Other information requirements Other information requirements

United Kingdom

1. 4Provision of information in respect of a pension scheme which has been wound-up
2. 5Provision of information by employer company to the Commissioners
3. 5AUnauthorised borrowing: Provision of information by scheme administrator to the Commissioners
4. 5BMinimum income requirement: provision of information by scheme administrator to the Commissioners for the tax year 2011-12
5. 6Scheme administration
6. 7Relevant benefit crystallisation events: amount of member’s allowances expended
7. 8Death: provision of information by scheme administrator to personal representatives
8. 9Death: provision of information by insurance company to personal representatives
9. 10Death: provision of information by personal representatives to the Commissioners
10. 10ADeath: provision of information by scheme administrator to trustee
11. 10BDeath: provision of information by trustee to beneficiary
12. 11Information provided by member to scheme administrator: enhanced allowances, enhanced protection , fixed protection , fixed protection 2014 , individual protection 2014 , fixed protection 2016 or individual protection 2016
13. 11AInformation provided by members to scheme administrators: recycling of lump sums
14. 11BInformation provided by members to scheme administrators: pension commencement lump sums
15. 11BAInformation provided by members to scheme administrators: recognised transfers
16. 11BBInformation provided by members to scheme administrators: overseas transfers
17. 11CInformation provided by individuals to scheme administrator: national insurance number
18. 12Information about scheme administrator’s liability for a lifetime allowance charge
19. 12AProvision of information about liability for overseas transfer charge etc
20. 13Provision of information about unauthorised payments
21. 14Information provided to members by scheme administrators about relevant benefit crystallisation events
22. 14ZAInformation provided to member by scheme administrator where it appears member may be first flexibly accessing pension rights
23. 14ZBPassing-on by member of information under regulation 14ZA if active or contributing etc
24. 14ZCInformation provided by scheme administrators on recognised transfers
25. 14ZCAFurther information provided by scheme administrators on recognised transfers to overseas schemes
26. 14ZDIndividual to whom flexible drawdown arrangements applied before 6 April 2015 must tell other schemes if active or contributing etc
27. 14ZEMember to inform other schemes if active or contributing etc and, under paragraph 8C of Schedule 28, drawdown pension fund becomes flexi-access drawdown fund and is flexibly accessed
28. 14AAnnual allowance: annual provision of information by scheme administrator to member
29. 14BAnnual allowance: provision of information by scheme administrator to member on request
30. 14CIndividual protection 2016: provision of information by scheme administrator to member on request
31. 14DAnnual allowance: provision of updated information by scheme administrator to member
32. 15Information between scheme administrators
33. 15ZAInformation between scheme administrators: transfer of dependant’s, nominee’s or successor’s funds
34. 15AAnnual allowance: information to be provided to scheme administrators by certain persons
35. 15BAnnual allowance: additional information to be provided to scheme administrators by certain persons
36. 16Pensions and annuities in payment: information provided to and by insurance companies
37. 17Payments to insurance companies from drawdown pension funds
38. 17ATransfers between insurance companies
39. 17BInformation between insurance companies: transfer of sums or assets representing beneficiaries’ annuities
40. 17CInformation between insurance companies: transfer of sums or assets representing beneficiaries’ short-term annuities