Paragraph 10 Immediate choice decision: additional requirementsF1

(1)

This paragraph applies where the immediate choice decision-maker (“D”) is a person other than the Scheme manager.

(2)

An immediate choice decision may not be made unless a remediable service statement has been provided to D in accordance with paragraph 5(2)(a), or, where paragraph (3) applies, in accordance with paragraph 5(3).

(3)

Where—

(a)

a remediable service statement has been provided to M in accordance with paragraph 5(2)(a), and

(b)

M dies before making an immediate choice decision under paragraph 9,

the section 6 election period is treated as though it had never begun in relation to M.

(4)

An immediate choice decision is to be treated as having been made only if D provides the information specified in any written request from the Scheme manager that is—

(a)

information in D’s possession, or

(b)

information which D can reasonably be expected to obtain.

Annotations

Textual amendments

F1: Sch. 3 inserted (1.10.2023) by The Armed Forces Pensions (Remediable Service) Regulations 2023 (S.I. 2023/998), reg. 1(b), Sch. 2

Notes on Schedule 3

Modifications

C1: Schs. 1-3 modified (14.7.2026 for the tax year 2014-15 and subsequent tax years) by The Public Service Pension Schemes (Rectification of Unlawful Discrimination) (Tax) Regulations 2026 (S.I. 2026/673), regs. 1(2), 10