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Statutory Instruments

2004 No. 3031

PENSIONS

The Occupational Pension Schemes (Minimum Funding Requirement and Actuarial Valuations) Amendment Regulations 2004

Made

17th November 2004

Laid before Parliament

23rd November 2004

Coming into force

21st December 2004

The Secretary of State for Work and Pensions, in exercise of the powers conferred upon him by sections 56(3), 57(1), (2) and (5), 124(1) and 174(2) and (3) of the Pensions Act 1995( 1 ), and of all other powers enabling him in that behalf, having consulted with such persons as he considered appropriate( 2 ), hereby makes the following Regulations:

Citation, commencement and interpretation

1. —(1) These Regulations may be cited as the Occupational Pension Schemes (Minimum Funding Requirement and Actuarial Valuations) Amendment Regulations 2004 and shall come into force on 21st December 2004.

(2) In these Regulations “the Minimum Funding Requirement Regulations” means the Occupational Pension Schemes (Minimum Funding Requirement and Actuarial Valuations) Regulations 1996( 3 ).

Amendment of regulation 2 of the Minimum Funding Requirement Regulations

2. In regulation 2(1)( 4 ) of the Minimum Funding Requirement Regulations (interpretation) for the definition of “transitional period” substitute—

“transitional period” means the period beginning on the commencement date and ending on—

(a)

for the purposes of regulation 6(2) (excluded assets), 31st December 2004; and

(b)

for all other purposes, 5th April 2006. .

Amendment of Schedule 1 to the Minimum Funding Requirement Regulations

3. In Part I of Schedule 1 to the Minimum Funding Requirement Regulations (minimum funding valuation statements – the actuary’s statement) for paragraph 6 substitute—

6. References to section 73(3) ( 5 ) in paragraph 5 above and in paragraph 2 of the actuary’s statement as set out in Part II are references to that section as modified—

(a) where that section has effect in relation to the scheme on the effective date; or

(b) where sub-paragraph (a) does not apply in relation to a scheme, as if that scheme had commenced winding up on the effective date,

and the actuary may modify the description of liabilities in paragraph 2 of that statement accordingly. .

Signed by authority of the Secretary of State for Work and Pensions.

Malcolm Wicks

Minister of State,

Department for Work and Pensions

17th November 2004

( 1 )

1995 c. 26 . Section 124(1) is cited for the meaning there given to the words “prescribed” and “regulations”.

( 2 )

See section 120(1) of the Pensions Act 1995.

( 3 )

S.I. 1996/1536 ; relevant amending instruments are S.I. 2000/2691 , 2001/3649 and 2002/380 .

( 4 )

The definition of “transitional period” was substituted by S.I. 2002/380 .

( 5 )

Section 73(3) was amended by section 38(1) of the Welfare Reform and Pensions Bill 1999 (c. 30) and modified by S.I. 1996/3126 and 2004/1140 .

Status: This is the original version (as it was originally made). This item of legislation is currently only available in its original format.
The Occupational Pension Schemes (Minimum Funding Requirement and Actuarial Valuations) Amendment Regulations 2004 (2004/3031)

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footnotecommentarytransitional and savingsin force statusrelated provisionsgeo extentinsert/omitsource countin force adj
Defined TermSection/ArticleIDScope of Application
the Minimum Funding Requirement Regulationsreg. 1.the_Minimu_rtBZRQ8
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The Occupational Pension Schemes (Minimum Funding Requirement and Actuarial Valuations) Amendment Regulations 2004 2004 No. 3031 Regulations revoked The Occupational Pension Schemes (Scheme Funding) Regulations 2005 2005 No. 3377 reg. 21 Sch. 5 Not yet

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