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

SCHEDULES

[F1 SCHEDULE 6A E+W+S Statements of Benefits: Collective Money Purchase Benefits

Textual Amendments

F1 Sch. 6A 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(16)

PART 3 E+W+S Information for deferred and pension credit members

19.   An illustration, having regard to the latest actuarial modelling under the scheme, of the amount of any survivor’s benefits, as if these were payable on the illustration date. E+W+S

20.   An illustration of the amount of pension, having regard to the latest actuarial modelling under the scheme, that may be payable to the member on their retirement date. E+W+S

21.   Either— E+W+S

(a) a summary of the method used for calculating any survivor’s benefits, or

(b) a statement that such a summary is—

(i) provided in a specified annex, or

(ii) available on a website, including the information listed in regulation 27(2).]