The Local Government Superannuation Regulations 1986

Transmission of documents and information

R3.—(1) A scheduled body who are not an administering authority are to send the appropriate administering authority, as soon as is reasonably practicable—

(a) copies of all documents provided under reguation R1,

(b) copies of all notifications of decisions made under regulation N2 or N5,

(c) copies of all statements and statutory declarations provided under regulation C10, and

(d) such other documents and information as the administering authority may reasonably require for the purpose of discharging their functions under these regulations.

(2) A scheduled body who are not an administering authority—

(a) on receiving from a pensionable employee notice of his intended retirement, or

(b) on giving an employee notice to terminate his employment in circumstances in which he may become entitled to a return of contributions or to a benefit payable out of the appropriate superannuation fund, or

(c) on becoming aware of any other circumstances which may necessitate any payment out of that fund,

are to comply, as soon as is reasonably practicable, with the requirements in paragraph (3).

(3) The requirements mentioned in paragraph (2) are to inform the appropriate administering authority of the notice or other circumstances and—

(a) send them particulars of the employee's remuneration during the period that is relevant to a decision on the amount of the benefit that may become payable to or in respect of him, and

(b) send them a copy of any relevant medical or death certificate and of any certificate issued by the body under regulation E24 (reduction in remuneration).

(4) An administering authority when notifying a person who is not in their employment of a decision under regulation N3 or N4 are to send a copy of the notification to the body, if any, who are the employing authority in relation to that person.

(5) If an administering authority decide, or the Secretary of State determines under regulation N8, that the conditions specified in regulation F3(2) to (10) are satisfied in relation to a person, and regulation F3(2)(f) applies and the scheme designated under regulation F5(2)(b) is not a scheme specified in Schedule 14, or a water company scheme, the authority shall as soon as is reasonably practicable—

(a) inform the scheme managers of the designated scheme that on receipt by the authority of a transfer value (calculated in accordance with Part VI of Schedule 16) regulation F6(1) (reckonable service and benefits in respect of war service) would apply to the person, and

(b) inform them of the rate or amount, as the case may be, to be used in ascertaining C of the formula set out in that Part.