Regulation 24 Amendment of Schedule 3 to the Personal Pension Schemes Disclosure Regulations

In Schedule 3 to the Personal Pension Schemes Disclosure Regulations (other information) after paragraph 3 there shall be added the following paragraph—

“4

Where investments are held by a unit trust scheme within the meaning of regulation 2(1)(b) of the Personal Pension Schemes (Appropriate Schemes) Regulations 1988^f1 (forms of schemes which may be appropriate schemes) the information required to be specified in the annual and half-yearly reports bySchedule 3 to the Financial Services (Regulated Schemes) Regulations 1991 issued by the Securities and Investments Board and—

(a)

a list of any investments which are held on a date specified in the information, being a date falling not earlier than 14 days before the day on which the information is furnished;

(b)

a list of investments which have been acquired during the period of 6 months which falls immediately before that date; and

(c)

a list of investments that have been disposed of within that period.”.