Retirement planningN.I.
Supply of housing benefit informationN.I.
213.—(1) Section 116D of the Social Security Administration (Northern Ireland) Act 1992 (c. 8) (supply of information by the Housing Executive) is amended as follows.
(2) In subsection (1) for “or employment or training” substitute “ , employment or training, private pensions policy or retirement planning ”.
(3) After subsection (2) insert—
“(2A) Information supplied under subsection (2) may be used for any purpose relating to private pensions policy or retirement planning.” .
(4) After subsection (5) add—
“(6) In this section—
“private pensions policy” means policy relating to occupational pension schemes or personal pension schemes;
“retirement planning” means promoting financial planning for retirement.” .
Combined pension forecastsN.I.
214.—(1) Regulations may require the trustees or managers of an occupational or personal pension scheme to provide any member of the scheme with—
(a)the information specified in paragraph (2), together with
(b)the information specified in paragraph (3).
(2) The information referred to in paragraph (1)(a) is information relating to the member which—
(a)is state pension information for the purposes of section 38 of the 2000 Act,
(b)has been disclosed to the trustees or managers under that section (or, by virtue of that section, is treated as having been so disclosed), and
(c)is of a description specified in the regulations.
(3) The information referred to in paragraph (1)(b) is information which—
(a)relates to the pensions and other benefits likely to accrue to the member, or capable of being secured by him, under the scheme, and
(b)is of a description specified in the regulations.
(4) Regulations under paragraph (1) may require information referred to in that paragraph to be provided at a time or times specified in the regulations.