The Teachers’ Pensions etc. (Reform Amendments) Regulations (Northern Ireland) 2007

1. Introductory Text

2. 1. Citation and commencement

3. 2. Amendments

4. 3. Transitional provisions and savings

5. 4. Election in respect of protected benefits.

6. Signature

7. 1. SCHEDULE 1

      Amendments of the Teachers’ Superannuation (Additional Voluntary Contributions) Regulations (Northern Ireland) 1996

      1. 1. Interpretation

      2. 2. Provision for lump sum death benefit

      3. 3. Variation and cancellation of elections

      4. 4. Retirement and dependant’s pensions

      5. 5. Pension sharing on divorce

      6. 6. Payment by the Department

   2. SCHEDULE 2

      Amendments of the Teachers (Compensation for Redundancy and Premature Retirement) Regulations (Northern Ireland) 1991

      1. 1. Interpretation

      2. 2. Allocation of part of annual compensation

      3. 3. Long-term compensation on death

      4. 4. Duration of compensation on death

   3. SCHEDULE 3

      Amendments of the Teachers’ Superannuation Regulations (Northern Ireland) 1998

      1. 1. Employment - general

      2. 2. Employment in an accepted school

      3. 3. Employment not pensionable

      4. 4. Election not to be pensionable

      5. 5. Election to rejoin pensionable service

      6. 6. Ordinary contributions

      7. 7. Election in respect of additional benefits

      8. 8. Additional contributions for past period

      9. 9. Additional contributions for past period under earlier provisions

      10. 10. Additional contributions for current period

      11. 11. Additional contributions for current period: service in a reserve force

      12. 12. Contributions for family benefits

      13. 13. Right to repayment of balance of contributions

      14. 14. Calculation of balance of contributions

      15. 15. Return of repaid contributions

      16. 16. Uncompleted return by instalments of repaid contributions

      17. 17. Deduction, payment and recovery of contributions

      18. 18. Current period for which additional contributions have been paid

      19. 19. Meaning of various terms

      20. 20. Residual liability for guaranteed minimum pensions and for section 5(2B) rights

      21. 21. Nature of retirement benefits

      22. 22. Entitlement to payment of retirement benefits

      23. 23. Retirement benefits – pension and lump sum

      24. 24. Limitation of retirement benefit in certain cases

      25. 25. Enhancement of retirement benefits in case of incapacity

      26. 26. Avoidance of duplicate pensions

      27. 27. Allocation of part of retirement pension

      28. 28. Pensioner ceasing to be incapacitated

      29. 29. Abatement of retirement pension during further employment

      30. 30. Retirement benefits on cessation of further employment

      31. 31. Death grant

      32. 32. Supplementary death grant

      33. 33. Family benefits generally

      34. 34. Nomination of partner

      35. 35. Nomination of other adult beneficiary

      36. 36. Entitlement to short-term family benefits

      37. 37. Amount and duration of short-term family benefits

      38. 38. Entitlement to long-term family benefits

      39. 39. Relevant service

      40. 40. Amount of surviving spouse’s, surviving civil partner’s or nominated beneficiary’s long-term pension

      41. 41. Amount of children’s long-term pensions

      42. 42. Additional dependant’s pension where election made under regulation C2A

      43. 43. Commencement and duration of long-term family pensions

      44. 44. Average salary

      45. 45. After regulation E31 insert— Average salary – supplemental (1) This regulation has effect for the purpose of determining...

      46. 46. Effective reckonable service

      47. 47. Payment of benefits

      48. 48. Benefits not assignable

      49. 49. Payment of transfer values

      50. 50. Acceptance of transfer values

      51. 51. Receipts etc. to be credited

      52. 52. Employers’ Contributions

      53. 53. Employers’ additional contributions

      54. 54. Modified application in case of employment at reduced salary

      55. 55. Declaration where lump sum payments are made

      56. 56. Pension sharing – normal pension age

      57. 57. Pension credit benefits

      58. 58. Commutation

      59. 59. After regulation I(4) insert— Commutation on election by pension credit...

