Members' rights to see scheme documents | Practical Law

Members' rights to see scheme documents | Practical Law

This note outlines the rights of members of occupational pension schemes to see a scheme's governing documents and other material, under relevant legislation and trust law. It also considers the practical implications for trustees when recording decisions, dealing with requests for disclosure and facing scrutiny of their decisions.

Members' rights to see scheme documents

Practical Law UK Practice Note 4-224-2967 (Approx. 10 pages)

Members' rights to see scheme documents

by Taylor Wessing
MaintainedEngland, Scotland, Wales
This note outlines the rights of members of occupational pension schemes to see a scheme's governing documents and other material, under relevant legislation and trust law. It also considers the practical implications for trustees when recording decisions, dealing with requests for disclosure and facing scrutiny of their decisions.