http://www.legislation.gov.uk/id/ukpga/2004/35

http://www.legislation.gov.uk/ukpga/2004/35/section/237

Pensions Act 2004

An Act to make provision relating to pensions and financial planning for retirement and provision relating to entitlement to bereavement payments, and for connected purposes.

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Statute Law Database

2024-04-02

Expert Participation

2024-01-04

Pensions Act 2004

s. 102(2)(a)

Pensions Act 2008

s. 44(5)(a)

s. 149(1)

art. 2

Sch. 2

Pensions Act 2004

s. 102(2)(b)

Pensions Act 2008

s. 44(5)(b)

s. 149(1)

art. 2

Sch. 2

Pensions Act 2004

s. 103(1A)

Pensions Act 2008

s. 44(6)

s. 149(1)

art. 2

Sch. 2

Pensions Act 2004

s. 117A

Pensions Act 2008

Sch. 10

para. 3

s. 149(1)

Pensions Act 2004

s. 188(1)(ba)

Pensions Act 2008

Sch. 10

para. 6

s. 149(1)

Pensions Act 2004

s. 189A

Pensions Act 2008

Sch. 10

para. 7

s. 149(1)

Pensions Act 2004

s. 209(9)

Pensions Act 2008

Sch. 10

para. 8

s. 149(1)

Pensions Act 2004

Sch. 4

para. 7(5)(a)

Pensions Act 2008

s. 44(8)(a)

s. 149(1)

art. 2

Sch. 2

Pensions Act 2004

Sch. 4

para. 7(5)(b)

Pensions Act 2008

s. 44(8)(b)

s. 149(1)

art. 2

Sch. 2

Pensions Act 2004

Sch. 4

para. 13(3)

Pensions Act 2008

s. 44(9)(b)

s. 149(1)

art. 2

Sch. 2

Pensions Act 2004

Sch. 7

para. 21(2)(c)-(cc)

Pensions Act 2008

Sch. 8

para. 11

s. 149(1)

Pensions Act 2004

s. 38(7)(da)

Pension Schemes Act 2021

s. 104(2)

s. 131(1)

Pensions Act 2004

s. 80(1)(a)

(iib)

Pension Schemes Act 2021

s. 109(3)

s. 131(1)

Pensions Act 2004

s. 291(4)(f) and word

Pension Schemes Act 2021

Sch. 3

para. 19(b)

s. 131(1)

s. 131(3)(a)

Pensions Act 2004

s. 23(1A)

Pension Schemes Act 2015

Sch. 2

para. 26(3)

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 23(10A)

Pension Schemes Act 2015

Sch. 2

para. 26(5)

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 38(1)-(1B)

Pension Schemes Act 2015

Sch. 2

para. 27

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 43(1)-(1B)

Pension Schemes Act 2015

Sch. 2

para. 28(2)

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 52(1)-(1B)

Pension Schemes Act 2015

Sch. 2

para. 29

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 126(1)-(1B)

Pension Schemes Act 2015

Sch. 2

para. 31

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 318(3)(a)(viii)-(x)

Pension Schemes Act 2015

Sch. 2

para. 38(3)(a)

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 318(3)(b)(vi)-(viii)

Pension Schemes Act 2015

Sch. 2

para. 38(3)(b)

s. 87

s. 89(4)(a)

Pensions Act 2004

s. 18(5A)

Pensions Act 2014

s. 52(2)

s. 56(1)

art. 2

Pensions Act 2004

s. 18(6)

Pensions Act 2014

s. 52(3)

s. 56(1)

art. 2

Pensions Act 2004

s. 18(8)

Pensions Act 2014

s. 52(3)

s. 56(1)

art. 2

Part 4Financial planning for retirement

Retirement planning

237Combined pension forecasts

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 subsection (2), together with

b

the information specified in subsection (3).

2

The information referred to in subsection (1)(a) is information relating to the member which—

a

is state pension information for the purposes of section 42 of the Child Support, Pensions and Social Security Act 2000 (c. 19),

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 subsection (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 subsection (1) may require information referred to in that subsection to be provided at a time or times specified in the regulations.