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Version status: Applicable | Document consolidation status: Updated to reflect all known changes
Version date: 22 March 2022 - onwards
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Article 36 PEPP Benefit Statement

1. The PEPP Benefit Statement shall include, at least, the following key information for PEPP savers:

(a) personal details of the PEPP saver and the earliest date on which the decumulation phase may start for any sub-account;

(b) the name and contact address of the PEPP provider and an identification of the PEPP contract;

(c) the Member State in which the PEPP provider is authorised or registered and the names of the competent authorities;

(d) information on pension benefit projections based on the date referred to in point (a), and a disclaimer that those projections may differ from the final value of the PEPP benefits received. If the pension benefit projections are based on economic scenarios, that information shall also include a best estimate scenario and an unfavourable scenario, taking into consideration the specific nature of the PEPP contract;

(e) information on the contributions paid by the PEPP saver or any third party into the PEPP account over the previous 12 months;

(f) a

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