The Pension Protection Fund (Provision of Information) Regulations (Northern Ireland) 2005

Regulation 3(6)

SCHEDULE 1 INFORMATION TO BE PROVIDED BY THE BOARD

1.—(1) In this Schedule –

“interested person” shall be construed in accordance with regulations made under Article 189(2); and

“reviewable matter” shall be construed in accordance with Article 188 (meaning of “reviewable matters”).

(2) Information to be provided by the Board to members and beneficiaries shall be determined in accordance with the following Table –

Description of persons to whom information is to be provided	Description of information to be provided	Period during which or time at which information is to be provided
All members and beneficiaries.	Notification that the Board has assumed responsibility for the scheme, or any part thereof, together with the date on which the Board assumed that responsibility.	The period of two months beginning on the day on which the Board gave the transfer notice to the trustees or managers.
All members and beneficiaries.	The identity of any person authorised by the Board for the purposes of these Regulations as mentioned in Article 172(1)(b)(ii) in relation to the scheme in respect of which the member or beneficiary is receiving or may receive compensation.	Where the Board so authorised a person before it gave the transfer notice, the period of two months beginning on the day on which it gave such notice or, where the Board so authorises a person after it gave that notice, the period of two months beginning on the day on which that person was so authorised.
Any member who makes a request in writing to the Board for it to provide a forecast of his compensation entitlement.	A forecast, determined in accordance with the pension compensation provisions, of the compensation to be paid to him in relation to that scheme.	The period of 28 days beginning on the day when the Board receives the request.
Any member who will attain normal pension age on his next birthday.	1.  A forecast, determined in accordance with the pension compensation provisions, of the compensation to be paid to him in relation to that scheme. 2.  Details of any options to commute which may be exercised by him in relation to that scheme in accordance with paragraph 24 of Schedule 6 to the Order (commutation of periodic compensation) and forecasts, determined in accordance with the pension compensation provisions, of – (a) the lump sum to be paid to him under any such option; and (b) the reduced level of annual compensation payments which he would receive if he exercised any such option.	The period of six months beginning 12 months before the day on which he will attain normal pension age.
Any member who makes a request in writing to the Board for it to provide – (i) information about any options to commute which may be exercised by him in relation to that scheme in accordance with paragraph 24 of Schedule 6 to the Order, or (ii) a forecast of the lump sum payable to him on the exercise of any such option.	Details of any options to commute available to him, and forecasts, determined in accordance with the pension compensation provisions, of – (a) the lump sum to be paid to him under any such option; and (b) the reduced level of annual compensation payments which he would receive if he exercised any such option.	The period of 28 days beginning on the day on which the Board receives the request.
Any member who makes a request in writing to the Board for it to provide information about any entitlement he may have to early payment of compensation under paragraph 25 of Schedule 6 to the Order (early payment of compensation).	Details of any entitlement he may have to early payment of compensation and a forecast, determined in accordance with the pension compensation provisions, of the periodic compensation and of any lump sum payment payable to him under paragraph 25.	The period of 28 days beginning on the day on which the Board receives the request.
Any member who becomes entitled to compensation under the pension compensation provisions and any beneficiary of such a member where that beneficiary becomes entitled to such compensation.	1.  A copy of the determination by the Board of the entitlement to compensation of the member or beneficiary in question. 2.  Details of any options to commute which may be exercised by him in relation to that scheme in accordance with paragraph 24 of Schedule 6 to the Order and forecasts, determined in accordance with the pension compensation provisions, of – (a) the lump sum to be paid to him under any such option; and (b) the reduced level of annual compensation payments which he would receive if he exercised any such option.	The period of 28 days beginning on the day on which – (a) the Board gave the transfer notice to the trustees or managers; or (b) the member or beneficiary became entitled to compensation, whichever is the later.
All members and beneficiaries.	Details of any variation in the amounts of payments of compensation payable under that scheme where the variation will result from the operation of paragraph 27, 28, 29 or 30 of Schedule 6 to the Order and the date when the variation will become effective (“the operative date”).	Not less than 28 days before the operative date.
Any member or beneficiary who is an interested person in relation to a particular reviewable matter.	A statement describing how an application may be made to the Board for the review of that reviewable matter, how it will be considered and the Board’s powers on making a review decision.	The period of 28 days beginning on the day on which the Board knew or ought to have known that that reviewable matter had occurred.
Any member who is a party to matrimonial proceedings or who is contemplating such proceedings and who makes a request in writing to the Board for information about his compensation entitlement.	A statement, determined in accordance with the pension compensation provisions, of the compensation to be paid to him in relation to that scheme.	The period of three months beginning on the day on which the Board receives the request, or by the date the Board complies with any court order to provide such information, whichever is the earlier.