Sections

The Pensions Regulator

Stakeholder registration

Stakeholder registration

Stakeholder registration

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.