http://www.legislation.gov.uk/nisr/1997/98/contents/made

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Occupational pensions

Pensions

Trade unions

Benefits

Insurance

Government Printer for Northern Ireland

2017-09-11

PENSIONS

These Regulations replace the Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1986 (“the 1986 Regulations”) which are now revoked. The Regulations supplement changes introduced by the Pensions (Northern Ireland) Order 1995 (“the Order”). They also consolidate and amend those provisions of the 1986 Regulations which are carried forward in these Regulations.

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Occupational Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2012

reg. 2(2)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 4(2)

(2A)

The Occupational Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2012

reg. 2(3)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para. 2

The Occupational Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2012

reg. 2(4)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Pensions (Financial Reporting Council) (Amendment) Regulations (Northern Ireland) 2012

reg. 2

Sch.

para. 6(a)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Pensions (Financial Reporting Council) (Amendment) Regulations (Northern Ireland) 2012

reg. 2

Sch.

para. 6(b)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(7)

(7ZA)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(2)(a)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(7A)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(2)(b)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para. 10

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(3)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 5(1)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(a)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(3)(b)(i)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(b)(i)

(aa)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(3)(b)(ii)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(b)(i)

(bb)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(3)(b)(iii)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(b)(i)

(cc)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(7)(d)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(b)(ii)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8(1)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(c)(i)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8(1)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(c)(ii)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8(2)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(c)(iii)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8A

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 8(4)(d)

reg. 1(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(7)

(7ZA)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 16(2)

reg. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8(1)

(2)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 16(3)

reg. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 5(1)

The Pensions (2008 Act) (Abolition of Contracting-out for Defined Contribution Pension Schemes) (Consequential Provisions) Regulations (Northern Ireland) 2012

reg. 19

reg. 1(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(2)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5ZA)(b)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(3)(a)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5ZA)(f)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(3)(a)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5A)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(3)(b)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para 12A

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(4)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para 14

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(4)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6(1)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(5)(a)(i)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6(2)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(5)(a)(ii)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6A

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(5)(b)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8(3)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(5)(c)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 9

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(5)(d)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 10

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 18(5)(e)

art. 1(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 8(3)

The Pensions (2008 No. 2 Act) (Abolition of Protected Rights) (Consequential Provisions) Order (Northern Ireland) 2012

art. 29

art. 1(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(2)(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(4)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(2)(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(6)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(2)(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 3(2)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(3)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 6(4)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(3)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 7(3)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(3)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 4(2)(a)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(4)(a)(i)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 4(2)(b)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(4)(a)(ii)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 4(5)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(4)(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 4(5A)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(4)(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5)

(5ZZA)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(5)(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5ZA)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(5)(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5ZC)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(5)(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(5ZD)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(5)(d)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 8(2)(b)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(6)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 10-10B

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(7)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 5(2)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(8)(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(6)(a)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(8)(b)(i)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(6)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(8)(b)(ii)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(6)(e)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(8)(b)(iii)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(7)

The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations (Northern Ireland) 2010

reg. 3(8)(b)(iv)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(2)(a)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(2)(b)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(1)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(3)(a)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(12ZA)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(3)(b)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(12AB)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(3)(c)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(12A)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(3)(d)(ii)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 6(1)(c)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(4)(a)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 6(1)(c)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(4)(b)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 7 heading

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(5)(a)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 7(1)(a)-(ca)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(5)(b)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 17-22

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 7(6)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(12A)

The Occupational Pension Schemes (Scheme Funding) Regulations (Northern Ireland) 2005

Sch. 3

para. 6(3)(d)(i)

reg. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 3(3)(b)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(2)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 4(3)(b)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(3)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 6(6)(b)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(4)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 7(4)(b)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(5)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(4)(b)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(6)(a)(i)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(4)(b)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(6)(a)(ii)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6ZA(5)(a)

The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order (Northern Ireland) 2005

