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The Occupational Pension Schemes (Disclosure of Information) Regulations 1996

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  1. Introductory TextNext Match

  2. 1. Citation, commencement and interpretationPrevious MatchNext Match

  3. 2. Application of these RegulationsPrevious MatchNext Match

  4. 3. Constitution of schemePrevious MatchNext Match

  5. 4. Basic information about the schemePrevious MatchNext Match

  6. 5. Information to be made available to individualsPrevious MatchNext Match

  7. 6. Availability and content of annual reportPrevious MatchNext Match

  8. 7. Availability of other documentsPrevious MatchNext Match

  9. 8. Limited disclosure requirement imposed on trustees of schemes which are not tax-approved or public service pension schemes and on trustees of a scheme established by the Salvation Army Act 1963Previous MatchNext Match

  10. 9. Recognised trade unionsPrevious MatchNext Match

  11. 10.Service of information and documents by a schemePrevious MatchNext Match

  12. 10A.Service of information and documents to a schemePrevious MatchNext Match

  13. 10B.Provision of information on a websitePrevious MatchNext Match

  14. 11.Civil PenaltiesPrevious MatchNext Match

  15. 12. RevocationPrevious MatchNext Match

  16. SignaturePrevious MatchNext Match

    1. SCHEDULE 1Previous MatchNext Match

      BASIC INFORMATION ABOUT THE SCHEMEPrevious MatchNext Match

      1. 1.The categories of persons who are eligible to be members...Previous MatchNext Match

      2. 2.How persons who are eligible to be members of the...Previous MatchNext Match

      3. 3.The conditions of eligibility for membership. Previous MatchNext Match

      4. 4.The period of notice (if any) which a member of...Previous MatchNext Match

      5. 5.Whether, and if so upon what conditions (if any), a...Previous MatchNext Match

      6. 6.How employers’ contributions are determined. Previous MatchNext Match

      7. 7.How members’ normal contributions, if any, are calculated. Previous MatchNext Match

      8. 8.What arrangements are made for the payment by members of...Previous MatchNext Match

      9. 9.Whether the scheme is a tax-approved scheme, and if not...Previous MatchNext Match

      10. 10.Which of the relevant employments are, and which are not,...Previous MatchNext Match

      11. 11.Except in the case of a simplified defined contribution scheme,...Previous MatchNext Match

      12. 12.What benefits are payable under the scheme and how they...Previous MatchNext Match

      13. 12A.(1) W ithout prejudice to paragraph 12, where— Previous MatchNext Match

      14. 13.Whether there is a power under the scheme rules to...Previous MatchNext Match

      15. 14.Where the scheme is one to which regulations made under...Previous MatchNext Match

      16. 15.Whether, and if so when and upon what conditions, survivors’...Previous MatchNext Match

      17. 16.The conditions on which benefits, other than survivors’ benefits, are...Previous MatchNext Match

      18. 17.Which benefits, if any, are payable only at some person’s...Previous MatchNext Match

      19. 18.The short title of the enactment (or any Act of...Previous MatchNext Match

      20. 19.What arrangements are made, and in what circumstances, for— Previous MatchNext Match

      21. 20.Whether, and the circumstances in which, the trustees will accept...Previous MatchNext Match

      22. 21.If the trustees have directed that any cash equivalent shall...Previous MatchNext Match

      23. 22.A statement summarising the way in which transfer values are...Previous MatchNext Match

      24. 23.Except in the case of a public service pension scheme...Previous MatchNext Match

      25. 24.Whether information about the scheme has been given to the...Previous MatchNext Match

      26. 25.What procedures the scheme has for the internal resolution of...Previous MatchNext Match

      27. 26.A statement that TPAS (The Pensions Advisory Service) is available...Previous MatchNext Match

      28. 27.A statement that the Pensions Ombudsman appointed under section 145(2)...Previous MatchNext Match

      29. 28.A statement that the Regulatory Authority is able to intervene...Previous MatchNext Match

      30. 29.The address to which enquiries about the scheme generally or...Previous MatchNext Match

