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The Teachers' Pension Scheme Regulations 2014

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Changes over time for: PART 3

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Version Superseded: 01/08/2021

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Status:

Point in time view as at 01/04/2015.

Changes to legislation:

There are currently no known outstanding effects for the The Teachers' Pension Scheme Regulations 2014, PART 3. Help about Changes to Legislation

PART 3E+WExceptions for tapered protection members

Meaning of “tapered protection member”E+W

13.—(1) A person (P) to whom paragraph 14, 15 or 16 applies is a tapered protection member of the existing scheme.

(2) P ceases to be a tapered protection member of the existing scheme on whichever of the following days occurs first—

(a)P's tapered protection closing date; or

(b)the day on which P ceases to be in pensionable service under the existing scheme.

Active members of the existing schemeE+W

14.  This paragraph applies if—

(a)P was an active member of the existing scheme, as defined in Part 1, on the scheme closing date and on 31st March 2012;

(b)a pension, other than a phased retirement pension, has not become payable to P on or after 1st April 2012; and

(c)unless P dies, P would reach normal pension age under that scheme between 2nd April 2022 and [F130th September 2025] (inclusive).

Active members of an existing public service schemeE+W

15.  This paragraph applies if—

(a)P was an active member of an existing public service scheme on the scheme closing date and on 31st March 2012;

(b)P enters eligible employment not more than 5 years after leaving pensionable service under the existing public service scheme;

(c)a pension in respect of all of P's service in the existing public service scheme has not become payable on or after 1st April 2012; and

(d)unless P dies, P would reach normal pension age under—

(i)the existing scheme between 2nd April 2022 and [F230th September 2025] (inclusive); and

(ii)the existing public service scheme on or before [F230th September 2025].

Fair Deal membersE+W

16.—(1) This paragraph applies if sub-paragraphs (2) and (3) apply.

(2) This sub-paragraph applies if—

(a)on or before the scheme closing date—

(i)P was an active member of the existing scheme;

(ii)P's employment was transferred to an employer not mentioned in Parts 2, 3 or 4 of Schedule 1;

(iii)as a result of that transfer, P ceased to be in pensionable service under the existing scheme; and

(iv)P's employment is subject to existing Fair Deal arrangements.

(b)after the scheme closing date—

(i)P is subject to a Fair Deal transfer; and

(ii)P is not a member of another pension scheme to which P's employer pays contributions in respect of P.

(3) This sub-paragraph applies if—

(a)on 31st March 2012 and on the scheme closing date, P was an active member of the existing scheme or a pension scheme access to which was given under existing Fair Deal arrangements; and

(b)unless P dies, P would reach normal pension age under the existing scheme between 2nd April 2022 and [F330th September 2025] (inclusive).

Exception for tapered protection members during protection periodE+W

17.—(1) This paragraph applies to a person (P) if P is a tapered protection member of the existing scheme by virtue of the application of either paragraph 14 or 15.

(2) The protection period for P is the period which—

(a)begins on the day after the scheme closing date; and

(b)ends when P ceases to be a tapered protection member.

(3) During the protection period—

(a)P's pensionable service is pensionable service under the existing scheme;

(b)section 18(1) of the Act does not apply in respect of that pensionable service; and

(c)benefits are to be provided under the existing scheme to or in respect of P in relation to that pensionable service.

Exception for Fair Deal tapered protection member during protection periodE+W

18.—(1) This paragraph applies to a person (P) if P is a tapered protection member of the existing scheme by virtue of the application of paragraph 16.

(2) The protection period for P is the period which—

(a)begins on the Fair Deal transfer date; and

(b)ends when P ceases to be a tapered protection member of the existing scheme.

(3) During the protection period—

(a)P's pensionable service is pensionable service under the existing scheme;

(b)section 18(1) of the Act does not apply in respect of that pensionable service; and

(c)benefits are to be provided under the existing scheme to or in respect of P in relation to that pensionable service.

Tapered protection member not eligible to join this schemeE+W

19.  While a person (P) is a tapered protection member of the existing scheme, P is not eligible to be an active member of this scheme.

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