Sch. 2

para. 6(6)(b)

art. 1

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 11

The Personal and Occupational Pension Schemes (Indexation and Disclosure of Information) (Miscellaneous Amendments) Regulations (Northern Ireland) 2005

reg. 17

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 7

The Personal and Occupational Pension Schemes (Indexation and Disclosure of Information) (Miscellaneous Amendments) Regulations (Northern Ireland) 2005

reg. 18

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 11

The Personal and Occupational Pension Schemes (Indexation and Disclosure of Information) (Miscellaneous Amendments) Regulations (Northern Ireland) 2005

reg. 19

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Personal and Occupational Pension Schemes (Indexation and Disclosure of Information) (Miscellaneous Amendments) Regulations (Northern Ireland) 2005

reg. 20(2)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para. 24

The Personal and Occupational Pension Schemes (Indexation and Disclosure of Information) (Miscellaneous Amendments) Regulations (Northern Ireland) 2005

reg. 20(3)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 6AA(1)

The Pensions (2008 Acts) (Consequential Provisions) Order (Northern Ireland) 2009

art. 5(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 9

The Pensions (2008 Acts) (Consequential Provisions) Order (Northern Ireland) 2009

art. 5(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 2

para. 10

The Pensions (2008 Acts) (Consequential Provisions) Order (Northern Ireland) 2009

art. 5(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 2(1)(aa)

The Occupational Pension Schemes (Republic of Ireland Schemes Exemption (Revocation) and Tax Exempt Schemes (Miscellaneous Amendments)) Regulations (Northern Ireland) 2006

reg. 3(2)(a)

reg. 1(2)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 2(2A)

The Occupational Pension Schemes (Republic of Ireland Schemes Exemption (Revocation) and Tax Exempt Schemes (Miscellaneous Amendments)) Regulations (Northern Ireland) 2006

reg. 3(2)(b)

reg. 1(2)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 8(1)

The Occupational Pension Schemes (Republic of Ireland Schemes Exemption (Revocation) and Tax Exempt Schemes (Miscellaneous Amendments)) Regulations (Northern Ireland) 2006

reg. 3(3)

reg. 1(2)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 2(2)(aa)

The Occupational Pension Schemes (Republic of Ireland Schemes Exemption (Revocation) and Tax Exempt Schemes (Miscellaneous Amendments)) Regulations (Northern Ireland) 2006

Sch.

art. 1(3)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(12ZA)

The Occupational and Personal Pension Schemes (Miscellaneous Amendments) Regulations (Northern Ireland) 2007

reg. 8(a)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(16)

The Occupational and Personal Pension Schemes (Miscellaneous Amendments) Regulations (Northern Ireland) 2007

reg. 8(b)

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para. 25

The Occupational Pension Schemes (Internal Dispute Resolution Procedures) (Consequential and Miscellaneous Amendments) Regulations (Northern Ireland) 2008

reg. 6(2)(a)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Sch. 1

para. 26

The Occupational Pension Schemes (Internal Dispute Resolution Procedures) (Consequential and Miscellaneous Amendments) Regulations (Northern Ireland) 2008

reg. 6(2)(b)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Regulations

The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 2014

reg. 32

Sch. 10

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 5(15)

The Occupational Pension Schemes (Winding up, etc.) Regulations (Northern Ireland) 2005

Sch. Pt. 1

para. 10

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1

The Occupational and Personal Pension Schemes (Prescribed Bodies) Regulations (Northern Ireland) 2007

Sch. 1

para 2(c)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 1(2)

The Pensions (2008 Act) (Actuarial Guidance) (Consequential Provisions) Order (Northern Ireland) 2008

Sch.

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 7(1)(e)

The Occupational Pension Schemes (Winding up Procedure Requirement) Regulations (Northern Ireland) 2006

reg. 3

reg. 1(1)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

reg. 11

The Occupational and Personal Pension Schemes (Miscellaneous Amendments) Regulations (Northern Ireland) 2009

reg. 9

reg. 1(2)

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

1Citation, commencement and interpretation

2Application of these Regulations

3Constitution of scheme

4Basic information about the scheme

5Information to be made available to individuals

6Availability and content of annual report

7Availability of actuarial valuation, schedule of contributions, payment schedule and statement of investment principles

8Limited disclosure requirement imposed on trustees of schemes which are not tax-approved or public service pension schemes and on trustees of a scheme established by the Salvation Army Act 1963

9Recognised trade unions

10Service of documents by post

11Penalties

12Revocations

SCHEDULE 1Basic Information about the Scheme

1The categories of persons who are eligible to be members...

