Words in reg. 110(3)(a) substituted (30.11.2017) by The Teachers Pensions Schemes (Miscellaneous Amendments) Regulations 2017 (S.I. 2017/1084), regs. 1, 15(a)

Reg. 110(3A) inserted (30.11.2017) by The Teachers Pensions Schemes (Miscellaneous Amendments) Regulations 2017 (S.I. 2017/1084), regs. 1, 15(b)

Reg. 112A inserted (30.11.2017) by The Teachers Pensions Schemes (Miscellaneous Amendments) Regulations 2017 (S.I. 2017/1084), regs. 1, 16

The General Teaching Council for Wales was established pursuant to section 8 of the Teaching and Higher Education Act 1998 c.30 and S.I. 1998/2940.

1998 c.30.

2006 c.47.

http://www.legislation.gov.uk/uksi/2014/512/part/5/chapter/6/crossheading/illhealth-pension/2017-11-30The Teachers' Pension Scheme Regulations 2014texttext/xmlenStatute Law DatabasePUBLIC SERVICE PENSIONS, ENGLAND AND WALESEDUCATION, ENGLAND AND WALES2024-05-16Expert Participation2017-11-30These Regulations establish a career average re-valued earnings scheme for the payment of pensions and other benefits to and in respect of teachers in England and Wales. PART 5 Retirement benefits for teachersCHAPTER 6Ill-health retirement
SECTION 2Ill-health pensionEntitlement day for ill-health pension109.

The entitlement day for an ill-health pension is the latest of the following—

(a)

the day that falls 6 months before the date of a medical report following consideration of which the scheme manager is satisfied that a person (P) meets the incapacity condition or, if applicable, the total incapacity condition;

(b)

the day specified in that medical report as the day on which P first met the incapacity condition or, if applicable, the total incapacity condition;

(c)

the day after P leaves all eligible employment;

(d)

the date of any previous medical report following consideration of which the scheme manager is not satisfied that P meets the incapacity condition or, if applicable, the total incapacity condition.

Entitlement to ill-health pension110.(1)

A member (P) is entitled to payment of an ill-health pension from the entitlement day if—

(a)

P is qualified or re-qualified for retirement benefits;

(b)

P has not reached normal pension age;

(c)

P has left all eligible employment;

(d)

P has applied under regulation 162 for payment of an ill-health pension;

(e)

P has not applied under that regulation for payment of any other retirement pension; and

(f)

the scheme manager is satisfied after consideration of a medical report—

(i)

if paragraph (2) applies, that P meets the incapacity condition and the total incapacity condition; or

(ii)

if paragraph (3) applies, that P meets the incapacity condition.

(2)

This paragraph applies if—

(a)

P left all eligible employment for a reason other than because P was incapacitated; or

(b)

P made the ill-health application more than 2 years after the last day of pensionable service.

(3)

This paragraph applies if—

(a)

P left all pensionable service because P was incapacitated; and

(b)

P made the ill-health application—

(i)

before leaving all eligible employment; or

(ii)

within 2 years after the last day of pensionable service.

(3A)

Where paragraph (3) applies, the illness or injury which P relies upon in P’s ill-health application to meet the incapacity condition must be—

(a)

the same illness or injury which was the reason, or as the case may be, one of the reasons for P leaving pensionable employment; or

(b)

connected to or consequent upon that injury or illness.

(4)

Except as provided in regulation 114, an ill-health pension is payable for life.

No entitlement to ill-health pension111.(1)

A member (P) is not entitled to payment of an ill-health pension—

(a)

in respect of any pensionable service after P reaches normal pension age; or

(b)

if paragraph (2) applies.

(2)

This paragraph applies if—

(a)

a direction under section 142 of EA 2002 given on a ground mentioned in subsection (4)(a), (b) or (c) of that section has effect in respect of P,

(b)

the Secretary of State is considering giving such a direction in respect of P,

(c)

P is included, or is being considered for inclusion, in any of the lists mentioned in paragraph (4), or

(d)

the General Teaching Council for Wales or the Secretary of State has made, or the General Teaching Council for Wales or the Secretary of State makes, or is considering making, a prohibition order in relation to P on the grounds of unacceptable professional conduct or that P has been convicted of a relevant offence.

