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The Personal Pension Schemes (Disclosure of Information) Regulations 1987 (revoked)

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  1. Introductory Text

  2. 1.Citation, commencement and interpretation

  3. 2.Schemes to which regulations 3 to 6 do not apply

  4. 2A.Limited exemption for stakeholder pension schemes

  5. 3.Constitution of scheme

  6. 4.Basic information about the scheme

  7. 5.Information to be made available to individuals

  8. 5A.Member to be informed when contributions not received

  9. 6.Availability of other information

  10. 7.Service of information and documents by a scheme

  11. 8.Service of information, documents and notifications to a scheme

  12. 9.Provision of information on a website

  13. Signature

    1. SCHEDULE 1

      BASIC INFORMATION ABOUT THE SCHEME

      1. 1.The address to which enquiries about the scheme generally, or...

      2. 2.The names and addresses of the trustees of the scheme....

      3. 3.The conditions of membership.

      4. 4.How and where copies of the contents of the documents...

      5. 5.Whether the scheme is an appropriate scheme and, if it...

      6. 5A.Whether the scheme is registered under section 153 of the...

      7. 5B.How tax relief on members' contributions is effected.

      8. 6.How contributions by members and their employers and (if the...

      9. 7.A summary of the conditions of the scheme which govern...

      10. 8.A summary of the scheme's investment policy.

      11. 9.Illustrative estimates of the cash equivalents which would be paid...

      12. 10.The basis on which any part— (a) of any payment...

      13. 11.Which of the benefits, if any, are such that fulfilment...

      14. 12.The arrangements that have been made to enable the scheme...

      15. 13.The arrangements that would be made, in accordance with legislation,...

      16. 14.A statement that the Pensions Ombudsman appointed under section 145(2)...

      17. 15.A statement that the Pensions Advisory Service is available to...

    2. SCHEDULE 2

      INFORMATION TO BE MADE AVAILABLE TO INDIVIDUALS

      1. 1.The amount of contributions , including a nil amount, (before...

      2. 2.(a) As at a specified date, the value of the...

      3. 2A.(1) The information to be provided under this sub-paragraph is...

      4. 3.The options (if any) available to the member.

      5. 4.The options available to the member, including those in respect...

      6. 5.The rights and options (if any) available on the death...

      7. 6.The provisions (or, as the case may be, a statement...

      8. 7.The options available to a member for preserving, transferring or...

      9. 8.An account of the amount by which the member’s accrued...

      10. 9.

      11. 10.Whether arrangements for the preservation or transfer of the member's...

      12. 11.The options available to the member in respect of his...

      13. 12.The date of birth used for determining the appropriate age-related...

    3. SCHEDULE 3

      OTHER INFORMATION

      1. 1.To the extent that any scheme is comprised in an...

      2. 2.To the extent that any scheme is comprised in an...

      3. 3.In the case of any scheme which is comprised in...

      4. 4.Where investments are held by a unit trust scheme within...

  14. Explanatory Note

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