Closed consultation

Pension trustees: clarifying and strengthening investment duties

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Summary

This consultation seeks views on the draft Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018.

This consultation ran from
to

Consultation description

The regulations amend:

  • what a pension scheme’s statement of investment principles must include
  • the way trustees prepare and revise the statement

The regulations also require trustees of schemes offering money purchase benefits, subject to certain limited exceptions, to:

  • publish the statement of investment principles
  • publish an annual report on how they implemented it
  • use the annual benefit statement to tell members that the statement is available

This consultation is aimed at:

  • pension scheme trustees and managers
  • pension scheme members and beneficiaries
  • pension scheme service providers, other industry bodies and professionals
  • civil society organisations
  • any other interested stakeholders

This consultation follows the government’s response to the Law Commission report ‘Pension funds and social investment’.

Short online questionnaire

We’ve provided a short online questionnaire for individuals who might want to comment on the proposals without going into great detail.

Documents

Consultation on clarifying and strengthening trustees’ investment duties

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Draft regulations: The Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018

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Draft guidance: Cost, charge and related information reporting: guidance for trustees and managers of occupational schemes

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Impact assessment: Clarifying and strengthening trustees’ investment duties

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email accessible.formats@dwp.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Published 18 June 2018