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Version status: In force | Document consolidation status: Updated to reflect all known changes
Version date: 25 November 2021 - onwards
  Version 3 of 3    

Regulation 18 Information to be made available investment alternatives and default investment strategy.

The information specified under Schedule I shall be furnished on request to a member or beneficiary, as the case may be, of a defined contribution scheme or the DC Element of a defined benefit scheme-

(a) if the rules of the scheme provide for the trustees to invest all or Part of the resources of the scheme in accordance with directions given by the members; or

(b) if the rules of the scheme provide for such directions on condition that a determination of the sponsoring or participating employers and/or the trustees is made in favour of allowing the trustees to invite directions from members, and such a determination has been made

as soon as practicable after the request is received but in any event within 3 months of the date of the request.

Comparing proposed amendment...