12.—(1) A document containing the information listed in Part 2 of Schedule 3 must be prepared within 7 months of the end of each scheme year [F1(subject to paragraph (5))] and given in accordance with this regulation.
(2) The document must be given to a relevant person where the relevant person—
(a)makes a request for the document within 5 years of the end of the scheme year to which the information relates, and
(b)has not been given the document before.
(3) The document must be given within 2 months of the date the request is made.
(4) The document must be given in accordance with—
(a)regulation 26 or 29(3), where the document relates to the most recent scheme year, or
(b)regulation 29, where the document does not relate to that year.
[F2[(5) Where Article 35 of the 1995 Order (investment principles) applies to a scheme the following information must be made publicly available free of charge in accordance with regulation 29A—
(a)the information listed in paragraph 30(ca) of Schedule 3 but only if the scheme is not a relevant scheme within the meaning of regulation 1(2) of the Occupational Pension Schemes (Scheme Administration) Regulations (Northern Ireland) 1997 (interpretation), or
(b)the information listed in paragraph 30(f) of that Schedule but only if the scheme is a relevant scheme within the meaning of that regulation.]]
Textual Amendments
F1Words in reg. 12(1) inserted (1.10.2020) by The Pension Protection Fund (Pensionable Service) and Occupational Pension Schemes (Investment and Disclosure) (Amendment and Modification) Regulations (Northern Ireland) 2018 (S.R. 2018/165), regs. 1(3)(a), 5(2)(a)
F2Reg. 12(5) added (1.10.2020) by The Pension Protection Fund (Pensionable Service) and Occupational Pension Schemes (Investment and Disclosure) (Amendment and Modification) Regulations (Northern Ireland) 2018 (S.R. 2018/165), regs. 1(3)(a), 5(2)(b)
Commencement Information
I1Reg. 12 in operation at 6.4.2014, see reg. 1(1)