> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pensionsportal.ie/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Compliance Calendar

> Key recurring deadlines, how alerts work, and how to export your compliance calendar.

# 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.

PensionsPortal.ie'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

PensionsPortal.ie 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 by email to all trustees. You can customise reminder recipients under **Settings → Notifications**.

<Note>
  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.
</Note>

## 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

<Steps>
  <Step title="Open the Compliance Calendar">
    Navigate to **Compliance → Calendar**.
  </Step>

  <Step title="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
  </Step>

  <Step title="Select date range">
    Choose the period you want to export (e.g., the next 12 months).
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## What to Do if a Deadline is Overdue

If you see a red (overdue) item in your calendar:

1. **Don't panic** — address it as soon as possible
2. Complete the overdue action in the platform
3. If the overdue item involves a PA filing (e.g., ACS), file immediately and consider whether to notify the PA proactively
4. 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.