(3)

But paragraph (2) does not apply if the Secretary of State determines that the only reason for the direction or the direction being considered, for including, or considering including, P in any of the lists; or for making, or considering making, a prohibition order is unrelated to P's culpable behaviour.

(4)

The lists are—

(a)

the children's barred list (established under section 2(1)(a) of SVGA 2006);

(b)

a list maintained under the law of Scotland or Northern Ireland which the Secretary of State specifies by order under section 3(2)(b) of SVGA 2006 as corresponding to the children's barred list;

(c)

the adults' barred list (established under section 2(1)(b) of SVGA 2006);

(d)

a list maintained under the law of Scotland or Northern Ireland which the Secretary of State specifies by order under section 3(3)(b) of SVGA 2006 as corresponding to the adults' barred list.

(5)

In this regulation—

prohibition order”, “relevant offence” and “unacceptable professional conduct” have the same meanings as in Schedule 2 to the Teaching and Higher Education Act 1998 ; and

SVGA 2006” means the Safeguarding Vulnerable Groups Act 2006 .

When ill-health pension does not become payable112.(1)

If an ill-health pension does not become payable before the death of a member (D), a death grant is payable in respect of the member.

(2)

For the purpose of paragraph (1)—

(a)

an ill-health pension does not become payable before D's death unless the initial payment of the pension is made before D's death; and

(b)

an ill-health pension that becomes payable before D's death but ceases to be payable under regulation 114 or 118 is taken not to become payable before D's death.

When ill-health pension is taken to become payable before death of member: commutation of whole pension (serious ill-health)112A.

An ill-health pension is taken to become payable before the death of a member (D) if—

(a)

before D’s death D made an ill-health application;

(b)

at the same time as D made the ill-health application, D made an application under regulation 171 (commutation of whole pension (serious ill-health)) for commutation of the ill-health pension and, if applicable, a total incapacity pension; and

(c)

following consideration of the applications mentioned in sub-paragraphs (a) and (b), the Secretary of State determines that the ill-health pension and, if applicable, any total incapacity pension payable with it, should be commuted.

Annual rate of ill-health pension113.

The annual rate of ill-health pension payable to a person (P) is found by—

(a)

taking the amount of full retirement earned pension specified in P's pensioner member's account;

(b)

adding the amount of full retirement additional pension (if any) specified in that account; and

(c)

subtracting the conversion amount (if any) specified in that account in relation to the sum of those amounts.

When ill-health pension ceases to be payable114.

An ill-health pension ceases to be payable to a person (P), unless P has reached normal pension age, on the earlier of the following dates—

(a)

the date on which P re-enters eligible employment;

(b)

the date on which P engages in any work as a teacher which is not an eligible employment.

