# The Registered Pension Schemes (Provision of Information) Regulations 2006, Regulation 16: Pensions and annuities in payment: information provided to and by insurance companies

Extent: E+W+S+N.I.

(1) This regulation applies if a registered pension scheme has provided an insurance company with funds, otherwise than from a drawdown pension fund or flexi-access drawdown fund, to secure the payment of—
(a) a scheme pension, or
(b) a lifetime annuity.
(2) The scheme administrator shall provide the insurance company, within 3 months of the date on which the recipient becomes entitled to the pension or annuity, with a statement of the total amount of the member’s lump sum allowance, and the total amount of the member’s lump sum and death benefit allowance, expended, at the date of the statement by relevant benefit crystallisation events in respect of that pension or annuity, and any pension commencement lump sum connected with that pension or annuity.
(3) The insurance company shall provide to each pensioner or annuitant, at least once in each tax year, a statement of the total amount of the member’s lump sum allowance, and the total amount of the member’s lump sum and death benefit allowance, expended at the date of the statement, by relevant benefit crystallisation events in respect of that pension or annuity and any pension commencement lump sum paid in connection with that pension or annuity.
(4) No obligation to provide a statement arises—
(a) under paragraph (2) in respect of any entitlement to a pension or annuity or pension commencement lump sum which does not give rise to a relevant benefit crystallisation event ;
(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Source: https://www.legislation.gov.uk/uksi/2006/567/regulation/16 (the official version)
Page: https://openlegislation.uk/registered-pension-schemes-provision-of-information-regulations-2006/regulation-16
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.