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Version status: In force | Document consolidation status: Updated to reflect all known changes
Version date: 25 November 2021 - onwards
Version 5 of 5

Regulation 15 Information to be made available retirement or death of a member or beneficiary.

(1) Where, on or after the commencement of this article, a benefit under the scheme has become payable or is about to become payable to any of the persons specified in sub-article (3), except in the case of a member of a scheme referred to in sub-article (1A), -

(a) the information specified in paragraphs 1, 3, 4 and 5 of Schedule F, and where the scheme is a defined benefit scheme to which section 44 of the Act applies and the information is being furnished on or after 1 January 2013, the information specified in paragraph 6 of Schedule F, together with the information specified in paragraph 2 of Schedule F in the case of a defined benefit scheme where the benefit is payable on death, shall be furnished as soon as practicable and in any event within 2 months after the benefit becomes payable,

(b) in the case of a defined benefit scheme where the benefit is payable on death, and for so long as the benefit is payable out of the scheme, the information specified in paragraphs 1, 3 and 4 of Schedule F shall be furnished on request as soon as practicable and in any event within 2 months after the request is made, or

(c) in the case of a defined benefit scheme the information specified in paragraph 2 of Schedule F shall, where the benefit is payable otherwise than on death, be furnished on request as soon as practicable and in any event within 2 months after the request is made.