Regulation 3 General requirements as to charges

(1)

The Board may not recover any of the charges specified in regulation 4 unless—

(a)

before the pension sharing order or provision or pension attachment order or provision was made, the trustees or managers of the scheme had—

(i)

informed the member or the member’s spouse or civil partner, as the case may be, in writing, of their intention to recover costs incurred in connection with implementation of a pension sharing order or provision, or compliance with a pension attachment order or provision; and

(ii)

provided the member or the member’s spouse or civil partner, as the case may be, with a written schedule of the charges which they intended to impose; and

(b)

the Board has provided the party from whom the Board intends to recover the charges with a written schedule of charges owed by that party and the date by which payment in whole or in part is required.

(2)

If a pension sharing order or provision includes provision about the apportionment of charges between the parties to pension sharing, any recovery of charges by the Board must comply with the terms of the order or provision.