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Occupational And Personal Pension Schemes (General) Regulations, 2011 (LI 1990)

Regulation 20 An approved trustee shall not charge a member of the scheme any fees or impose financial penalties for the transfer of accrued benefits from a registered scheme to another scheme or from one account to another account within the scheme, except  (a) actual and reasonable expenses incurred by the trustee as a result of redeeming funds in connection with the transfer from a unit trust or similar type of investment, and (b) purchasing units in another investment, where a difference in price of the units is normally associated with the redemption of those funds and the purchase of those units.

Subject : Occupational And Personal Pension Schemes  

Procedure to Follow


Not Avaiable

Responsible Institution
Relevant Forms to Download

Not Available

Online System

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Fees/ charges

Not Avaiable