Disclosure: providing information to pension scheme members

This practice note considers the requirements on trustees and employers of occupational pension schemes to disclose certain information to scheme members, prospective scheme members, beneficiaries, spouses and civil partners, and recognised trade unions. The note specifically concentrates on the obligations set out in the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 (SI 2013/2734) though note that there are other circumstances in which pensions law requires information to be disclosed, which are briefly examined in this note.

Rosalind Connor, ARC Pensions Law and Matthew Nicholls, Taylor Wessing LLP and Practical Law Pensions


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