Jurisdiction(s):
United Kingdom

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...

CPR PD 51U Disclosure Pilot Scheme in the Business and Property Courts (England and Wales): FAQs on transition, existing cases, initial disclosure, preservation, and dealing with CPR 31 orders (Archived)

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Practice notes

ARCHIVED :

This Practice Note is archived and no longer maintained. From January 2019, a compulsory two-year disclosure pilot will operate in the Business and Property Courts, directed by the provisions of the new CPR PD 51U, and will be mandatory. Practitioners should begin considering the pilot’s Requirements now, and may need to take steps ahead of next year when managing live or threatened proceedings, including preparatory measures and planning. These FAQs highlight practical questions that may arise in the run-up to the disclosure pilot before January 2019, to assist with immediate considerations. For guidance on the disclosure pilot scheme, see: Disclosure pilot scheme—overview now.

Will the disclosure pilot scheme apply to proceedings that are currently ongoing/were commenced before January 2019?

Yes—the disclosure pilot scheme will extend to proceedings already on foot, and not merely newly issued. Accordingly, if your present matter falls within the pilot, the updated Rules will apply from 1 January 2019. The pilot will not disturb any disclosure order made before the pilot’s commencement date, or prior to transfer of proceedings into a Business and Property Court, unless that order is varied or Set aside (see CPR PD 51U, para 1.3).

What happens if parties mistakenly...

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Web page updated on 21/05/2026

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