The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 2014 No. 79

SCHEDULES

SCHEDULE 3 N.I. Information to be given on request

PART 3 N.I. Information on funding principles and actuarial valuations etc.

8.  The latest statement of funding principles where required under Article 202 of the 2005 Order. N.I.

Commencement Information

I1 Sch. 3 para. 8 in operation at 6.4.2014, see reg. 1(1)

9.  Where Part 4 of the 2005 Order applies to the scheme, a copy of the last actuarial valuation referred to in Article 203 of the 2005 Order (actuarial valuations and reports) that the trustees or managers of the scheme have received. N.I.

Commencement Information

I2 Sch. 3 para. 9 in operation at 6.4.2014, see reg. 1(1)

10.  Where Part 4 of the 2005 Order applies to the scheme, the latest actuarial report referred to in Article 203 of the 2005 Order that the trustees or managers of the scheme have received after the last actuarial valuation. N.I.

Commencement Information

I3 Sch. 3 para. 10 in operation at 6.4.2014, see reg. 1(1)

[F1 10A.   In respect of a collective money purchase scheme, the latest actuarial valuation.] N.I.

Textual Amendments

F1 Sch. 3 para. 10A inserted (1.8.2022) by The Occupational Pension Schemes (Collective Money Purchase Schemes) (Modifications and Consequential and Miscellaneous Amendments) Regulations (Northern Ireland) 2022 (S.R. 2022/192), regs. 1(1), 13(15)(b)

11.  Any recovery plan prepared under Article 205 of the 2005 Order that is currently in force. N.I.

Commencement Information

I4 Sch. 3 para. 11 in operation at 6.4.2014, see reg. 1(1)

12.  The latest payment schedule under Article 85 of the 1995 Order(1) (schedules of payments to money purchase schemes) or the latest schedule of contributions under Article 206 of the 2005 Order that relates to the employer of the member. N.I.

Commencement Information

I5 Sch. 3 para. 12 in operation at 6.4.2014, see reg. 1(1)

13.  The latest statement of principles governing decisions about investments where required by Article 35(2) of the 1995 Order. N.I.

Commencement Information

I6 Sch. 3 para. 13 in operation at 6.4.2014, see reg. 1(1)

14.  A summary of the winding up procedure under Article 210A(3) of the 2005 Order (requirements for winding up procedure). N.I.

Commencement Information

I7 Sch. 3 para. 14 in operation at 6.4.2014, see reg. 1(1)

(1)

Article 85 was amended by the paragraph 58 of Schedule 10 to the Pensions (Northern Ireland) Order 2005

(2)

Article 35 was substituted by Article 221 of the Pensions (Northern Ireland) Order 2005

(3)

Article 210A was inserted by regulation 2 of S.R. 2006 No. 297