http://www.legislation.gov.uk/ukpga/1993/49/part/IVA/2003-02-24Pension Schemes (Northern Ireland) Act 1993 An Act to consolidate for Northern Ireland certain enactments relating to pension schemes, with corrections and minor improvements under the Consolidation of Enactments (Procedure) Act 1949.texttext/xmlenStatute Law Database2024-05-17Expert Participation2003-02-24 PART IVA<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> REQUIREMENTS RELATING TO PENSION CREDIT BENEFIT</Addition>CHAPTER I<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> PENSION CREDIT BENEFIT UNDER OCCUPATIONAL SCHEMES</Addition><Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Scope of Chapter I.</Addition>97A1This Chapter applies to any occupational pension scheme whose resources are derived in whole or part from—apayments to which subsection (2) applies made or to be made by one or more employers of earners to whom the scheme applies, orbsuch other payments by the earner or his employer, or both, as may be prescribed for different categories of scheme.2This subsection applies to payments—aunder an actual or contingent legal obligation, orbin the exercise of a power conferred, or the discharge of a duty imposed, on a Minister of the Crown, government department or any other person, being a power or duty which extends to the disbursement or allocation of public money.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Interpretation.</Addition>97BIn this Chapter—“scheme” means an occupational pension scheme to which this Chapter applies;“pension credit rights” means rights to future benefits under a scheme which are attributable (directly or indirectly) to a pension credit;“pension credit benefit”, in relation to a scheme, means the benefits payable under the scheme to or in respect of a person by virtue of rights under the scheme attributable (directly or indirectly) to a pension credit;“normal benefit age”, in relation to a scheme, means the earliest age at which a person who has pension credit rights under the scheme is entitled to receive a pension by virtue of those rights (disregarding any scheme rule making special provision as to early payment of pension on grounds of ill-health or otherwise).<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Basic principle as to pension credit benefit.</Addition>97C1Normal benefit age under a scheme must be between 60 and 65.2A scheme must not provide for payment of pension credit benefit in the form of a lump sum at any time before normal benefit age, except in such circumstances as may be prescribed.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Form of pension credit benefit and its alternatives.</Addition>97D1Subject to subsection (2) and section 97E, a person’s pension credit benefit under a scheme must be—apayable directly out of the resources of the scheme, orbassured to him by such means as may be prescribed.2Subject to subsections (3) and (4), a scheme may, instead of providing a person’s pension credit benefit, provide—afor his pension credit rights under the scheme to be transferred to another occupational pension scheme or a personal pension scheme with a view to acquiring rights for him under the rules of the scheme, orbfor such alternatives to pension credit benefit as may be prescribed.3The option conferred by subsection (2)(a) is additional to any obligation imposed by Chapter II of this Part.4The alternatives specified in subsection (2)(a) and (b) may only be by way of complete or partial substitute for pension credit benefit—aif the person entitled to the benefit consents, orbin such other cases as may be prescribed.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Discharge of liability where pension credit or alternative benefits secured by insurance policies or annuity contracts.</Addition>97E1A transaction to which section 15 applies discharges the trustees or managers of a scheme from their liability to provide pension credit benefit or any alternative to pension credit benefit for or in respect of a member of the scheme if and to the extent that—ait results in pension credit benefit, or any alternative to pension credit benefit, for or in respect of the member being appropriately secured (within the meaning of that section),bthe transaction is entered into with the consent of the member or, if the member has died, of the member’s widow or widower, andcsuch requirements as may be prescribed are met.2Regulations may provide that subsection (1)(b) shall not apply in prescribed circumstances.CHAPTER II<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> TRANSFER VALUES</Addition><Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Power to give transfer notice.</Addition>97F1An eligible member of a qualifying scheme may by notice in writing require the trustees or managers of the scheme to use an amount equal to the cash equivalent of his pension credit benefit for such one or more of the authorised purposes as he may specify in the notice.2In the case of a member of an occupational pension scheme, the authorised purposes are—ato acquire rights allowed under the rules of an occupational pension scheme, or personal pension scheme, which is an eligible scheme;bto purchase from one or more insurer such as are mentioned in section 15(4)(a), chosen by the member and willing to accept payment on account of the member from the trustees or managers, one or more annuities which satisfy the prescribed requirements; andcin such circumstances as may be prescribed, to subscribe to other pension arrangements which satisfy prescribed requirements.3In the case of a member of a personal pension scheme, the authorised purposes are—ato acquire rights allowed under the rules of an occupational pension scheme, or personal pension scheme, which is an eligible scheme; andbin such circumstances as may be prescribed, to subscribe to other pension arrangements which satisfy prescribed requirements.4The cash equivalent for the purposes of subsection (1) shall—ain the case of a salary related occupational pension scheme, be taken to be the amount shown in the relevant statement under section 97H, andbin any other case, be determined by reference to the date the notice under that subsection is given.5The requirements which may be prescribed under subsection (2) or (3) include, in particular, requirements of the Inland Revenue.6In subsections (2) and (3), references to an eligible scheme are to a scheme—athe trustees or managers of which are able and willing to accept payment in respect of the member’s pension credit rights, andbwhich satisfies the prescribed requirements.7In this Chapter, “transfer notice” means a notice under subsection (1).<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Restrictions on power to give transfer notice.</Addition>97G1In the case of a salary related occupational pension scheme, the power to give a transfer notice may only be exercised if—athe member has been provided with a statement under section 97H, andbnot more than 3 months have passed since the date by reference to which the amount shown in the statement is determined.2The power to give a transfer notice may not be exercised in the case of an occupational pension scheme if—athere is less than a year to go until the member reaches normal benefit age, orbthe pension to which the member is entitled by virtue of his pension credit rights, or benefit in lieu of that pension, or any part of it has become payable.3Where an eligible member of a qualifying scheme—ais entitled to make an application under section 91 to the trustees or managers of the scheme, orbwould be entitled to do so, but for the fact that he has not received a statement under section 89A in respect of which the guarantee date is sufficiently recent,he may not, if the scheme so provides, exercise the power to give them a transfer notice unless he also makes an application to them under section 91.4The power to give a transfer notice may not be exercised if a previous transfer notice given by the member to the trustees or managers of the scheme is outstanding.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Salary related schemes: statements of entitlement.</Addition>97H1The trustees or managers of a qualifying scheme which is a salary related occupational pension scheme shall, on the application of an eligible member, provide him with a written statement of the amount of the cash equivalent of his pension credit benefit under the scheme.2For the purposes of subsection (1), the amount of the cash equivalent shall be determined by reference to a date falling within—athe prescribed period beginning with the date of the application, andbthe prescribed period ending with the date on which the statement under that subsection is provided to the applicant.3Regulations may make provision in relation to applications under subsection (1) and may, in particular, restrict the making of successive applications.4If trustees or managers to whom subsection (1) applies fail to perform an obligation under that subsection, Article 10 of the Pensions (Northern Ireland) Order 1995 (power of the Regulatory Authority to impose civil penalties) shall apply to any trustee or manager who has failed to take all such steps as are reasonable to secure that the obligation was performed.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Calculation of cash equivalents.</Addition>97ICash equivalents for the purposes of this Chapter shall be calculated and verified in the prescribed manner.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Time for compliance with transfer notice.