2.Whether persons who are eligible to be members of the...

3.The conditions of eligibility for membership.

4.The period of notice (if any) which a member of...

5.Whether, and if so upon what conditions (if any), a...

6.How employers' contributions are determined.

7.How members' normal contributions, if any, are calculated.

8.What arrangements are made for the payment by members of...

9.Whether the scheme is a tax-approved scheme, and if not...

10.Which of the relevant employments are, and which are not,...

11.Except in the case of a simplified defined contribution scheme,...

12.What benefits are payable under the scheme and how they...

13.Whether there is a power under the scheme rules to...

14.Where the scheme is one to which regulations made under...

15.Whether, and if so when and upon what conditions, survivors'...

16.The conditions on which benefits, other than survivors' benefits, are...

17.Which benefits, if any, are payable only at some person’s...

18.The short title of the enactment (if any) which provides...

19.What arrangements are made, and in what circumstances, for—

20.Whether, and the circumstances in which, the trustees will accept...

21.If the trustees have directed that any cash equivalent shall...

22.A statement summarising the way in which transfer values are...

23.Except in the case of a public service pension scheme...

24.Whether information about the scheme has been given to the...

25.What procedures the scheme has for the internal resolution of...

26.A statement that OPAS (the Pensions Advisory Service) is available...

27.A statement that the Pensions Ombudsman appointed under section 145(2)...

28.A statement that the Regulatory Authority is able to intervene...

29.The address to which enquiries about the scheme generally or...

SCHEDULE 2Information to be made available to individuals

1.The amount of benefit which is payable to the person....

2.If a benefit is payable periodically, the conditions (if any)...

3.If a benefit is payable periodically, the provisions (if any)...

4In the case of— (a) an active member, the information...

5(1) The amount of contributions (before the making of any...

6(1) The value of— (a) the member’s protected rights under...

7The options available to the member within the scheme rules....

8The date on which the scheme ceased to be a...

9The options available to the member within the scheme rules...

10An account of the amount by which the member's—

11The rights and options (if any) available on the death...

12The provisions (or, as the case may be, a statement...

13Whether the member or prospective member is entitled to acquire...

14Whether the member or prospective member is entitled to acquire...

15What action is being taken to establish the scheme’s liabilities...

16An estimate of the amount of the member’s own benefits...

SCHEDULE 3Information to be included in Annual Report

1The names of the persons who were trustees of the...

2The provisions of the scheme in relation to the appointment...

3The names of the professional advisers and of such banks,...

4The address to which enquiries about the scheme generally or...

5The number of beneficiaries and active, deferred and pensioner members...

6Except in the case of a money purchase scheme, the...

7Except in the case of a money purchase scheme which...

8A statement as to whether the accounts have been prepared...

9If the auditor’s statement made in accordance with regulations made...

10If such situation as is mentioned in paragraph 9 was...

11Who has managed the investments of the scheme during the...

12Whether the trustees have produced a statement of the principles...

13Except in relation to a wholly insured scheme, a statement...

14Where the scheme is one to which Article 35 applies,...

15A copy of any statement made on the resignation or...

16Where the scheme has employer-related investments within the meaning of...

SCHEDULE 4Regulations Revoked

1997 No. 98

PENSIONS

The Occupational Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 1997

Made24th February 1997

Coming into operation6th April 1997

The Department of Health and Social Services for Northern Ireland, in exercise of the powers conferred on it by sections 109, 164(1) and (4) and 177(2) to (4) of the Pension Schemes (Northern Ireland) Act 19931 and Articles 10(3), 41(1) and (6) and 166(1) to (3) of the Pensions (Northern Ireland) Order 19952 and of all other powers enabling it in that behalf, hereby makes the following Regulations: