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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 37 Supplementary information

1. The PEPP Benefit Statement shall specify where and how to obtain supplementary information including:

(a) further practical information about the PEPP saver's rights and options, including with regard to investments, the decumulation phase, the switching service and the portability service;

(b) the annual accounts and annual reports of the PEPP provider that are publicly available;

(c) a written statement of the PEPP provider's investment-policy principles, containing at least information on the investment risk measurement methods, the risk-management processes implemented and the strategic asset allocation with respect to the nature and duration of PEPP liabilities, as well as how the investment policy takes ESG factors into account;

(d) where applicable, information about the assumptions used for amounts expressed in annuities, in particular with respect to the annuity rate, the type of PEPP provider and the duration of the annuity;

(e) the level of PEPP benefits, in the case of r

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