    2. SCHEDULE 2Previous MatchNext Match

      INFORMATION TO BE MADE AVAILABLE TO INDIVIDUALSPrevious MatchNext Match

      1. 1.The amount of benefit which is payable to the person....Previous MatchNext Match

      2. 2.If a benefit is payable periodically, the conditions (if any)...Previous MatchNext Match

      3. 3.If a benefit is payable periodically, the provisions (if any)...Previous MatchNext Match

      4. 4.In the case of— (a) an active member, the information...Previous MatchNext Match

      5. 5.(a) The amount of contributions (before the making of any...Previous MatchNext Match

      6. 6.(a) The value of the member’s accrued rights under the...Previous MatchNext Match

      7. 6ZA.(1) The information to be provided under this sub-paragraph is...Previous MatchNext Match

      8. 6AA.(a) The value of the pension credit member’s accrued rights...Previous MatchNext Match

      9. 6A.The date on which the earner’s service begins to qualify...Previous MatchNext Match

      10. 7.(1) The options available to the member within the scheme...Previous MatchNext Match

      11. 8.Previous MatchNext Match

      12. 8A.The date on which the scheme ceased to be a...Previous MatchNext Match

      13. 9.The options available to the member within the scheme rules...Previous MatchNext Match

      14. 10.An account of the amount by which the member’s accrued...Previous MatchNext Match

      15. 11.(1) The rights and options (if any) on the death...Previous MatchNext Match

      16. 12.The provisions (or, as the case may be, a statement...Previous MatchNext Match

      17. 13.Whether the member or prospective member is entitled to acquire...Previous MatchNext Match

      18. 14.Whether the member or prospective member is entitled to acquire...Previous MatchNext Match

      19. 15.What action is being taken to establish the scheme’s liabilities...Previous MatchNext Match

      20. 16.An estimate of the amount of the member’s own benefits...Previous MatchNext Match

      21. 17.A summary, based on the last actuarial valuation under section...Previous MatchNext Match

      22. 18.An explanation of any change in the funding position of...Previous MatchNext Match

      23. 19.The actuary's estimate of solvency contained in the last actuarial...Previous MatchNext Match

      24. 20.A summary of any recovery plan prepared under section 226...Previous MatchNext Match

      25. 21.Whether the scheme has been modified under section 231(2)(a) of...Previous MatchNext Match

      26. 22.Whether any payment has been made to the employer under...Previous MatchNext Match

    3. SCHEDULE 3Previous MatchNext Match

      INFORMATION TO BE INCLUDED IN ANNUAL REPORTPrevious MatchNext Match

      1. 1.The names of the persons who were trustees of the...Previous MatchNext Match

      2. 2.The provisions of the scheme in relation to the appointment...Previous MatchNext Match

      3. 3.The names of the professional advisers and of such banks,...Previous MatchNext Match

      4. 4.The address to which enquiries about the scheme generally or...Previous MatchNext Match

      5. 5.The number of beneficiaries and active, deferred and pensioner members...Previous MatchNext Match

      6. 6.Except in the case of a money purchase scheme, the...Previous MatchNext Match

      7. 7.Except in the case of a money purchase scheme which...Previous MatchNext Match

      8. 8.A statement as to whether the accounts have been prepared...Previous MatchNext Match

      9. 9.If the auditor’s statement made in accordance with regulations made...Previous MatchNext Match

      10. 10.If such situation as is mentioned in paragraph 9 was...Previous MatchNext Match

      11. 11.Who has managed the investments of the scheme during the...Previous MatchNext Match

      12. 12.Whether the trustees have produced a statement of the principles...Previous MatchNext Match

      13. 13.Except in relation to a wholly insured scheme, a statement...Previous MatchNext Match

      14. 14.Where the scheme is one to which section 35 of...Previous MatchNext Match

      15. 15.A copy of any statement made on the resignation or...Previous MatchNext Match

      16. 16.Where the scheme has employer-related investments (within the meaning of...Previous MatchNext Match

    4. SCHEDULE 4Previous MatchNext Match

      REVOCATIONSPrevious MatchNext Match

  18. Explanatory NotePrevious Match

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