</Addition>97J1Trustees or managers of a qualifying scheme who receive a transfer notice shall comply with the notice—ain the case of an occupational pension scheme, within 6 months of the valuation date or, if earlier, by the date on which the member to whom the notice relates reaches normal benefit age, andbin the case of a personal pension scheme, within 6 months of the date on which they receive the notice.2The Regulatory Authority may, in prescribed circumstances, extend the period for complying with the notice.3If the Regulatory Authority are satisfied—athat there has been a relevant change of circumstances since they granted an extension under subsection (2), orbthat they granted an extension under that subsection in ignorance of a material fact or on the basis of a mistake as to a material fact,they may revoke or reduce the extension.4Where the trustees or managers of an occupational pension scheme have failed to comply with a transfer notice before the end of the period for compliance—athey shall, except in prescribed cases, notify the Regulatory Authority of that fact within the prescribed period, andbArticle 10 of the Pensions (Northern Ireland) Order 1995 (power of the Regulatory Authority to impose civil penalties) shall apply to any trustee or manager who has failed to take all such steps as are reasonable to ensure that the notice was complied with before the end of the period for compliance.5If trustees or managers to whom subsection (4)(a) applies fail to perform the obligation imposed by that provision, Article 10 of the Pensions (Northern Ireland) Order 1995 shall apply to any trustee or manager who has failed to take all such steps as are reasonable to ensure that the obligation was performed.6Regulations may—amake provision in relation to applications under subsection (2), andbprovide that subsection (4) shall not apply in prescribed circumstances.7In this section “valuation date”, in relation to a transfer notice given to the trustees or managers of an occupational pension scheme, means—ain the case of a salary related scheme, the date by reference to which the amount shown in the relevant statement under section 97H is determined, andbin the case of any other scheme, the date the notice is given.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Withdrawal of transfer notice.</Addition>97K1Subject to subsections (2) and (3), a person who has given a transfer notice may withdraw it by giving the trustees or managers to whom it was given notice in writing that he no longer requires them to comply with it.2A transfer notice may not be withdrawn if the trustees or managers have already entered into an agreement with a third party to use the whole or part of the amount they are required to use in accordance with the notice.3If the giving of a transfer notice depended on the making of an application under section 91, the notice may only be withdrawn if the application is also withdrawn.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Variation of the amount required to be used.</Addition>97L1Regulations may make provision for the amount required to be used under section 97F(1) to be increased or reduced in prescribed circumstances.2Without prejudice to the generality of subsection (1), the circumstances which may be prescribed include—afailure by the trustees or managers of a qualifying scheme to comply with a notice under section 97F(1) within 6 months of the date by reference to which the amount of the cash equivalent falls to be determined, andbthe state of funding of a qualifying scheme.3Regulations under subsection (1) may have the effect of extinguishing an obligation under section 97F(1).<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Effect of transfer on trustees’ duties.</Addition>97MCompliance with a transfer notice shall have effect to discharge the trustees or managers of a qualifying scheme from any obligation to provide the pension credit benefit of the eligible member who gave the notice.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Matters to be disregarded in calculations.</Addition>97NIn making any calculation for the purposes of this Chapter—aany charge or lien on, andbany set-off against,the whole or part of a pension shall be disregarded.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Service of notices.</Addition>97OA notice under section 97F(1) or 97K(1) shall be taken to have been given if it is delivered to the trustees or managers personally or sent by post in a registered letter or by recorded delivery service.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Interpretation of Chapter II.</Addition>97P1In this Chapter—“eligible member”, in relation to a qualifying scheme, means a member who has pension credit rights under the scheme;“normal benefit age”, in relation to an eligible member of a qualifying scheme, means the earliest age at which the member is entitled to receive a pension by virtue of his pension credit rights under the scheme (disregarding any scheme rule making special provision as to early payment of pension on grounds of ill-health or otherwise);“pension credit benefit”, in relation to an eligible member of a qualifying scheme, means the benefits payable under the scheme to or in respect of the member by virtue of rights under the scheme attributable (directly or indirectly) to a pension credit;“pension credit rights”, in relation to a qualifying scheme, means rights to future benefits under the scheme which are attributable (directly or indirectly) to a pension credit;“qualifying scheme” means a funded occupational pension scheme and a personal pension scheme;“transfer notice” has the meaning given by section 97F(7).2For the purposes of this Chapter, an occupational pension scheme is salary related if—ait is not a money purchase scheme, andbit does not fall within a prescribed class.3In this Chapter, references to the relevant statement under section 97H, in relation to a transfer notice given to the trustees or managers of a salary related occupational pension scheme, are to the statement under that section on which the giving of the notice depended.4For the purposes of this section, an occupational pension scheme is funded if it meets its liabilities out of a fund accumulated for the purpose during the life of the scheme.<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Power to modify Chapter II in relation to hybrid schemes.</Addition>97QRegulations may apply this Chapter with prescribed modifications to occupational pension schemes—awhich are not money purchase schemes, butbwhere some of the benefits that may be provided are money purchase benefits.Words in s. 97F(2)(b) substituted (1.12.2001) by S.I. 2001/3649, arts. 1, 134Pt. 4A Chapters 1, 2 (ss. 97A-97Q) inserted (1.12.1999 for certain purposes and otherwise 1.12.2000) by S.I. 1999/3147 (N.I. 11), arts. 1(5)(a), 34; S.R. 2000/133, art. 2(3), Sch. Pt. IV
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<dc:description> An Act to consolidate for Northern Ireland certain enactments relating to pension schemes, with corrections and minor improvements under the Consolidation of Enactments (Procedure) Act 1949.</dc:description>
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<ukm:UnappliedEffect AffectingYear="2015" RequiresApplied="false" AffectedProvisions="s. 90(2A)(a)(viii)" EffectId="key-40f9681ae02320f8ef080906ffa2b271" AffectingNumber="5" AffectingEffectsExtent="N.I." Modified="2024-03-14T09:02:04Z" AffectedClass="UnitedKingdomPublicGeneralAct" AffectingURI="http://www.legislation.gov.uk/id/nia/2015/5" Notes="This amendment not applied to legislation.gov.uk. S. 90 already substituted (3.3.2015 for specified purposes, 6.4.2015 in so far as not already in force) by Pension Schemes Act 2015 (c. 8), s. 89(1)(b)(3)(b), Sch. 4 para. 54 (with s. 87)" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectedYear="1993" Row="802" AffectedNumber="49" AffectingClass="NorthernIrelandAct" AffectingProvisions="Sch. 17 para. 19(2)(a)" Type="inserted" URI="http://www.legislation.gov.uk/id/effect/key-40f9681ae02320f8ef080906ffa2b271">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-90-2A-a-viii" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/90/2A/a/viii" FoundRef="section-90">s. 90(2A)(a)(viii)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2015</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-17" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17">Sch. 17 </ukm:Section>
<ukm:Section Ref="schedule-17-paragraph-19-2-a" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17/paragraph/19/2/a">para. 19(2)(a)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-53-1" URI="http://www.legislation.gov.uk/id/nia/2015/5/section/53/1">s. 53(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect RequiresApplied="false" AffectingEffectsExtent="N.I." Row="803" EffectId="key-ff0930c157aa5adb5173fa1d4e36fe98" URI="http://www.legislation.gov.uk/id/effect/key-ff0930c157aa5adb5173fa1d4e36fe98" AffectedYear="1993" AffectedNumber="49" Modified="2024-03-14T09:02:04Z" AffectedProvisions="s. 90(2A)(b)(vi)" Notes="This amendment not applied to legislation.gov.uk. S. 90 already substituted (3.3.2015 for specified purposes, 6.4.2015 in so far as not already in force) by Pension Schemes Act 2015 (c. 8), s. 89(1)(b)(3)(b), Sch. 4 para. 54 (with s. 87)" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingURI="http://www.legislation.gov.uk/id/nia/2015/5" AffectingNumber="5" AffectingYear="2015" AffectedClass="UnitedKingdomPublicGeneralAct" AffectingProvisions="Sch. 17 para. 19(2)(b)" AffectingClass="NorthernIrelandAct" Type="inserted">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-90-2A-b-vi" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/90/2A/b/vi" FoundRef="section-90">s. 90(2A)(b)(vi)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2015</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-17" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17">Sch. 17 </ukm:Section>
<ukm:Section Ref="schedule-17-paragraph-19-2-b" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17/paragraph/19/2/b">para. 19(2)(b)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-53-1" URI="http://www.legislation.gov.uk/id/nia/2015/5/section/53/1">s. 53(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect Type="inserted" AffectingNumber="5" Notes="This amendment not applied to legislation.gov.uk. S. 90 already substituted (3.3.2015 for specified purposes, 6.4.2015 in so far as not already in force) by Pension Schemes Act 2015 (c. 8), s. 89(1)(b)(3)(b), Sch. 4 para. 54 (with s. 87)" AffectingProvisions="Sch. 18 para. 9(2)(b)" AffectingClass="NorthernIrelandAct" AffectedProvisions="s. 90(2A)(b)(vii)" AffectedClass="UnitedKingdomPublicGeneralAct" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" RequiresApplied="false" AffectingEffectsExtent="N.I." EffectId="key-33b949d879e6076a004600b5c19e45af" AffectedYear="1993" Modified="2024-03-14T09:02:04Z" AffectedNumber="49" Row="804" AffectingURI="http://www.legislation.gov.uk/id/nia/2015/5" AffectingYear="2015" Comments="Reviewer: subsection 90(2A) does not exist. - Reviewer: subsection 90(2A) does not exist." URI="http://www.legislation.gov.uk/id/effect/key-33b949d879e6076a004600b5c19e45af">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-90-2A-b-vii" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/90/2A/b/vii" FoundRef="section-90">s. 90(2A)(b)(vii)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2015</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-18" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/18">Sch. 18 </ukm:Section>
