UK Statutory Instrument SI 2013 United Kingdom

The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013

Read it on legislation.gov.uk (opens in a new tab)
Enforced by
TPR
Status
Amended (in force with amendments)
Penalty ceiling
Regulated

Does it bind you?

Business-side roles with duties under this instrument.

Trustee79 Any Person14 Director or Officer7 Employer6 Trader2 Responsible 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
Any Person — also bound by 2340 other Acts
Director or Officer — also bound by 429 other Acts
Companies Act 2006 126 duties
Employer — also bound by 682 other Acts
TULRCA 1992 72 duties
Trader — also bound by 825 other Acts
Companies Act 2006 243 duties
Companies Act 1985 85 duties
Responsible Person — also bound by 108 other Acts
MH(CT)(S)A 2003 30 duties

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.

Part 1

General

3 of 5 sections shown
s.003 Recognised trade union Regulated
  • Refer trade union recognition questions to an employment tribunalTrader
s.004 Application of these Regulations Regulated
  • Provide required information to pension scheme members and othersTrustee
s.005 Civil penalties relating to occupational pension schemes Regulated
  • Comply with occupational pension scheme disclosure requirementsAny Person
2 other sections in this Part — procedural and definitional
s.001 Citation, commencement, expiry, revocations and amendments
s.002 Interpretation
Part 2

Information for new and prospective members

2 of 2 sections shown
s.006 Basic scheme information Regulated
  • Provide basic scheme information to members and prospective membersTrustee
s.007 Basic scheme information to be given by certain schemes Regulated
  • Provide basic scheme information to members and trade unionsAny Person
Part 3

Changes to information

3 of 4 sections shown
s.008 Scheme closure: collective money purchase schemes Regulated
  • Inform members when a collective money purchase scheme closesTrustee
s.009 Modification by the Regulator Regulated
  • Inform active pension scheme members of Regulator modifications within one monthEmployer
s.010 Former stakeholder pension schemes Regulated
  • Notify members when a stakeholder pension scheme is removed from the registerTrustee
1 other section in this Part — procedural and definitional
s.008 Material alterations to basic scheme information
Part 4

Information to be given on request

3 of 5 sections shown
s.011 Constitution of the scheme Regulated
  • Provide scheme constitution information when requestedTrustee
s.012 Additional information available on request: pooled funds Regulated
  • Provide pooled fund information to members on requestEmployer
s.013 Other information to be given on request Regulated
  • Provide additional pension scheme information on request within 2 monthsTrustee
2 other sections in this Part — procedural and definitional
s.012 Annual report
s.014 Transfer credits
Part 5

Funding statements, benefit statements and illustrations

5 of 5 sections shown
s.015 Summary funding statements Regulated
  • Provide summary funding statements to pension scheme membersTrustee
s.016 Statements of benefits: non money purchase benefits Regulated
  • Provide benefit statements to pension scheme members on requestEmployer
s.016 Statements of benefits: cash balance benefits Regulated
  • Provide cash balance benefit statements on member requestTrustee
s.017 Statements of benefits: money purchase benefits Regulated
  • Provide annual money purchase benefit statements to scheme membersTrustee
s.017 Statements of benefits: collective money purchase schemes Regulated
  • Provide annual benefit statements to collective money purchase scheme membersTrustee
Part 6

Lifestyling and accessing benefits

8 of 10 sections shown
s.018 Lifestyling Regulated
  • Provide lifestyling information to pension scheme membersEmployer
s.018 Information to be given on request and on a member providing certain information Regulated
  • Provide flexible benefits information to pension scheme members on requestTrustee
s.018 Information to be given on communicating with a member about what the member may do with flexible benefits Regulated
  • Give members information about their flexible benefit optionsTrustee
s.018 Requirement to refer members and survivors to guidance etc. Regulated
  • Refer pension scheme members to pensions guidance before processing flexible benefit applicationsTrustee
s.018 Record-keeping requirements of trustees and managers Regulated
  • Keep records of pension guidance, opt-outs and confirmationsTrustee
s.019 First information on accessing benefits Regulated
  • Give members first information on accessing pension benefitsTrustee
s.020 Second information on accessing benefits Regulated
  • Provide second set of information on accessing pension benefitsTrustee
s.021 Accessing benefits on the death of the member or beneficiary Regulated
  • Inform eligible individuals of death benefits within two monthsTrustee
2 other sections in this Part — procedural and definitional
s.018 Consequential modifications of sections 99 and 101J of the 1993 Act
s.019 Retirement risk warnings
Part 7

