Your Compliance Calendar
Overview
Staying on top of IORP II compliance means managing a set of recurring deadlines — some annual, some on longer cycles, some triggered by events. Missing a deadline can result in PA enforcement action.
PensionPortal.ai’s Compliance Calendar gives you a single view of everything due across your scheme.
Key Recurring Deadlines
Annual Deadlines
| Deadline | Date | Action |
|---|
| Annual Compliance Statement | 31 January | File ACS with PA — dual trustee sign-off required |
| Fit & Proper Review | Annually | Review fit & proper assessment for each KFH |
| KFH Annual Reports | Annually | Risk, Internal Audit, and Actuarial KFH reports to trustees |
| Investment Review | Annually | Trustees review investment performance against IPS |
3-Year Cycle
| Deadline | Trigger | Action |
|---|
| Own-Risk Assessment | Every 3 years from last approval | Full ORA review and re-approval |
| Written Policies | Every 3 years from last adoption | Review and re-adopt all 11 mandatory policies |
| Actuarial Valuation | Every 3 years (minimum) | Actuarial review of funding position |
Event-Triggered Deadlines
| Event | Deadline | Action |
|---|
| KFH appointment | 30 days | Notify PA of new KFH appointment |
| KFH removal | 30 days | Notify PA of KFH departure |
| Significant change | Before implementation | Review ORA and affected policies |
| PA inspection notice | As specified | Provide requested documents |
One-Off Deadlines
| Deadline | Date | Action |
|---|
| OMA Transition (if applicable) | April 2026 | Comply with full IORP II or transfer to master trust |
How Alerts and Reminders Work
PensionPortal.ai sends automated reminders for all key deadlines:
| Lead time | Reminder |
|---|
| 60 days before deadline | First reminder to all trustees |
| 30 days before deadline | Second reminder |
| 14 days before deadline | Urgent reminder |
| 7 days before deadline | Critical reminder (daily until completed) |
| Day of deadline | Final alert |
Reminders are sent to the email addresses registered in the platform. Make sure trustee contact details are kept up to date, especially after any changes to the trustee board.
Viewing the Compliance Calendar
Navigate to Compliance → Calendar to see:
- All upcoming deadlines for your scheme
- Colour-coded status: green (complete), amber (due soon), red (overdue)
- Click any deadline to open the relevant module directly
You can filter by:
- Date range
- Obligation type
- Status (pending, in progress, complete, overdue)
Exporting Deadlines
Open the Compliance Calendar
Navigate to Compliance → Calendar.
Select export format
Click Export and choose:
- PDF — a formatted compliance schedule suitable for board packs
- iCal (.ics) — import into Outlook, Google Calendar, or Apple Calendar
- CSV — for use in spreadsheets or other tools
Select date range
Choose the period you want to export (e.g., the next 12 months).
Download or subscribe
For iCal exports, you can either download a one-time file or subscribe to a live feed that updates automatically as deadlines change.
Export the iCal feed to your calendar at the start of each year. This gives you a persistent reminder system that doesn’t depend on logging into the platform.
What to Do if a Deadline is Overdue
If you see a red (overdue) item in your calendar:
- Don’t panic — address it as soon as possible
- Complete the overdue action in the platform
- If the overdue item involves a PA filing (e.g., ACS), file immediately and consider whether to notify the PA proactively
- Document what steps you took and when
A well-documented late filing is far better than an undocumented one. The platform’s timestamping creates a record of when you acted.