<ukm:Section Ref="schedule-18-paragraph-9-2-b" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/18/paragraph/9/2/b">para. 9(2)(b)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-53-1" URI="http://www.legislation.gov.uk/id/nia/2015/5/section/53/1">s. 53(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
<ukm:InForce CommencingURI="http://www.legislation.gov.uk/id/nisr/2015/307" CommencingClass="NorthernIrelandStatutoryRule" Date="2015-07-16" Qualification="wholly in force" CommencingYear="2015" CommencingNumber="307" Applied="false">
<ukm:CommencingProvisions>
<ukm:Section Ref="article-2-1-n" URI="http://www.legislation.gov.uk/id/nisr/2015/307/article/2/1/n">art. 2(1)(n)</ukm:Section>
</ukm:CommencingProvisions>
</ukm:InForce>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectingURI="http://www.legislation.gov.uk/id/nia/2015/5" URI="http://www.legislation.gov.uk/id/effect/key-4661f45247371a3c8a352646bd10f7e1" Row="908" AffectingNumber="5" AffectedNumber="49" RequiresApplied="true" AffectingProvisions="Sch. 17 para. 19(4)(a)" AffectingYear="2015" AffectedYear="1993" Type="inserted" Modified="2024-03-14T09:02:04Z" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingClass="NorthernIrelandAct" EffectId="key-4661f45247371a3c8a352646bd10f7e1" AffectedClass="UnitedKingdomPublicGeneralAct" AffectingEffectsExtent="N.I." AffectedProvisions="s. 97AI(7)(a)(x)">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-97AI-7-a-x" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97AI/7/a/x" FoundRef="section-97AI">s. 97AI(7)(a)(x)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2015</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-17" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17">Sch. 17 </ukm:Section>
<ukm:Section Ref="schedule-17-paragraph-19-4-a" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17/paragraph/19/4/a">para. 19(4)(a)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-53-1" URI="http://www.legislation.gov.uk/id/nia/2015/5/section/53/1">s. 53(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectedYear="1993" Row="913" Type="inserted" AffectedProvisions="s. 97AI(7)(b)(viii)" AffectedNumber="49" URI="http://www.legislation.gov.uk/id/effect/key-447f89e6e48b3f1868476e5eadc69145" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingEffectsExtent="N.I." AffectingClass="NorthernIrelandAct" AffectedClass="UnitedKingdomPublicGeneralAct" AffectingURI="http://www.legislation.gov.uk/id/nia/2015/5" AffectingProvisions="Sch. 17 para. 19(4)(b)" EffectId="key-447f89e6e48b3f1868476e5eadc69145" AffectingNumber="5" AffectingYear="2015" Modified="2024-03-14T09:02:04Z" RequiresApplied="true">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-97AI-7-b-viii" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97AI/7/b/viii" FoundRef="section-97AI">s. 97AI(7)(b)(viii)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2015</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-17" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17">Sch. 17 </ukm:Section>
<ukm:Section Ref="schedule-17-paragraph-19-4-b" URI="http://www.legislation.gov.uk/id/nia/2015/5/schedule/17/paragraph/19/4/b">para. 19(4)(b)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-53-1" URI="http://www.legislation.gov.uk/id/nia/2015/5/section/53/1">s. 53(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectingClass="NorthernIrelandAct" AffectingYear="2008" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/1" AffectedProvisions="s. 21A" Notes="This amendment not applied to legislation.gov.uk. Sch. 4 para. 9 together with the inserted s. 21A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c)" RequiresApplied="false" Comments="Contains power" AffectingNumber="1" AffectedNumber="49" URI="http://www.legislation.gov.uk/id/effect/key-8b99334ff4c85c5b3affdda7e41ec58e" AffectedYear="1993" Type="inserted" Modified="2024-03-14T09:02:04Z" EffectId="key-8b99334ff4c85c5b3affdda7e41ec58e" AffectingEffectsExtent="N.I." AffectedClass="UnitedKingdomPublicGeneralAct" AffectingProvisions="Sch. 4 para. 9" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" Row="332">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-21A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/21A" err:Ref="Section missing in legislation" Missing="true">s. 21A</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4">Sch. 4 </ukm:Section>
<ukm:Section Ref="schedule-4-paragraph-9" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4/paragraph/9">para. 9</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="schedule-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4">Sch. 4 </ukm:Section>
<ukm:Section Ref="schedule-4-part-3" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4/part/3">Pt. 3</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-13-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/section/13/4">s. 13(4)</ukm:Section>
<ukm:Section Ref="section-21-1" URI="http://www.legislation.gov.uk/id/nia/2008/1/section/21/1">21(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
<ukm:InForce CommencingURI="http://www.legislation.gov.uk/id/nisr/2012/115" CommencingClass="NorthernIrelandStatutoryRule" Date="2012-04-06" Qualification="wholly in force" CommencingYear="2012" CommencingNumber="115" Applied="false">
<ukm:CommencingProvisions>
<ukm:Section Ref="article-2" URI="http://www.legislation.gov.uk/id/nisr/2012/115/article/2">art. 2</ukm:Section>
</ukm:CommencingProvisions>
</ukm:InForce>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect Comments="Contains power" Modified="2024-03-14T09:02:04Z" Notes="This amendment not applied to legislation.gov.uk. Sch. 4 para. 10 together with the inserted s. 23A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c)" URI="http://www.legislation.gov.uk/id/effect/key-0e5769e562bd9fdabee9798a6d798cb0" AffectedNumber="49" AffectingEffectsExtent="N.I." RequiresApplied="false" AffectingProvisions="Sch. 4 para. 10" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/1" Row="337" AffectedProvisions="s. 23A" AffectedYear="1993" AffectedClass="UnitedKingdomPublicGeneralAct" Type="inserted" AffectingYear="2008" AffectingNumber="1" EffectId="key-0e5769e562bd9fdabee9798a6d798cb0" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingClass="NorthernIrelandAct">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-23A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/23A" err:Ref="Section missing in legislation" Missing="true">s. 23A</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4">Sch. 4 </ukm:Section>
<ukm:Section Ref="schedule-4-paragraph-10" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4/paragraph/10">para. 10</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="schedule-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4">Sch. 4 </ukm:Section>
<ukm:Section Ref="schedule-4-part-3" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4/part/3">Pt. 3</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-13-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/section/13/4">s. 13(4)</ukm:Section>
<ukm:Section Ref="section-21-1" URI="http://www.legislation.gov.uk/id/nia/2008/1/section/21/1">21(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
<ukm:InForce CommencingURI="http://www.legislation.gov.uk/id/nisr/2012/115" CommencingClass="NorthernIrelandStatutoryRule" Date="2012-04-06" Qualification="wholly in force" CommencingYear="2012" CommencingNumber="115" Applied="false">
<ukm:CommencingProvisions>
<ukm:Section Ref="article-2" URI="http://www.legislation.gov.uk/id/nisr/2012/115/article/2">art. 2</ukm:Section>
</ukm:CommencingProvisions>
</ukm:InForce>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectingURI="http://www.legislation.gov.uk/id/nia/2008/1" AffectingEffectsExtent="N.I." AffectedClass="UnitedKingdomPublicGeneralAct" Row="1259" AffectedNumber="49" AffectingYear="2008" Modified="2024-03-14T09:02:04Z" Type="substituted for s. 172(2)(b)(ii)" RequiresApplied="false" AffectingProvisions="Sch. 4 para. 33" AffectingNumber="1" EffectId="key-db0a0bdcd081287a23c297c29fc73a60" AffectingClass="NorthernIrelandAct" URI="http://www.legislation.gov.uk/id/effect/key-db0a0bdcd081287a23c297c29fc73a60" Notes="This amendment not applied to legislation.gov.uk. Sch. 4 para. 33 repealed immediately before the "abolition date" (see 2008 c. 1 (N.I.), s. 13) by S.R. 2012/124, art. 7(2)" AffectedProvisions="s. 172(2)(b)(ii)-(ix)" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectedYear="1993">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:SectionRange Start="section-172-2-b-ii" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/172/2/b/ii" End="section-172-2-b-ix" UpTo="http://www.legislation.gov.uk/id/ukpga/1993/49/section/172/2/b/ix" FoundEnd="section-172" MissingEnd="true">
<ukm:Section Ref="section-172-2-b-ii" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/172/2/b/ii">s. 172(2)(b)(ii)</ukm:Section>
-
<ukm:Section Ref="section-172-2-b-ix" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/172/2/b/ix" FoundRef="section-172">(ix)</ukm:Section>
</ukm:SectionRange>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4">Sch. 4 </ukm:Section>
<ukm:Section Ref="schedule-4-paragraph-33" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4/paragraph/33">para. 33</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="schedule-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4">Sch. 4 </ukm:Section>
