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The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013

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Point in time view as at 01/08/2022.

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There are currently no known outstanding effects for the The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013, PART4. Help about Changes to Legislation

[F1PART 4E+W+SInformation for active members

22.  The difference between the amount that represents the member’s share of the available assets of the scheme at the illustration date and the amount that represented the member’s share of the available assets of the scheme at the previous year’s illustration date.E+W+S

23.  The amount, at the illustration date, of any benefits payable on the death of the member.E+W+S

24.  An illustration of the amount of pension, which may be payable to the member at their retirement date if pensionable service were to end on the illustration date, having regard to the latest actuarial modelling under the scheme.E+W+S

25.  An illustration of the amount of pension, which may be payable to the member at their retirement date if contributions continue, having regard to the latest actuarial modelling under the scheme.E+W+S

26.  A statement that it is assumed the active member will continue to contribute, or a contribution will be made on the member’s behalf, to the scheme until their retirement date.E+W+S

27.  A statement as to any assumed salary increases taken into account in calculating the illustration provided in accordance with paragraph 25.E+W+S

28.  Either—E+W+S

(a)a summary of the method used for calculating the member’s death in service benefits, or

(b)a statement that such a summary is—

(i)provided in a specified annex, or

(ii)available on a website, including the information listed in regulation 27(2).]

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