Consultation outcome

Pension trustees: clarifying and strengthening investment duties

From:
Department for Work and Pensions
Published
18 June 2018
Last updated
13 August 2019 鈥� See all updates
This was published under the 2016 to 2019 May Conservative government
This consultation has concluded

Read the full outcome

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Detail of outcome

We published the government response to this consultation on 11 September 2018.

Read .

We have also published the Reporting costs, charges and other information: guidance for trustees and managers of occupational pension schemes.

Feedback received

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Detail of feedback received

We published the public feedback to this consultation on 13 August 2019 following a Freedom of Information request.

Original consultation

Summary

This consultation seeks views on the draft Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018.

This consultation ran from
to

Consultation description

The regulations amend:

  • what a pension scheme鈥檚 statement of investment principles must include
  • the way trustees prepare and revise the statement

The regulations also require trustees of schemes offering money purchase benefits, subject to certain limited exceptions, to:

  • publish the statement of investment principles
  • publish an annual report on how they implemented it
  • use the annual benefit statement to tell members that the statement is available

This consultation is aimed at:

  • pension scheme trustees and managers
  • pension scheme members and beneficiaries
  • pension scheme service providers, other industry bodies and professionals
  • civil society organisations
  • any other interested stakeholders

This consultation follows the government鈥檚 response to the Law Commission report 鈥楶ension funds and social investment鈥�.

Short online questionnaire

We鈥檝e provided a short online questionnaire for individuals who might want to comment on the proposals without going into great detail.

Documents

PDF, 544 KB, 37 pages

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Updates to this page

Published 18 June 2018
Last updated 13 August 2019 show all updates

  1. Added public feedback to the consultation following a Freedom of Information request.

  2. Added a link to The Pension Protection Fund (Pensionable Service) and Occupational Pension Schemes (Investment and Disclosure) (Amendment and Modification) Regulations 2018.

  3. We published the government response to this consultation on 11 September 2018.

  4. First published.

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