Income Tax (Earnings and Pensions) Act 2003

Requirements etc. relating to trustees: introductionU.K.

70(1)A SIP must meet the plan requirements contained in—U.K.

  • paragraph 71(1) and (2) (establishment of trustees), and

  • paragraph 79 (meeting by trustees of PAYE obligations).

(2)The following provisions also relate to the trustees—

  • paragraph 71(3) to (6) (the trust instrument and classes of trustees)

  • paragraph 72 (duty to act in accordance with participant’s directions),

  • paragraph 73 (duty not to dispose of plan shares),

  • paragraph 74 (duty to make payments to participants),

  • paragraph 75 (duty to give notice of award of shares etc.),

  • paragraph 76 (power to borrow),

  • paragraph 77 (power to raise funds to subscribe for rights issue),

  • paragraph 78 (acquisition of shares from employee share ownership trust), and

  • paragraph 80 (other duties in relation to tax liabilities).