Transfer statement
151.—(1) This regulation applies in relation to a request by P for a transfer value payment to be accepted from another pension scheme
(2) The scheme manager may require that, before making a transfer payment request, P must ask the scheme manager to provide a statement of the amount of transferred pension that P will be entitled to count under regulation 152 if the transfer date falls within the period of 2 months beginning with the date of that statement.
(3) The amount specified in the transfer statement must be an amount calculated by the scheme manager in accordance with actuarial guidance and tables by reference to—
(a)factors relating to P’s circumstances as at the end of that 2 month period; and
(b)any other factors as at the date of the statement that the scheme actuary considers should apply.