Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Occupational pension scheme definition

What does Occupational pension scheme mean? In practice, an occupational pension scheme is an employer-backed workplace pension set up to provide retirement (and often death or ill‑health) benefits for employees. It is defined in UK pensions legislation (for example, the Pension Schemes Act 1993 and the Pensions Act 2004) and in Ireland’s Pensions Act 1990, and is typically established under trust by a single employer, a group of employers or an industry-wide provider (including master trusts). Key features include: governance by independent or employer-nominated trustees under a trust deed and rules; funding by employer and/or member contributions; benefits provided on a defined benefit,...

Pre-6 April 2014 disclosure duties for occupational pension scheme trustees: scope, member communications, benefit statements, funding and reporting obligations and penalties under the 1996 Disclosure Regulations (archived)

Published by a LexisNexis Pensions expert

Practice notes

THIS PRACTICE NOTE APPLIES TO occupational pension schemeS

This Practice Note sets out the disclosure duties that applied to trustees (or, for contract-based occupational pension schemes, scheme managers) up to 5 April 2014 under the Occupational Pension Schemes (Disclosure of Information) Regulations 1996, SI 1996/1655 (the 1996 Disclosure Regulations). The 1996 Disclosure Regulations were revoked on 6 April 2014 and therefore have no effect after 5 April 2014. In this Practice Note, references to ‘trustees’ are to be read, in relation to a contract-based occupational pension scheme, as including the scheme’s managers. For details of the disclosure obligations for personal pension schemes up to 5 April 2014 under the Personal Pension Schemes (Disclosure of Information) Regulations 1987, SI 1987/1110, see Practice Note: Personal pension schemes—disclosure requirements before 6 April 2014 [Archived]. From 6 April 2014, the disclosure rules for occupational and personal pension schemes were consolidated and harmonised into a single instrument, the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013, SI 2013/2734. For information on the regime applying from 6 April 2014, see Practice Note: Disclosure requirements applicable to occupational and personal pension schemes after 5 April 2014...

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Web page updated on 21/05/2026

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