<ukm:Section Ref="schedule-4-part-3" URI="http://www.legislation.gov.uk/id/nia/2008/1/schedule/4/part/3">Pt. 3</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-13-4" URI="http://www.legislation.gov.uk/id/nia/2008/1/section/13/4">s. 13(4)</ukm:Section>
<ukm:Section Ref="section-21-1" URI="http://www.legislation.gov.uk/id/nia/2008/1/section/21/1">21(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect Type="inserted" AffectingNumber="13" AffectingEffectsExtent="N.I." AffectedProvisions="s. 42(1A) (1B)" AffectingClass="NorthernIrelandAct" AppliedModified="2012-09-15T22:03:28.592+01:00" RequiresApplied="true" URI="http://www.legislation.gov.uk/id/effect/key-2a6d33d4d07840afd10e204589a17198" Modified="2024-11-20T16:50:28Z" AffectingYear="2008" Row="66" AffectedNumber="49" AffectedClass="UnitedKingdomPublicGeneralAct" AffectedYear="1993" AffectingProvisions="s. 82(2)" EffectId="key-2a6d33d4d07840afd10e204589a17198" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/13" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-42-1A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/42/1A" FoundRef="section-42">s. 42(1A)</ukm:Section>
<ukm:Section Ref="section-42-1B" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/42/1B" FoundRef="section-42">(1B)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions (No. 2) Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="section-82-2" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/82/2">s. 82(2)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="section-73" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/73">s. 73</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-118-1" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/118/1">s. 118(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect URI="http://www.legislation.gov.uk/id/effect/key-fb3812b7fffc5cb76f3be80e06a46faa" AffectedClass="UnitedKingdomPublicGeneralAct" RequiresApplied="true" EffectId="key-fb3812b7fffc5cb76f3be80e06a46faa" AffectingNumber="13" AffectedYear="1993" AffectingYear="2008" Row="67" AppliedModified="2012-09-15T22:03:28.592+01:00" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/13" AffectedProvisions="s. 42A" AffectedNumber="49" Modified="2024-11-20T16:50:28Z" AffectingEffectsExtent="N.I." AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingProvisions="s. 82(3)" AffectingClass="NorthernIrelandAct" Type="inserted">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-42A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/42A" err:Ref="Section missing in legislation" Missing="true">s. 42A</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions (No. 2) Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="section-82-3" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/82/3" FoundRef="section-82">s. 82(3)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="section-73" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/73">s. 73</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-118-1" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/118/1">s. 118(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectingYear="2008" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectedProvisions="s. 21A" Modified="2024-11-20T16:50:28Z" AffectingProvisions="s. 85(2)(b) Sch. 10 Pt. 3" AppliedModified="2012-09-15T22:03:28.592+01:00" Comments="This amendment not applied to legislation.gov.uk. This amendment not applied to legislation.gov.uk. Sch. 4 para. 9 together with the inserted s. 21A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c). Discussed with Richard and Norman - treat it as never coming into force - This amendment not applied to legislation.gov.uk. This amendment not applied to legislation.gov.uk. Sch. 4 para. 9 together with the inserted s. 21A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c). Discussed with Richard and Norman - treat it as never coming into force - This amendment not applied to legislation.gov.uk. This amendment not applied to legislation.gov.uk. Sch. 4 para. 9 together with the inserted s. 21A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c). Discussed with Richard and Norman - treat it as never coming into force" RequiresApplied="false" AffectedNumber="49" EffectId="key-cb5eeead3f2af8f9c29330452fe7a0f1" AffectingClass="NorthernIrelandAct" AffectingNumber="13" Row="71" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/13" Type="repealed" AffectedClass="UnitedKingdomPublicGeneralAct" AffectedYear="1993" AffectingEffectsExtent="N.I." URI="http://www.legislation.gov.uk/id/effect/key-cb5eeead3f2af8f9c29330452fe7a0f1" Notes="This amendment not applied to legislation.gov.uk. This amendment not applied to legislation.gov.uk. Sch. 4 para. 9 together with the inserted s. 21A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c)">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-21A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/21A" err:Ref="Section missing in legislation" Missing="true">s. 21A</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions (No. 2) Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="section-85-2-b" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/85/2/b">s. 85(2)(b)</ukm:Section>
<ukm:Section Ref="schedule-10" URI="http://www.legislation.gov.uk/id/nia/2008/13/schedule/10">Sch. 10 </ukm:Section>
<ukm:Section Ref="schedule-10-part-3" URI="http://www.legislation.gov.uk/id/nia/2008/13/schedule/10/part/3">Pt. 3</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="section-73" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/73">s. 73</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-118-1" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/118/1">s. 118(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
<ukm:InForce CommencingURI="http://www.legislation.gov.uk/id/nisr/2012/119" CommencingClass="NorthernIrelandStatutoryRule" Date="2012-04-06" Qualification="wholly in force" CommencingYear="2012" CommencingNumber="119">
<ukm:CommencingProvisions>
<ukm:Section Ref="article-2-a" URI="http://www.legislation.gov.uk/id/nisr/2012/119/article/2/a">art. 2(a)</ukm:Section>
<ukm:Section Ref="article-2-c" URI="http://www.legislation.gov.uk/id/nisr/2012/119/article/2/c">(c)</ukm:Section>
</ukm:CommencingProvisions>
</ukm:InForce>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AppliedModified="2012-09-15T22:03:28.592+01:00" AffectingYear="2008" AffectedNumber="49" URI="http://www.legislation.gov.uk/id/effect/key-8c82c77df7186af561545ae65c380cb9" Modified="2024-11-20T16:50:28Z" AffectedClass="UnitedKingdomPublicGeneralAct" RequiresApplied="false" AffectedProvisions="s. 23A" AffectingNumber="13" Row="72" AffectingClass="NorthernIrelandAct" Comments="This amendment not applied to legislation.gov.uk. Sch. 4 para. 10 together with the inserted s. 23A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c) - This amendment not applied to legislation.gov.uk. Sch. 4 para. 10 together with the inserted s. 23A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c)”. - This amendment not applied to legislation.gov.uk. Sch. 4 para. 10 together with the inserted s. 23A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c)”." EffectId="key-8c82c77df7186af561545ae65c380cb9" Notes="This amendment not applied to legislation.gov.uk. Sch. 4 para. 10 together with the inserted s. 23A were repealed (6.4.2012) by 2008 c. 13 (N.I.), ss. 85(2)(b), 118(1), Sch. 10 Pt. 3 (with s. 73); S.R. 2012/119, art. 2(a)(c)" AffectingProvisions="s. 85(2)(b) Sch. 10 Pt. 3" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/13" Type="repealed" AffectedYear="1993" AffectingEffectsExtent="N.I.">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-23A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/23A" err:Ref="Section missing in legislation" Missing="true">s. 23A</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions (No. 2) Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="section-85-2-b" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/85/2/b">s. 85(2)(b)</ukm:Section>
<ukm:Section Ref="schedule-10" URI="http://www.legislation.gov.uk/id/nia/2008/13/schedule/10">Sch. 10 </ukm:Section>
<ukm:Section Ref="schedule-10-part-3" URI="http://www.legislation.gov.uk/id/nia/2008/13/schedule/10/part/3">Pt. 3</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="section-73" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/73">s. 73</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-118-1" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/118/1">s. 118(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Prospective="true" Qualification=""/>
<ukm:InForce CommencingURI="http://www.legislation.gov.uk/id/nisr/2012/119" CommencingClass="NorthernIrelandStatutoryRule" Date="2012-04-06" Qualification="wholly in force" CommencingYear="2012" CommencingNumber="119">
<ukm:CommencingProvisions>
<ukm:Section Ref="article-2-a" URI="http://www.legislation.gov.uk/id/nisr/2012/119/article/2/a">art. 2(a)</ukm:Section>
<ukm:Section Ref="article-2-c" URI="http://www.legislation.gov.uk/id/nisr/2012/119/article/2/c">(c)</ukm:Section>
</ukm:CommencingProvisions>
</ukm:InForce>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectedProvisions="s. 170A" RequiresApplied="true" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingProvisions="Sch. 9 para. 1" AffectingURI="http://www.legislation.gov.uk/id/nia/2008/13" EffectId="key-9e65d98e14a47a9461618889c859e905" AffectingNumber="13" Type="inserted" AffectingEffectsExtent="N.I." AppliedModified="2012-09-15T22:03:28.592+01:00" AffectedYear="1993" AffectedClass="UnitedKingdomPublicGeneralAct" URI="http://www.legislation.gov.uk/id/effect/key-9e65d98e14a47a9461618889c859e905" Modified="2024-11-20T16:50:28Z" AffectingYear="2008" AffectingClass="NorthernIrelandAct" Row="323" AffectedNumber="49">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-170A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/170A" err:Ref="Section missing in legislation" Missing="true">s. 170A</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions (No. 2) Act (Northern Ireland) 2008</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-9" URI="http://www.legislation.gov.uk/id/nia/2008/13/schedule/9">Sch. 9 </ukm:Section>
