Statutory contents checklist for occupational pension scheme annual reports and accounts (Disclosure of Information Regulations 2013, SI 2013/2734)

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This checklist sets out the requirements for the content of schemes’ annual reports and accounts under the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013, SI 2013/2734. For fuller guidance on the duty on occupational pension schemes to produce annual reports and accounts, see Practice Note: Pension scheme annual reports and accounts.

Requirement to prepare and disclose a pension scheme annual report

Trustees of an occupational pension scheme meeting the conditions in the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013, SI 2013/2734, Sch 1, Para 1 must produce an annual report no later than seven months following the close of each scheme year.

For further details, see: Disclosure requirements for occupational and personal pension schemes—the 2013 disclosure regulations—Scope of the 2013 Disclosure Regulations.

The annual report must be provided to any relevant person (that is, a member, prospective member, their spouse or civil partner, a beneficiary or a recognised trade union) who:

requests the document within five years of the end of the scheme year to which the annual report relates; and
has not previously been supplied with that document

The annual report must then be supplied within two months of the request being made...

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Web page updated on 20/05/2026

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