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 (England and Wales): Service of Documents—Methods, Children and Protected Parties, Deemed Service, Certificates and Service out of the Jurisdiction

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Practice notes

This Practice Note applies to the majority of applications to the Court of Protection.

However, a separate process applies when seeking to appoint a property and financial affairs deputy in such cases within the Court of Protection context. From January 2023, the upfront notification route became the default for all property and affairs deputyship applications, after a successful pilot. As outlined in Practice Direction 9H, applicants must tell the person who is the subject of the application and also three individuals who know that person, using the combined notification and acknowledgement forms, COP14PADep and COP15PADep, and obtain their replies before lodging the application.

All replies, together with any records of notifications, should then be promptly filed with the court at the same time as the completed application. If applying via the online portal, no COP1 application form is then needed. If applying on paper, include all relevant notification details in section 5.1 of the COP1 application form. For comprehensive guidance on making an application to appoint a property and financial affairs deputy, refer to Practice Note: Application to appoint a property and financial affairs deputy. The provisions on service of documents in the Court of Protection are contained in Part...

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Web page updated on 21/05/2026

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