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The Occupational Pension Schemes (Preservation of Benefit) Regulations 1991
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- UK Statutory Instruments
- 1991 No. 167
- Regulation 27A
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[F1Information to be furnished to early leaversE+W+S
27A.—(1) The trustees or managers of any scheme must furnish in writing the information specified in paragraph (2)—
(a)as of course to any person as soon as practicable and, in any event, within 2 months after he or his employer has notified the trustees that his pensionable service has terminated; and
(b)to any member or prospective member on request (not being a request made less than 12 months after the last occasion on which such information was furnished to him) as soon as practicable and, in any event, within 2 months after he requests it.
(2) The information referred to in paragraph (1) is information as to the rights and options (if any) available to a member whose pensionable service terminates before he attains normal pension age.
(3) The trustees or managers of any scheme must furnish in writing the information specified in paragraph (4) on request (not being a request made—
(a)after such information has already been furnished to the same person in a case where the information was that no refund of contributions would be available in any circumstances; or
(b)less than 12 months after the last occasion on which such information was furnished to the same person, in any other case), to any person who has paid contributions to the scheme which have not been refunded, as soon as practicable and, in any event, within 2 months after he requests it.
(4) The information referred to in paragraph (3) is information as to whether a refund of contributions is available or would be available in any circumstances, and in either case, an estimate of the amount of the refund and an explanation of the method of calculating it.]
Textual Amendments
F1Reg. 27A and Reg. 27B inserted (6.4.97) by S.I. 1996/2131, reg. 2(18)
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