Part 4

Financial planning for retirement

Retirement planning

Combined pension forecasts
237
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.