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PART 3N.I.Requirements relating to trustees or managers of relevant occupational pension schemes

CHAPTER 2N.I.Requirements following connection of a pension scheme

Signpost dataN.I.

25.—(1) Signpost data is comprised of the following—

(a)information on member-borne costs and charges (applicable to money purchase schemes only);

(b)the scheme’s statement of investment principles;

(c)the scheme’s implementation statement.

(2) Where signpost data is applicable to the nature of the scheme or type of benefit in question, trustees or managers must, immediately after a view request is received, provide a website address for locations where signpost data can be accessed.

(3) In this regulation—

statement of investment principles” has the same meaning as in regulation 29A(2A)(a)(1) of the 2014 Regulations (publishing charges and transaction costs and other relevant information);

implementation statement” has the same meaning as in paragraph 30(1)(f)(i)(2) of Schedule 3 to the 2014 Regulations (information to be given on request).

Commencement Information

I1Reg. 25 in operation at 8.12.2023, see reg. 1

(1)

Regulation 29A was inserted by regulation 3(6) of S.R. 2018 No. 53 and paragraph (2A) was inserted by regulation 5(4)(b) of S.R. 2018 No. 165

(2)

Paragraph 30(1) was renumbered by regulation 5(b)(i) of S.R. 2021 No. 272 and head (f) was added by regulation 5(5)(c) of S.R. 2018 No. 165