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 and electronic address at which each of the...
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...
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...
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 section...
11.Any recovery plan prepared under section 226 of the 2004...
12.The latest payment schedule under section 87 of the 1995...
13.The latest statement of principles governing decisions about investments where...
14.A summary of the winding up procedure under section 231A...
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 and electronic address to which enquiries about the...
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 section 226...
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
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.The Occupational Pension Schemes (Preservation of Benefit) Regulations 1991
2.The Occupational Pension Schemes (Contracting-out) Regulations 1996
3.The Occupational Pension Schemes (Transfer Values) Regulations 1996
4.The Occupational Pension Schemes (Requirement to obtain Audited Accounts and a Statement from the Auditor) Regulations 1996
5.The Occupational Pension Schemes (Winding Up) Regulations 1996
6.The Occupational Pension Schemes (Discharge of Liability) Regulations 1997
7.The Pensions on Divorce etc. (Provision of Information) Regulations 2000
8.The Pension Sharing (Pension Credit Benefit) Regulations 2000
10.The Personal Pension Schemes (Payments by Employers) Regulations 2000
11.The Occupational Pension Schemes (Winding Up Notices and Reports etc.) Regulations 2002
12.The Occupational Pension Schemes (Independent Trustee) Regulations 2005
13.The Occupational Pension Schemes (Winding up etc.) Regulations 2005
14.The Occupational Pension Schemes (Scheme Funding) Regulations 2005
15.The Occupational and Personal Pension Schemes (Consultation by Employers and Miscellaneous Amendment) Regulations 2006
16.The Occupational Pension Schemes (Payments to Employer) Regulations 2006
17.The Application of Pension Legislation to the National Employment Savings Trust Corporation Regulations 2011
18.The Pensions Act 2007 (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Amendments) Regulations 2011