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The Occupational Pension Schemes (Schemes that were Contracted-out) Regulations 2015

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PART 1GENERAL

Citation, commencement and extent

F11.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Interpretation

F12.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 2GENERAL PROVISIONS RELATING TO SCHEMES THAT WERE SALARY RELATED CONTRACTED-OUT SCHEMES

Alteration of scheme rules

F13.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Determination that an earner was in contracted-out employment

F14.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Provision of information

F15.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Overseas schemes

F16.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Restoration of state scheme rights

F17.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contributions equivalent premiums: prescribed person

F18.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Notification of requirement to pay a contributions equivalent premium

F19.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cases where payment of a contributions equivalent premium is not required

F110.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Elections to pay contributions equivalent premiums

F111.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment of a contributions equivalent premium

F112.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment in lieu of benefit and delay in refund for the purposes of the employer’s right of recovery

F113.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Refund of a contributions equivalent premium

F114.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Continuation of transitional arrangements for schemes that began winding up before 6th April 1997

F115.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Continuation of savings in respect of state scheme premiums

F116.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 3ADDITIONAL REQUIREMENTS IN RELATION TO RIGHTS ATTRIBUTABLE TO CONTRACTED-OUT EMPLOYMENT ON AND AFTER 6TH APRIL 1997

Alteration of scheme rules

F117.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment of a lump sum instead of a pension

F118.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Forfeiture of accrued rights

F119.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 4ADDITIONAL REQUIREMENTS IN RELATION TO GUARANTEED MINIMUM PENSIONS

Alteration of scheme rules

F120.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Circumstances for the purposes of section 17(6) of the 1993 Act in which widower’s, widow’s or surviving civil partner’s guaranteed minimum pension is payable

F121.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Period for the purposes of section 17(6) of the 1993 Act for which widower’s, widow’s or surviving civil partner’s guaranteed minimum pension is payable

F122.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Fixed rate revaluation of guaranteed minimum pensions secured by insurance policies or annuity contracts

F123.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Fixed rate revaluation of guaranteed minimum pensions for early leavers

F124.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment of a lump sum instead of a pension

F125.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Suspension and forfeiture of guaranteed minimum pension

F126.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Conversion into other benefits: actuarial equivalence

F127.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Conversion into other benefits: survivors’ benefits

F228.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 5AMENDMENT OF THE OCCUPATIONAL PENSION SCHEMES (CONTRACTING-OUT) REGULATIONS 1996

Amendments relating to certification of employments for a period before the second abolition date

F129.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amendments relating to cessation of contracting-out before the second abolition date

F130.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 6AMENDMENT OF THE CONTRACTING-OUT (TRANSFER AND TRANSFER PAYMENT) REGULATIONS 1996

Revaluation after transfer from another scheme

F131.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 7REVOCATION AND SAVINGS OF THE OCCUPATIONAL PENSION SCHEMES (CONTRACTING-OUT) REGULATIONS 1996

Revocations taking effect on the second abolition date

32.  The following provisions of the 1996 Regulations are revoked—

(a)regulation 11;

(b)regulations 16 to 21;

(c)regulations 41 to 43;

(d)regulation 48(5) to (7);

(e)regulations 49 to 61;

(f)regulation 62 (but see regulation 33);

(g)regulation 63;

(h)regulations 65 and 66 (but see regulation 33);

(i)[F3regulations 67 to 74;]

(j)regulations 76A and 76B;

(k)regulation 77.

Saving of provisions relating to the revaluation of Guaranteed Minimum Pensions

F133.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Revocations taking effect on 6th April 2019

F134.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 8PROVISION FOR NORTHERN IRELAND

Interpretation of Part 8

F135.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Restoration of state scheme rights: Northern Ireland

F136.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contributions equivalent premiums: prescribed person in Northern Ireland

F137.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Notification of requirement to pay a contributions equivalent premium: Northern Ireland

F138.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cases where payment of a contributions equivalent premium is not required: Northern Ireland

F139.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Elections to pay contributions equivalent premiums: Northern Ireland

F140.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment of a contributions equivalent premium: Northern Ireland

F141.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment in lieu of benefit and delay in refund for the purposes of the employer’s right of recovery: Northern Ireland

F142.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Refund of a contributions equivalent premium: Northern Ireland

F143.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Continuation of savings in respect of state scheme premiums: Northern Ireland

F144.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Revocations of the Occupational Pension Schemes (Contracting-Out) Regulations (Northern Ireland) 1996 taking effect on the second abolition date

F145.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Signed by authority of the Secretary of State for Work and Pensions

Altmann

Minister of State,

Department for Work and Pensions

Yn ôl i’r brig

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