CHAPTER 3 Other information and documents to be provided

1. Overview

Summary	Regulation
Article 41 Information to be given to prospective members
Article 42 Information to be given to members during the pre-retirement phase	Article 42 Information to be given to members during the pre-retirement phase In addition to the Pension Benefit Statement, IORPs shall provide each member, in due time before the retirement age as specified in point (a) of Article 39(1), or at the request of the member, with information about the benefit pay-out options available in taking their retirement benefits.
Article 43 Information to be given to beneficiaries during the pay-out phase
Article 44 Additional information to be given on request to members and beneficiaries	Article 44 Additional information to be given on request to members and beneficiaries On request of a member, a beneficiary or their representatives, the IORP shall provide the following additional information: (a) the annual accounts and the annual reports referred to in Article 29, or where an IORP is responsible for more than one scheme, those accounts and reports relating to their particular pension scheme; (b) the statement of investment policy principles, referred to in Article 30; (c) any further information about the assumptions used to generate the projections referred to in point (d) of Article 39(1).

Requirements
Source	Requirement

Standards
Source	Requirement

Builddate: 17.01.2025 00:00:00 -Doknr: CELEX:32016L2341
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