Information about benefits in payment

2 of 3 sections shown
s.022 Benefit adjustment information: collective money purchase schemes Regulated
  • Provide benefit adjustment information to members of collective money purchase schemesAny Person
s.022 Incorrect benefit adjustments in collective money purchase schemes Regulated
  • Notify members when benefit adjustments are incorrectly applied in collective money purchase schemesAny Person
1 other section in this Part — procedural and definitional
s.022 Changes to benefits
Part 8

Information about winding up

2 of 3 sections shown
s.023 Personal pension schemes that have begun winding up Regulated
  • Notify members when a personal pension scheme begins winding upTrustee
s.025 Occupational pension schemes after winding up for individual members Regulated
  • Give members information after pension scheme winding upTrustee
1 other section in this Part — procedural and definitional
s.024 Occupational pension schemes during winding up
Part 9

Giving information and documents

5 of 7 sections shown
s.026 Giving information and documents Regulated
  • Give pension scheme information using permitted delivery methodsTrustee
s.027 Provision of information on a website Regulated
  • Notify members when pension scheme information is published on a websiteAny Person
s.029 Giving information and documents in certain cases Regulated
  • Provide requested pension scheme information in the requested formatTrustee
s.029 Publishing charges and transaction costs and other relevant information Regulated
  • Publish pension scheme charges and investment information on a websiteTrustee
s.030 Responsibility for giving information and documents Regulated
  • Ensure pension scheme information and documents are provided to membersTrustee
2 other sections in this Part — procedural and definitional
s.028 Provision of information on a website: supplemental
s.029 Additional publication requirements for collective money purchase schemes
Schedules

