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Version status: In force | Document consolidation status: Updated to reflect all known changes
Version date: 15 December 2021 - onwards
Version 5 of 5

Regulation 10 Information to be made available - member not receiving benefits.

(1)

(a) Subject to sub-article (3), such information as is specified in paragraphs 1 to 11 of Schedule D shall be furnished to any member of a trust RAC, who has not commenced to receive benefits in accordance with the rules of the trust RAC, at least once in every trust RAC year commencing on or after 1 January 2008, and the information must relate to a date specified for this purpose by the trustees, not being a date earlier than 6 months before the date upon which such information is so furnished.

(b) Subject to sub-article (3), such information as is specified in paragraph 12 of Schedule D shall be furnished to any member of a trust RAC, who has not commenced to receive benefits in accordance with the rules of the trust RAC, at least once in every trust RAC year commencing on or after 1 July 2009, and the information must relate to a date specified for this purpose by the trustees, not being a date earlier than 6 months before the date upon which such information is so furnished.

(2) Subject to sub-article (3), in addition to being furnished in accordance with sub-article (1), the Statement of Reasonable Projection - Trust RAC referred to in paragraph 12 of Schedule D shall with effect from 1 July 2009 be furnished to every member of a trust RAC -

(a) within 2 months of his becoming a member of the trust RAC or a transfer being received in respect of him into the trust RAC, and