The Personal Pension Schemes (Disclosure of Information) Regulations 1987

1. Introductory Text

2. 1. Citation, commencement and interpretation

3. 2. Schemes to which regulations 3 to 6 do not apply

4. 3. Constitution of scheme

5. 4. Basic information about the scheme

6. 5. Information to be made available to individuals

7. 6. Availability of other information

8. 7. Service of documents by post

9. Signature

10. 1. SCHEDULE 1

       BASIC INFORMATION ABOUT THE SCHEME

       1. 1. The address to which enquiries about the scheme generally, or...

       2. 2. The names and addresses of the trustees of the scheme....

       3. 3. The conditions of membership.

       4. 4. How and where copies of the contents of the documents...

       5. 5. Whether the scheme is an appropriate scheme and, if it...

       6. 6. How contributions by members and their employers and (if the...

       7. 7. A summary of the conditions of the scheme which govern...

       8. 8. A summary of the scheme’s investment policy.

       9. 9. Illustrative estimates of the cash equivalents which would be paid...

       10. 10. The basis on which any part— (a) of any payment...

       11. 11. Which of the benefits, if any, are such that fulfilment...

       12. 12. The arrangements that have been made to enable the scheme...

       13. 13. The arrangements that would be made, in accordance with legislation,...

    2. SCHEDULE 2

       INFORMATION TO BE MADE AVAILABLE TO INDIVIDUALS

       1. 1. The amount of contributions (before the making of any deductions),...

       2. 2. (a) As at a specified date— (i) the value of...

       3. 3. The options (if any) available to the member.

       4. 4. The options available to the member, including those in respect...

       5. 5. The rights and options (if any) available on the death...

       6. 6. The provisions (or, as the case may be, a statement...

       7. 7. The options available to a member for preserving, transferring or...

       8. 8. An account of the amount by which the member's—

       9. 9. When a scheme has ceased to be an appropriate scheme,...

       10. 10. Whether arrangements for the preservation or transfer of the member’s...

       11. 11. The options available to the member in respect of his...

    3. SCHEDULE 3

       OTHER INFORMATION

       1. 1. To the extent that any scheme is comprised in an...

       2. 2. To the extent that any scheme is comprised in an...

       3. 3. In the case of any scheme which is comprised in...

11. Explanatory Note