Schedules

76 of 249 shown
s.sch002 Where the member has money purchase benefits, a statement that... Regulated
  • Include money purchase benefit risk factors in member informationTrustee
s.sch002 Where the member has rights to cash balance benefits, a... Regulated
  • Provide statement to cash balance pension members about value factorsTrustee
s.sch002 In respect of a collective money purchase scheme, a statement... Regulated
  • Include risk disclosure statement for collective money purchase schemesDirector or Officer
s.sch002 A statement that explains whether transfers can be made into... Regulated
  • Provide statement on transferability of pension scheme benefitsTrustee
s.sch002 A summary of what can be done with a member's... Regulated
  • Give leavers a summary of their pension optionsTrustee
s.sch002 Where the member has flexible benefits, a statement explaining the... Regulated
  • Explain when flexible benefit members can transfer rights out of the schemeTrustee
s.sch002 A statement that— (a) the Money and Pensions Service is... Regulated
  • Provide members with a statement on pensions help, complaints and regulator powersTrustee
s.sch002 Where the member has rights to cash balance benefits, a... Regulated
  • Tell cash balance pension members how the value is worked outTrustee
s.sch002 A summary of the reasons for the decision in paragraph... Regulated
  • Provide members with summary of reasons for pension decisionsTrustee
s.sch002 An estimate of when information will be provided in accordance... Regulated
  • Provide estimate of when scheme closure information will be givenTrustee
s.sch002 A statement confirming that the scheme will be closed, which... Regulated
  • Provide statement confirming scheme closure and its scopeTrustee
s.sch002 The date the scheme will begin to operate as a... Regulated
  • Tell pension scheme members the date it becomes a closed schemeTrustee
s.sch002 A statement explaining any impact that the closure will have... Regulated
  • Explain to members how scheme closure affects their benefitsDirector or Officer
s.sch002 A statement relating to the matters mentioned in paragraph 3—... Regulated
  • Tell members about any charges and that more info is availableEmployer
s.sch002 Where the member has flexible benefits, a statement explaining the... Regulated
  • Provide statement on flexible benefits transfer rightsAny Person
s.sch002 A statement that explains whether transfers can be made into... Regulated
  • State in scheme information whether transfers into the scheme are allowedEmployer
s.sch002 Where the scheme is the National Employment Savings Trust Corporation... Regulated
  • Include maximum annual contribution statement in NEST scheme disclosuresTrader
s.sch003 A summary of the winding up procedure under section 231A... Regulated
  • Provide summary of winding up procedure to pension scheme membersTrustee
s.sch003 Except in the case of a money purchase scheme other... Regulated
  • Disclose pension increases and decreases to membersTrustee
s.sch003 Except in the case of a money purchase scheme that... Regulated
  • Disclose cash equivalent and transfer value details in annual reportTrustee
s.sch003 If such situation as is mentioned in paragraph 25 in... Regulated
  • Report on unresolved auditor-flagged issues from previous scheme yearsTrustee
s.sch003 Except where the scheme is a trust scheme that applies... Regulated
  • Disclose employer-related investments in the scheme’s annual statementTrustee
s.sch003 (1) Where the scheme is a trust scheme that applies... Regulated
  • Report top 100 scheme investments and employer-related holdingsTrustee
s.sch003 Where the trustees are required to publish a report on... Regulated
  • Disclose website address of your climate change reportTrustee
s.sch004 Where the trustees are required to publish a report on... Regulated
  • You must publish required website information and hard-copy statement with climate change reportsTrustee
s.sch004 A statement explaining whether any payment to the employer under... Regulated
  • Include explanation of employer surplus payments in summary funding statementTrustee
s.sch005 Where the trustees are required to publish a report on... Regulated
  • Publish required climate change report information on your websiteTrustee
s.sch006 A statement that general assumptions have been made. Regulated
  • Include statement that general assumptions have been madeTrustee
s.sch006 A statement that any amounts in the information given under... Regulated
  • State that amounts are in today's prices in pension informationAny Person
s.sch006 A statement that the amount of any pension payable under... Regulated
  • Include warning that pension amount may differ from assumptionsDirector or Officer
s.sch006 Where the scheme is a relevant scheme within the meaning... Regulated
  • Provide details on how members can request pooled fund informationAny Person
