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The Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations (Northern Ireland) 2024
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Changes to legislation:
There are currently no known outstanding effects for the The Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations (Northern Ireland) 2024, SCHEDULE 2.
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Regulation 13
SCHEDULE 2N.I.Statement of strategy – supplementary matters
This
Atodlen has no associated
Memorandwm Esboniadol
1. For the purposes of Article 200B(2)(d) (statement of strategy), the other supplementary matters are set out in paragraphs 2 to 15.N.I.
Commencement Information
I1Sch. 2 para. 1 in operation at 6.4.2024, see reg. 1
Actuarial valuation and recovery planN.I.
2. A summary of the information contained in the actuarial valuation to which the funding and investment strategy relates.
Commencement Information
I2Sch. 2 para. 2 in operation at 6.4.2024, see reg. 1
3. If a recovery plan has been prepared or revised in relation to the actuarial valuation to which the funding and investment strategy relates, a summary of the information contained in that plan.
Commencement Information
I3Sch. 2 para. 3 in operation at 6.4.2024, see reg. 1
MaturityN.I.
4. The actuary’s estimate of the maturity of the scheme as at the effective date of the actuarial valuation to which the funding and investment strategy relates, as set out in that valuation.
Commencement Information
I4Sch. 2 para. 4 in operation at 6.4.2024, see reg. 1
5. Where, in accordance with regulation 3(5), the trustees or managers of the scheme have taken into consideration whether new members may be admitted to the scheme and the future accrual of benefits—
(a)a calculation of the duration of liabilities and future accrual based on the assumptions used, and
(b)the number of years of future accrual that have been allowed for when estimating the date of significant maturity.
Commencement Information
I5Sch. 2 para. 5 in operation at 6.4.2024, see reg. 1
6. For a scheme which has not reached the relevant date, how the maturity of the scheme is expected to change over time.
Commencement Information
I6Sch. 2 para. 6 in operation at 6.4.2024, see reg. 1
Investment riskN.I.
7. The level of risk in relation to the intended investment of the assets of the scheme relating to the actuarial valuation to which the funding and investment strategy relates.
Commencement Information
I7Sch. 2 para. 7 in operation at 6.4.2024, see reg. 1
8. For a scheme which has not reached the relevant date—
(a)the level of risk the trustees or managers of the scheme intend to take in relation to the investment of the assets of the scheme as it moves along its journey plan, and
(b)how the trustees or managers intend to achieve compliance with the matter in paragraph 1(c) of Schedule 1 by the relevant date.
Commencement Information
I8Sch. 2 para. 8 in operation at 6.4.2024, see reg. 1
9. For a scheme which has reached the relevant date, how the level of risk, in relation to the intended investment of the assets of the scheme relating to the actuarial valuation to which the funding and investment strategy relates, complies with the matter in paragraph 1(c) of Schedule 1.
Commencement Information
I9Sch. 2 para. 9 in operation at 6.4.2024, see reg. 1
LiquidityN.I.
10. How the investment of the assets of the scheme complies with the principle in paragraph 5 of Schedule 1.
Commencement Information
I10Sch. 2 para. 10 in operation at 6.4.2024, see reg. 1
Employer covenantN.I.
11. An assessment of the strength of the employer covenant.
Commencement Information
I11Sch. 2 para. 11 in operation at 6.4.2024, see reg. 1
12. How long it is reasonable to rely on this assessment.
Commencement Information
I12Sch. 2 para. 12 in operation at 6.4.2024, see reg. 1
GeneralN.I.
13. The extent to which the funding and investment strategy is or remains appropriate.
Commencement Information
I13Sch. 2 para. 13 in operation at 6.4.2024, see reg. 1
14. Confirmation that the trustees or managers have consulted the employer in relation to the scheme in the preparation or revision of Part 2 of the statement of strategy.
Commencement Information
I14Sch. 2 para. 14 in operation at 6.4.2024, see reg. 1
15. Any comments that the employer in relation to the scheme has asked to be included in Part 2 of the statement of strategy.
Commencement Information
I15Sch. 2 para. 15 in operation at 6.4.2024, see reg. 1
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