C2C4 Part II Contributory Benefits
Retirement pensions (Categories A and B)
C348BF1Category B retirement pension for widows and widowers.
F91
A person (“the pensioner”) whose spouse died while they were married is entitled to a Category B retirement pension by virtue of the contributions of his or her spouse if—
a
the pensioner attained pensionable age—
i
before 6 April 2016, and
ii
before the spouse died, and
b
the spouse satisfied the relevant contribution condition.
1ZA
But subsection (1) does not confer a right to a Category B retirement pension on—
a
a man who attained pensionable age before 6 April 2010, or
b
a woman who attained pensionable age before 6 April 2010 and whose spouse was a woman.
1ZB
In subsection (1)(b) “the relevant contribution condition” means—
a
in a case where the spouse—
i
died before 6 April 2010, or
ii
died on or after that date having attained pensionable age before that date,
the conditions in paragraph 5 of Schedule 3, and
b
in any other case, the condition in paragraph 5A of Schedule 3.
1A
A person (“the pensioner”) whose civil partner died while they were civil partners of each other is entitled to a Category B retirement pension by virtue of the contributions of his or her civil partner if—
a
the pensioner attained pensionable age—
i
on or after 6 April 2010 but before 6 April 2016, and
ii
before the civil partner died, and
b
the civil partner satisfied the relevant contribution condition.
1B
In subsection (1A)(b) “the relevant contribution condition” means—
a
in a case where the deceased civil partner attained pensionable age before 6 April 2010, the conditions in paragraph 5 of Schedule 3, and
b
in any other case, the condition in paragraph 5A of Schedule 3.
2
A Category B retirement pension payable by virtue of subsection (1) F5or (1A) above shall be payable at a weekly rate corresponding to—
a
the weekly rate of the basic pension, plus
b
half of the weekly rate of the additional pension,
3
Where the spouse F6or civil partner died under pensionable age, references in the provisions of sections 44 to F245B above F4and Schedule 4A below as applied by subsection (2) above to the tax year in which the pensioner attained pensionable age shall be taken as references to the tax year in which the spouse F6or civil partner died.
F103A
For the purposes of any provision of this Act as it applies in relation to this section, no account is to be taken of any earnings factors of the deceased for the tax year beginning with 6 April 2016 or any later tax year.
F114
A woman (“the pensioner”) whose husband died before she attained pensionable age is entitled to a Category B retirement pension by virtue of the contributions of her husband if—
a
she attained pensionable age before 6 April 2016, and
b
the condition in subsection (5) is satisfied.
4A
A man (“the pensioner”) whose wife died before he attained pensionable age is entitled to a Category B retirement pension by virtue of the contributions of his wife if—
a
he attained pensionable age on or after 6 April 2010 but before 6 April 2016, and
b
the condition in subsection (5) would have been satisfied on the assumption mentioned in subsection (7).
5
The condition is that the pensioner—
a
is entitled (or is treated by regulations as entitled) to a widow’s pension by virtue of section 38 above, and
b
became entitled to that pension in consequence of the spouse’s death.
6
A Category B retirement pension payable by virtue of subsection (4) F12or (4A) above shall be payable—
a
where the pensioner is a woman, at the same weekly rate as her widow’s pension, and
b
where the pensioner is a man, at the same weekly rate as that of the pension to which he would have been entitled by virtue of section 38 above on the assumption mentioned in subsection (7) below.
7
The assumption referred to in subsections F13(4A) and (6) above is that a man is entitled to a pension by virtue of section 38 above on the same terms and conditions, and at the same rate, as a woman.
F38
Nothing in subsections (4) to (7) above applies in a case where the spouse dies on or after F169 April 2001.
F149
Section 51ZA contains special rules for cases involving changes in gender.
F1510
Subsection (11) applies in the case of a pensioner entitled to a Category B retirement pension by virtue of subsection (1) or (1A) whose spouse or civil partner—
a
attained pensionable age on or after 6 April 2016, and
b
died after attaining pensionable age.
11
Where this subsection applies, the amount determined in accordance with subsection (2) as the weekly rate of the additional pension payable to the pensioner must be increased by such percentage as equals the overall percentage by which, had the pension been in payment as from the date when the spouse or civil partner reached pensionable age until the spouse’s or civil partner’s death, that weekly rate would have increased during that period by virtue of orders under section 150 of the Administration Act (annual uprating of benefits).
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