s.sch006 In relation to the information that must be published on... Regulated
  • Publish required charges and hard-copy availability statement on your pension websiteTrustee
s.sch006 Where the trustees are required to publish a report on... Regulated
  • Publish climate change report details and hard-copy statement on your websiteTrustee
s.sch006 For cash balance benefits, an illustration of the amount of... Regulated
  • Show cash balance pension projections to membersTrustee
s.sch006 A statement that the information given under this Part is... Regulated
  • Include disclaimer with pension benefit illustrationsDirector or Officer
s.sch006a A statement that the amounts in any illustrations of amount... Regulated
  • State pension illustrations are in today's pricesAny Person
s.sch006a Either— (a) an explanation of the meaning and basis of... Regulated
  • Explain 'today's prices' or tell members where to find the explanationTrustee
s.sch006a In relation to the information that must be published on... Regulated
  • Publish pension scheme charges and hard-copy statement onlineTrustee
s.sch006a Where the trustees are required to publish a report on... Regulated
  • Publish climate report information and hard-copy statement on websiteTrustee
s.sch006a Either— (a) a summary of the methods and assumptions used... Regulated
  • Provide members with summary of benefit illustration methods or signpost where to find itTrustee
s.sch006a A statement that it is assumed the active member will... Regulated
  • Tell pensioners the pension projection assumes contributions continue until retirementTrustee
s.sch006a Either— (a) a summary of the method used for calculating... Regulated
  • Tell members how death-in-service benefits are calculatedTrustee
s.sch006a Details of any deduction from the member’s benefits. Regulated
  • Provide details of any deductions from member's benefitsTrustee
s.sch006a Where applicable, a statement that, if the member exercises rights... Regulated
  • Include early-access warning in pension benefit informationDirector or Officer
s.sch007 The provisions (or, as the case may be, a statement... Regulated
  • Disclose survivor pension increase/decrease provisions to scheme membersTrustee
s.sch007 A statement that the member has an opportunity to transfer... Regulated
  • Include transfer opportunity statement in member disclosuresTrustee
s.sch007 A statement that different pension providers offer different options in... Regulated
  • Include statement about different pension provider options in member communicationsAny Person
s.sch007 A statement that different options have different features, different rates... Regulated
  • Tell pension members that different options have different features, rates, charges and tax implicationsTrustee
s.sch007 Either— (a) a copy of guidance that explains the characteristic... Regulated
  • Provide TPR-approved guidance on pension options or equivalent statementTrustee
s.sch007 Where benefit is not yet payable to the person— Regulated
  • Provide pension members with annual benefit statement and adjustmentsTrustee
s.sch007 Where benefit is payable to the person— Regulated
  • Explain pension payments and any changes to members receiving benefitsTrustee
s.sch007 A statement that the person has an opportunity to select... Regulated
  • Tell members they can choose their own annuity providerTrustee
s.sch007 Where the benefit adjustment that was actually applied was not... Regulated
  • Disclose proposed remedial actions for incorrect benefit adjustmentTrustee
s.sch007 A statement indicating whether the failure to apply the benefit... Regulated
  • Tell members whether a benefit adjustment failure threatens scheme pensionsTrustee
s.sch007 Where there is a likely negative impact on the scheme’s... Regulated
  • Disclose proposed actions to address negative impact on pension benefitsTrustee
s.sch007 An explanation of what the trustees will do to ensure... Regulated
  • Explain how you will apply future benefit adjustments correctlyTrustee
s.sch007 A statement that different annuities have different features and different... Regulated
  • Explain annuity features and payment options before members buy an annuityTrustee
s.sch007 Either— (a) an explanation of the characteristic features of the... Regulated
  • Provide annuity explanation or Regulator-approved guidance to scheme membersTrustee
s.sch007 A statement that the person should consider taking advice about... Regulated
  • Tell pension members to consider taking advice on the most suitable annuityTrustee
s.sch007 In relation to a collective money purchase scheme, a statement... Regulated
  • Tell members that collective money purchase benefits are not guaranteedTrustee
s.sch007 If benefit is payable periodically— (a) any conditions for continuing... Regulated
  • Disclose conditions for periodic benefit payments and alteration provisionsResponsible Person
