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Part 1 Information which must be taken into accountF1

1

The scheme’s latest accounts (if any).

2

The statement of investment principles (if any) prepared by the trustees of the scheme in accordance with Article 35 of the Pensions (Northern Ireland) Order 1995 (investment principles).

3

The latest accounts (if any) of the scheme proprietor provided to the Pensions Regulator under section 59 or section 77A.

4

The latest accounts of any undertaking, other than an unincorporated association, that partly or wholly funds the scheme proprietor, provided to the Pensions Regulator under section 59 or section 77A.

Annotations

Textual amendments

F1

Schs. 4A-4C inserted (31.7.2026) by The Occupational Pension Schemes (Collective Money Purchase Schemes) (Extension to Unconnected Multiple Employer Schemes and Miscellaneous Provisions) Regulations (Northern Ireland) 2026 (S.R. 2026/151), regs. 1(1), 23