Jurisdiction(s):
United Kingdom

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Key definition

Rules definition

What does Rules mean? Rules describes the written provisions that govern how a pension scheme operates—especially occupational pension schemes—usually contained in, or annexed to, the trust deed (trust deed and rules). Legislation refers to these as scheme rules (for example, Pensions Act 1995 and Pensions Act 2004 in the UK, and the Pensions Act 1990 in Ireland). Scheme rules set out eligibility, benefit structure (defined benefit or defined contribution), contributions, service and accrual, retirement options and ages, revaluation/indexation, ill‑health and death benefits, transfers in and out, leaver provisions, forfeiture, augmentation, priority on winding‑up, discretions and decision‑making, and the scheme’s amendment and termination powers. They also...

Court of Protection Rules 2017 compared with 2007: consolidation, renumbering, contempt regime, case management pathways and practice direction changes (England and Wales)

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Practice notes

The Court of Protection Rules 2017 (COPR 2017), SI 2017/1035

The Court of Protection Rules 2017 were placed before Parliament on 30 October 2017 and took effect on 1 December 2017. They repeal the Court of Protection Rules 2007, SI 2007/1744, together with the amending rules of 2009, 2011, 2015 and 2017, and replace them with a single consolidated code...

SI 2009/582
SI 2011/2753
SI 2015/548
SI 2017/187

ARCHIVED: This archived Practice Note is not maintained and is provided for background purposes only. The rules largely consolidate prior amendments made since COPR 2007, including last year’s pilot Case management provisions. Procedures arising from the transparency and section 49 pilot schemes will be implemented through new practice directions...

The principal alteration is a renumbering to mirror the structure of the Civil Procedure Rules 1998 (CPR 1998), SI 1998/3132, the Family Procedure Rules 2010 (FPR 2010), SI 2010/2955, and the Criminal Procedure Rules 2015, SI 2015/1490, facilitating simpler future amendment of the rules. The only new rules are those...

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