Information about the scheme Information about the schemeF1

The name by which the scheme is known.

The name under which the scheme is registered under Chapter 2 of Part 4 of the Finance Act 2004 (if the scheme is so registered).

Any trading or brand name under which the scheme is promoted or marketed (if different from the names referred to in paragraphs 6 and 7).

The date when the scheme was established.

The address of the scheme’s office most recently notified to HM Revenue and Customs in connection with the scheme’s registration under Chapter 2 of Part 4 of the Finance Act 2004 (if the scheme is so registered).

The name of—

1. (a)

   each trustee of the scheme, and

2. (b)

   the scheme proprietor.

The name and address of any scheme administrator (within the meaning given by section 270 of the Finance Act 2004).

The number of participating employers.

The number of members, broken down into active members, deferred members, pension credit members and pensioner members (within the meanings given in Article 121(1) of the Pensions (Northern Ireland) Order 1995).

In the three years ending with the effective date of the plan—

1. (a)

   the number of members joining the scheme,

2. (b)

   the number of members transferring from the scheme, and

3. (c)

   the number of members leaving the scheme.

The number given to the scheme when it was placed on the register of occupational and personal pension schemes compiled and maintained by the Pensions Regulator under section 59(1) of the Pensions Act 2004 (if the scheme has been so placed).

The reference number issued to the scheme by HM Revenue and Customs when the scheme was registered under Chapter 2 of Part 4 of the Finance Act 2004 (if the scheme is so registered).

The scheme’s objectives and its strategy for meeting them, including delivery milestones.