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In forceOccupational pension undertakings (national)Last checked 11 November 2026

Occupational pension undertakings: national quarterly report (tpnq_v2)

A regulatory return listed by the Finansinspektionen (Swedish Financial Supervisory Authority) (FI), Sweden.

National quantitative data from occupational pension undertakings (appendix 1 to FFFS 2019:22): income statement and investment return, balance sheet, new business and premiums, investments and certain liabilities, own funds and capital requirement, and claims in certain supplementary insurance. Source

Official title: Tjänstepension Kvartal

The facts

Who files
Occupational pension undertakings (tjänstepensionsföretag): those with a balance sheet total below SEK 1 billion file sections C, E and F, larger ones sections A to F (4 kap. 1-2 §§). FI may exempt a firm on application. Source
How often
As at the last day of each calendar quarter (4 kap. 4 §). Source
Deadline
By 30 April, 10 August, 31 October and 31 January (4 kap. 4 §). Source
Format
Other. Filed in FIDAC as a JSON file built on FI's JSON schema for module tpnq_v2. FFFS 2019:22 says the data go through FI's periodic reporting tool. Source
How it is filed
Filing routes recorded for the FI: Reporting Portal (Rapporteringsportalen); FIDAC (Finansinspektionen Data Collection); Periodic Reporting (Periodisk rapportering, older web system); Ownership reporting system (Ägarrapportering); TRS 2 (transaction reporting system); Email and post. See how firms file with the FI.
Status
In force
Legal basis
Group
Occupational pension undertakings (national)

Templates (11)

The tables and forms inside the return. Plain name first, the FI's code in brackets.

  • Information (T.00.00)
  • Income statement, technical and non-technical account (T.01.01)
  • Income statement: specifications of investment return (T.01.02)
  • Balance sheet, quarterly (T.02.01)
  • Specification of new business and premiums (T.03.01)
  • Specification of premiums paid in and certain payments (T.03.02)
  • Investments and certain liabilities (T.04.01)
  • Investments and certain liabilities: specifications (T.04.02)
  • Own funds (T.05.01)
  • Capital requirement (T.05.02)
  • Claims in certain supplementary insurance (T.06.01)

Sheets of the technical description in FI's schema package. Source

Validation rules

The FI publishes the checks it runs on this return. They could not be counted from the published material. They are written for people to read; software cannot run them as published. Source

How they are written: Excel copies of the forms with checks described in the cells, plus an information note.

Checks run in three steps: schema check, mandatory fields (marked blue), then summation and other checks with a rule number; the note lists corrections up to 2023-02-28.

The rules, on fi.se

How they were counted

Not counted: FI's files describe the checks as sum formulas and colour-coded mandatory cells inside copies of the forms, with rule numbers only for some checks.

Counts are in the FI's own unit, so they are not comparable with other regulators' counts.

Public data

No published data from this return was found. No data from this return published by FI was found on the pages checked. Source

Official documents (6)

The FI's own files, with the size and SHA-256 fingerprint of each as downloaded on 11 November 2026, so anyone can tell whether a copy is the same version.

Sources

Every page and document this return's facts were read from.

Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.

Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see FI's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

Source: Finansinspektionen (https://www.fi.se). Documents copied here are unchanged. The plain-English summaries are Line4's own; Finansinspektionen does not endorse this library.

Last checked 11 November 2026.