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<p>
Words in
<ref eId="cqnkeje23-00015" class="subref" href="http://www.legislation.gov.uk/id/uksi/2014/512/regulation/110/3/a">reg. 110(3)(a)</ref>
substituted (30.11.2017) by
<ref eId="cqnkeje23-00016" href="http://www.legislation.gov.uk/id/uksi/2017/1084">The Teachers Pensions Schemes (Miscellaneous Amendments) Regulations 2017 (S.I. 2017/1084)</ref>
,
<ref eId="cqnkeje23-00017" class="subref" href="http://www.legislation.gov.uk/id/uksi/2017/1084/regulation/1">regs. 1</ref>
,
<ref eId="cqnkeje23-00018" class="subref operative" href="http://www.legislation.gov.uk/id/uksi/2017/1084/regulation/15/a">15(a)</ref>
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<p>
<ref eId="cqnkeje23-00006" class="subref" href="http://www.legislation.gov.uk/id/uksi/2014/512/regulation/110/3A">Reg. 110(3A)</ref>
inserted (30.11.2017) by
<ref eId="cqnkeje23-00007" href="http://www.legislation.gov.uk/id/uksi/2017/1084">The Teachers Pensions Schemes (Miscellaneous Amendments) Regulations 2017 (S.I. 2017/1084)</ref>
,
<ref eId="cqnkeje23-00008" class="subref" href="http://www.legislation.gov.uk/id/uksi/2017/1084/regulation/1">regs. 1</ref>
,
<ref eId="cqnkeje23-00009" class="subref operative" href="http://www.legislation.gov.uk/id/uksi/2017/1084/regulation/15/b">15(b)</ref>
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<ref eId="cqnjwmmi3-00016" class="subref" href="http://www.legislation.gov.uk/id/uksi/2014/512/regulation/112A">Reg. 112A</ref>
inserted (30.11.2017) by
<ref eId="cqnjwmmi3-00017" href="http://www.legislation.gov.uk/id/uksi/2017/1084">The Teachers Pensions Schemes (Miscellaneous Amendments) Regulations 2017 (S.I. 2017/1084)</ref>
,
<ref eId="cqnjwmmi3-00018" class="subref" href="http://www.legislation.gov.uk/id/uksi/2017/1084/regulation/1">regs. 1</ref>
,
<ref eId="cqnjwmmi3-00019" class="subref operative" href="http://www.legislation.gov.uk/id/uksi/2017/1084/regulation/16">16</ref>
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<note ukl:Name="Commentary" ukl:Type="M" class="commentary M" eId="c22421151" marker="M1">
<p>
The General Teaching Council for Wales was established pursuant to section 8 of the Teaching and Higher Education Act 
<ref eId="c00040" href="http://www.legislation.gov.uk/id/ukpga/1998/30">1998 c.30</ref>
and
<ref eId="c00041" href="http://www.legislation.gov.uk/id/uksi/1998/2940">S.I. 1998/2940</ref>
.
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<ref eId="c00042" href="http://www.legislation.gov.uk/id/ukpga/1998/30">1998 c.30</ref>
.
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<p>
<ref eId="c00043" href="http://www.legislation.gov.uk/id/ukpga/2006/47">2006 c.47</ref>
.
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<b> PART 5 </b>
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<heading>Retirement benefits for teachers</heading>
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<num>CHAPTER 6</num>
<heading>Ill-health retirement</heading>
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<i>Ill-health pension</i>
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<p>The entitlement day for an ill-health pension is the latest of the following—</p>
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<num>(a)</num>
<content>
<p>the day that falls 6 months before the date of a medical report following consideration of which the scheme manager is satisfied that a person (P) meets the incapacity condition or, if applicable, the total incapacity condition;</p>
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<content>
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<content>
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<intro>
<p>A member (P) is entitled to payment of an ill-health pension from the entitlement day if—</p>
</intro>
<level class="para1" eId="regulation-110-1-a">
<num>(a)</num>
<content>
<p>P is qualified or re-qualified for retirement benefits;</p>
</content>
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<level class="para1" eId="regulation-110-1-b">
<num>(b)</num>
<content>
<p>P has not reached normal pension age;</p>
</content>
