---
title: "How do I create an annual returns report for a pension fund?"
slug: "how-do-i-create-an-annual-returns-report-for-a-pension-fund"
updated: 2026-06-10T11:26:23Z
published: 2026-06-10T11:26:23Z
canonical: "help.cintra.co.uk/how-do-i-create-an-annual-returns-report-for-a-pension-fund"
---

> ## Documentation Index
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> Use this file to discover all available pages before exploring further.

# How do I create an annual returns report for a pension fund?

## Creating an Annual Returns Report for a Pension Fund

Crafting an annual returns report for a pension fund can vary slightly depending on the provider's specific data requirements. However, the following steps should cover the fundamental elements needed for most reports.

### **Compiling the Listing Report**

Begin by creating a listing report with these key headings:

- **Employee ID**
- **First Name & Surname**
- **Role Type (Job Category)**
- **Spine Point Name**
- **Spine Point Value**
- **Spine Point Effective From**
- **Spine Point Effective To**
- **Employee Full-Time Equivalent (FTE)**
- **Pension Scheme Membership (including From and To dates)**
- **Pension Scheme Part**
- **Pension Percentages Used (Employee and Employer)**
- **Pensionable Pay**
- **Actual Contributions (Employee and Employer)**
- **Hourly Rate for Additional Posts and Overtime**

For efficient data management, use Excel to filter this information. Given that Hourly Rates aren't linked to spine points and other categories, consider generating a separate report specifically for them.

### **Additional Data Reporting**

- **Whole Time Equivalent Data**: It's advisable to run a separate report for FTE and earnings, which can be further analysed and manipulated in Excel.
- **Percentage Changes**: Include any percentage changes over the year in a separate output, then integrate these details into the main report.

### **Report Preservation and Future Use**

- **Saving Reports**: We strongly recommend saving any reports you generate. These saved reports can serve as templates or foundations for reports in subsequent years.

### **Further Resources**

- For more detailed guidance on maintaining categories and creating listing reports, refer to the relevant sections in the software documentation: "About Report Categories" and "How to Create a Listing Report."

Following these steps should help you assemble a comprehensive and accurate annual returns report for a pension fund, tailored to meet most providers' standard requirements.