C1PART IVSCHEME FUNDING

Annotations:

Scheme funding

Matters on which advice of actuary must be obtained209

1

The trustees or managers must obtain the advice of the actuary before doing any of the following—

a

making any decision as to the methods and assumptions to be used in calculating the scheme's technical provisions (see Article 201(4)),

b

preparing or revising the statement of funding principles (see Article 202),

c

preparing or revising a recovery plan (see Article 205),

d

preparing or revising the schedule of contributions (see Article 206),

e

modifying the scheme as regards the future accrual of benefits under Article 208(2).

2

Regulations may require the actuary to comply with any prescribed requirements when advising the trustees or managers of a scheme on any such matter.

3

The regulations may require the actuary to have regard to prescribed guidance.

“Prescribed guidance” means guidance that is prepared and from time to time revised by a prescribed body F1. . . .

4

Where paragraph (1) is not complied with, Article 10 of the 1995 Order (civil penalties) applies to a trustee or manager who has failed to take all reasonable steps to secure compliance.