UK Statutory Instrument SI 2000/1403 United Kingdom

The Stakeholder Pension Schemes Regulations 2000

Read it on legislation.gov.uk (opens in a new tab)
Status
In Force
Penalty ceiling
Regulated

Does it bind you?

Business-side roles with duties under this instrument.

Trustee7 Employer2 Any Person1

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
Charities Act 2011 27 duties
Employer — also bound by 682 other Acts
TULRCA 1992 72 duties
Any Person — also bound by 2340 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.006 Procedure for discharging rights on winding-up Regulated
  • Follow the winding-up procedure for member pension rightsTrustee
s.007 Procedure for discharging on winding-up rights of members with whom the trustees or manager have lost contact Regulated
  • Transfer uncontactable members' pension rights on winding-upTrustee
s.008 Requirement applying to all stakeholder pension schemes as regards investments Regulated
  • Ensure minimum return on deposits and compliant investment holdingsTrustee
s.009 Requirement for statement of investment principles for schemes not established under trust Regulated
  • Prepare and maintain a statement of investment principles for the pension schemeAny Person
s.012 Requirement for declaration by trustees or manager Regulated
  • Make annual declaration and obtain accountant's report for your stakeholder pension schemeTrustee
s.014 Valuations for the purposes of regulation 14 Regulated
  • Set and document valuation frequency for member rights; value funds dailyTrustee
s.015 Requirement for trustees or manager to satisfy certain conditions in relation to with-profit funds Regulated
  • Obtain a written contract from the insurer before investing in a with-profits fundTrustee
s.024 Payroll deduction of contributions Regulated
  • Process employee pension contribution requests promptlyEmployer
s.025 Disclosure of information to relevant employees Regulated
  • Give employees a written notice about pension deduction rules within 2 weeksEmployer
39 other provisions — procedural and definitional
s.001 Citation, commencement and interpretation
s.002 Manner of establishment
s.003 Requirements applying to all stakeholder pension schemes as regards instruments establishing such schemes
s.004 Additional requirements as regards instruments establishing a stakeholder pension scheme established under a trust
s.005 Additional requirements as regards instruments establishing a stakeholder pension scheme not established under a trust
s.010 Requirement for manager of schemes not established under a trust to have regard to certain matters, and to take advice, relating to investment
s.010 Requirement as regards the investment strategy for members nearing retirement
s.010 Exclusion of regulation 10A in relation to a scheme
s.010 Transitional provisions relating to regulation 10A
s.010 Notification requirements connected with regulations 10A and 10B
s.010 Changes notified by members
s.011 Requirement for manager of schemes not established under trust to appoint a reporting accountant
s.013 Expenses, commission etc.—principles
s.014 Charges etc.—permitted reductions in members’ rights
s.014 Charges etc.—permitted reductions in funds
s.014 Rounding of fractional amounts
s.014 Disapplication of regulations 13 to 14C in certain circumstances
s.016 Requirements as regards the provision of other services
s.017 Restrictions on contributions
s.018 Disclosure of information to members
s.018 (1) Subject to paragraph (1A) where a person is a...
s.018 (1) The amount referred to in regulation 18A(2) must be...
s.018 Service of information by a scheme
s.018 Service of information to a scheme
s.018 Provision of information on a website
s.018 Provision of information on a website: supplemental
s.019 Requirement for trustees of a stakeholder pension scheme established under a trust
s.019 Requirement that a stakeholder pension is not a collective money purchase scheme
s.020 Persons who may apply for registration of stakeholder pension schemes not established under trust
s.021 Access to the register
s.022 Exemptions from employer access and consultation requirements
s.023 Definition of relevant employees
s.026 Amendment of the Personal Pension Schemes (Disclosure of Information) Regulations 1987
s.027 Amendment of the Occupational Pension Schemes (Preservation of Benefit) Regulations 1991
s.028 Amendment of the Occupational Pension Schemes (Disclosure of Information) Regulations 1996
s.029 Amendment of the Protected Rights (Transfer Payment) Regulations 1996
s.030 Amendment of the Occupational Pension Schemes (Member-nominated Trustees and Directors) Regulations 1996
s.031 Amendment of the Occupational Pension Schemes (Investment) Regulations 1996
s.032 Application of other Regulations to stakeholder pension schemes
Schedules

Schedules

1 of 8 shown
s.sch003 The additional information which is to accompany the information provided... Regulated
  • Provide required disclaimers with pension benefit illustrationsTrustee
7 other schedules
s.sch003 The information which is to be provided under regulation 18A(1)...
s.sch003 The information which is listed in this paragraph, as mentioned...
s.sch003 The information listed in this paragraph, as mentioned in regulation...
s.sch003 The information mentioned in paragraphs 1, 2 and 3 does...
s.sch003 The further information which is to be provided, as mentioned...
s.sch003 The information listed in this paragraph, as mentioned in regulation...
s.sch003 In this Schedule “annual percentage rate” means the daily percentage...

Duty extraction and severity labels are Guvnor’s analysis of the instrument, not the instrument itself. Always verify against the linked source text.