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The Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2019
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- UK Statutory Instruments
- 2019 No. 982
- Regulation 5
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5.—(1) The first policies in relation to the matters referred to in paragraph (3)(d) of regulation 2 of the Occupational Pension Schemes (Investment) Regulations 2005 to be prepared by the trustees of a scheme in accordance with regulation 2 or 2A(1) of those Regulations must be prepared by the relevant date.
(2) The first policies in relation to capital structure, management of actual or potential conflicts of interest and another stakeholder referred to in paragraph (3)(c) of regulation 2 of the Occupational Pension Schemes (Investment) Regulations 2005 to be prepared by the trustees of a scheme in accordance with regulation 2 or 2A(1) of those Regulations must be prepared by the relevant date.
(3) The first year’s information which falls under regulation 29A of the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 to be published by the trustees of a scheme on a website in accordance with paragraph (2B)(a) of that regulation must be published on a website by the relevant date.
(4) The first year’s information in relation to the matters referred to in sub-paragraph (ca) of paragraph 30 of Schedule 3 to the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 prepared under regulation 12 of those Regulations to be published by the trustees of a scheme on a website in accordance with regulation 29A(2B)(b) of those Regulations must be published on a website by the relevant date.
(5) The first year’s information in relation to capital structure, management of actual or potential conflicts of interest and another stakeholder that falls within sub-paragraph (f)(i) to (iv) of paragraph 30 of Schedule 3 to the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 prepared under regulation 12 of those Regulations to be published by the trustees of a scheme on a website in accordance with regulation 29A(2A)(b) of those Regulations must be published on a website by the relevant date.
(6) The first year’s information in relation to the matters referred to in sub-paragraph (f)(v) of paragraph 30 of Schedule 3 to the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 prepared under regulation 12 of those Regulations to be published by the trustees of a scheme on a website in accordance with regulation 29A(2A)(b) of those Regulations must be published on a website by the relevant date.
(7) The relevant date for the purposes of paragraphs (1) to (3) is 1st October 2020.
(8) The relevant date for the purposes of paragraphs (4) to (6) is 1st October 2021.
(9) Paragraphs (1) to (3) of this regulation do not apply to the trustees of a scheme which begins to operate after 30th September 2020.
(10) Paragraphs (4) to (6) of this regulation do not apply to the trustees of a scheme which begins to operate after 30th September 2021.
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