<ukm:Section Ref="schedule-9-paragraph-1" URI="http://www.legislation.gov.uk/id/nia/2008/13/schedule/9/paragraph/1">para. 1</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="section-73" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/73">s. 73</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-118-1" URI="http://www.legislation.gov.uk/id/nia/2008/13/section/118/1">s. 118(1)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect URI="http://www.legislation.gov.uk/id/effect/key-8109bd7c3846d15ef601afbd4240ea83" EffectId="key-8109bd7c3846d15ef601afbd4240ea83" RequiresApplied="true" AffectedNumber="49" Row="16" AffectedClass="UnitedKingdomPublicGeneralAct" Modified="2024-03-14T09:02:04Z" AffectedExtent="E+W+S+N.I." AffectingYear="2005" AffectedProvisions="Act" AffectingProvisions="art. 281(3)(a)(i)" AffectingNumber="255" AffectingURI="http://www.legislation.gov.uk/id/nisi/2005/255" AffectedYear="1993" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingEffectsExtent="N.I." AffectingClass="NorthernIrelandOrderInCouncil" Type="power to modify conferred">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>Act</ukm:AffectedProvisions>
<ukm:AffectingTitle>The Pensions (Northern Ireland) Order 2005</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="article-281-3-a-i" URI="http://www.legislation.gov.uk/id/nisi/2005/255/article/281/3/a/i">art. 281(3)(a)(i)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="article-1-2" URI="http://www.legislation.gov.uk/id/nisi/2005/255/article/1/2">art. 1(2)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect URI="http://www.legislation.gov.uk/id/effect/key-d144e4d788768739099984955d9aac86" Type="added" Modified="2024-03-14T09:02:04Z" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingClass="NorthernIrelandOrderInCouncil" AffectedYear="1993" AffectedClass="UnitedKingdomPublicGeneralAct" AffectedExtent="N.I." AffectingYear="2005" AffectingEffectsExtent="N.I." AffectedProvisions="s. 141(4)(5)" EffectId="key-d144e4d788768739099984955d9aac86" AffectingProvisions="art. 251" RequiresApplied="true" AffectingURI="http://www.legislation.gov.uk/id/nisi/2005/255" AffectingNumber="255" Row="1035" AffectedNumber="49">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-141-4" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/141/4" FoundRef="section-141">s. 141(4)</ukm:Section>
<ukm:Section Ref="section-141-5" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/141/5" FoundRef="section-141">(5)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>The Pensions (Northern Ireland) Order 2005</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="article-251" URI="http://www.legislation.gov.uk/id/nisi/2005/255/article/251">art. 251</ukm:Section>
</ukm:AffectingProvisions>
<ukm:Savings>
<ukm:Section Ref="article-285-5" URI="http://www.legislation.gov.uk/id/nisi/2005/255/article/285/5">art. 285(5)</ukm:Section>
</ukm:Savings>
<ukm:CommencementAuthority>
<ukm:Section Ref="article-1-2" URI="http://www.legislation.gov.uk/id/nisi/2005/255/article/1/2">art. 1(2)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect Modified="2024-03-14T09:02:04Z" AffectingURI="http://www.legislation.gov.uk/id/nisi/2005/255" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectedProvisions="s. 142(6A)" AffectedYear="1993" AffectingProvisions="Sch. 10 para. 19(b)" AffectedExtent="N.I." RequiresApplied="true" AffectingNumber="255" EffectId="key-18c92b7c619fa48abccbb9954bada3c1" AffectedNumber="49" URI="http://www.legislation.gov.uk/id/effect/key-18c92b7c619fa48abccbb9954bada3c1" AffectingClass="NorthernIrelandOrderInCouncil" Row="1047" AffectingEffectsExtent="N.I." Type="inserted" AffectingYear="2005" AffectedClass="UnitedKingdomPublicGeneralAct">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-142-6A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/142/6A" FoundRef="section-142">s. 142(6A)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>The Pensions (Northern Ireland) Order 2005</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-10" URI="http://www.legislation.gov.uk/id/nisi/2005/255/schedule/10">Sch. 10 </ukm:Section>
<ukm:Section Ref="schedule-10-paragraph-19-b" URI="http://www.legislation.gov.uk/id/nisi/2005/255/schedule/10/paragraph/19/b">para. 19(b)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="article-1-2" URI="http://www.legislation.gov.uk/id/nisi/2005/255/article/1/2">art. 1(2)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectingClass="NorthernIrelandAct" RequiresApplied="true" Type="words substituted" Modified="2024-03-14T09:02:04Z" AffectingEffectsExtent="N.I." URI="http://www.legislation.gov.uk/id/effect/key-7de8ae41d29138175e3d3c568977e285" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectedNumber="49" EffectId="key-7de8ae41d29138175e3d3c568977e285" AffectingURI="http://www.legislation.gov.uk/id/nia/2012/3" AffectedClass="UnitedKingdomPublicGeneralAct" AffectedProvisions="s. 42(1A)" Row="551" AffectedYear="1993" AffectingYear="2012" AffectingNumber="3" AffectingProvisions="Sch. 3 para. 7">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="section-42-1A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/42/1A" FoundRef="section-42">s. 42(1A)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2012</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-3" URI="http://www.legislation.gov.uk/id/nia/2012/3/schedule/3">Sch. 3 </ukm:Section>
<ukm:Section Ref="schedule-3-paragraph-7" URI="http://www.legislation.gov.uk/id/nia/2012/3/schedule/3/paragraph/7">para. 7</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-34-3" URI="http://www.legislation.gov.uk/id/nia/2012/3/section/34/3">s. 34(3)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect Modified="2024-03-14T09:02:04Z" URI="http://www.legislation.gov.uk/id/effect/key-353cfa6dd34b45c1c486790b1f889924" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingURI="http://www.legislation.gov.uk/id/nia/2012/3" AffectedClass="UnitedKingdomPublicGeneralAct" AffectingProvisions="Sch. 3 para. 8(b)" AffectingClass="NorthernIrelandAct" AffectingYear="2012" AffectedYear="1993" EffectId="key-353cfa6dd34b45c1c486790b1f889924" Row="563" AffectingEffectsExtent="N.I." AffectedProvisions="s. 42A heading" AffectedNumber="49" RequiresApplied="true" Type="words substituted" AffectingNumber="3">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-42A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/42A" err:Ref="Section missing in legislation" Missing="true">s. 42A</ukm:Section>
heading
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2012</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-3" URI="http://www.legislation.gov.uk/id/nia/2012/3/schedule/3">Sch. 3 </ukm:Section>
<ukm:Section Ref="schedule-3-paragraph-8-b" URI="http://www.legislation.gov.uk/id/nia/2012/3/schedule/3/paragraph/8/b">para. 8(b)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-34-3" URI="http://www.legislation.gov.uk/id/nia/2012/3/section/34/3">s. 34(3)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
<ukm:UnappliedEffect AffectedProvisions="s. 42A(1)(c)" AffectingEffectsExtent="N.I." Row="565" RequiresApplied="true" EffectId="key-a69effc4addeb2afd3cbef9ce3fd7e49" AffectingYear="2012" AffectedClass="UnitedKingdomPublicGeneralAct" Type="words substituted" AffectingClass="NorthernIrelandAct" AffectingNumber="3" AffectedNumber="49" AffectedYear="1993" AffectingURI="http://www.legislation.gov.uk/id/nia/2012/3" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingProvisions="Sch. 3 para. 8(a)" Modified="2024-03-14T09:02:04Z" URI="http://www.legislation.gov.uk/id/effect/key-a69effc4addeb2afd3cbef9ce3fd7e49">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-42A-1-c" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/42A/1/c" err:Ref="Section missing in legislation" Missing="true">s. 42A(1)(c)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pensions Act (Northern Ireland) 2012</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-3" URI="http://www.legislation.gov.uk/id/nia/2012/3/schedule/3">Sch. 3 </ukm:Section>
<ukm:Section Ref="schedule-3-paragraph-8-a" URI="http://www.legislation.gov.uk/id/nia/2012/3/schedule/3/paragraph/8/a">para. 8(a)</ukm:Section>
</ukm:AffectingProvisions>
<ukm:CommencementAuthority>
<ukm:Section Ref="section-34-3" URI="http://www.legislation.gov.uk/id/nia/2012/3/section/34/3">s. 34(3)</ukm:Section>
</ukm:CommencementAuthority>
<ukm:InForceDates>
<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
</ukm:InForceDates>
</ukm:UnappliedEffect>
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<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
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<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
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<ukm:Section Ref="schedule-1" URI="http://www.legislation.gov.uk/id/nia/2016/1/schedule/1">Sch. 1 </ukm:Section>
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<ukm:Section xmlns:err="http://www.legislation.gov.uk/namespaces/error" Ref="section-82A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/82A" err:Ref="Section missing in legislation" Missing="true">s. 82A</ukm:Section>
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<ukm:AffectingTitle>Pension Schemes Act (Northern Ireland) 2016</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-1" URI="http://www.legislation.gov.uk/id/nia/2016/1/schedule/1">Sch. 1 </ukm:Section>
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<ukm:UnappliedEffect AffectedClass="UnitedKingdomPublicGeneralAct" AffectingYear="2016" EffectId="key-ebc1dbf5ead04909bf54e210eb72dba0" AffectingClass="NorthernIrelandAct" URI="http://www.legislation.gov.uk/id/effect/key-ebc1dbf5ead04909bf54e210eb72dba0" AffectedNumber="49" Row="969" AffectingNumber="1" AffectedURI="http://www.legislation.gov.uk/id/ukpga/1993/49" AffectingProvisions="s. 38(5)" AffectedYear="1993" Type="substituted for s. 109(4)" AffectingEffectsExtent="N.I." Modified="2024-03-14T09:02:04Z" AffectingURI="http://www.legislation.gov.uk/id/nia/2016/1" AffectedProvisions="s. 109(4)(4A)" Comments="contains power" RequiresApplied="true">
<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
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<ukm:Section Ref="section-109-4" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/109/4">s. 109(4)</ukm:Section>