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<level class="para1" eId="regulation-110-1-c">
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<content>
<p>P has left all eligible employment;</p>
</content>
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<num>(d)</num>
<content>
<p>P has applied under regulation 162 for payment of an ill-health pension;</p>
</content>
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<level class="para1" eId="regulation-110-1-e">
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<content>
<p>P has not applied under that regulation for payment of any other retirement pension; and</p>
</content>
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<level class="para1" eId="regulation-110-1-f">
<num>(f)</num>
<intro>
<p>the scheme manager is satisfied after consideration of a medical report—</p>
</intro>
<level class="para2" eId="regulation-110-1-f-i">
<num>(i)</num>
<content>
<p>if paragraph (2) applies, that P meets the incapacity condition and the total incapacity condition; or</p>
</content>
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<level class="para2" eId="regulation-110-1-f-ii">
<num>(ii)</num>
<content>
<p>if paragraph (3) applies, that P meets the incapacity condition.</p>
</content>
</level>
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<paragraph eId="regulation-110-2">
<num>(2)</num>
<intro>
<p>This paragraph applies if—</p>
</intro>
<level class="para1" eId="regulation-110-2-a">
<num>(a)</num>
<content>
<p>P left all eligible employment for a reason other than because P was incapacitated; or</p>
</content>
</level>
<level class="para1" eId="regulation-110-2-b">
<num>(b)</num>
<content>
<p>P made the ill-health application more than 2 years after the last day of pensionable service.</p>
</content>
</level>
</paragraph>
<paragraph eId="regulation-110-3">
<num>(3)</num>
<intro>
<p>This paragraph applies if—</p>
</intro>
<level class="para1" eId="regulation-110-3-a">
<num>(a)</num>
<content>
<p>
P left all
<ins class="substitution first last" ukl:ChangeId="key-55e7852508471039b18e40d8d43761f6-1586950294772" ukl:CommentaryRef="key-55e7852508471039b18e40d8d43761f6">
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(3A)
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<intro>
<p>
<ins ukl:ChangeId="key-fd11edfd1e02110b007d0b4a55b7384d-1586950256288" ukl:CommentaryRef="key-fd11edfd1e02110b007d0b4a55b7384d">Where paragraph (3) applies, the illness or injury which P relies upon in P’s ill-health application to meet the incapacity condition must be—</ins>
</p>
</intro>
<level class="para1" eId="regulation-110-3A-a">
<num>
<ins ukl:ChangeId="key-fd11edfd1e02110b007d0b4a55b7384d-1586950256288" ukl:CommentaryRef="key-fd11edfd1e02110b007d0b4a55b7384d">(a)</ins>
</num>
<content>
<p>
<ins ukl:ChangeId="key-fd11edfd1e02110b007d0b4a55b7384d-1586950256288" ukl:CommentaryRef="key-fd11edfd1e02110b007d0b4a55b7384d">the same illness or injury which was the reason, or as the case may be, one of the reasons for P leaving pensionable employment; or</ins>
</p>
</content>
</level>
<level class="para1" eId="regulation-110-3A-b">
<num>
<ins ukl:ChangeId="key-fd11edfd1e02110b007d0b4a55b7384d-1586950256288" ukl:CommentaryRef="key-fd11edfd1e02110b007d0b4a55b7384d">(b)</ins>
</num>
<content>
<p>
<ins class="last" ukl:ChangeId="key-fd11edfd1e02110b007d0b4a55b7384d-1586950256288" ukl:CommentaryRef="key-fd11edfd1e02110b007d0b4a55b7384d">connected to or consequent upon that injury or illness.</ins>
</p>
</content>
</level>
</paragraph>
<paragraph eId="regulation-110-4">
<num>(4)</num>
<content>
<p>Except as provided in regulation 114, an ill-health pension is payable for life.</p>
</content>
</paragraph>
</hcontainer>
<hcontainer name="regulation" eId="regulation-111">
<heading>No entitlement to ill-health pension</heading>
<num>111.</num>
<paragraph eId="regulation-111-1">
<num>(1)</num>
<intro>
<p>A member (P) is not entitled to payment of an ill-health pension—</p>
</intro>
<level class="para1" eId="regulation-111-1-a">
<num>(a)</num>
<content>
<p>in respect of any pensionable service after P reaches normal pension age; or</p>