s.sch008 Where a report has been made to the Regulator under... Regulated
  • Provide a copy of the winding-up report to membersDirector or Officer
s.sch008 Where section 22 of the 1995 Act (circumstances in which... Regulated
  • Include independent trustee statement in scheme disclosureTrustee
s.sch008 Except in the case of a collective money purchase scheme,... Regulated
  • Tell members if pension rights may be reducedAny Person
s.sch009 The Pensions on Divorce etc. (Provision of Information) Regulations 2000 Regulated
  • Provide pension divorce information in the correct formatAny Person
s.sch010 In relation to the member’s accrued rights to flexible benefits... Regulated
  • Disclose guarantee and condition details for flexible benefit transfersAny Person
s.sch010 Where the member has a right or entitlement to benefits... Regulated
  • Inform members of non-flexible benefit entitlements and how to access themAny Person
s.sch010 A statement that— (a) there may be tax implications associated... Regulated
  • Disclose tax implications of flexible benefits to membersTrustee
s.sch010 Where the member has accrued rights to flexible benefits that... Regulated
  • Warn members early flexible benefits access will reduce valueDirector or Officer
s.sch010 A statement that the pensions guidance is free and impartial.... Regulated
  • Tell members pensions guidance is free and impartialTrustee
s.sch010 A statement that the person should access the pensions guidance... Regulated
  • You must tell pension members to access pensions guidance and consider independent adviceTrustee
s.sch011 A description of the model used to calculate benefit illustrations... Regulated
  • Include benefit calculation model description in annual statementsTrustee
s.sch011 In the case of the first valuation statement for the... Regulated
  • Explain changes to valuation methods in first statementTrustee
s.sch011 In the case of all subsequent statements, an explanation of... Regulated
  • Explain changes to actuarial methods in benefit statementsTrustee
s.sch011 An explanation of how the trustees of the scheme will... Regulated
  • Explain how you will monitor risks to the pension schemeTrustee
s.sch011 A summary of the results of the latest actuarial valuation... Regulated
  • Include actuarial valuation summary in scheme disclosuresTrustee
173 other schedules
s.sch001 (1) An occupational pension scheme falls within this paragraph if...
s.sch001 A personal pension scheme falls within this paragraph if it...
s.sch002 The conditions persons must meet to become members of the...
s.sch002 A statement that— (a) the Money and Pensions Service is...
s.sch002 The postal and electronic address at which each of the...
s.sch002 Except where the scheme has no relevant employment which is...
s.sch002 If a member of the scheme has to give a...
s.sch002 Whether, and if so on what conditions (if any), a...
s.sch002 The following information about benefits payable under the scheme (referred...
s.sch002 Except where the scheme is a public service pension scheme,...
s.sch002 (1) The scheme's internal dispute resolution arrangements.
s.sch002 In respect of a collective money purchase scheme, a summary...
s.sch002 The following information about benefits payable under the scheme (referred...
s.sch002 How persons who are eligible to be members of the...
s.sch002 A statement relating to the matters mentioned in paragraph 21—...
s.sch002 Subject to paragraph 22C where the member has safeguarded benefits...
s.sch002 Paragraph 22B does not apply to a member of an...
s.sch002 (1) The scheme's internal dispute resolution arrangements.
s.sch002 The postal address and electronic address at which each of...
s.sch002 A statement setting out— (a) which benefits—
s.sch002 A statement that most of the provisions of the 1995...
s.sch002 Where the member has money purchase benefits, a statement that...
s.sch002 A statement explaining lifestyling, its advantages and disadvantages, and either—...
s.sch002 A summary of what can be done with a member's...
s.sch002 A statement that a decision has been made to pursue...
s.sch002 A statement that the scheme will continue to operate in...
s.sch002 The arrangements for— (a) the future operation of the scheme,...
s.sch002 Subject to paragraph 4C where the member has safeguarded benefits...
s.sch002 Paragraph 4B does not apply to a member of an...
s.sch002 Whether the scheme is a tax registered scheme or, if...
s.sch002 The arrangements, if any, for the payment by members of...
s.sch002 A summary of how the contributions, if any, payable by...
s.sch003 The contents of any trust deed or document under which...
s.sch003 Where Part 3 of the 2004 Act applies to the...
s.sch003 In respect of a collective money purchase scheme, the latest...
s.sch003 Any recovery plan prepared under section 226 of the 2004...
s.sch003 The latest payment schedule under section 87 of the 1995...
