SCHEDULES
SCHEDULE 5Statements of benefits: non money purchase benefits
PART 1Information for active members
I11
The amount of any benefits (and how they are calculated) that would be payable on a date specified by the trustees or managers of the scheme if the member of the scheme were to die in service.
I22
One of the following amounts, chosen by the trustees or managers of the scheme, of the member’s benefits and survivors’ benefits calculated without regard to possible increases in the member’s salary—
a
the amounts that would be payable from the date benefits are payable if pensionable service were to end on a date specified by the trustees or managers of the scheme;
b
the amounts that would be payable from the date benefits are payable if pensionable service were to end on the member attaining normal pension age, or
c
the amounts that would be payable from the date benefits are payable if pensionable service were to end on a date agreed between the member and the trustees or managers of the scheme.
I33
The amount of the member’s pensionable remuneration on a date specified by the trustees or managers of the scheme.
PART 2Information for active and deferred members
I44
The date on which the member’s pensionable service started.
I55
A summary of the method for calculating the member’s benefits and any survivors’ benefits.
I66
Details of how any deduction from benefits is calculated.
F16A
Where the trustees are required to publish a report on a website in accordance with regulation 6(1)(b) of the Occupational Pension Schemes (Climate Change Governance and Reporting) Regulations (Northern Ireland) 2021 (climate change reporting and publication requirements), in relation to the most recent report published—
a
the information specified in sub-paragraphs (a) to (d) of regulation 27(2), and
b
a statement explaining any circumstances in which the report will be provided on request in hard copy form.
PART 3Information for deferred members
I77
The date the member’s pensionable service ended.
I88
The amount of the member’s benefits and survivors’ benefits payable from the date benefits are payable.
I99
The amount of the member’s pensionable remuneration on the date pensionable service ended.
PART 4Information for pension credit members
I1010
The amount of the member’s benefits and survivors’ benefits payable from the date benefits are payable.
I1111
A summary of the method for calculating the member’s benefits and any survivors’ benefits.
I1212
Details of how any deduction from benefits is calculated.