      60. 60. Death grant

      61. 61. Glossary of expressions

      62. 62. Elections in respect of additional benefits

      63. 63. Maximum length of additional periods

      64. 64. Additional contributions for past period under old regulation C3

      65. 65. In Schedule 4— (a) for the definitions of “the principal...

      66. 66. Additional contributions for past periods under earlier provisions

      67. 67. Family benefits

      68. 68. Modified application in certain cases

      69. 69. Allocation of part of retirement pension

   4. SCHEDULE 4

      Elections in respect of additional benefits - Schedule to be inserted as Schedule 2A to the Teachers’ Superannuation Regulations (Northern Ireland) 1998

      1. 1. Interpretation

      2. 2. Election by a person in pensionable employment

      3. 3. An election shall state whether the additional contributions—

      4. 4. The length of the payment period must be such that—...

      5. 5. An election shall be an election— (a) to be credited...

      6. 6. An election shall contain such further information as may be...

      7. 7. The amount of an increased retirement pension specified in the...

      8. 8. An election is to contain a declaration by the person...

      9. 9. An election only has effect if the Department notifies the...

      10. 10. Where an election has been made, nothing in this Schedule...

      11. 11. Election by employer

      12. 12. An election shall be an election that additional contributions are...

      13. 13. An election shall be accompanied by a declaration by the...

      14. 14. An election shall contain such other information as may be...

      15. 15. The amount of increased retirement pension specified in the election...

      16. 16. An election only has effect if— (a) it is made...

      17. 17. Effect of election

      18. 18. Maximum amount of increased pension

      19. 19. The Department of Finance and Personnel shall from time to...

      20. 20. Where an election has previously been made in relation to...

      21. 21. For the purposes of paragraph 20 the factor is RI/RE...

      22. 22. Where a previous election has been revoked the references in...

      23. 23. Determination of contributions for given level of increased pension

      24. 24. Where the Department has, pursuant to paragraph 23, determined any...

      25. 25. Revocation of election

      26. 26. Where an election is revoked the person shall be credited...

      27. 27. Election ceasing to have effect

      28. 28. Person ceasing to be in pensionable employment

      29. 29. Person becoming entitled to retirement benefits

      30. 30. Person making an election under regulation E4A

      31. 31. Person becoming incapacitated

      32. 32. (1) Where a person who has made a monthly contribution...

      33. 33. Person ceasing to be incapacitated

      34. 34. Death of person

      35. 35. Where the person dies within one year after the date...

      36. 36. (1) Where the person has made a monthly contribution election...

      37. 37. Actuarial advice

   5. SCHEDULE 5

      Transitional Provisions and Savings

      1. PART 1 Transitional Provisions and Savings relating to the Teachers’ Superannuation (Additional Voluntary Contributions) Regulations (Northern Ireland) 1996

         1. 1. Any notice given before 1st April 2007 under regulation 12(6)...

      2. PART 2 Transitional Provisions and Savings relating to the Teachers’ (Compensation for Redundancy and Premature Retirement) Regulations (Northern Ireland) 1991

         1. 2. In this Part “the 1991 Compensation Regulations” means the Teachers’...

         2. 3. (1) Regulation 8 of the 1991 Compensation Regulations shall (despite...

      3. PART 3 Transitional Provisions and Savings relating to the Teachers’ Superannuation Regulations (Northern Ireland) 1998

         1. 4. In this Part “the 1998 Regulations” means the Teachers’ Superannuation...

         2. 5. Where, before 1st April 2007, a person over the age...

         3. 6. Paragraphs (10) and (13) of regulation C3 of the 1998...

         4. 7. (1) Regulation C4 of the 1998 Regulations shall (despite paragraph...

         5. 8. (1) Regulation C6 of the 1998 Regulations shall (despite paragraph...

         6. 9. (1) Regulation E11 of, and Schedule 10 to, the 1998...

         7. 10. (1) Regulation E31 of the 1998 Regulations shall continue to...

         8. 11. Where, before 1st April 2007, a person was in pensionable...

8. Explanatory Note