PART 8Death benefits

CHAPTER 4Payment of lump sum death benefits

Payment of pension instead of lump sum for members who have reached the age of 75118

1

This regulation applies if a member dies–

a

after reaching the age of 75, and

b

before the fifth anniversary of the date on which a pension became payable to the member.

2

The scheme manager may pay the pension to—

a

the person or persons nominated by the member under regulation 112 (“the nominees”);

b

the member's personal representatives; or

c

both the nominees and the member's personal representatives.

3

The scheme manager is to pay the pension in the proportions the scheme manager considers appropriate if—

a

the scheme manager decides to pay all or part of the pension to the nominees and more than one individual has been nominated; or

b

the scheme manager decides to pay the pension to both the nominees and the personal representatives.

4

A pension payable under this regulation—

a

is payable for the pension protection period; and

b

must be equal to the sum of—

i

the pension that would have been payable to the member had the member lived until the end of the pension protection period; and

ii

any increases in the annual rate of that pension under the 1971 Act during that period.

5

In this rule “the pension protection period” means the period from the date of the member's death until the fifth anniversary of the date on which the member's pension became payable.