The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 No. 2734

SCHEDULES

SCHEDULE 2 E+W+S Basic information

PART 1 E+W+S Information to be given by occupational pension schemes that fall within paragraph 1 of Schedule 1

16.  Where the member has money purchase benefits, a statement that the value of the pension will depend on several factors including [F1 where appropriate] the amount of the contributions paid[F2 , any cost of exercising any right to transfer the benefits, any charges payable, the age at which the member accesses the benefits”], the performance of [F3 investments and any] cost of converting the benefit into an annuity. E+W+S

Textual Amendments

F1 Words in Sch. 2 para. 16 inserted (1.8.2022) by The Occupational Pension Schemes (Collective Money Purchase Schemes) (Modifications and Consequential and Miscellaneous Amendments) Regulations 2022 (S.I. 2022/337), regs. 1(3), 13(14)(b)

F2 Words in Sch. 2 para. 16 inserted (6.4.2015) by The Occupational and Personal Pension Schemes (Disclosure of Information) (Amendment) Regulations 2015 (S.I. 2015/482), regs. 1, 11(5)(a)

F3 Words in Sch. 2 para. 16 substituted (6.4.2015) by The Occupational and Personal Pension Schemes (Disclosure of Information) (Amendment) Regulations 2015 (S.I. 2015/482), regs. 1, 11(5)(b)