{
  "url": "https://openlegislation.uk/registered-pension-schemes-provision-of-information-regulations-2006/regulation-9",
  "json_url": "https://openlegislation.uk/registered-pension-schemes-provision-of-information-regulations-2006/regulation-9.json",
  "legislation": "uksi/2006/567",
  "legislation_title": "The Registered Pension Schemes (Provision of Information) Regulations 2006",
  "legislation_url": "https://openlegislation.uk/registered-pension-schemes-provision-of-information-regulations-2006",
  "path": "regulation/9",
  "kind": "regulation",
  "number": "9",
  "heading": "Death: provision of information by insurance company to personal representatives",
  "text": "(1) Where—\n(a) an insurance company has paid a lifetime annuity or a scheme pension to an individual who has been a member of a registered pension scheme purchased with sums or assets held for the purposes of that scheme, and\n(b) the member to whom that annuity or pension was payable has died,\nthe insurance company shall, on request by the member’s personal representatives, provide them with the information specified in paragraph (2).\n(2) The information is the total percentage of amount of the member’s lump sum and death benefit allowance expended, at the date of the statement, by—\n(a) any relevant benefit crystallisation event in respect of the deceased member under the registered pension scheme to the extent that—\n(i) the sums and assets subject to that event, or\n(ii) sums and assets subsequently representing those sums and assets,\nhave not been transferred to another such scheme, and\n(b) where sums or assets have been transferred to the scheme from another registered pension scheme (whether directly or indirectly) in respect of the deceased member’s rights, any relevant benefit crystallisation event in connection with—\n(i) those sums or assets; and\n(ii) any other sums or assets held prior to the transfer which the sums or assets mentioned in sub-paragraph (i) represented.\n(3) The information shall be provided no later than the last day of the period of 2 months beginning with the day on which the request was received.",
  "extent": "E+W+S+N.I.",
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "F",
      "label": "F1",
      "text": "Words in reg. 9(2) substituted (for the tax year 2024-25 and subsequent tax years) by Finance Act 2024 (c. 3), Sch. 9 paras. 109(2)(a), 124 (with Sch. 9 paras. 125-132A) (as amended by S.I. 2024/356, regs. 1, 4)"
    },
    {
      "type": "F",
      "label": "F2",
      "text": "Words in reg. 9(2)(a) substituted (for the tax year 2024-25 and subsequent tax years) by Finance Act 2024 (c. 3), Sch. 9 paras. 109(2)(b), 124 (with Sch. 9 paras. 125-132A) (as amended by S.I. 2024/356, regs. 1, 4)"
    },
    {
      "type": "F",
      "label": "F3",
      "text": "Words in reg. 9(2)(b) substituted (for the tax year 2024-25 and subsequent tax years) by Finance Act 2024 (c. 3), Sch. 9 paras. 109(2)(c), 124 (with Sch. 9 paras. 125-132A) (as amended by S.I. 2024/356, regs. 1, 4)"
    },
    {
      "type": "I",
      "label": "I1",
      "text": "Reg. 9 in force at 6.4.2006, see reg. 1"
    }
  ],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/uksi/2006/567/regulation/9",
    "retrieved_at": "2026-10-31T10:31:04.598024+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}