PART 4Information to be given on request

Annual report12

1

A document containing the information listed in Part 2 of Schedule 3 must be prepared within seven months of the end of each scheme year and F1(subject to paragraph (5)) given in accordance with this regulation.

2

The document must be given to a relevant person where the relevant person—

a

makes a request for the document within five years of the end of the scheme year to which the information relates, and

b

has not been given the document before.

3

The document must be given within two months of the date the request is made.

4

The document must be given in accordance with—

a

regulation 26 or 29(3), where the document relates to the most recent scheme year, or

b

regulation 29, where the document does not relate to that year.

F25

Where section 35 of the 1995 Act applies to a scheme the following information must be made publicly available free of charge in accordance with regulation 29A—

a

the information listed in paragraph 30(ca) of Schedule 3 but only if the scheme is not a relevant scheme within the meaning of regulation 1(2) (interpretation) of the Occupational Pension Schemes (Scheme Administration) Regulations 1996; or

b

the information listed in paragraph 30(f) of that Schedule but only if the scheme is a relevant scheme within the meaning of that regulation.