The Occupational Pension Schemes (Master Trusts) Regulations 2018

This section has no associated Explanatory Memorandum

2.—(1) In this Schedule, a “cash equivalent” of any rights and benefits to which a member is entitled is the realisable value of those rights and benefits.

(2) A cash equivalent must be calculated—

(a)in accordance with these Regulations and with the rules of the scheme to which it relates;

(b)in a manner which is approved by the trustees;

(c)as an estimate as at the date when the employers are informed of the transfer date under paragraph 9; and

(d)as a final figure as at the transfer date.

(3) In calculating a cash equivalent, account must be taken of any surrender, commutation or forfeiture of the whole or part of a member’s pension.