</content>
</level>
<level class="para1" eId="regulation-111-1-b">
<num>(b)</num>
<content>
<p>if paragraph (2) applies.</p>
</content>
</level>
</paragraph>
<paragraph eId="regulation-111-2">
<num>(2)</num>
<intro>
<p>This paragraph applies if—</p>
</intro>
<level class="para1" eId="regulation-111-2-a">
<num>(a)</num>
<content>
<p>a direction under section 142 of EA 2002 given on a ground mentioned in subsection (4)(a), (b) or (c) of that section has effect in respect of P,</p>
</content>
</level>
<level class="para1" eId="regulation-111-2-b">
<num>(b)</num>
<content>
<p>the Secretary of State is considering giving such a direction in respect of P,</p>
</content>
</level>
<level class="para1" eId="regulation-111-2-c">
<num>(c)</num>
<content>
<p>P is included, or is being considered for inclusion, in any of the lists mentioned in paragraph (4), or</p>
</content>
</level>
<level class="para1" eId="regulation-111-2-d">
<num>(d)</num>
<content>
<p>
the General Teaching Council for Wales
<noteRef href="#c22421151" uk:name="commentary" ukl:Name="CommentaryRef" class="commentary"/>
or the Secretary of State has made, or the General Teaching Council for Wales or the Secretary of State makes, or is considering making, a prohibition order in relation to P on the grounds of unacceptable professional conduct or that P has been convicted of a relevant offence.
</p>
</content>
</level>
</paragraph>
<paragraph eId="regulation-111-3">
<num>(3)</num>
<content>
<p>But paragraph (2) does not apply if the Secretary of State determines that the only reason for the direction or the direction being considered, for including, or considering including, P in any of the lists; or for making, or considering making, a prohibition order is unrelated to P's culpable behaviour.</p>
</content>
</paragraph>
<paragraph eId="regulation-111-4">
<num>(4)</num>
<intro>
<p>The lists are—</p>
</intro>
<level class="para1" eId="regulation-111-4-a">
<num>(a)</num>
<content>
<p>the children's barred list (established under section 2(1)(a) of SVGA 2006);</p>
</content>
</level>
<level class="para1" eId="regulation-111-4-b">
<num>(b)</num>
<content>
<p>a list maintained under the law of Scotland or Northern Ireland which the Secretary of State specifies by order under section 3(2)(b) of SVGA 2006 as corresponding to the children's barred list;</p>
</content>
</level>
<level class="para1" eId="regulation-111-4-c">
<num>(c)</num>
<content>
<p>the adults' barred list (established under section 2(1)(b) of SVGA 2006);</p>
</content>
</level>
<level class="para1" eId="regulation-111-4-d">
<num>(d)</num>
<content>
<p>a list maintained under the law of Scotland or Northern Ireland which the Secretary of State specifies by order under section 3(3)(b) of SVGA 2006 as corresponding to the adults' barred list.</p>
</content>
</level>
</paragraph>
<paragraph eId="regulation-111-5">
<num>(5)</num>
<intro>
<p>In this regulation—</p>
</intro>
<hcontainer name="definition">
<content>
<p>
<term refersTo="#term-prohibition-order" eId="term-prohibition-order">prohibition order</term>
”, “
<term refersTo="#term-relevant-offence" eId="term-relevant-offence">relevant offence</term>
” and “
<term refersTo="#term-unacceptable-professional-conduct" eId="term-unacceptable-professional-conduct">unacceptable professional conduct</term>
” have the same meanings as in Schedule 2 to the Teaching and Higher Education Act 1998
<noteRef href="#c22421161" uk:name="commentary" ukl:Name="CommentaryRef" class="commentary"/>
; and
</p>
</content>
</hcontainer>
<hcontainer name="definition">
<content>
<p>
<term refersTo="#term-svga-2006" eId="term-svga-2006">SVGA 2006</term>
” means the Safeguarding Vulnerable Groups Act 2006
<noteRef href="#c22421171" uk:name="commentary" ukl:Name="CommentaryRef" class="commentary"/>
.
</p>
</content>
</hcontainer>
</paragraph>
</hcontainer>
<hcontainer name="regulation" eId="regulation-112">
<heading>When ill-health pension does not become payable</heading>
<num>112.</num>
<paragraph eId="regulation-112-1">
<num>(1)</num>
<content>
<p>If an ill-health pension does not become payable before the death of a member (D), a death grant is payable in respect of the member.</p>
