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The Firefighters' Pension Scheme (Wales) Order 2007

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Annual benefit statements

4.—(1) An authority must issue an annual benefit statement to each of their firefighter, deferred and pension credit members.

(2) The first such statements must be issued on or before 1 April 2007, and subsequent statements must be issued on or before each 1 April thereafter.

(3) An annual benefit statement must contain an illustration of the amount of benefit entitlement, in respect of the rights that may arise under the Scheme, which—

(a)has been accrued by the member at the relevant date, and

(b)in the case of a firefighter member, is capable of being accrued by the firefighter member if the firefighter member remains in the Scheme until the firefighter member’s normal retirement date.

(4) The illustration must be calculated—

(a)in the case of a firefighter member, on the member’s pay (or, in the case of a part-time firefighter member, the whole-time equivalent) for the twelve-month period ending with the relevant date;

(b)in the case of a deferred member, on the member’s final pay; and

(c)in the case of a pension credit member, in accordance with rule 1 of Part 6, as if the pension credit member were to become entitled to the pension on the pension credit member’s sixty-fifth birthday.

(5) For the purposes of this rule, the relevant date—

(a)in the case of a pension credit member, is that of the pension credit member’s sixty-fifth birthday;

(b)in any other case, is 31 March of the period in respect of which the statement is issued, or such later date as the authority may choose.

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