Select the new legal structure of the scheme

You must select one of these boxes to indicate the new type of legal structure. You must select one only.

Single Trust under which all of the assets are held for the benefit of all members of the scheme

This may apply where a pension scheme is set up under trust and that trust covers all members. And the terms of the trust do not specifically allocate assets to a particular member.

An annuity contract

This is a two party contract between an establisher of a scheme and a member. If you select this box you should provide a policy or contract number.

Policy or Contract Number

This is the number you use to identify this scheme from any other scheme(s) of this type the member might have. It will also help to distinguish it from other policies/contracts you have made reports under relating to the same member.

A body corporate

For example, a registered company, a local authority or a body controlled by Royal Charter.

Other

If the legal structure is not one of the above then you must provide a brief description of how the scheme is now constituted.

If you select 'other' you must complete the brief description. For example, if the scheme's legal structure is now deed poll, state 'deed poll'.