</content>
</paragraph>
<paragraph eId="regulation-112-2">
<num>(2)</num>
<intro>
<p>For the purpose of paragraph (1)—</p>
</intro>
<level class="para1" eId="regulation-112-2-a">
<num>(a)</num>
<content>
<p>an ill-health pension does not become payable before D's death unless the initial payment of the pension is made before D's death; and</p>
</content>
</level>
<level class="para1" eId="regulation-112-2-b">
<num>(b)</num>
<content>
<p>an ill-health pension that becomes payable before D's death but ceases to be payable under regulation 114 or 118 is taken not to become payable before D's death.</p>
</content>
</level>
</paragraph>
</hcontainer>
<hcontainer name="regulation" eId="regulation-112A">
<heading>
<ins class="first" ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">
<noteRef uk:name="commentary" href="#key-b2f0e11c49e54261c3f43150facdcdcf" class="commentary"/>
When ill-health pension is taken to become payable before death of member: commutation of whole pension (serious ill-health)
</ins>
</heading>
<num>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">112A.</ins>
</num>
<intro>
<p>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">An ill-health pension is taken to become payable before the death of a member (D) if—</ins>
</p>
</intro>
<level class="para1" eId="regulation-112A-a">
<num>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">(a)</ins>
</num>
<content>
<p>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">before D’s death D made an ill-health application;</ins>
</p>
</content>
</level>
<level class="para1" eId="regulation-112A-b">
<num>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">(b)</ins>
</num>
<content>
<p>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">at the same time as D made the ill-health application, D made an application under regulation 171 (commutation of whole pension (serious ill-health)) for commutation of the ill-health pension and, if applicable, a total incapacity pension; and</ins>
</p>
</content>
</level>
<level class="para1" eId="regulation-112A-c">
<num>
<ins ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">(c)</ins>
</num>
<content>
<p>
<ins class="last" ukl:ChangeId="key-b2f0e11c49e54261c3f43150facdcdcf-1586949448398" ukl:CommentaryRef="key-b2f0e11c49e54261c3f43150facdcdcf">following consideration of the applications mentioned in sub-paragraphs (a) and (b), the Secretary of State determines that the ill-health pension and, if applicable, any total incapacity pension payable with it, should be commuted.</ins>
</p>
</content>
</level>
</hcontainer>
<hcontainer name="regulation" eId="regulation-113">
<heading>Annual rate of ill-health pension</heading>
<num>113.</num>
<intro>
<p>The annual rate of ill-health pension payable to a person (P) is found by—</p>
</intro>
<level class="para1" eId="regulation-113-a">
<num>(a)</num>
<content>
<p>taking the amount of full retirement earned pension specified in P's pensioner member's account;</p>
</content>
</level>
<level class="para1" eId="regulation-113-b">
<num>(b)</num>
<content>
<p>adding the amount of full retirement additional pension (if any) specified in that account; and</p>
</content>
</level>
<level class="para1" eId="regulation-113-c">
<num>(c)</num>
<content>
<p>subtracting the conversion amount (if any) specified in that account in relation to the sum of those amounts.</p>
</content>
</level>
</hcontainer>
<hcontainer name="regulation" eId="regulation-114">
<heading>When ill-health pension ceases to be payable</heading>
<num>114.</num>
<intro>
<p>An ill-health pension ceases to be payable to a person (P), unless P has reached normal pension age, on the earlier of the following dates—</p>
</intro>
<level class="para1" eId="regulation-114-a">
<num>(a)</num>
<content>
<p>the date on which P re-enters eligible employment;</p>
</content>
</level>
<level class="para1" eId="regulation-114-b">
<num>(b)</num>
<content>
<p>the date on which P engages in any work as a teacher which is not an eligible employment.</p>
</content>
</level>
</hcontainer>
</section>
</chapter>
</part>
</body>
</act>
</akomaNtoso>