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

PART 1 E+W+S Information to be given by occupational pension schemes during winding up

1.  A statement that the scheme is being wound up. E+W+S

2.  The reasons why the scheme is being wound up. E+W+S

3.  Where section 22 of the 1995 Act M1 (circumstances in which following provisions apply) applies, a statement that at least one of the trustees of the scheme are required to be an independent person by section 23 of that Act M2 . E+W+S

Marginal Citations

M1 Section 22 was amended by the 2004 Act, sections 36(1) and (2), 319(1) and 320, Schedule 12, paragraphs 34 and 40 and Schedule 13, Part 1 and S.I. 2009/1941.

M2 Section 23 was substituted by the 2004 Act, section 36(4).

4.  In the case of active members, whether death in service benefits will continue to be payable. E+W+S

5.  A summary of the action that is being taken, and that has been taken, to— E+W+S

(a) establish the scheme's liabilities, and

(b) recover any assets.

6.  An estimate of when— E+W+S

(a) the scheme's liabilities are likely to be established, and

(b) any assets are likely to be recovered.

7.   [F1 Except in the case of a collective money purchase scheme, either]—

(a) an indication of the extent to which (if at all) the actuarial value of accrued rights or benefits are likely to be reduced, or

(b) a statement that there is insufficient information to provide such an indication.

Textual Amendments

F1 Words in Sch. 8 para. 7 substituted (1.8.2022) by The Occupational Pension Schemes (Collective Money Purchase Schemes) (Modifications and Consequential and Miscellaneous Amendments) Regulations 2022 (S.I. 2022/337), regs. 1(3), 13(18)