<ukm:Section Ref="section-109-4A" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/109/4A" FoundRef="section-109">(4A)</ukm:Section>
</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pension Schemes Act (Northern Ireland) 2016</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="section-38-5" URI="http://www.legislation.gov.uk/id/nia/2016/1/section/38/5">s. 38(5)</ukm:Section>
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<ukm:CommencementAuthority>
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<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="schedule-2" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/schedule/2">Sch. 2 </ukm:Section>
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</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pension Schemes Act (Northern Ireland) 2016</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-1" URI="http://www.legislation.gov.uk/id/nia/2016/1/schedule/1">Sch. 1 </ukm:Section>
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<ukm:CommencementAuthority>
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<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
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<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>
<ukm:Section Ref="schedule-2" URI="http://www.legislation.gov.uk/id/ukpga/1993/49/schedule/2">Sch. 2 </ukm:Section>
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</ukm:AffectedProvisions>
<ukm:AffectingTitle>Pension Schemes Act (Northern Ireland) 2016</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="schedule-1" URI="http://www.legislation.gov.uk/id/nia/2016/1/schedule/1">Sch. 1 </ukm:Section>
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<ukm:CommencementAuthority>
<ukm:Section Ref="section-52-2" URI="http://www.legislation.gov.uk/id/nia/2016/1/section/52/2">s. 52(2)</ukm:Section>
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<ukm:InForce Applied="false" Prospective="true" Qualification=""/>
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<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>specified provision(s)</ukm:AffectedProvisions>
<ukm:AffectingTitle>The Pensions (2015 Act) (Savings) Order (Northern Ireland) 2016</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="article-2" URI="http://www.legislation.gov.uk/id/nisr/2016/106/article/2">art. 2</ukm:Section>
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<ukm:AffectedTitle>Pension Schemes (Northern Ireland) Act 1993</ukm:AffectedTitle>
<ukm:AffectedProvisions>specified provision(s)</ukm:AffectedProvisions>
<ukm:AffectingTitle>The Pensions (2015 Act) (Contributions Equivalent Premium) (Consequential Provision) and (Savings) (Amendment) Order (Northern Ireland) 2016</ukm:AffectingTitle>
<ukm:AffectingProvisions>
<ukm:Section Ref="article-5" URI="http://www.legislation.gov.uk/id/nisr/2016/162/article/5">art. 5</ukm:Section>
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<Part DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/part/IVA/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/part/IVA" NumberOfProvisions="17" RestrictEndDate="2005-04-06" id="part-IVA" RestrictStartDate="1999-12-01" RestrictExtent="N.I.">
<Number>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">PART IVA</Addition>
</Number>
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> REQUIREMENTS RELATING TO PENSION CREDIT BENEFIT</Addition>
</Title>
<Chapter DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/part/IVA/chapter/I/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/part/IVA/chapter/I" NumberOfProvisions="5" RestrictEndDate="2005-12-05" RestrictStartDate="1999-12-01" id="part-IVA-chapter-I">
<Number>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">CHAPTER I</Addition>
</Number>
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> PENSION CREDIT BENEFIT UNDER OCCUPATIONAL SCHEMES</Addition>
</Title>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Scope of Chapter I.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A" id="section-97A">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97A</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A/1" id="section-97A-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">This Chapter applies to any occupational pension scheme whose resources are derived in whole or part from—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/1/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A/1/a" id="section-97A-1-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">payments to which subsection (2) applies made or to be made by one or more employers of earners to whom the scheme applies, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/1/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A/1/b" id="section-97A-1-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">such other payments by the earner or his employer, or both, as may be prescribed for different categories of scheme.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A/2" id="section-97A-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">This subsection applies to payments—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A/2/a" id="section-97A-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">under an actual or contingent legal obligation, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97A/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97A/2/b" id="section-97A-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in the exercise of a power conferred, or the discharge of a duty imposed, on a Minister of the Crown, government department or any other person, being a power or duty which extends to the disbursement or allocation of public money.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2016-01-16" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Interpretation.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97B/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97B" id="section-97B">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97B</Addition>
</Pnumber>
<P1para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In this Chapter—</Addition>
</Text>
<UnorderedList Decoration="none">
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“scheme” means an occupational pension scheme to which this Chapter applies;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“pension credit rights” means rights to future benefits under a scheme which are attributable (directly or indirectly) to a pension credit;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“pension credit benefit”, in relation to a scheme, means the benefits payable under the scheme to or in respect of a person by virtue of rights under the scheme attributable (directly or indirectly) to a pension credit;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“normal benefit age”, in relation to a scheme, means the earliest age at which a person who has pension credit rights under the scheme is entitled to receive a pension by virtue of those rights (disregarding any scheme rule making special provision as to early payment of pension on grounds of ill-health or otherwise).</Addition>
</Text>
</Para>
</ListItem>
</UnorderedList>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2016-01-16" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Basic principle as to pension credit benefit.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97C/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97C" id="section-97C">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97C</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97C/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97C/1" id="section-97C-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Normal benefit age under a scheme must be between 60 and 65.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97C/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97C/2" id="section-97C-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">A scheme must not provide for payment of pension credit benefit in the form of a lump sum at any time before normal benefit age, except in such circumstances as may be prescribed.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Form of pension credit benefit and its alternatives.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D" id="section-97D">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97D</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/1" id="section-97D-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Subject to subsection (2) and section 97E, a person’s pension credit benefit under a scheme must be—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/1/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/1/a" id="section-97D-1-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">payable directly out of the resources of the scheme, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/1/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/1/b" id="section-97D-1-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">assured to him by such means as may be prescribed.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/2" id="section-97D-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Subject to subsections (3) and (4), a scheme may, instead of providing a person’s pension credit benefit, provide—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/2/a" id="section-97D-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">for his pension credit rights under the scheme to be transferred to another occupational pension scheme or a personal pension scheme with a view to acquiring rights for him under the rules of the scheme, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/2/b" id="section-97D-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">for such alternatives to pension credit benefit as may be prescribed.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/3" id="section-97D-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">
The option conferred by subsection (2)(a) is additional to any obligation imposed by Chapter
<Acronym Expansion="2">II</Acronym>
of this Part.
