Matters
- Trustees or managers must consider actuary's maturity estimates and low-dependency investment objective Trustee
Northern Ireland Statutory Rule
2024
United Kingdom
The Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations (Northern Ireland) 2024
At a glance
What's here
2 compliance obligations
Who this Act binds
Business-side actors with duties under this Act, ranked by how often they appear.
- Trustee 2
Other Acts binding the same actors
For each actor bound by this Act, the other UK Acts that bind them most often. Useful for understanding the full compliance landscape facing each role.
Trustees also bound by 100 other Acts (top 5 shown)
- The Occupational Pension Schemes (Collective Money Purchase Schemes) Regulations 2022 2022 37 duties
- Charities Act 2011 2011 26 duties
- The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 2013 26 duties
- Insolvency (England and Wales) Rules 2016 2016 21 duties
- The Pensions (Northern Ireland) Order 2005 2005 20 duties
What this Act requires
Sections that create concrete duties on businesses or carry penalties. Procedural and definitional sections are folded into the “Browse other sections” expander at the bottom of each group. Click any section title to read the source text on legislation.gov.uk.
Schedules
Browse 19 other Schedules — structural / supplementary
Principles
Minimum requirement on and after the relevant date
Risk in relation to calculation of liabilities on journey plan
Liquidity
For the purposes of Article 200B(2)(d) (statement of strategy), the...
Liquidity
Employer covenant
How long it is reasonable to rely on this assessment....
General
Confirmation that the trustees or managers have consulted the employer...
Any comments that the employer in relation to the scheme...
Actuarial valuation and recovery plan
If a recovery plan has been prepared or revised in...
Maturity
Where, in accordance with regulation 3(5), the trustees or managers...
For a scheme which has not reached the relevant date,...
Investment risk
For a scheme which has not reached the relevant date—...
For a scheme which has reached the relevant date, how...
Review and revision of Part 2 of a scheme’s statement of strategy
- Review and update the statement of strategy after a funding review Trustee
Browse 18 other sections — procedural / definitional / commencement
Citation and commencement
Interpretation
Scheme maturity
Low dependency investment allocation
Low dependency funding basis
Strength of the employer covenant
Relevant date
Actuarial methods and assumptions for purposes of funding level
Consistency of assumptions
Matters and principles
Funding and investment strategy – level of detail
Determination, review and revision of funding and investment strategy
Supplementary matters
Requirements for chair of trustees
Part 2 of a scheme’s statement of strategy – level of detail
Form of statement of strategy
Statement of strategy to the Regulator
Amendments to the Occupational Pension Schemes (Scheme Funding) Regulations
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Browse legislation
Find other UK business legislation with related guidance.