process to identify any missing leavers, new joiners, change of hours and scheme movements. 

For more information please see the Monthly Return Guide for Employers