PART 2N.I.Remediable service statements
Requirements relating to remediable service statements N.I.
4.—(1) The scheme manager must provide a remediable service statement in respect of a remedy member (“M”) in accordance with—
(a)section 29 of PSPJOA 2022,
(b)direction 20 of the PSP Directions 2023, and
(c)this regulation.
(2) The scheme manager must provide a remediable service statement in respect of M—
(a)before the relevant date(1),
(b)where M is, in relation to their remediable service, for the time being—
(i)an active member, at least once in each year ending with the anniversary of the relevant date;
(ii)a deferred member, within three months of receipt of a written request by the member(2), and
(c)where M is a deferred choice member, as soon as is reasonably practicable following receipt of notification—
(i)that M intends to claim payment of any pension benefits in relation to M’s remediable service, or
(ii)that M has died.
(3) The remediable service statement must be provided—
(a)to M, or
(b)where —
(i)M is deceased, and
(ii)the eligible decision-maker as determined in accordance with the Schedule is a person other than the scheme manager,
to the person who is for the time being the eligible decision-maker in relation to M’s remediable service in accordance with the Schedule.
(4) The remediable service statement must include—
(a)where the scheme manager has determined that any information to be provided in connection with M’s remediable service must be communicated in a particular form and manner, information about that form and manner;
(b)where M is an immediate choice member, information about the irrevocability of an immediate choice decision;
(c)where M is a deferred choice member, information about the circumstances in which a deferred choice decision is revocable, and the circumstances in which it is irrevocable;
(d)where regulation 61 applies in relation to M, information about the election that may be made in accordance with regulation 61(2), how to make that election, and the consequences of making, or not making, that election.
(5) For further provision about—
(a)what a remediable service statement must include, see—
(i)section 29(5) of PSPJOA 2022;
(ii)direction 20(1) of the PSP Directions 2023;
(b)when a remediable service statement must be combined with a benefit information statement provided under section 14 of the Public Service Pensions Act 2014, see direction 20(2) of the PSP Directions 2023.
Commencement Information
I1Reg. 4 in operation at 1.10.2023, see reg. 1(b)
See section 29(10) of PSPJOA 2022 for the meaning of “the relevant date”.
In accordance with section 29(9) of PSPJOA 2022, only one request under regulation 4(2)(b)(ii) may be made during any period of 12 months.