SCHEDULE 2Scheme design requirement

Part 2Viability report

Information about the design of the scheme

8

1

An explanation of—

a

the design of the scheme;

b

the reasons why the trustees consider the design of the scheme to be sound and the evidence on which this consideration is based.

2

The evidence referred to in sub-paragraph (1)(b) must include the documents prepared by—

a

the scheme actuary for the purposes of regulation 10(3)(b);

b

the trustees for the purposes of regulation 10(3)(c).

9

The explanation required by paragraph 8(1) must include—

a

an explanation of how the scheme satisfies the definition of a collective money purchase scheme under section 1(2) of the Act (collective money purchase benefits and schemes), including—

i

an explanation of how the requirements of section 3 of the Act (qualifying schemes) are met in respect of the scheme; and

ii

where the scheme is a section of a qualifying scheme, an explanation of how the requirements of section 3 of the Act are met in respect of that section;

b

an explanation as to why the trustees are satisfied that the rules of the scheme meet—

i

the requirements of section 18 of the Act (calculation of benefits);

ii

the requirements of regulation 17.