UK Regulators Revamp Plan Valuation Report

October 12, 2009 ( - The U.K. Pensions Regulator has announced a revamped plan valuation summary form that is typically submitted with a plan recovery document.

A news release said the changes will make it easier for the regulator to review recovery plans and will also bring the mortality information requested more in line with the plan return.

The announcement said plans with valuations with an effective date before September 22, 2008, should continue using the current form that is available here .

However, for plan valuations with an effective date from September 22, 2008, the new form is to be used if the documents are to be submitted on or after November 9, 2009. Plans turning in the forms before November 9 may use either the new or the existing version, the agency said.

The new form is available here .