Summary funding statement Definition | Legal Glossary | LexisNexis (2024)

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GLOSSARY

Published by a LexisNexis Pensions expert

What does Summary funding statement mean?

Summary funding statement is a document setting out the funding position of the scheme at the last valuation together with any changes since then. Members of schemes subject to the statutory funding objective should be issued with a summary funding statement annually.

View the related practice notes about Summary funding statement

Occupational pension schemes—disclosure requirements before 6 April 2014 [Archived]

THIS PRACTICE NOTE APPLIES TO OCCUPATIONAL PENSION SCHEMESThis Practice Note looks at the disclosure requirements that were applicable to trustees...

Read More

Disclosure requirements for occupational and personal pension schemes—the 2013 disclosure regulations

FORTHCOMING DEVELOPMENT 1: On 6 October 2022, the DWP launched a consultation entitled ‘Broadening the investment opportunities of DC pension...

Read More

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Summary funding statement Definition | Legal Glossary | LexisNexis (2) Login

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Summary funding statement Definition | Legal Glossary | LexisNexis (2024)
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