- Status
- In Force
- Penalty ceiling
- Regulated
Does it bind you?
Business-side roles with duties under this instrument.
Trustee2
Other Acts binding the same actors
If a role above is yours, these are the other instruments that most often bind it.
Trustee — also bound by 104 other Acts
What it requires
Regulations creating concrete business duties or carrying penalties, grouped as the instrument is structured. Titles link to the source text — blue means you’re leaving for legislation.gov.uk.
s.014
Review and revision of Part 2 of a scheme’s statement of strategy
Regulated
- Review and update the statement of strategy after a funding reviewTrustee
18 other provisions — procedural and definitional
s.001
Citation and commencement
s.002
Interpretation
s.003
Scheme maturity
s.004
Low dependency investment allocation
s.005
Low dependency funding basis
s.006
Strength of the employer covenant
s.007
Relevant date
s.008
Actuarial methods and assumptions for purposes of funding level
s.009
Consistency of assumptions
s.010
Matters and principles
s.011
Funding and investment strategy – level of detail
s.012
Determination, review and revision of funding and investment strategy
s.013
Supplementary matters
s.015
Requirements for chair of trustees
s.016
Part 2 of a scheme’s statement of strategy – level of detail
s.017
Form of statement of strategy
s.018
Statement of strategy to the Regulator
s.019
Amendments to the Occupational Pension Schemes (Scheme Funding) Regulations
Schedules
Schedules
1 of 20 shown
s.sch001
Matters
Regulated
- Trustees or managers must consider actuary's maturity estimates and low-dependency investment objectiveTrustee
19 other schedules
s.sch001
Principles
s.sch001
Minimum requirement on and after the relevant date
s.sch001
Risk in relation to calculation of liabilities on journey plan
s.sch001
Liquidity
s.sch002
For the purposes of Article 200B(2)(d) (statement of strategy), the...
s.sch002
Liquidity
s.sch002
Employer covenant
s.sch002
How long it is reasonable to rely on this assessment....
s.sch002
General
s.sch002
Confirmation that the trustees or managers have consulted the employer...
s.sch002
Any comments that the employer in relation to the scheme...
s.sch002
Actuarial valuation and recovery plan
s.sch002
If a recovery plan has been prepared or revised in...
s.sch002
Maturity
s.sch002
Where, in accordance with regulation 3(5), the trustees or managers...
s.sch002
For a scheme which has not reached the relevant date,...
s.sch002
Investment risk
s.sch002
For a scheme which has not reached the relevant date—...
s.sch002
For a scheme which has reached the relevant date, how...
Duty extraction and severity labels are Guvnor’s analysis of the instrument, not the instrument itself. Always verify against the linked source text.