SCHEDULES

SCHEDULE 2Transitional provisions

F1PART 3APayment of ill-health benefits to transition members

Annotations:

Transition member who has not reached normal pension age under the FPS24

1

This paragraph applies in relation to a transition member who—

a

was in pensionable service in the FPS until the day before the transition date; and

b

has continued in pensionable service in relevant scheme employment, or has been treated as an active member of this scheme in relation to that employment, until that member became entitled to an ill-health award under this scheme; and

c

has not reached normal pension age under the FPS or the age at which the conditions of article 13 (ordinary pension) as modified by article 13A (continuous service pension) of that Scheme are satisfied.

2

If this paragraph applies—

a

neither a lower tier ill-health pension nor a higher tier ill-health pension are payable under article 15 (ill health award) of the FPS; and

b

an ill-health award is payable from this scheme.

3

If the member meets the conditions only for a lower tier ill-health pension under this scheme, the annual rate of a lower tier ill-health pension payable under this scheme is the sum of—

a

the annual rate of a lower tier ill-health pension payable under this scheme; and

b

an amount payable under regulation 73(4) (entitlement to lower tier ill-health pension and to higher tier ill-health pension).

4

If the member meets the conditions for a higher tier ill-health pension under this scheme, the adjusted lower tier ill-health pension in regulation 74(4) (annual rate of ill-health awards) includes the amount in sub-paragraph (3)(b) for the purposes of the calculation of the annual rate of the higher tier ill-health pension.

5

If, after an ill-health award becomes payable under this scheme, a transfer value payment is made under article 55 (payment of transfer value) of the FPS in respect of the member’s rights under that Scheme and the transfer relates to a period of service included as qualifying service in relation to the member’s retirement account, the scheme manager must deduct from the amount of the ill-health award an amount in respect of service in the FPS which is equal to the value represented by that transfer value payment.

6

In this paragraph—

  • “relevant scheme employment” means the continuous period of pensionable service in scheme employment in relation to the active member’s account to which the pensionable service in the FPS was added for the purposes of regulation 66 (qualifying service).