Stakeholder registration
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Annual declaration
Annual statement to scheme members
The scheme must provide members with an annual statement that should include:
- contributions made by the member;
- contributions (if any) made by the employer on behalf of the member;
- payments of tax relief made by the Inland Revenue;
- payments of any contracted-out rebate made on behalf of the member;
- where applicable, the member’s date of birth together with details
- of any age-related rebate paid;
- any amount transferred from a previous pension, including the date received and the name of the scheme;
- any amounts debited/credited as a result of a pension sharing order;
- amount deducted from contributions towards payment of the scheme charge;
- any other deductions.
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