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  • Final Statement 2022/23

Final Statement 2022/23

Final statement for 2023 year-end is now live - file submission deadline is Wednesday 31st May 2023

As part of the year-end process, the Fund requires completion of the Final Statement as an annual certification of the contributions paid to the Fund by your organisation. The completion of the Final Statement is an audit requirement and, as such, all scheme employers are required to complete and submit their file(s) (one per employer record in the scheme) no later than Wednesday 31st May 2023. 

Guidance notes are available below to help you with your submission and we are holding a number of webinars to talk through the completion and submission of the Final Statement. Please click on the preffered date below to book a place:

  1. Friday 31st March 2023 at 10:00 am
  2. Thursday 20th April 2023 at 10:00 am
  3. Tuesday 16th May 2023 at 10:00 am

Your Final Statement must be submitted via Employer Hub ('Submit Final Statement' process), one per individual employer record. Any submissions received via email or hard copy will not be accepted.

The file must be submitted as an Excel (.xlsx not .csv) file that has been electronically signed. Some employers may wish to submit a PDF version that has a wet signature; this can only be submitted in addition to the Excel file and not instead of. Anyone wishing to submit two versions must email the PDF only to with the subject line: Final Statement 2023 Employer Ref #### (where the hashes are replaced by the relevant employer reference number). The Excel file must still be submitted via the Hub Final Statement Process. Please note that this year, the Excel file allows for a digital signature image to be pasted into the signature box, so you may not feel it necessary to submit the PDF.

If your organisation has changed payroll provider part-way through the scheme year, two part-year returns will be required; one from the former payroll provider, and one from the current. In this circumstance, the Fund will accept a part-year final statement from the previous payroll provider by email, but the current part-year must be submitted via the Final Statement process in Employer Hub. Alternatively, you may wish to collate the information into one file to submit via the Final Statement process.

Please ensure that you are in a position to submit your final statement by 31st May 2023

Please download the zipped Final Statement template and accompanying guidance notes from the document library below:










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