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What records do I have to keep?

You must keep records of how you’ve met your legal duties, including:

  • the names and addresses of those you've put into a pension scheme
  • records that show when money was paid into the pension scheme
  • any requests to join or leave your pension scheme
  • your pension scheme reference or registry number

You must keep these records for six years except for requests to leave the pension scheme which must be kept for four years.

Find out more about your ongoing duties.

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