Part II Conditions Applying to Stakeholder Pension Schemes

Northern Ireland Not yet in force

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 a 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. 11Requirement for manager of schemes not established under a trust to appoint a reporting accountant
11. 12Requirement for annual declaration
12. 13Expenses, commission etc.—principles
13. 14Charges, etc.—permitted reductions in members' rights
14. 15Requirement for trustees or manager to satisfy certain conditions in relation to with-profits funds
15. 16Requirements as regards the provision of the other services
16. 17Restrictions on contributions
17. 18Disclosure of information to members
18. 19Requirement for trustees of a stakeholder pension scheme established under a trust