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Regulation 25 Signpost data

Original text. Later amendments are not shown.

(1)

Signpost data is comprised of the following—

(a)

information on member-borne costs and charges (applicable to money purchase schemesf1 only);

(b)

the scheme’s statement of investment principles;

(c)

the scheme’s implementation statement.

(2)

Where signpost data is applicable to the nature of the scheme or type of benefit in question, trustees or managers must, immediately after a view request is received, provide a website address for locations where signpost data can be accessed.

(3)

In this regulation—

(a)

“statement of investment principles” has the same meaning as in regulation 29A(2A)(a) of the 2013 Regulationsf2;

(b)

“implementation statement” has the same meaning as in paragraph 30(1)(f)(i) of Part 5 of Schedule 3 to the 2013 Regulations.

Annotations

Footnotes

f1

“money purchase scheme” is defined in section 318(1) of the Pensions Act 2004.

f2

S.I. 2013/2734; regulation 29A was inserted by regulation 3(1) and (6) of S.I. 2018/233; regulation 29A(2A) was inserted by regulation 5(1) and (4)(b) of S.I. 2018/988.