Your Pension Plan …. Your Financial Future

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WIND UP REPORT FOR DEFINED CONTRIBUTION PENSION PLANS

Note: Section references are to the National Pension Scheme (Occupational Pensions) Act 1998, amendments and regulations unless otherwise indicated

"*" indicates required fields

PLAN INFORMATION

WIND UP INFORMATION

6. Type of wind up:*
Identify partial wind up group (if applicable)
7. Effective date of wind up:*
Effective date of wind up complies with s. 38 (4):*
9. Month for which last contributions were received:*
10. All employee and employer contributions remitted to the fund to the effective date of wind up:*
11. Date last notice given to Members:*
12. Notice content and distribution complies with ss. 38 (2) (3) & ss. 1 – 4 of regulation 17:*
15. Legislative Requirements – The following requirements have been applied:
All outstanding Annual Information Reports, including associated (AIR)Fees, Annual Administrative Fees (Form 7) and Financial Statements have been filed
RECOMMENDED FOR WIND-UP:*

CERTIFICATION OF COMPLIANCE:

I declare that:
a) I have reviewed this report*
b) the information contained in this wind up report is true and accurate and this report is complete,*
c) the benefits and options have been determined in accordance with the terms of the Pension Plan and meet the minimum requirements of the National Pension Scheme (Occupational Pensions) Act 1998, and,*
d) to the best of my knowledge and belief, this report complies with the requirements of the National Pension Scheme(Occupational Pensions) Act 1998, except as noted in this report.*
DATED this*

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