Part II CONDITIONS APPLYING TO STAKEHOLDER PENSION SCHEMES

England, Wales and Scotland

1. 2Manner of establishment
2. 3Requirements applying to all stakeholder pension schemes as regards instruments establishing such schemes
3. 4Additional requirements as regards instruments establishing a stakeholder pension scheme established under a trust
4. 5Additional requirements as regards instruments establishing a stakeholder pension scheme not established under a trust
5. 6Procedure for discharging rights on winding-up
6. 7Procedure for discharging on winding-up rights of members with whom the trustees or manager have lost contact
7. 8Requirement applying to all stakeholder pension schemes as regards investments
8. 9Requirement for statement of investment principles for schemes not established under trust
9. 10Requirement for manager of schemes not established under a trust to have regard to certain matters, and to take advice, relating to investment
10. 10ARequirement as regards the investment strategy for members nearing retirement
11. 10BExclusion of regulation 10A in relation to a scheme
12. 10CTransitional provisions relating to regulation 10A
13. 10DNotification requirements connected with regulations 10A and 10B
14. 10EChanges notified by members
15. 11Requirement for manager of schemes not established under trust to appoint a reporting accountant
16. 12Requirement for declaration by trustees or manager
17. 13Expenses, commission etc.—principles
18. 14Charges etc.—permitted reductions in members’ rights
19. 14AValuations for the purposes of regulation 14
20. 14BCharges etc.—permitted reductions in funds
21. 14CRounding of fractional amounts
22. 14DDisapplication of regulations 13 to 14C in certain circumstances
23. 15Requirement for trustees or manager to satisfy certain conditions in relation to with-profit funds
24. 16Requirements as regards the provision of other services
25. 17Restrictions on contributions
26. 18Disclosure of information to members
27. 18ARegulation 18A
28. 18BRegulation 18B
29. 18CService of information by a scheme
30. 18DService of information to a scheme
31. 18EProvision of information on a website
32. 18FProvision of information on a website: supplemental
33. 19Requirement for trustees of a stakeholder pension scheme established under a trust
34. 19ARequirement that a stakeholder pension is not a collective money purchase scheme