PortfolioTransferConfirmationV11sese.013.001.11

Definition: Type of pension policy, plan or scheme expressed as a code.

Type: PensionSchemeType3Code (String)

Allowed Values:

• AAVC (Additional Voluntary Contribution): Pension plan is an additional voluntary contribution plan.
• DBEN (Defined Benefit): Pension plan is a defined benefit plan.
• EXPP (Executive Pension Plan): Pension plan is an executive pension plan.
• FAVC (Free Standing Additional Voluntary Contribution): Pension plan is a free standing additional voluntary contribution plan.
• GPPS (Group Personal Pension): Pension is a group personal pension.
• SIPG (Group Self Invested Pension): Pension plan is a group self-invested pension plan.
• STKG (Group Stakeholder): Pension plan is a group stakeholder pension plan.
• IPST (Individual Pension With Tax Benefit): Pension is an individual pension savings plan with a tax benefit. This is known as an Individual Pension Schema (IPS) in some markets.
• STKI (Individual Stakeholder): Pension plan is an individual stakeholder pension.
• OTPM (Mandatory Occupational Pension): Pension is a mandatory occupational pension. This is known as an Obligatory Occupation Pension (OTP) in some markets.
• OCDC (Occupational Defined Contribution): Pension plan is an occupational defined contribution plan.
• PPNS (Personal Pension): Pension is a personal pension plan.
• EPKA (Personal Pension Account): Pension is a personal pension account. This is known as Employee Pension Kapital (EPK) in some markets.
• ITPO (Private Occupational Pension): Pension is a private occupational pension. This is known as an industrial and trade supplementary pension (ITP) in some markets.
• REAN (Retirement Annuity): Pension plan is a retirement annuity. SC32 Section32 Pension type covered by section 32. S32A Section32A Pension type covered by section 32A.
• SC32
• S32A
• SIPP (Self Invested Personal Pension): Pension is a self-invested personal pension plan.
• SSAS (Small Self Administered Scheme): Pension is a small self-administered pension scheme.
• NWRP (Non Wrapper Pension): Indicates that the party does not operate the pension wrapper.