s.sch003 The latest statement of principles governing decisions about investments where...
s.sch003 Whether the member or prospective member is entitled to acquire...
s.sch003 A statement of any transfer credits referred to in paragraph...
s.sch003 The names of the persons who are trustees of the...
s.sch003 The provisions of the scheme in relation to the appointment...
s.sch003 The names of the professional advisers and of such banks,...
s.sch003 The scheme rules (except where regulation 29B applies).
s.sch003 The postal and electronic address to which enquiries about the...
s.sch003 The number of beneficiaries and active, deferred and pensioner members...
s.sch003 A statement as to whether the accounts have been prepared...
s.sch003 If the auditor's statement made in accordance with regulations made...
s.sch003 Who has managed the investments of the scheme during the...
s.sch003 Whether the trustees have produced a statement of the principles...
s.sch003 Except in relation to a wholly insured scheme, a statement...
s.sch003 The contents of any document that supplements or alters in...
s.sch003 (1) Where the scheme is one to which section 35...
s.sch003 A copy of any statement made on the resignation or...
s.sch003 Where the scheme is a relevant scheme within the meaning...
s.sch003 (1) A statement identifying in relation to the provision of...
s.sch003 The name and postal and electronic address of every person...
s.sch003 A copy of the appropriate audited accounts or auditor's statements...
s.sch003 If Part 3 of the 2004 Act applies, a copy...
s.sch003 Any of the information listed in Part 5 of this...
s.sch003 The latest statement of funding principles where required under section...
s.sch003 Where Part 3 of the 2004 Act applies to the...
s.sch004 A summary that— (a) explains the extent to which the...
s.sch004 In the case of the first summary funding statement issued...
s.sch004 In the case of any subsequent summary funding statement, an...
s.sch004 The actuary's estimate of solvency contained in the last actuarial...
s.sch004 A summary of any recovery plan prepared under section 226...
s.sch004 A statement explaining— (a) whether the scheme has been modified...
s.sch004 Where there has been a modification, directions or a schedule...
s.sch004 Where a payment referred to in paragraph 8 has been...
s.sch005 The amount of any benefits (and how they are calculated)...
s.sch005 The amount of the member's benefits and survivors' benefits payable...
s.sch005 A summary of the method for calculating the member's benefits...
s.sch005 Details of how any deduction from benefits is calculated.
s.sch005 One of the following amounts, chosen by the trustees or...
s.sch005 The amount of the member's pensionable remuneration on a date...
s.sch005 The date on which the member's pensionable service started.
s.sch005 A summary of the method for calculating the member's benefits...
s.sch005 Details of how any deduction from benefits is calculated.
s.sch005 The date the member's pensionable service ended.
s.sch005 The amount of the member's benefits and survivors' benefits payable...
s.sch005 The amount of the member's pensionable remuneration on the date...
s.sch006 The amount of contributions (before any deductions are made) credited...
s.sch006 A statement of how the person to whom the information...
s.sch006 The member's retirement date used for the purposes of the...
s.sch006 The illustration date used for the purposes of the information...
s.sch006 A statement that— (a) assumptions have been made about the...
s.sch006 A statement that the amount of any pension payable under...
s.sch006 A statement of any— (a) assumptions made relating to future...
s.sch006 Where an occupational pension scheme was a contracted-out scheme at...
s.sch006 (1) Where a personal pension scheme was an appropriate scheme...
s.sch006 The value of the member's accrued rights under the scheme...
s.sch006 Any cash equivalent in respect of the transfer of the...
s.sch006 (1) For money purchase benefits, an illustration of the amount...
s.sch006 (1) The amount referred to in paragraph 6 must be...
s.sch006 (1) The assumptions are— (a) where the calculation relates to...
s.sch006a The date on which the member’s pensionable service started.
s.sch006a A statement that illustrations of the amount of pension that...
s.sch006a A statement that— (a) any future increases or decreases in...
s.sch006a Where any illustrations of amount of pension are expressed as...
s.sch006a Where the member has reached normal minimum pension age on...
s.sch006a An illustration, having regard to the latest actuarial modelling under...
s.sch006a The member’s retirement date and age used for the purposes...
s.sch006a An illustration of the amount of pension, having regard to...
s.sch006a Either— (a) a summary of the method used for calculating...
s.sch006a The difference between the amount that represents the member’s share...
