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The Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations 2024

Draft Legislation:

This is a draft item of legislation. This draft has since been made as a UK Statutory Instrument: The Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations 2024 No. 462

  1. Introductory Text

  2. PART 1 PRELIMINARY

    1. 1.Citation, commencement and extent

    2. 2.Interpretation

    3. 3.Review of these Regulations

  3. PART 2 FUNDING AND INVESTMENT STRATEGY

    1. 4.Scheme maturity

    2. 5.Low dependency investment allocation

    3. 6.Low dependency funding basis

    4. 7.Strength of the employer covenant

    5. 8.Relevant date

    6. 9.Actuarial methods and assumptions for purposes of funding level

    7. 10.Consistency of assumptions

    8. 11.Matters and principles

    9. 12.Funding and investment strategy – level of detail

    10. 13.Determination, review and revision of funding and investment strategy

  4. PART 3 STATEMENT OF STRATEGY

    1. 14.Supplementary matters

    2. 15.Review and revision of Part 2 of a scheme’s statement of strategy

    3. 16.Requirements for chair of trustees

    4. 17.Part 2 of a scheme’s statement of strategy – level of detail

    5. 18.Form of statement of strategy

    6. 19.Statement of strategy to the Regulator

  5. PART 4 AMENDMENTS TO REGULATIONS

    1. 20.Amendments to the Occupational Pension Schemes (Scheme Funding) Regulations 2005

  6. Signature

    1. SCHEDULE 1

      Funding and investment strategy – matters and principles

      1. 1.Matters

      2. 2.Principles

      3. 3.Minimum requirement on and after the relevant date

      4. 4.Risk in relation to calculation of liabilities on journey plan

      5. 5.Liquidity

    2. SCHEDULE 2

      Statement of strategy – supplementary matters

      1. 1.For the purposes of section 221B(2)(d) of the Act, the...

      2. 2.Actuarial valuation and recovery plan

      3. 3.If a recovery plan has been prepared or revised in...

      4. 4.Maturity

      5. 5.Where, in accordance with regulation 4(5), the trustees or managers...

      6. 6.For a scheme which has not reached the relevant date,...

      7. 7.Investment risk

      8. 8.For a scheme which has not reached the relevant date—...

      9. 9.For a scheme which has reached the relevant date, how...

      10. 10.Liquidity

      11. 11.Employer covenant

      12. 12.How long it is reasonable to rely on this assessment....

      13. 13.General

      14. 14.Confirmation that the trustees or managers have consulted the employer...

      15. 15.Any comments that the employer in relation to the scheme...

  8. Explanatory Note

Yn ôl i’r brig

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