Disclosure: providing information to members

Resource type: Practice note

Status: Maintained

Jurisdictions: England, Scotland, Wales

This practice note considers the requirements on trustees and employers to disclose certain information to pension scheme members, prospective pension scheme members, beneficiaries, spouses and civil partners, and recognised trade unions. The note specifically concentrates on the obligations set out in The Occupational Pension Schemes (Disclosure of Information) Regulations 1996 (SI 1996/1655).

Taylor Wessing

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Resource ID: 1-227-0952
Products: PLC UK Dispute Resolution, PLC UK Pensions, PLC UK Public Sector
This resource is maintained, meaning that we monitor developments on a regular basis and update it as soon as possible.

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Topics

Administering Pension SchemesAdministering Pension Schemes (http://crossborder.practicallaw.com/8-205-7953)
Disclosure: LitigationDisclosure: Litigation (http://crossborder.practicallaw.com/4-103-1193)
Members, Benefits and Pension SharingMembers, Benefits and Pension Sharing (http://crossborder.practicallaw.com/9-103-1341)
Pension Scheme DocumentsPension Scheme Documents (http://crossborder.practicallaw.com/9-205-7957)
Pension TrusteesPension Trustees (http://crossborder.practicallaw.com/4-207-2074)

Practice note: overview

Money purchase pension schemes: overview Money purchase pension schemes: overview (http://crossborder.practicallaw.com/topic8-422-1664)

Practice notes

Appointment, retirement and removal of pension trustees Appointment, retirement and removal of pension trustees (http://crossborder.practicallaw.com/topic8-375-9472)
Auto-enrolment and new employer pension duties: information requirements Auto-enrolment and new employer pension duties: information requirements (http://crossborder.practicallaw.com/topic1-526-2029)
Consulting with employees on pension changes Consulting with employees on pension changes (http://crossborder.practicallaw.com/topic9-203-2009)
Internal dispute resolution procedure Internal dispute resolution procedure (http://crossborder.practicallaw.com/topic1-205-6264)
Members' rights to see scheme documents Members' rights to see scheme documents (http://crossborder.practicallaw.com/topic4-224-2967)
Pensions disclosure issues in sales and restructurings Pensions disclosure issues in sales and restructurings (http://crossborder.practicallaw.com/topic5-525-6130)
Stakeholder pensions Stakeholder pensions (http://crossborder.practicallaw.com/topic2-336-4954)

Checklist

Disclosure: providing information to members: checklist Disclosure: providing information to members: checklist (http://crossborder.practicallaw.com/topic1-325-8954)

Glossary

Active member Active member (http://crossborder.practicallaw.com/topic5-107-6355)
Additional voluntary contribution (AVC) Additional voluntary contribution (AVC) (http://crossborder.practicallaw.com/topic7-107-6359)
Cash equivalent transfer value (CETV) Cash equivalent transfer value (CETV) (http://crossborder.practicallaw.com/topic7-206-3997)
Civil partner Civil partner (http://crossborder.practicallaw.com/topic2-201-6423)
Contracted-out employment Contracted-out employment (http://crossborder.practicallaw.com/topic0-107-6329)
Deferred member Deferred member (http://crossborder.practicallaw.com/topic2-107-6069)
Free-standing additional voluntary contribution (FSAVC) Free-standing additional voluntary contribution (FSAVC) (http://crossborder.practicallaw.com/topic3-524-0767)
HM Revenue & Customs (HMRC) HM Revenue & Customs (HMRC) (http://crossborder.practicallaw.com/topic6-200-6399)
Money purchase scheme Money purchase scheme (http://crossborder.practicallaw.com/topic0-107-6857)
Occupational pension scheme Occupational pension scheme (http://crossborder.practicallaw.com/topic8-107-6900)
Pensioner member Pensioner member (http://crossborder.practicallaw.com/topic5-107-6987)
Pensions Ombudsman Pensions Ombudsman (http://crossborder.practicallaw.com/topic1-107-6989)
Pensions Regulator Pensions Regulator (http://crossborder.practicallaw.com/topic9-201-5137)
Salary-related scheme Salary-related scheme (http://crossborder.practicallaw.com/topic9-107-7188)
State second pension (S2P) State second pension (S2P) (http://crossborder.practicallaw.com/topic1-200-3464)
Summary funding statement Summary funding statement (http://crossborder.practicallaw.com/topic7-207-4953)

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