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Paragraph 3 F1

The information listed in this paragraph, as mentioned in regulation 18A(1) and (7), is—

(a)

the total amount of contributions (not including contributions falling within sub-paragraph (b)) made by or on behalf of, or made in respect of, the member;

(b)

the total amount of contributions made by any employer on behalf of, or in respect of, the member;

(c)

except where contributions referred to in sub-paragraphs (a) and (b) are increased by the trustees or manager in anticipation of a payment to the scheme by the Inland Revenue by way of tax relief in respect of the member, the total amount of such payments by the Inland Revenue;

(d)

the total amount of any deductions or payments from the member’s account; and

(e)

a statement that the member may request from the scheme any of the information listed in paragraph 2.

Annotations

Textual amendments

F1

Sch. 3 inserted (1.12.2010) by The Occupational, Personal and Stakeholder Pension Schemes (Disclosure of Information) (Amendment) Regulations 2010 (S.I. 2010/2659), regs. 1(2), 4(7), Sch.