The Health and Social Care Pension Schemes (Remediable Service) Regulations (Northern Ireland) 2023

Interpretation of Part 6

37.—(1) In this Part—

“1995 regulation 60” means regulation 60 of the 1995 Regulations(1) (Member’s right to transfer accrued rights to benefits to this Section of the scheme);

“1995 regulation 62” means regulation 62 of the 1995 Regulations(2) (Transfers that are not made under the Public Sector Transfer Arrangements);

“2008 regulation 101” means regulation 101 of the 2008 Regulations(3)(Procedure for applications under regulation 100);

“2008 regulation 103” means regulation 103 of the 2008 Regulations(4) (Calculation of transferred–in pensionable service);“2008 regulation 228” means regulation 228 of the 2008 Regulations(5)(Procedure for applications under regulation 227);

“2008 regulation 230” means regulation 230 of the 2008 Regulations(6) (Calculation of increase to pensionable earnings as the result of a transfer–in);

“2015 regulation 142” means regulation 142 of the 2015 Regulations (Acceptance of transfer value payment);

“2015 scheme joining date” means the date on which the member became eligible to be an active member of the 2015 scheme for the purpose of regulation 141(1)(c)(i) of the 2015 Regulations (Application procedure);

“legacy scheme remediable cash equivalent”, in relation to a member, means the cash equivalent of rights in the legacy scheme used by the scheme manager to acquire rights in the 2015 scheme under—

(a)

regulation 59A of the 1995 Regulations(7) (member’s right to transfer a preserved pension to the 2015 Scheme), or

(b)

regulation 108B or regulation 235B of the 2008 Regulations(8) (right to transfer a deferred pension to the 2015 Scheme),

so far as the cash equivalent relates to the member’s remediable rights;

“receiving scheme”, in relation to a remediable value, means the scheme to which the remediable value was, or is to be, paid;

“reformed public service pension scheme” means—

(a)

a Chapter 1 scheme(9);

(b)

a judicial scheme within the meaning of section 70(1) of PSPJOA 2022;

(c)

a local government scheme within the meaning of section 86(1) of PSPJOA 2022;

“remediable benefits” means the benefits payable to or in respect of a member in relation to that member’s remediable service;

“remediable club transfer value”, in relation to a member, means the payment or acceptance by the scheme manager of—

(a)

a transfer value payment under Part VI of the 1995 Regulations in accordance with the public sector transfer arrangements (within the meaning given to that term by regulation 2 of those Regulations);

(b)

a transfer value payment under Part 2 Chapter 6 of the 2008 Regulations (Transfers) in accordance with the public sector transfer arrangements (within the meaning given to that term by regulation 6 of those Regulations);

(c)

a transfer value payment under Part 3 Chapter 6 of the 2008 Regulations (Transfers) under the public sector transfer arrangements (within the meaning given to that term by regulation 137 of those Regulations);

(d)

a club transfer value under Part 7 of the 2015 Regulations (Transfers) (within the meaning given to that term by regulation 131 of those Regulations)

so far as the transfer value payment or transfer value relates to the member’s remediable rights;

“remediable rights”, in relation to a member, means the member’s rights to benefits under a reformed public service pension scheme secured by virtue of the member’s remediable service;

“remediable transfer value”, in relation to a member, means the payment or acceptance by the scheme manager of a transfer value or transfer value payment other than—

(a)

a legacy scheme remediable cash equivalent, or

(b)

a remediable club transfer value,

so far as the transfer value payment or transfer value relates to the member’s remediable rights;

“remediable value” means a remediable club transfer value or a remediable transfer value;

“sending scheme”, in relation to a remediable value, means the scheme which paid, or is to pay, the remediable value.

(2) Where a provision of this Part requires the scheme manager to calculate a transfer value (including a remediable value or a remediable transfer value) in relation to rights secured in the legacy scheme or the 2015 scheme, that value must be calculated in accordance with—

(a) the provisions of the legacy scheme or the 2015 scheme which apply to the calculation of values of that type; and

(b) the guidance and tables provided for the purpose of calculating such values that were, or are, in use on the date used for the original calculation.

(1)

Regulation 60 and its heading was amended by S.R. 1997 No.217; S.R. 2004 No.103; S.R. 2006 No.410; S.R. 2008 No.163 and S.R. 2010 No.22.

(2)

Regulation 62 was amended by S.R. 2010 No.22.

(3)

Regulation 101 was amended by S.R. 2009 No.65; S.R 2010 No.22 and S.R 2015 No.122.

(4)

Regulation 103 was amended by S.R. 2009 No.65 and S.R 2010 No.22.

(5)

Regulation 228 was amended by S.R. 2009 No.65; S.R 2010 No.22 and S.R 2015 No.122.

(6)

Regulation 230 was amended by S.R. 2009 No.65 and S.R 2010 No.2.

(7)

Regulation 59A was inserted by S.R. 2015 No.121.

(8)

Regulations 108B and 235B were inserted by S.R. 2015 No.121.

(9)

See section 33 of PSPJOA 2022 for the meaning of “Chapter 1 scheme”.