PART 2Information for new and prospective members
Basic scheme information6
1
The basic scheme information mentioned in paragraph (2) must be given in accordance with this regulation.
2
The basic scheme information is the information listed in—
a
Part 1 of Schedule 2, and
b
Part 3 of that Schedule where the scheme contains provision for lifestyling (see regulation 18).
3
The information must be given to—
a
prospective members, if it is practicable to do so, and
b
members who have not already been given the information.
4
The information must also be given to a relevant person who—
a
makes a request for the information, and
b
has not been given that information in the previous 12 months.
5
Where the trustees or managers of the scheme have in relation to a member or prospective member received jobholder information, the information must be given within one month of the date that information was received.
6
Where the trustees or managers of the scheme have not received jobholder information in relation to a member or prospective member, the information must be given within two months of the date the person became an active member of the scheme.
7
Where the trustees or managers of the scheme have received a request for the information from a relevant person, the information must be given within two months of that request.
8
No information is required to be given under this regulation to—
a
a relevant person, except a recognised trade union, unless it is relevant to the person's rights or prospective rights under the scheme, and
b
a recognised trade union unless it is relevant to the rights or prospective rights of persons who are in that recognised trade union.
9
In this regulation “jobholder information” means the information specified in regulation 3 of the Occupational and Personal Pension Schemes (Automatic Enrolment) Regulations 2010 M1 (jobholder information).
Basic scheme information to be given by certain schemes7
1
The basic scheme information mentioned in paragraph (2) must be given in accordance with this regulation.
2
The basic scheme information is the information listed in—
a
Part 2 of Schedule 2, and
b
Part 3 of that Schedule where the scheme contains provision for lifestyling (see regulation 18).
3
The information must be given to—
a
prospective members,
b
members who have not already been given the information, and
c
a recognised trade union on request.
4
The information must be given to—
a
a prospective member, if it is practicable to do so,
b
a member within two months of membership beginning, and
c
a recognised trade union within two months of the date the request is made.