10.—(1) This article applies where the Secretary of State (S) requests the [F1disclosure of information] held by the Trustee (“[F2requested information]”) which are—
(a)not personal data; and
(b)in any event, anonymised.
(2) The Trustee must disclose [F3requested information] to S if [F4the information is] necessary for S or the Trustee—
(a)to comply with any–
(i)legal obligation (in particular the duty of S to establish a pension scheme, contained in section 67 of the Act); or
(ii)requirement to notify or otherwise inform another person,
which, if S did not [F5receive that information], would result in a breach of that obligation or requirement; or
(b)to comply with any request made by a person appointed by S under section 74 of the Act to review any of the matters listed in subsection (1) of that section.
(3) The Trustee must disclose [F6requested information] to S for the purpose of the matters listed in paragraph (5) where the Trustee considers that to comply with S’s request would not involve disproportionate cost, time or effort.
(4) Where the Trustee—
(a)considers that to comply with S’s request would involve disproportionate cost, time or effort; and
(b)gives to S its reasons for considering that this is the case,
it need disclose to S only so much of the [F7requested information] as is agreed with S.
(5) The matters are —
(a)the assessment by S of the performance, administration or management of the Scheme; or
(b)the use by S for functions relating to private pensions policy or retirement planning.
(6) In this article, “private pensions policy” has the same meaning as in paragraph 4 of Schedule 10 to the Pensions Act 2004(1) and “retirement planning” has the same meaning as in paragraph 2 of that Schedule.
Textual Amendments
F1Words in art. 10(1) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(2)(a) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
F2Words in art. 10(1) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(2)(b) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
F3Words in art. 10(2) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(3)(a) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
F4Words in art. 10(2) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(3)(b) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
F5Words in art. 10(2) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(3)(c) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
F6Words in art. 10(3) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(4) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
F7Words in art. 10(4) substituted (25.5.2018) by Data Protection Act 2018 (c. 12), s. 212(1), Sch. 19 para. 363(5) (with ss. 117, 209, 210); S.I. 2018/625, reg. 2(1)(g)
Commencement Information
Paragraph 4 of Schedule 10 to the Pensions Act 2004 was inserted by the Act, section 63(1).