# The Occupational Pension Schemes (Transfer Values) Regulations 1996, Paragraph 1

Extent: E+W+S

Whether any cash equivalent (within the meaning of Chapter 1 of Part 4ZA of the 1993 Act) is available to the member or would be so available if the conditions specified in section 93(2) to (4) of the 1993 Act were met and if so—
(a) an estimate of its amount, calculated and verified in accordance with regulations 7 to 7E on the basis that the conditions specified in section 93(2) to (4) of the 1993 Act are met or were to be met on a particular date;
(b) the accrued rights to which it relates;
(c) whether any part of the estimated amount of the cash equivalent is attributable to additional benefits—
(i) which have been awarded at the discretion of the trustees, or
(ii) which will be awarded at their discretion if their established custom continues unaltered
and in either case whether that part is attributable to the whole or only to part of those benefits; and
(d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(e) if the estimated amount of the cash equivalent included a reduction of the initial cash equivalent under Schedule 1A—
(i) a statement of that fact, a statement of the amount by which the initial cash equivalent has been reduced and an explanation of the reason for the reduction, which must refer to the paragraph of Schedule 1A relied upon,
(ii) an estimate of the date (if any) by which it will be possible to make available a cash equivalent which is not so reduced, and
(iii) a statement of the member’s rights to obtain further estimates.

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Source: https://www.legislation.gov.uk/uksi/1996/1847/schedule/1/paragraph/1 (the official version)
Page: https://openlegislation.uk/occupational-pension-schemes-transfer-values-regulations-1996/schedule-1/paragraph-1
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.