http://www.legislation.gov.uk/uksi/2013/2734/regulation/12A/2021-10-01The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013texttext/xmlenStatute Law DatabasePENSIONS2023-06-07Expert Participation2021-10-01 These Regulations impose requirements on occupational pension schemes and personal pension schemes relating to the provision of information. The Regulations replace the Personal Pension Schemes (Disclosure of Information) Regulations 1987 (S.I. 1987/1110) and the Occupational Pension Schemes (Disclosure of Information) Regulations 1996 (S.I. 1996/1655) which are now revoked. The provisions of those Instruments that are carried forward are consolidated and amended. PART 4Information to be given on request<Addition ChangeId="key-9dbdec1eb2f3bf353ea761a748edf6fb-1565942149019" CommentaryRef="key-9dbdec1eb2f3bf353ea761a748edf6fb">Additional information available on request: pooled funds</Addition>12A1Where the scheme is a relevant scheme within the meaning of the Occupational Pension Schemes (Scheme Administration) Regulations 1996, a statement containing the information listed in paragraph 35 of Schedule 3 must be given on request to a member, or to a recognised trade union on behalf of the member, in accordance with this regulation.2The statement must be given within two months of the date the request is made and it must be given in accordance with regulation 26 (giving information and documents).3A statement is not required to be given where the request is made—aless than 6 months after the last occasion on which information was given to or in respect of the member under this regulation; orbby a recognised trade union unless it is relevant to the rights of a member who is in that recognised trade union.Reg. 12A inserted (6.4.2019) by The Occupational Pension Schemes (Administration and Disclosure) (Amendment) Regulations 2018 (S.I. 2018/233), regs. 1(2), 3(3)
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<dc:description>These Regulations impose requirements on occupational pension schemes and personal pension schemes relating to the provision of information. The Regulations replace the Personal Pension Schemes (Disclosure of Information) Regulations 1987 (S.I. 1987/1110) and the Occupational Pension Schemes (Disclosure of Information) Regulations 1996 (S.I. 1996/1655) which are now revoked. The provisions of those Instruments that are carried forward are consolidated and amended.</dc:description>
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<Addition ChangeId="key-9dbdec1eb2f3bf353ea761a748edf6fb-1565942149019" CommentaryRef="key-9dbdec1eb2f3bf353ea761a748edf6fb">Where the scheme is a relevant scheme within the meaning of the Occupational Pension Schemes (Scheme Administration) Regulations 1996, a statement containing the information listed in paragraph 35 of Schedule 3 must be given on request to a member, or to a recognised trade union on behalf of the member, in accordance with this regulation.</Addition>
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<CitationSubRef id="ch04oexq3-00006" SectionRef="regulation-12A" URI="http://www.legislation.gov.uk/id/uksi/2013/2734/regulation/12A">Reg. 12A</CitationSubRef>
inserted (6.4.2019) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/233" id="ch04oexq3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="233" Title="The Occupational Pension Schemes (Administration and Disclosure) (Amendment) Regulations 2018">The Occupational Pension Schemes (Administration and Disclosure) (Amendment) Regulations 2018 (S.I. 2018/233)</Citation>
,
<CitationSubRef id="ch04oexq3-00008" CitationRef="ch04oexq3-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/233/regulation/1/2">regs. 1(2)</CitationSubRef>
,
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