Paragraph 5 Requirements relating to remediable service statementsF1

(1)

The Scheme manager must provide a remediable service statement in respect of remedy member (“M”) in accordance with—

(a)

section 29 of PSPJOA 2022,

(b)

any Treasury directions made under section 29(6) of that Act, and

(c)

this paragraph.

(2)

The Scheme manager must provide a remediable service statement in respect of M—

(a)

before the relevant date;

(b)

where M is, in relation to their remediable service, for the time being—

(i)

an active member, at least once in each year ending with the anniversary of the relevant date;

(ii)

a deferred member, within three months of receipt of a written request by the member, where such request is received after the relevant date;

(c)

where M is a deferred choice member, as soon as is reasonably practicable following receipt of notification—

(i)

that M intends to claim benefits in relation to their remediable service, or

(ii)

that M has died.

(3)

Where—

(a)

a remediable service statement has been provided to M under sub-paragraph (2)(a), and

(b)

M dies before the end of the section 6 election period before making a decision under paragraph 9(1),

the Scheme manager must provide a remediable service statement in respect of M as soon as reasonably practicable and, for the purposes of section 7(2)(a) of PSPJOA, the remediable service statement provided to M under sub-paragraph (2)(a) is treated as though it had never been provided.

(4)

The remediable service statement must be provided—

(a)

to M, or

(b)

where M is deceased, to the person who is for the time being the eligible decision-maker in relation to M’s remediable service under Part 10 (unless the eligible decision-maker is the Scheme manager).

(5)

The remediable service statement must include—

(a)

information about the form and manner in which required information must be communicated to the Scheme manager;

(b)

where M is an immediate choice member, information about the irrevocability of an immediate choice decision;

(c)

where M is a deferred choice member, information about the revocability (or otherwise) of a deferred choice decision.

(6)

For further provision about—

(a)

what a remediable service statement must include, see—

(i)

section 29(5) of PSPJOA 2022;

(ii)

direction 20(1) of the PSP Directions 2022;

(b)

when a remediable service statement must be combined with a benefit information statement provided under section 14 of the Public Service Pensions Act 2013, see direction 20(2) of the PSP Directions 2022.

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