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The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 2014

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[F1Publishing charges and transaction costs [F2and other relevant information] N.I.

This section has no associated Explanatory Memorandum

29A.—(1) Where the scheme is a relevant scheme within the meaning of the Occupational Pension Schemes (Scheme Administration) Regulations (Northern Ireland) 1997, the information specified in paragraph (2) [F3and, where that scheme falls within Article 35 of the 1995 Order (investment principles), paragraph (2A)] must be made publicly available free of charge on a website in accordance with this regulation.

(2) The specified information is the information which must be included in the most recent statement prepared under regulation 23 of those Regulations (annual statement regarding governance) in accordance with the following paragraphs of that regulation—

(a)paragraph (1)(a);

[F4(aza)paragraph (1)(aza);]

[F5(aa)paragraph (1)(aa);]

(b)paragraph (1)(c), F6...

[F7(ba)paragraph (1)(cza);]

(c)[F8(1)(ca);] [F9 and

[F10(d)(1)(cb), and]]

[F11(e)paragraph (1)(cc).]

[F12(2A) The specified information is—

(a)the latest statement of investment principles governing decisions about investments prepared for the scheme under Article 35 of the 1995 Order, and

(b)the information which must be included in the most recent document prepared under regulation 12 in accordance with paragraph 30(f) of Schedule 3.]

(3) Where this regulation applies—

(a)a notification need not be given under regulation 27 in relation to the information on the website where information is given to the person in accordance with paragraph 5B(a) of Schedule 6;

(b)the trustees or managers of the scheme must have regard to guidance prepared from time to time by the Department concerning the publication of the information.

(4) Where a person requests the trustees or managers of the scheme to provide the information referred to in paragraph (2) [F13, (2A) or (2B)] in hard copy form, the trustees or managers of the scheme must give that information to the person in hard copy form only where the trustees or managers are satisfied that it would be unreasonable for that person to obtain it from the website on which it is published.

(5) Where information is required to be given in hard copy form in accordance with paragraph (4), it must be given within 2 months of the date the request is made.]

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