s.sch006a The amount, at the illustration date, of any benefits payable...
s.sch006a An illustration of the amount of pension, which may be...
s.sch006a An illustration of the amount of pension, which may be...
s.sch006a A statement as to any assumed salary increases taken into...
s.sch006a The date on which the member became a deferred member....
s.sch006a The illustration date.
s.sch006a A statement that no further contributions are expected to be...
s.sch006a An explanation of how the member may obtain further details...
s.sch006a The amount that represents the member’s share of the available...
s.sch006a The amount that represented the member’s share of the available...
s.sch006a A statement that there may be increases and decreases in...
s.sch007 A statement that the person has an opportunity to select...
s.sch007 Any rights or options a person may be entitled to...
s.sch007 A statement that there is no promise or guarantee as...
s.sch007 A summary of the method and assumptions used to calculate...
s.sch007 The postal and electronic address to which enquiries relating to...
s.sch007 The level of the benefit adjustment that should have been...
s.sch007 The level of the benefit adjustment that was actually applied....
s.sch007 A timetable for implementing any remedial actions.
s.sch007 The amount of benefit that is payable.
s.sch007 Any rights and options that persons have on the death...
s.sch007 Any procedures for exercising the rights and options referred to...
s.sch008 A statement that the scheme is being wound up.
s.sch008 Who has or will become liable for the payment of...
s.sch008 (1) The amount of— (a) contributions (before the making of...
s.sch008 At a date specified by the managers of the scheme...
s.sch008 The options available to a member for preserving, transferring or...
s.sch008 An account of the amount by which the member's accrued...
s.sch008 An estimate of the amount of the member's and beneficiary's...
s.sch008 The reasons why the scheme is being wound up.
s.sch008 In the case of active members, whether death in service...
s.sch008 A summary of the action that is being taken, and...
s.sch008 An estimate of when— (a) the scheme's liabilities are likely...
s.sch008 Whether the member or beneficiary's benefits are reduced because the...
s.sch008 The amount of any reduction of the member's, or beneficiary's,...
s.sch009 The Occupational Pension Schemes (Preservation of Benefit) Regulations 1991
s.sch009 The Personal Pension Schemes (Payments by Employers) Regulations 2000
s.sch009 The Occupational Pension Schemes (Winding Up Notices and Reports etc.) Regulations 2002
s.sch009 The Occupational Pension Schemes (Independent Trustee) Regulations 2005
s.sch009 The Occupational Pension Schemes (Winding up etc.) Regulations 2005
s.sch009 The Occupational Pension Schemes (Scheme Funding) Regulations 2005
s.sch009 The Occupational and Personal Pension Schemes (Consultation by Employers and Miscellaneous Amendment) Regulations 2006
s.sch009 The Occupational Pension Schemes (Payments to Employer) Regulations 2006
s.sch009 The Application of Pension Legislation to the National Employment Savings Trust Corporation Regulations 2011
s.sch009 The Pensions Act 2007 (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Amendments) Regulations 2011
s.sch009 The Occupational Pension Schemes (Contracting-out) Regulations 1996
s.sch009 The Occupational Pension Schemes (Transfer Values) Regulations 1996
s.sch009 The Occupational Pension Schemes (Requirement to obtain Audited Accounts and a Statement from the Auditor) Regulations 1996
s.sch009 The Occupational Pension Schemes (Winding Up) Regulations 1996
s.sch009 The Occupational Pension Schemes (Discharge of Liability) Regulations 1997
s.sch009 The Pension Sharing (Pension Credit Benefit) Regulations 2000
s.sch009 The Stakeholder Pension Schemes Regulations 2000
s.sch010 A statement that pensions guidance is available to help the...
s.sch010 A statement that the pensions guidance may be accessed on...
s.sch010 The phone number and website address at which the pensions...
s.sch010 An estimate of the cash equivalent of any of the...
s.sch010 An estimate of the value of any accrued rights to...
s.sch010 The date by reference to which the estimate of the...
s.sch010 An explanation that the cash equivalent or value (as appropriate)...
s.sch011 A summary of— (a) the rate or amount specified in...
s.sch011 The name and postal or email address of a person...
s.sch011 A statement that— (a) there is no promise or guarantee...
s.sch011 A summary of the rules governing how the rate or...
s.sch011 A summary of the procedure that would be followed in...
s.sch011 The name of the scheme to which the statement relates....
s.sch011 An explanation of the methods and assumptions used in the...
s.sch011 The effective date of the latest actuarial valuation to which...

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