{
  "url": "https://openlegislation.uk/occupational-pension-schemes-disclosure-of-information-regulations-1996/schedule-3/paragraph-16",
  "json_url": "https://openlegislation.uk/occupational-pension-schemes-disclosure-of-information-regulations-1996/schedule-3/paragraph-16.json",
  "legislation": "uksi/1996/1655",
  "legislation_title": "The Occupational Pension Schemes (Disclosure of Information) Regulations 1996",
  "legislation_url": "https://openlegislation.uk/occupational-pension-schemes-disclosure-of-information-regulations-1996",
  "path": "schedule/3/paragraph/16",
  "kind": "paragraph",
  "number": "16",
  "heading": null,
  "text": "Where the scheme has employer-related investments (within the meaning of section 40(2) of the 1995 Act), a statement—\n(a) as to the percentage of the scheme’s resources invested in such investments at the end of the scheme year;\n(b) if that percentage exceeds 5 per cent., as to the percentage of the scheme’s resources which are investments to which regulation 6 of the Occupational Pension Schemes (Investment) Regulations 1996 (investments not subject to restrictions) applies; and\n(c) if any resources of the scheme are then invested in contravention of subsection (1) of section 40 of the 1995 Act—\n(i) as to the steps the trustees or managers have taken or propose to take to secure that the scheme complies with that section, and\n(ii) as to the time when any proposed steps will be taken.",
  "extent": null,
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "F",
      "label": "F1",
      "text": "Sch. 3 para. 16 substituted (6.4.1997) by The Personal and Occupational Pension Schemes (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/786), reg. 1, Sch. 1 para. 10(9)"
    },
    {
      "type": "C",
      "label": "C1",
      "text": "Sch. 3 para. 16 applied (with modifications) (6.4.2011) by The Application of Pension Legislation to the National Employment Savings Trust Corporation Regulations 2011 (S.I. 2011/673), regs. 1(1), 2(c)"
    }
  ],
  "outstanding_effects": [
    {
      "type": "amended",
      "affecting": "uksi/2000/2691",
      "affecting_title": "The Pension Sharing (Consequential and Miscellaneous Amendments) Regulations 2000"
    },
    {
      "type": "amended",
      "affecting": "uksi/2000/2691",
      "affecting_title": "The Pension Sharing (Consequential and Miscellaneous Amendments) Regulations 2000"
    }
  ],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/uksi/1996/1655/schedule/3/paragraph/16",
    "retrieved_at": "2026-10-29T12:40:31.841882+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}