http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/2023-12-20The Teachers' Pension Scheme Regulations 2014texttext/xmlenStatute Law DatabasePUBLIC SERVICE PENSIONS, ENGLAND AND WALESEDUCATION, ENGLAND AND WALES2024-05-16Expert Participation2023-12-20 These 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. SCHEDULE 3Transitional provisionsPART 7Payment of benefits to transition membersCHAPTER 2Application for payment of benefits<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">Transition member who has not reached normal pension age under the existing scheme</Addition>38A1This paragraph applies to a transition member (P) whilst P—ais entitled to an ill-health pension under this scheme; andbhas not reached normal pension age under the existing scheme.2Whilst this paragraph applies—ano pension is payable to P under the existing scheme before P’s normal pension age in that scheme; andba pension is payable to P under this scheme, determined in accordance with sub-paragraph (3).3Whilst this paragraph applies, the following are payable to P—aa pension, the annual rate of which is the sum of—iP’s annual rate of ill-health pension calculated under regulation 113 of these Regulations,iithe 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, andiiithe annual rate of total incapacity pension, if any, payable under regulation 116 of these Regulations;biany lump sum payable to P under regulation 168 of these Regulations, andiithe 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.4P’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.5If 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.6If 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.Sch. 3 paras. 38A, 38B inserted (1.4.2015) by The Teachers Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/592), regs. 1, 10
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<dc:identifier>http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/2023-12-20</dc:identifier>
<dc:title>The Teachers' Pension Scheme Regulations 2014</dc:title>
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<dc:subject scheme="SIheading">PUBLIC SERVICE PENSIONS, ENGLAND AND WALES</dc:subject>
<dc:subject scheme="SIheading">EDUCATION, ENGLAND AND WALES</dc:subject>
<dc:modified>2024-05-16</dc:modified>
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<dc:description>These 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.</dc:description>
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<Number>SCHEDULE 3</Number>
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<Strong>PART 7</Strong>
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<Title>Payment of benefits to transition members</Title>
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<Title>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">Transition member who has not reached normal pension age under the existing scheme</Addition>
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<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">38A</Addition>
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<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/1/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/1" id="schedule-3-paragraph-38A-1">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">1</Addition>
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<P2para>
<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">This paragraph applies to a transition member (P) whilst P—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/1/a/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/1/a" id="schedule-3-paragraph-38A-1-a">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">a</Addition>
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<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">is entitled to an ill-health pension under this scheme; and</Addition>
</Text>
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<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/1/b/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/1/b" id="schedule-3-paragraph-38A-1-b">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">b</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">has not reached normal pension age under the existing scheme.</Addition>
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<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/2/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/2" id="schedule-3-paragraph-38A-2">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">2</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">Whilst this paragraph applies—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/2/a/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/2/a" id="schedule-3-paragraph-38A-2-a">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">a</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">no pension is payable to P under the existing scheme before P’s normal pension age in that scheme; and</Addition>
</Text>
</P3para>
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<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/2/b/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/2/b" id="schedule-3-paragraph-38A-2-b">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">b</Addition>
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<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">a pension is payable to P under this scheme, determined in accordance with sub-paragraph (3).</Addition>
</Text>
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<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3" id="schedule-3-paragraph-38A-3">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">3</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">Whilst this paragraph applies, the following are payable to P—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/a/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/a" id="schedule-3-paragraph-38A-3-a">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">a</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">a pension, the annual rate of which is the sum of—</Addition>
</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/a/i/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/a/i" id="schedule-3-paragraph-38A-3-a-i">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">i</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">P’s annual rate of ill-health pension calculated under regulation 113 of these Regulations,</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/a/ii/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/a/ii" id="schedule-3-paragraph-38A-3-a-ii">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">ii</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">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</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/a/iii/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/a/iii" id="schedule-3-paragraph-38A-3-a-iii">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">iii</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">the annual rate of total incapacity pension, if any, payable under regulation 116 of these Regulations;</Addition>
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<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/b/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/b" id="schedule-3-paragraph-38A-3-b">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">b</Addition>
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<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/b/i/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/b/i" id="schedule-3-paragraph-38A-3-b-i">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">i</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">any lump sum payable to P under regulation 168 of these Regulations, and</Addition>
</Text>
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</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/3/b/ii/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/3/b/ii" id="schedule-3-paragraph-38A-3-b-ii">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">ii</Addition>
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<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">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.</Addition>
</Text>
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</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/4/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/4" id="schedule-3-paragraph-38A-4">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">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.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/5/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/5" id="schedule-3-paragraph-38A-5">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">5</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">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.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2014/512/schedule/3/paragraph/38A/6/2023-12-20" IdURI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A/6" id="schedule-3-paragraph-38A-6">
<Pnumber>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">6</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-0d053bed1c0d9496b7bd4c7afb0219ee-1585839150681" CommentaryRef="key-0d053bed1c0d9496b7bd4c7afb0219ee">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.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
</Part>
</ScheduleBody>
</Schedule>
</Schedules>
</Secondary>
<Commentaries>
<Commentary id="key-0d053bed1c0d9496b7bd4c7afb0219ee" Type="F">
<Para>
<Text>
<CitationSubRef id="cq56lacd3-00061" SectionRef="schedule-3-paragraph-38A" URI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38A">Sch. 3 paras. 38A</CitationSubRef>
,
<CitationSubRef id="cq56lacd3-00062" SectionRef="schedule-3-paragraph-38B" URI="http://www.legislation.gov.uk/id/uksi/2014/512/schedule/3/paragraph/38B">38B</CitationSubRef>
inserted (1.4.2015) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/592" id="cq56lacd3-00063" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="592" Title="The Teachers Pension Scheme (Amendment) Regulations 2015">The Teachers Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/592)</Citation>
,
<CitationSubRef id="cq56lacd3-00064" CitationRef="cq56lacd3-00063" SectionRef="regulation-1" URI="http://www.legislation.gov.uk/id/uksi/2015/592/regulation/1">regs. 1</CitationSubRef>
,
<CitationSubRef id="cq56lacd3-00065" CitationRef="cq56lacd3-00063" SectionRef="regulation-10" URI="http://www.legislation.gov.uk/id/uksi/2015/592/regulation/10" Operative="true">10</CitationSubRef>
</Text>
</Para>
</Commentary>
</Commentaries>
</Legislation>