The Occupational and Personal Pension Schemes (Miscellaneous Amendments) Regulations 1992

Amendment of Schedule 3 to the Personal Pension Schemes Disclosure Regulations

24.  In Schedule 3 to the Personal Pension Schemes Disclosure Regulations (other information) after paragraph 3 there shall be added the following paragraph—

“4.   Where investments are held by a unit trust scheme within the meaning of regulation 2(1)(b) of the Personal Pension Schemes (Appropriate Schemes) Regulations 1988(1) (forms of schemes which may be appropriate schemes) the information required to be specified in the annual and half-yearly reports bySchedule 3 to the Financial Services (Regulated Schemes) Regulations 1991 issued by the Securities and Investments Board and—

(a) a list of any investments which are held on a date specified in the information, being a date falling not earlier than 14 days before the day on which the information is furnished;

(b) a list of investments which have been acquired during the period of 6 months which falls immediately before that date; and

(c) a list of investments that have been disposed of within that period.”.

(1)

S.I. 1988/137, amended by S.I. 1988/830.