The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 2014

Statements of benefits: non-money purchase benefitsN.I.

This section has no associated Explanatory Memorandum

16.—(1) The information mentioned in paragraph (2) must be given in accordance with this regulation where—

(a)the member has rights to benefits that are not money purchase benefits;

(b)the member requests that [F1information;]

(c)information has not been given to that member under this regulation in the 12 months before that [F2request, and]

[F3(d)in relation to active members, a benefit information statement has not been provided pursuant to section 14(1) of the 2014 Act (information about benefits) in the 12 months before the request in sub-paragraph (b).]

(2) The information is—

(a)for active members, the information listed in Parts 1 and 2 of Schedule 5;

(b)for deferred members, the information listed in Parts 2 and 3 of that Schedule;

(c)for pension credit members, the information listed in Part 4 of that Schedule.

(3) The information must be given as soon as practicable and in any event no more than 2 months after the date the request is made.

(4) In this regulation “pension credit member” means a person who has rights under the scheme that are attributable (directly or indirectly) to a credit under Article 26(1)(b) of the 1999 Order (creation of pension debits and credits) or under section 29(1)(b) of the Welfare Reform and Pensions Act 1999(1).

Textual Amendments

Commencement Information

I1Reg. 16 in operation at 6.4.2014, see reg. 1(1)