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The Teachers' Pension Scheme Regulations 2014

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Changes over time for: Paragraph 38A

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Point in time view as at 20/12/2023.

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There are currently no known outstanding effects for the The Teachers' Pension Scheme Regulations 2014, Paragraph 38A. Help about Changes to Legislation

[F1Transition member who has not reached normal pension age under the existing schemeE+W
This section has no associated Explanatory Memorandum

38A.(1) This paragraph applies to a transition member (P) whilst P—

(a)is entitled to an ill-health pension under this scheme; and

(b)has not reached normal pension age under the existing scheme.

(2) Whilst this paragraph applies—

(a)no pension is payable to P under the existing scheme before P’s normal pension age in that scheme; and

(b)a pension is payable to P under this scheme, determined in accordance with sub-paragraph (3).

(3) Whilst this paragraph applies, the following are payable to P—

(a)a pension, the annual rate of which is the sum of—

(i)P’s annual rate of ill-health pension calculated under regulation 113 of these Regulations,

(ii)the annual rate of retirement pension that would, if P was entitled to payment of an ill-health pension under the existing scheme, be payable to P under the existing scheme regulations, excluding any total incapacity pension payable under regulation 65 of the existing scheme regulations, and adjusted following any election by P under regulation 116 of those Regulations, and

(iii)the annual rate of total incapacity pension, if any, payable under regulation 116 of these Regulations;

(b)(i)any lump sum payable to P under regulation 168 of these Regulations, and

(ii)the amount of any lump sum that would have been payable to P had P been entitled to payment of an ill-health pension under the existing scheme, including any lump sum payable under regulation 116 of the existing scheme regulations, if P makes such an election.

(4) P’s entitlement to the pension payable under sub-paragraph (3)(a)(ii) is subject to the same conditions, and ceases to be payable in the same circumstances, as the pension which P would have received had P been entitled to payment of an ill-health pension under the existing scheme, in accordance with the existing scheme regulations.

(5) If a transfer of benefits takes place from the existing scheme prior to the existing scheme normal pension age, P’s entitlement to the pension payable under sub-paragraph (3)(a)(ii) comes to an end.

(6) If this paragraph applies, P may not apply under the existing scheme for retirement benefits under Case E as provided in Schedule 7 of the existing scheme regulations.]

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