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The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013

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Point in time view as at 01/08/2022.

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2.  In the case of the first summary funding statement issued in respect of the scheme, an explanation of the changes in the funding position of the scheme since—E+W+S

(a)the last actuarial valuation of the scheme under section 224(1)(a) of the 2004 Act, or

(b)if no such valuation was obtained, the last actuarial valuation under the scheme rules.

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