- Y Diweddaraf sydd Ar Gael (Diwygiedig)
- Pwynt Penodol mewn Amser (24/07/2014)
- Gwreiddiol (a wnaed Fel)
There are currently no known outstanding effects for the The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 2014.
Revised legislation carried on this site may not be fully up to date. At the current time any known changes or effects made by subsequent legislation have been applied to the text of the legislation you are viewing by the editorial team. Please see ‘Frequently Asked Questions’ for details regarding the timescales for which new effects are identified and recorded on this site.
PART 5 Funding statements, benefit statements and illustrations
SCHEDULES
1.The conditions persons must meet to become members of the...
4.A statement relating to the matters mentioned in paragraph 3—...
6.A statement that explains whether transfers can be made into...
7.The arrangements, if any, for the payment by members of...
9.Where the scheme is the National Employment Savings Trust Corporation...
10.A statement that— (a) the Pensions Advisory Service is available...
11.The postal address and electronic address at which each of...
12.Except where the scheme has no relevant employment which is...
15.The following information about benefits payable under the scheme (referred...
16.Where the member has money purchase benefits, a statement that...
16A.Where the member has rights to cash balance benefits, a...
17.Except where the scheme is a public service pension scheme,...
18.(1) The scheme’s internal dispute resolution arrangements.
19.The following information about benefits payable under the scheme (referred...
20.A statement that explains whether transfers can be made into...
22.A statement relating to the matters mentioned in paragraph 21—...
23.(1) The scheme’s internal dispute resolution arrangements.
24.A statement that— (a) the Pensions Advisory Service is available...
25.The postal address and electronic address at which each of...
26.A statement setting out— (a) which benefits are funded and...
28.Where the member has money purchase benefits, a statement that...
28A.Where the member has rights to cash balance benefits, a...
Information to be given on request
PART 3 Information on funding principles and actuarial valuations etc.
8.The latest statement of funding principles where required under Article...
11.Any recovery plan prepared under Article 205 of the 2005...
12.The latest payment schedule under Article 85 of the 1995...
13.The latest statement of principles governing decisions about investments where...
14.A summary of the winding up procedure under Article 210A...
PART 5 Information that applies to the scheme
18.The provisions of the scheme in relation to the appointment...
19.The names of the professional advisers and of such banks,...
20.The postal address and electronic address to which enquiries about...
21.The number of beneficiaries and active, deferred and pensioner members...
24.A statement as to whether the accounts have been prepared...
25.If the auditor’s statement made in accordance with regulations made...
27.Who has managed the investments of the scheme during the...
28.Whether the trustees have produced a statement of the principles...
29.Except in relation to a wholly insured scheme, a statement...
32.Except where the scheme is a trust scheme that applies...
2.In the case of the first summary funding statement issued...
3.In the case of any subsequent summary funding statement, an...
4.The actuary’s estimate of solvency contained in the last actuarial...
5.A summary of any recovery plan prepared under Article 205...
6.A statement explaining— (a) whether the scheme has been modified...
7.Where there has been a modification, directions or a schedule...
8.A statement explaining whether any payment to the employer under...
Statements of benefits: non money purchase benefits
Statements of benefits: money purchase benefits and cash balance benefits
6.For money purchase benefits, an illustration of the amount of...
6A.For cash balance benefits, an illustration of the amount of...
8.(1) The assumptions are— (a) where the calculation relates to...
9.A statement that the information given under this Part is...
12.A statement that any amounts in the information given under...
13.The member’s retirement date used for the purposes of the...
14.The illustration date used for the purposes of the information...
PART 3 Further information to be given on pension illustration
Information to be given by schemes that relates to accessing benefits
PART 1 Information to be given to persons having an opportunity to select an annuity
1.A statement that the person has an opportunity to select...
2.A statement that the person has an opportunity to select...
3.A statement that different annuities have different features and different...
4.Either— (a) an explanation of the characteristic features of the...
5.A statement that the person should consider taking advice about...
