The National Health Service Pension Schemes (Remediable Service) Regulations 2023

Treatment of additional contributions made under the legacy scheme: immediate choice members and deceased members

20.—(1) This regulation applies to or in respect of a remedy member—

(a) who on 30th September 2023—

(i) was a pensioner member with regard to benefits paid in respect of remediable service under the legacy scheme, or

(ii) was deceased;

(b) who is not a member to whom payment of part of a pension has been made pursuant to paragraph (2) of 2015 transitional regulation 25 in respect of additional pension resulting from an option under 1995 regulation Q8 or 1995 regulation Q10;

(c) where, during the remedy period one or more of the following occurred—

(i) the contribution option period began in relation to the member’s option to pay additional periodical contributions under 1995 regulation Q8, 2008 regulation 2.C.8 or 2008 regulation 3.C.6;

(ii) the member’s employing authority paid to the Secretary of State the single lump sum contribution in relation to the member’s option under 1995 regulation Q10, 2008 regulation 2.C.10 or 2008 regulation 3.C.8;

(iii) the member’s employing authority paid to the Secretary of State the single lump sum contribution in relation to that authority’s option under 1995 regulation Q11, 2008 regulation 2.C.11 or 2008 regulation 3.C.9 in respect of the member; and

(d) in respect of whom an immediate choice election has been accepted by the scheme manager or treated by the scheme manager as having been made in accordance with regulation 9 (election for 2015 scheme benefits: immediate choice members and deceased members).

(2) Where this regulation applies and the scheme manager determines that the benefits to be paid to or in respect of the remedy member for the member’s remediable service are to be determined in accordance with the 2015 Regulations, the scheme manager must, after having regard to the advice of the scheme actuary, vary the member’s rights to the additional benefits purchased in respect of the options referred to in paragraph (1)(c) so that those rights are of an equivalent value to the additional pension rights the member would have secured if the contributions had been made in the relevant scheme year in which they were paid—

(a) in respect of an election under 2015 regulation 64, where paragraph (1)(c)(i) applies to or in respect of the member, and

(b) in respect of an election under 2015 regulation 62, where paragraph (1)(c)(ii) or (iii) applies to or in respect of the member.

(3) In this regulation, “pensioner member” means a person entitled to a pension, including a partial retirement pension under regulation 2.D.5 or 3.D.5 of the 2008 Regulations(1) (partial retirement (members aged at least 55)), where—

(a) the person became entitled to that pension on or after 1st April 2015, and

(b) at the same time as the person became entitled to that pension, the person also became entitled to the immediate payment of additional pension in accordance with regulation 2.D.5(5)(c) or 3.D.5(4)(c) of the 2008 Regulations.

(1)

Regulation 2.D.5 was amended by S.I. 2009/381 and 2446. Regulation 3.D.5 was amended by S.I. 2009/381 and 2446, 2014/413.