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C3C5 Part II Contributory Benefits

Annotations:
Modifications etc. (not altering text)
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Pt. 2 modified (E.W.S.) (11.11.1999 for specified purposes, 1.12.2000 in so far as not already in force) by Welfare Reform and Pensions Act 1999 (c. 30), ss. 49, 89(5)(a); S.I. 2000/1047, art. 2(2)(d), Sch. Pt. IV

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Pt. 2: power to modify conferred (11.11.1999) by Welfare Reform and Pensions Act 1999 (c. 30), ss. 52(1)(2)(6)(h), 89(4)(a) (with s. 52(7))

Retirement pensions (Categories A and B)

44 Category A retirement pension.

1

A person shall be entitled to a Category A retirement pension if—

F23a

the person attained pensionable age before 6 April 2016, and

F14b

he satisfies the relevant conditions or condition;

and, subject to the provisions of this Act, he shall become so entitled on the day on which he attains pensionable age and his entitlement shall continue throughout his life.

F151A

In subsection (1)(b) above “the relevant conditions or condition” means—

a

in a case where the person attains pensionable age before 6th April 2010, the conditions specified in Schedule 3, Part I, paragraph 5;

b

in a case where the person attains pensionable age on or after that date, the condition specified in Schedule 3, Part I, paragraph 5A.

2

A Category A retirement pension shall not be payable in respect of any period falling before the day on which the pensioner’s entitlement is to be regarded as commencing for that purpose by virtue of section 5(1)(k) of the Administration Act.

3

A Category A retirement pension shall consist of—

a

a basic pension payable at a weekly rate; and

b

an additional pension payable where there are one or more surpluses in the pensioner’s earnings factors for the relevant years F21or where the pensioner has one or more units of additional pension.

F22For units of additional pension, see section 14A.

C2F34

The weekly rate of the basic pension shall be F25£169.50 except that, so far as the sum is relevant for the purpose of calculating the lower rate of short-term incapacity benefit under section 30B(3) above, it shall be F24£133.25.

In this subsection “the lower rate” means the rate payable for the first 196 days of entitlement in any period of incapacity for work.

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

C4C6F45A

For the purposes of this section and section 45 F10and F19Schedules 4A and 4B below—

a

there is a surplus in the pensioner’s earnings factor for a relevant year if that factor exceeds the qualifying earnings factor for F11that year,

b

the amount of the surplus is the amount of that excess, and

c

for the purposes of section 45(1) and (2)(a) and (b) below, the adjusted amount of the surplus is the amount of that excess, as increased by the last order under section 148 of the Administration Act to come into force before the end of the final relevant year.

6

F5Subject to subsection (7A) below any reference in this section or section 45 F12or F18Schedule 4A or 4B below to the pensioner’s earnings factor for any relevant year is a reference—

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where the relevant year is the first appointed year or any subsequent year, to the aggregate of his earnings factors derived from F13so much of his earnings as did not exceed F16the applicable limit and upon which primary Class 1 contributions have been paid or treated as paid in respect of that year;

a

where the relevant year is 1987-88 or any subsequent tax year F9before the first appointed year, to the aggregate of—

i

his earnings factors derived from earnings upon which primary Class 1 contributions were paid or treated as paid in respect of that year, and

F6ii

his earnings factors derived from Class 2 and Class 3 contributions actually paid in respect of that year, or, if less, the qualifying earnings factor for that year; and

F7b

where the relevant year is an earlier tax year, to the aggregate of—

i

his earnings factors derived from Class 1 contributions actually paid by him in respect of that year, and

ii

his earnings factors derived from Class 2 and Class 3 contributions actually paid by him in respect of that year, or, if less, the qualifying earnings factor for that year.

7

In this section—

a

relevant year” means 1978-79 or any subsequent tax year in the period between—

i

(inclusive) the tax year in which the pensioner attained the age of 16, and

ii

(exclusive) the tax year in which he attained pensionable age;

b

final relevant year” means the last tax year which is a relevant year in relation to the pensioner;

F17c

the applicable limit” means—

i

in relation to a tax year before F202009-10, the upper earnings limit;

ii

in relation to F202009-10 or any subsequent tax year, the upper accrual point.

F17A

The Secretary of State may prescribe circumstances in which pensioners’ earnings factors for any relevant year may be calculated in such manner as may be prescribed.

8

For the purposes of this section any order under F2section 21 of the Social Security Pensions Act 1975 (which made provision corresponding to section 148 of the Administration Act) shall be treated as an order under section 148 (but without prejudice to sections 16 and 17 of the M1Interpretation Act 1978).