PART 2 Information on accessing benefits for members and survivors
Information to be given by schemes about winding up
PART 1 Information to be given by occupational pension schemes during winding up
PART 2 Information to be given by occupational pension schemes after winding up
PART 3 Information to be given by personal pension schemes after winding up
1.In the Occupational Pension Schemes (Preservation of Benefit) Regulations (Northern...
2.In regulation 3(3) of the Occupational Pension Schemes (Contracting-out) Regulations...
3.In regulation 11 of the Occupational Pension Schemes (Transfer Values)...
4.In the Occupational Pension Schemes (Winding Up) Regulations (Northern Ireland)...
5.In the Occupational Pension Schemes (Requirement to obtain Audited Accounts...
6.In regulation 6(5)(b)(ii) of the Occupational Pension Schemes (Discharge of...
7.After regulation 10 of the Pensions on Divorce etc. (Provision...
8.In the Pension Sharing (Pension Credit Benefit) Regulations (Northern Ireland)...
9.In the Stakeholder Pension Schemes Regulations (Northern Ireland) 2000—
10.In regulation 5A of the Personal Pension Schemes (Payments by...
11.In regulation 7 of the Occupational Pension Schemes (Winding Up...
12.In regulation 13 of the Occupational Pension Schemes (Independent Trustee)...
13.In the Occupational Pension Schemes (Winding up, etc.) Regulations (Northern...
14.In regulation 11 of the Occupational and Personal Pension Schemes...
15.In the Occupational Pension Schemes (Payments to Employer) Regulations (Northern...
16.In regulation 20 of the Pensions (2008 Act) (Abolition of...
Y Diweddaraf sydd Ar Gael (diwygiedig):Y fersiwn ddiweddaraf sydd ar gael o’r ddeddfwriaeth yn cynnwys newidiadau a wnaed gan ddeddfwriaeth ddilynol ac wedi eu gweithredu gan ein tîm golygyddol. Gellir gweld y newidiadau nad ydym wedi eu gweithredu i’r testun eto yn yr ardal ‘Newidiadau i Ddeddfwriaeth’.
Gwreiddiol (Fel y’i Deddfwyd neu y’i Gwnaed): Mae'r wreiddiol fersiwn y ddeddfwriaeth fel ag yr oedd pan gafodd ei deddfu neu eu gwneud. Ni wnaed unrhyw newidiadau i’r testun.
Pwynt Penodol mewn Amser: This becomes available after navigating to view revised legislation as it stood at a certain point in time via Advanced Features > Show Timeline of Changes or via a point in time advanced search.
Explanatory Memorandum sets out a brief statement of the purpose of a Statutory Rule and provides information about its policy objective and policy implications. They aim to make the Statutory Rule accessible to readers who are not legally qualified and accompany any Northern Ireland Statutory Rule or Draft Northern Ireland Statutory Rule laid before the UK Parliament during the suspension of the Northern Ireland Assembly.
Gallwch wneud defnydd o ddogfennau atodol hanfodol a gwybodaeth ar gyfer yr eitem ddeddfwriaeth o’r tab hwn. Yn ddibynnol ar yr eitem ddeddfwriaeth sydd i’w gweld, gallai hyn gynnwys:
This timeline shows the different points in time where a change occurred. The dates will coincide with the earliest date on which the change (e.g an insertion, a repeal or a substitution) that was applied came into force. The first date in the timeline will usually be the earliest date when the provision came into force. In some cases the first date is 01/02/1991 (or for Northern Ireland legislation 01/01/2006). This date is our basedate. No versions before this date are available. For further information see the Editorial Practice Guide and Glossary under Help.
Defnyddiwch y ddewislen hon i agor dogfennau hanfodol sy’n cyd-fynd â’r ddeddfwriaeth a gwybodaeth am yr eitem hon o ddeddfwriaeth. Gan ddibynnu ar yr eitem o ddeddfwriaeth sy’n cael ei gweld gall hyn gynnwys:
liciwch ‘Gweld Mwy’ neu ddewis ‘Rhagor o Adnoddau’ am wybodaeth ychwanegol gan gynnwys