The Government is consulting on draft regulations, due to come into force on 6 April 2018, which will require trustees of schemes providing DC benefits (other than those where the only DC benefits are AVCs) to publish online more detailed information about costs and charges, and include in members' annual benefit statements details of the website on which the information can be viewed.  The regulations will also require the trustees of such schemes to provide to members on request information about the investments underlying "pooled funds".  This is in particular aimed at schemes invested in unit-linked contracts of insurance where it may not be possible for the member to establish meaningful information about the underlying investments from the name of the unit-linked contract alone.

Key Contacts

Jade Murray

Jade Murray

Partner, Pensions
United Kingdom

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Catherine McAllister

Catherine McAllister

Partner, Pensions
United Kingdom

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Rachel Uttley

Rachel Uttley

Partner, Pensions
United Kingdom

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