Regulation 2 Notices under section 12A of the 1985 ActM1

(1)

This regulation applies in the circumstances set out in section 12A(6)(a) of the 1985 Act.

(2)

Where this regulation applies, the person responsible for the first pension arrangement shall, within 21 days after the date of the transfer, give notice in accordance with the following paragraphs of this regulation to:—

(a)

the person responsible for the new pension arrangement; and

(b)

the other F1person.

(3)

The notice to the person responsible for the new pension arrangement shall consist of a copy of the following documents:—

(a)

every order made under section 12A(2) or (3) of the 1985 Act imposing any requirement upon the person responsible for the first pension arrangement;

(b)

any order under section 12A(7) of the 1985 Act varying such an order;

(c)

any notice given by any other person to the person responsible for the first pension arrangement under regulation 5 of these Regulations; and

(d)

where the rights of the liable person under the first pension arrangement were derived in whole or in part from a transfer from a previous pension arrangement, any notice under paragraph (2)(a) of this regulation given on the occasion of that transfer.

(4)

The notice to the other person shall contain the following particulars—

(a)

the fact that all the accrued rights of the liable person under the first pension arrangement have been transferred to the new pension arrangement;

(b)

the date on which the transfer takes effect;

(c)

the name and address of the person responsible for the new pension arrangement; and

(d)

the fact that the order made under section 12A(2) or (3) of the 1985 Act is to have effect as if it had been made instead of respect of the person responsible for the new pension arrangement.

Annotations

Textual amendments

F1: Word in regs. 2(2)-(4) substituted (6.4.2007) by Occupational and Personal Pension Schemes (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/814), regs. 1, 9(3)

Marginal citations

M1: Section 12A was amended by paragraph 9 of Schedule 12 to the Welfare Reform and Pensions Act 1999.