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Change 1
As published
Schedule 1A Unconnected Multiple Employer Schemes: Business Strategy
Section 14(3C)(a)(ii) and (b)
Part 1 Information which must be taken into account
1 The scheme’s latest accounts (if any).
2 The statement of investment principles (if any) prepared by the trustees of the scheme in accordance with section 35 of the Pensions Act 1995 (investment principles).
3 The latest accounts (if any) of the scheme proprietor provided to the Pensions Regulator under section 8 or section 26A.
4 The latest accounts of any undertaking, other than an unincorporated association, that partly or wholly funds the scheme proprietor, provided to the Pensions Regulator under section 8 or section 26A.
Part 2 Matters which must be taken into account
5 The structure of the scheme and its target market, including any plans to acquire or merge with other schemes.
6 The robustness and prudence of any assumptions in the scheme’s business plan (see section 14A) about membership, contributions, income and costs.
7 The planned expenditure of the scheme, the purpose of the expenditure, and how it will be funded.
8 The terms, security and affordability of loans and other funding provided to the scheme, and the identity of each lender or other funding provider.
9 Information about the market in which the scheme operates or is to operate.
10 The experience and professional competence of the individuals involved in running the scheme.
11 Where a business plan has been revised as a result of a significant change to the information included in it (see section 14A(4)), the circumstances that led to the significant change.
12 Any provision made by the trustees and the scheme proprietor to fund contingent liabilities in respect of the scheme.
Part 3 Information which may be taken into account
13 The scheme’s accounts, other than the latest accounts.
14 Any accounts of the scheme proprietor, and of any undertaking that partly or wholly funds the scheme proprietor, provided to the Pensions Regulator under section 8 or section 26A, other than the latest accounts.
Your change, as a redline
Schedule 1A Unconnected Multiple Employer Schemes: Business Strategy
Section 14(3C)(a)(ii) and (b)
Part 1 Information which must be taken into account
1 The scheme’s latest accounts (if any).
2 The statement of investment principles (if any) prepared by the trustees of the scheme in accordance with section 35 of the Pensions Act 1995 (investment principles).
3 The latest accounts (if any) of the scheme proprietor provided to the Pensions Regulator under section 8 or section 26A.
4 The latest accounts of any undertaking, other than an unincorporated association, that partly or wholly funds the scheme proprietor, provided to the Pensions Regulator under section 8 or section 26A.
Part 2 Matters which must be taken into account
5 The structure of the scheme and its target market, including any plans to acquire or merge with other schemes.
6 The robustness and prudence of any assumptions in the scheme’s business plan (see section 14A) about membership, contributions, income and costs.
7 The planned expenditure of the scheme, the purpose of the expenditure, and how it will be funded.
8 The terms, security and affordability of loans and other funding provided to the scheme, and the identity of each lender or other funding provider.
9 Information about the market in which the scheme operates or is to operate.
10 The experience and professional competence of the individuals involved in running the scheme.
11 Where a business plan has been revised as a result of a significant change to the information included in it (see section 14A(4)), the circumstances that led to the significant change.
12 Any provision made by the trustees and the scheme proprietor to fund contingent liabilities in respect of the scheme.
Part 3 Information which may be taken into account
13 The scheme’s accounts, other than the latest accounts.
14 Any accounts of the scheme proprietor, and of any undertaking that partly or wholly funds the scheme proprietor, provided to the Pensions Regulator under section 8 or section 26A, other than the latest accounts.
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