</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/4/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/4" id="section-97D-4">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The alternatives specified in subsection (2)(a) and (b) may only be by way of complete or partial substitute for pension credit benefit—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/4/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/4/a" id="section-97D-4-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">if the person entitled to the benefit consents, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97D/4/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97D/4/b" id="section-97D-4-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in such other cases as may be prescribed.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2005-12-05" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Discharge of liability where pension credit or alternative benefits secured by insurance policies or annuity contracts.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97E/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97E" id="section-97E">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97E</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97E/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97E/1" id="section-97E-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">A transaction to which section 15 applies discharges the trustees or managers of a scheme from their liability to provide pension credit benefit or any alternative to pension credit benefit for or in respect of a member of the scheme if and to the extent that—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97E/1/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97E/1/a" id="section-97E-1-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">it results in pension credit benefit, or any alternative to pension credit benefit, for or in respect of the member being appropriately secured (within the meaning of that section),</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97E/1/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97E/1/b" id="section-97E-1-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the transaction is entered into with the consent of the member or, if the member has died, of the member’s widow or widower, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97E/1/c/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97E/1/c" id="section-97E-1-c">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">such requirements as may be prescribed are met.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97E/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97E/2" id="section-97E-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Regulations may provide that subsection (1)(b) shall not apply in prescribed circumstances.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/part/IVA/chapter/II/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/part/IVA/chapter/II" NumberOfProvisions="12" RestrictEndDate="2005-04-06" RestrictStartDate="1999-12-01" id="part-IVA-chapter-II" RestrictExtent="N.I.">
<Number>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">CHAPTER II</Addition>
</Number>
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> TRANSFER VALUES</Addition>
</Title>
<P1group RestrictEndDate="2008-12-15" RestrictStartDate="2001-12-01" RestrictExtent="N.I.">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Power to give transfer notice.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F" id="section-97F">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97F</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/1" id="section-97F-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">An eligible member of a qualifying scheme may by notice in writing require the trustees or managers of the scheme to use an amount equal to the cash equivalent of his pension credit benefit for such one or more of the authorised purposes as he may specify in the notice.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/2" id="section-97F-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In the case of a member of an occupational pension scheme, the authorised purposes are—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/2/a" id="section-97F-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">to acquire rights allowed under the rules of an occupational pension scheme, or personal pension scheme, which is an eligible scheme;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/2/b" id="section-97F-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">to purchase from one or more </Addition>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">
<Addition ChangeId="d29p9880" CommentaryRef="c11727421">insurer</Addition>
</Addition>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> such as are mentioned in section 15(4)(a), chosen by the member and willing to accept payment on account of the member from the trustees or managers, one or more annuities which satisfy the prescribed requirements; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/2/c/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/2/c" id="section-97F-2-c">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in such circumstances as may be prescribed, to subscribe to other pension arrangements which satisfy prescribed requirements.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/3" id="section-97F-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In the case of a member of a personal pension scheme, the authorised purposes are—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/3/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/3/a" id="section-97F-3-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">to acquire rights allowed under the rules of an occupational pension scheme, or personal pension scheme, which is an eligible scheme; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/3/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/3/b" id="section-97F-3-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in such circumstances as may be prescribed, to subscribe to other pension arrangements which satisfy prescribed requirements.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/4/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/4" id="section-97F-4">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The cash equivalent for the purposes of subsection (1) shall—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/4/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/4/a" id="section-97F-4-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in the case of a salary related occupational pension scheme, be taken to be the amount shown in the relevant statement under section 97H, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/4/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/4/b" id="section-97F-4-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in any other case, be determined by reference to the date the notice under that subsection is given.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/5/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/5" id="section-97F-5">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">5</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The requirements which may be prescribed under subsection (2) or (3) include, in particular, requirements of the Inland Revenue.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/6/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/6" id="section-97F-6">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">6</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In subsections (2) and (3), references to an eligible scheme are to a scheme—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/6/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/6/a" id="section-97F-6-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the trustees or managers of which are able and willing to accept payment in respect of the member’s pension credit rights, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/6/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/6/b" id="section-97F-6-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">which satisfies the prescribed requirements.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97F/7/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97F/7" id="section-97F-7">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">7</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In this Chapter, “transfer notice” means a notice under subsection (1).</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2015-03-03" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Restrictions on power to give transfer notice.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G" id="section-97G">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97G</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/1" id="section-97G-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In the case of a salary related occupational pension scheme, the power to give a transfer notice may only be exercised if—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/1/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/1/a" id="section-97G-1-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the member has been provided with a statement under section 97H, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/1/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/1/b" id="section-97G-1-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">not more than 3 months have passed since the date by reference to which the amount shown in the statement is determined.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/2" id="section-97G-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The power to give a transfer notice may not be exercised in the case of an occupational pension scheme if—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/2/a" id="section-97G-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">there is less than a year to go until the member reaches normal benefit age, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/2/b" id="section-97G-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the pension to which the member is entitled by virtue of his pension credit rights, or benefit in lieu of that pension, or any part of it has become payable.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/3" id="section-97G-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Where an eligible member of a qualifying scheme—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/3/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/3/a" id="section-97G-3-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">is entitled to make an application under section 91 to the trustees or managers of the scheme, or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/3/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/3/b" id="section-97G-3-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">would be entitled to do so, but for the fact that he has not received a statement under section 89A in respect of which the guarantee date is sufficiently recent,</Addition>
</Text>
</P3para>
</P3>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">he may not, if the scheme so provides, exercise the power to give them a transfer notice unless he also makes an application to them under section 91.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97G/4/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97G/4" id="section-97G-4">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The power to give a transfer notice may not be exercised if a previous transfer notice given by the member to the trustees or managers of the scheme is outstanding.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2015-04-06" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Salary related schemes: statements of entitlement.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H" id="section-97H">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97H</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H/1" id="section-97H-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The trustees or managers of a qualifying scheme which is a salary related occupational pension scheme shall, on the application of an eligible member, provide him with a written statement of the amount of the cash equivalent of his pension credit benefit under the scheme.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H/2" id="section-97H-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">For the purposes of subsection (1), the amount of the cash equivalent shall be determined by reference to a date falling within—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H/2/a" id="section-97H-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the prescribed period beginning with the date of the application, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H/2/b" id="section-97H-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the prescribed period ending with the date on which the statement under that subsection is provided to the applicant.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H/3" id="section-97H-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Regulations may make provision in relation to applications under subsection (1) and may, in particular, restrict the making of successive applications.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97H/4/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97H/4" id="section-97H-4">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">If trustees or managers to whom subsection (1) applies fail to perform an obligation under that subsection, Article 10 of the Pensions (Northern Ireland) Order 1995 (power of the Regulatory Authority to impose civil penalties) shall apply to any trustee or manager who has failed to take all such steps as are reasonable to secure that the obligation was performed.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Calculation of cash equivalents.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97I/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97I" id="section-97I">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97I</Addition>
</Pnumber>
<P1para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Cash equivalents for the purposes of this Chapter shall be calculated and verified in the prescribed manner.</Addition>
</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2005-04-06" RestrictStartDate="1999-12-01" RestrictExtent="N.I.">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Time for compliance with transfer notice.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J" id="section-97J">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97J</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/1" id="section-97J-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Trustees or managers of a qualifying scheme who receive a transfer notice shall comply with the notice—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/1/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/1/a" id="section-97J-1-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in the case of an occupational pension scheme, within 6 months of the valuation date or, if earlier, by the date on which the member to whom the notice relates reaches normal benefit age, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/1/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/1/b" id="section-97J-1-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in the case of a personal pension scheme, within 6 months of the date on which they receive the notice.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/2" id="section-97J-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">The Regulatory Authority may, in prescribed circumstances, extend the period for complying with the notice.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/3" id="section-97J-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">If the Regulatory Authority are satisfied—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/3/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/3/a" id="section-97J-3-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">that there has been a relevant change of circumstances since they granted an extension under subsection (2), or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/3/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/3/b" id="section-97J-3-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">that they granted an extension under that subsection in ignorance of a material fact or on the basis of a mistake as to a material fact,</Addition>
