The Occupational Pension Schemes (Administration, Investment, Charges and Governance) (Amendment) Regulations (Northern Ireland) 2023

Made: 4th April 2023

Coming into operation in accordance with regulation 1(1) and (2)

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Citation, commencement, application and interpretation

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Amendment of the Occupational Pension Schemes (Scheme Administration) Regulations

2

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Amendment of the Occupational Pension Schemes (Investment) Regulations

3

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Amendment of the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations

4

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Amendment of the Occupational Pension Schemes (Charges and Governance) Regulations

5

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Signed

Sealed with the Official Seal of the Department for Communities on 4th April 2023

David Tarr — A senior officer of the Department for Communities

Explanatory note

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Footnotes

[^f00001]: 1993 c. 49; section 109(6) and (7) was inserted by section 43 of the Pensions Act (Northern Ireland) 2015 (c. 5 (N.I.)) and amended by paragraph 15(3) of Schedule 11 to the Pension Schemes Act 2021 (c. 1)

[^f00002]: S.I. 1995/3213 (N.I. 22); Article 35 was substituted by Article 221 of the Pensions (Northern Ireland) Order 2005 (S.I.2005/255 (N.I. 1))

[^f00003]: See Article 8(b) of S.R. 1999 No. 481 and section 1(7) of the Departments Act (Northern Ireland) 2016 (c. 5 (N.I.))

[^f00004]: 2015 c. 5 (N.I.); paragraph 1 was amended by paragraph 25(2) of Schedule 6 and paragraph 15(2) of Schedule 11 to the Pension Schemes Act 2021

[^f00005]: S.R. 2005 No. 569; regulation 2A was inserted by regulation 20(3) of S.R. 2015 No. 309 and amended by regulation 4(3) of S.R. 2018 No. 165, regulation 4(3) of S.R. 2021 No. 272 and regulation 10 of S.R. 2022 No. 192

[^f00006]: S.R. 2015 No. 309

[^f00007]: The definition of “qualifying collective money purchase scheme” was inserted by paragraph 4(e) of Schedule 7 to S.R. 2023 No. 7

[^f00009]: The heading to regulation 8 was amended by paragraph 15 of Schedule 7 to S.R. 2023 No. 7

[^f00010]: Regulation 8A was inserted by paragraph 16 of Schedule 7 to S.R. 2023 No. 7

[^f00012]: The heading to regulation 7 was amended by paragraph 13 of Schedule 7 to S.R. 2023 No. 7

[^f00013]: Regulation 7A was inserted by paragraph 14 of Schedule 7 to S.R. 2023 No. 7

[^f00014]: S.R. 1997 No. 94

[^f00015]: 1954 c. 33 (N.I.)

[^f00016]: The definition of “the Solvency 2 Directive” was inserted by paragraph 7(2)(b) of Schedule 2 to S.I. 2015/575

[^f00017]: The definition of “specified performance-based fees” is inserted by regulation 5(2)(a)(v) of these Regulations

[^f00018]: Regulation 23 was added by regulation 17(1) of S.R. 2015 No. 309

[^f00022]: Regulation 25 was added by regulation 19 of S.R. 2015 No. 309 and paragraph (1) was amended by regulation 2(3)(a) of S.R. 2021 No. 272

[^f00023]: 2007 c. 3; section 1005 was substituted by paragraph 1 of Schedule 26 to the Finance Act 2007 (c. 11) and amended by paragraph 55 of Schedule 2 to the Taxation (International and Other Provisions) Act 2010 (c. 8)

[^f00024]: S.R. 2014 No. 79; regulation 29A was inserted by regulation 3(6) of S.R. 2018 No. 53 and paragraph (2) was amended by regulation 5(a) of S.R. 2021 No. 272 and regulation 13(12) of S.R. 2022 No. 192

[^f00025]: The heading to regulation 29A was amended by regulation 5(3) of S.R. 2018 No. 165

[^f00027]: The definition of “collective flat fee charge was inserted by paragraph 4(2)(b) of Schedule 7 to S.R. 2023 No. 7

[^f00028]: S.R. 2005 No. 569

[^f00029]: The definition of “performance fee” was inserted by regulation 6(2)(a)(iii) of S.R. 2021 No. 272 and amended by paragraph 4(2)(d) of Schedule 7 to S.R. 2023 No. 7

[^f00033]: The heading to regulation 7 was amended by paragraph 13 of Schedule 7 to S.R. 2023 No. 7

[^f00035]: Regulation 7A was inserted by paragraph 14 of Schedule 7 to S.R. 2023 No. 7

[^f00036]: The heading to regulation 8 was amended by paragraph 15 of Schedule 7 to S.R. 2023 No. 7

[^f00039]: Regulation 8A was inserted by paragraph 16 of Schedule 7 to S.R. 2023 No. 7

Editorial notes