# The Registered Pension Schemes (Provision of Information) Regulations 2006, Regulation 17C: Information between insurance companies: transfer of sums or assets representing beneficiaries’ short-term annuities


(1) This regulation applies if and to the extent to which there is a transfer of sums or assets (or both) which represent—
(a) a dependants’ short-term annuity,
(b) a nominees’ short-term annuity, or
(b) a successors’ short-term annuity,
as a result of which a short-term annuity payable by an insurance company (“Insurer A”) ceases to be payable and a new short-term annuity becomes payable by another insurance company (“Insurer B”) in the circumstances described in regulation 11, 17 or 18 (as the case may be) of the Registered Pension Schemes (Transfer of Sums and Assets) Regulations 2006.
(2) Insurer A shall provide the information specified in paragraph (3) to Insurer B within 3 months of the transfer.
(3) The information is—
(a) which of the descriptions in paragraphs (1)(a) to (c) applies to the short-term annuity in respect of which the sums or assets (or both) are transferred,
(b) where sums or assets (or both) are transferred in respect of a dependants’ short-term annuity or a nominees’ short-term annuity, the age at death of the deceased member,
(c) where sums or assets (or both) are transferred in respect of a successors’ short-term annuity, the age at death of the immediately preceding dependant, nominee or successor (as the case may be), and
(d) where the deceased member referred to in sub-paragraph (b), or the immediately preceding dependant, nominee or successor referred to in sub-paragraph (c) died before the age of 75—
(i) confirmation as to whether or not section 646C(1) and (2) of ITEPA 2003 (registered schemes: beneficiaries’ annuities from drawdown funds) apply to payments of the annuity, and
(ii) if so, confirmation as to which of section 646C(1) and (2) apply to those payments.

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Source: https://www.legislation.gov.uk/uksi/2006/567/regulation/17C (the official version)
Page: https://openlegislation.uk/registered-pension-schemes-provision-of-information-regulations-2006/regulation-17C
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.