</Text>
</P3para>
</P3>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">they may revoke or reduce the extension.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/4/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/4" id="section-97J-4">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Where the trustees or managers of an occupational pension scheme have failed to comply with a transfer notice before the end of the period for compliance—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/4/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/4/a" id="section-97J-4-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">they shall, except in prescribed cases, notify the Regulatory Authority of that fact within the prescribed period, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/4/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/4/b" id="section-97J-4-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Article 10 of the Pensions (Northern Ireland) Order 1995 (power of the Regulatory Authority to impose civil penalties) shall apply to any trustee or manager who has failed to take all such steps as are reasonable to ensure that the notice was complied with before the end of the period for compliance.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/5/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/5" id="section-97J-5">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">5</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">If trustees or managers to whom subsection (4)(a) applies fail to perform the obligation imposed by that provision, Article 10 of the Pensions (Northern Ireland) Order 1995 shall apply to any trustee or manager who has failed to take all such steps as are reasonable to ensure that the obligation was performed.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/6/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/6" id="section-97J-6">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">6</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Regulations may—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/6/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/6/a" id="section-97J-6-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">make provision in relation to applications under subsection (2), and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/6/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/6/b" id="section-97J-6-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">provide that subsection (4) shall not apply in prescribed circumstances.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/7/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/7" id="section-97J-7">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">7</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In this section “valuation date”, in relation to a transfer notice given to the trustees or managers of an occupational pension scheme, means—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/7/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/7/a" id="section-97J-7-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in the case of a salary related scheme, the date by reference to which the amount shown in the relevant statement under section 97H is determined, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97J/7/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97J/7/b" id="section-97J-7-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">in the case of any other scheme, the date the notice is given.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Withdrawal of transfer notice.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97K/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97K" id="section-97K">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97K</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97K/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97K/1" id="section-97K-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Subject to subsections (2) and (3), a person who has given a transfer notice may withdraw it by giving the trustees or managers to whom it was given notice in writing that he no longer requires them to comply with it.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97K/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97K/2" id="section-97K-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">A transfer notice may not be withdrawn if the trustees or managers have already entered into an agreement with a third party to use the whole or part of the amount they are required to use in accordance with the notice.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97K/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97K/3" id="section-97K-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">If the giving of a transfer notice depended on the making of an application under section 91, the notice may only be withdrawn if the application is also withdrawn.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Variation of the amount required to be used.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97L/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97L" id="section-97L">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97L</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97L/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97L/1" id="section-97L-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Regulations may make provision for the amount required to be used under section 97F(1) to be increased or reduced in prescribed circumstances.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97L/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97L/2" id="section-97L-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Without prejudice to the generality of subsection (1), the circumstances which may be prescribed include—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97L/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97L/2/a" id="section-97L-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">failure by the trustees or managers of a qualifying scheme to comply with a notice under section 97F(1) within 6 months of the date by reference to which the amount of the cash equivalent falls to be determined, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97L/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97L/2/b" id="section-97L-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the state of funding of a qualifying scheme.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97L/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97L/3" id="section-97L-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Regulations under subsection (1) may have the effect of extinguishing an obligation under section 97F(1).</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2015-04-06" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Effect of transfer on trustees’ duties.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97M/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97M" id="section-97M">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97M</Addition>
</Pnumber>
<P1para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Compliance with a transfer notice shall have effect to discharge the trustees or managers of a qualifying scheme from any obligation to provide the pension credit benefit of the eligible member who gave the notice.</Addition>
</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Matters to be disregarded in calculations.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97N/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97N" id="section-97N">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97N</Addition>
</Pnumber>
<P1para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In making any calculation for the purposes of this Chapter—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97N/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97N/a" id="section-97N-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">any charge or lien on, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97N/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97N/b" id="section-97N-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">any set-off against,</Addition>
</Text>
</P3para>
</P3>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">the whole or part of a pension shall be disregarded.</Addition>
</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Service of notices.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97O/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97O" id="section-97O">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97O</Addition>
</Pnumber>
<P1para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">A notice under section 97F(1) or 97K(1) shall be taken to have been given if it is delivered to the trustees or managers personally or sent by post in a registered letter or by recorded delivery service.</Addition>
</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2015-04-06" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Interpretation of Chapter II.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P" id="section-97P">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97P</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/1/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P/1" id="section-97P-1">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In this Chapter—</Addition>
</Text>
</P2para>
</P2>
<UnorderedList Decoration="none">
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“eligible member”, in relation to a qualifying scheme, means a member who has pension credit rights under the scheme;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“normal benefit age”, in relation to an eligible member of a qualifying scheme, means the earliest age at which the member is entitled to receive a pension by virtue of his pension credit rights under the scheme (disregarding any scheme rule making special provision as to early payment of pension on grounds of ill-health or otherwise);</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“pension credit benefit”, in relation to an eligible member of a qualifying scheme, means the benefits payable under the scheme to or in respect of the member by virtue of rights under the scheme attributable (directly or indirectly) to a pension credit;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“pension credit rights”, in relation to a qualifying scheme, means rights to future benefits under the scheme which are attributable (directly or indirectly) to a pension credit;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“qualifying scheme” means a funded occupational pension scheme and a personal pension scheme;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">“transfer notice” has the meaning given by section 97F(7).</Addition>
</Text>
</Para>
</ListItem>
</UnorderedList>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/2/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P/2" id="section-97P-2">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">For the purposes of this Chapter, an occupational pension scheme is salary related if—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/2/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P/2/a" id="section-97P-2-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">it is not a money purchase scheme, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/2/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P/2/b" id="section-97P-2-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">it does not fall within a prescribed class.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/3/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P/3" id="section-97P-3">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">In this Chapter, references to the relevant statement under section 97H, in relation to a transfer notice given to the trustees or managers of a salary related occupational pension scheme, are to the statement under that section on which the giving of the notice depended.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97P/4/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97P/4" id="section-97P-4">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">For the purposes of this section, an occupational pension scheme is funded if it meets its liabilities out of a fund accumulated for the purpose during the life of the scheme.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictEndDate="2015-04-06" RestrictStartDate="1999-12-01">
<Title>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411"> Power to modify Chapter II in relation to hybrid schemes.</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97Q/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97Q" id="section-97Q">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">97Q</Addition>
</Pnumber>
<P1para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">Regulations may apply this Chapter with prescribed modifications to occupational pension schemes—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97Q/a/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97Q/a" id="section-97Q-a">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">which are not money purchase schemes, but</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/ukpga/1993/49/section/97Q/b/2003-02-24" IdURI="http://www.legislation.gov.uk/id/ukpga/1993/49/section/97Q/b" id="section-97Q-b">
<Pnumber>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="d29p9634" CommentaryRef="c11727411">where some of the benefits that may be provided are money purchase benefits.</Addition>
</Text>
</P3para>
</P3>
</P1para>
</P1>
</P1group>
</Chapter>
</Part>
</Body>
</Primary>
<Commentaries>
<Commentary id="c11727421" Type="F">
<Para>
<Text>
Words in s. 97F(2)(b) substituted (1.12.2001) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2001/3649" id="c02604" Class="UnitedKingdomStatutoryInstrument" Year="2001" Number="3649">S.I. 2001/3649</Citation>
,
<CitationSubRef id="c02605" CitationRef="c02604" URI="http://www.legislation.gov.uk/id/uksi/2001/3649/article/1" Operative="true" SectionRef="article-1">arts. 1</CitationSubRef>
,
<CitationSubRef id="c02606" CitationRef="c02604" URI="http://www.legislation.gov.uk/id/uksi/2001/3649/article/134" SectionRef="article-134">134</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="c11727411" Type="F">
<Para>
<Text>
Pt. 4A Chapters 1, 2 (ss. 97A-97Q) inserted (1.12.1999 for certain purposes and otherwise 1.12.2000) by
<Citation URI="http://www.legislation.gov.uk/id/nisi/1999/3147" id="d9e7" Class="NorthernIrelandOrderInCouncil" Year="1999" Number="3147">S.I. 1999/3147 (N.I. 11)</Citation>
,
<CitationSubRef id="cc00004" CitationRef="d9e7" URI="http://www.legislation.gov.uk/id/nisi/1999/3147/article/1/5/a" Operative="true" SectionRef="article-1-5-a">arts. 1(5)(a)</CitationSubRef>
,
<CitationSubRef id="cc00005" CitationRef="d9e7" URI="http://www.legislation.gov.uk/id/nisi/1999/3147/article/34" SectionRef="article-34">34</CitationSubRef>
;
<Citation URI="http://www.legislation.gov.uk/id/nisr/2000/133" id="d9e16" Class="NorthernIrelandStatutoryRule" Year="2000" Number="133">S.R. 2000/133</Citation>
,
<CitationSubRef id="cc00007" CitationRef="d9e16" URI="http://www.legislation.gov.uk/id/nisr/2000/133/article/2/3" SectionRef="article-2-3">art. 2(3)</CitationSubRef>
,
<CitationSubRef id="cc00008" CitationRef="d9e16" URI="http://www.legislation.gov.uk/id/nisr/2000/133/schedule/part/IV" Operative="true" SectionRef="schedule-part-IV">Sch. Pt. IV</CitationSubRef>
</Text>
</Para>
</Commentary>
</Commentaries>
</Legislation>